|
MSFT
|
US |
MICROSOFT CORP |
51,589 |
$22M |
8.84% |
-0.5%
|
- |
|
PGR
|
US |
PROGRESSIVE CORP |
88,965 |
$21M |
8.67% |
-0.7%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
44,494 |
$20M |
8.20% |
2.6%
|
- |
|
02079k107
|
- |
ALPHABET INC CAP STK CL C |
74,588 |
$14M |
5.78% |
-0.8%
|
- |
|
TJX
|
US |
TJX COMPANIES INC |
111,235 |
$13M |
5.47% |
-1.3%
|
- |
|
WMT
|
US |
WALMART INC |
102,740 |
$9M |
3.78% |
-2.6%
|
- |
|
BRK/A
|
US |
BERKSHIRE HATHAWAY INC-CL A |
13 |
$9M |
3.60% |
-
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
8,891 |
$8M |
3.31% |
-0.9%
|
- |
|
MLM
|
US |
MARTIN MARIETTA MATERIALS |
10,685 |
$6M |
2.24% |
-0.6%
|
- |
|
WFC
|
US |
WELLS FARGO & CO |
74,118 |
$5M |
2.12% |
-0.7%
|
- |
|
UNH
|
US |
UNITEDHEALTH GROUP INC |
9,763 |
$5M |
2.01% |
-1.2%
|
- |
|
02079k305
|
- |
ALPHABET INC- A |
25,965 |
$5M |
2.00% |
-0.2%
|
- |
|
HD
|
US |
HOME DEPOT INC |
11,905 |
$5M |
1.88% |
-0.5%
|
- |
|
MA
|
US |
MASTERCARD INC - A |
8,616 |
$5M |
1.85% |
-
|
- |
|
CTAS
|
US |
CINTAS CORP |
24,600 |
$4M |
1.83% |
-0.9%
|
- |
|
NSRGY
|
US |
NESTLE SA-SPONS ADR |
53,694 |
$4M |
1.78% |
-2.6%
|
- |
|
ORLY
|
US |
O'REILLY AUTOMOTIVE INC |
3,643 |
$4M |
1.76% |
-0.5%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
17,756 |
$4M |
1.58% |
-
|
- |
|
KO
|
US |
COCA-COLA CO/THE |
60,745 |
$4M |
1.54% |
-1.0%
|
- |
|
DEO
|
US |
DIAGEO PLC-SPONSORED ADR |
27,690 |
$4M |
1.43% |
0.7%
|
- |