← Institutions
CIK 0002134841 · period 2020-03-31
Top 30 of 137 holdings
Reported value
$454.1M
| # | Issuer | CUSIP | Shares | Value | % of port |
|---|---|---|---|---|---|
| 1 | SYSCO CORP | 871829107 | 1.99M | $90.8M | 20.0% |
| 2 | HORMEL FOODS CORP | 440452100 | 550.3K | $25.7M | 5.7% |
| 3 | APPLE INC | 37833100 | 90.4K | $23.0M | 5.1% |
| 4 | BERKSHIRE HATHAWAY INC DEL | 84670702 | 115.3K | $21.1M | 4.6% |
| 5 | SPDR S&P 500 ETF TR | 78462F103 | 50.9K | $13.1M | 2.9% |
| 6 | MICROSOFT CORP | 594918104 | 81.0K | $12.8M | 2.8% |
| 7 | DANAHER CORPORATION | 235851102 | 79.3K | $11.0M | 2.4% |
| 8 | APPLIED MATLS INC | 38222105 | 220.6K | $10.1M | 2.2% |
| 9 | WALMART INC | 931142103 | 78.7K | $8.9M | 2.0% |
| 10 | PEPSICO INC | 713448108 | 73.1K | $8.8M | 1.9% |
| 11 | JOHNSON & JOHNSON | 478160104 | 65.4K | $8.6M | 1.9% |
| 12 | INVESCO EXCHANGE TRADED FD T | 46137V613 | 89.2K | $8.2M | 1.8% |
| 13 | PAYCHEX INC | 704326107 | 124.5K | $7.8M | 1.7% |
| 14 | UNION PAC CORP | 907818108 | 54.4K | $7.7M | 1.7% |
| 15 | CISCO SYS INC | 17275R102 | 183.1K | $7.2M | 1.6% |
| 16 | QUALCOMM INC | 747525103 | 105.5K | $7.1M | 1.6% |
| 17 | DISNEY WALT CO | 254687106 | 71.1K | $6.9M | 1.5% |
| 18 | VARIAN MED SYS INC | 92220P105 | 64.2K | $6.6M | 1.5% |
| 19 | BECTON DICKINSON & CO | 75887109 | 27.0K | $6.2M | 1.4% |
| 20 | MERCK & CO. INC | 58933Y105 | 77.3K | $5.9M | 1.3% |
| 21 | MEDTRONIC PLC | G5960L103 | 64.3K | $5.8M | 1.3% |
| 22 | TRANE TECHNOLOGIES PLC | G8994E103 | 63.5K | $5.2M | 1.2% |
| 23 | BERKSHIRE HATHAWAY INC DEL | 84670108 | 18 | $4.9M | 1.1% |
| 24 | COLGATE PALMOLIVE CO | 194162103 | 73.5K | $4.9M | 1.1% |
| 25 | ALPHABET INC | 02079K305 | 4.1K | $4.8M | 1.1% |
| 26 | EATON CORP PLC | G29183103 | 57.9K | $4.5M | 1.0% |
| 27 | LILLY ELI & CO | 532457108 | 32.2K | $4.5M | 1.0% |
| 28 | MOTOROLA SOLUTIONS INC | 620076307 | 32.7K | $4.3M | 1.0% |
| 29 | VANGUARD INTL EQUITY INDEX F | 922042858 | 119.8K | $4.0M | 0.9% |
| 30 | US BANCORP DEL | 902973304 | 115.0K | $4.0M | 0.9% |