Top 10 holdings
AAPL, BRKB, DD, HD, JNJ, KO, ORCL, PG, TJX, XOM
Value
Holdings: BP, EDAC, ESV, GFRE, GLUX.OB, GS, HFBC, MSFT, NE, PFE
Started: BP, ESV, GS, GFRE, HFBC, NE
Closed: AMPH, FVE
AMPH sold on acquisition announcement.
FVE sold on price increase resulting in drop in margin of safety.
Buy & Hold Long Term
Holdings: AAPL, BRK-B, DD, HD, JNJ, KO, MMM, ORCL, PG, TJX, UTX, XOM
Increased: BRK-B, DD, HD, KO, MMM, ORCL, PG
Closed: AMGN, AXP, BAC, DELL, FDX, GE, HOG, LIZ, UPS
These changes were made to consolidate into a shorter list.
Growth
Holdings: AMZN
I'll try to keep this updated more often. |
