Portfolio

We currently hold long positions in the following securities.  Click on the respective ticker for a summary report of our analysis and the presentation tab for the full pitch presentation.

Amazon (AMZN) - Presentation

Ball Corporation (BLL) - Presentation

Berkshire Hathaway B (BRK.B) - Presentation

Charles Schwab Corporation (SCHW) - Presentation

Chevron (CVX) - Presentation

ConnocoPhillips (COP) - Presentation

Cognizant (CTSH) - Presentation

DTE Energy (DTE) - Presentation

FedEx (FDX) - Presentation

General Dynamics (GD) - Presentation

Trip.com Group Ltd. (TCOM) - Presentation

Tyson (TSN) - Presentation

UGI Corporation (UGI) - Presentation

Visa, Inc. (V) - Presentation 

Zoetis Inc. (ZTS) - Presentation

We will continue to update this page as we further populate our portfolio.  Please check back regularly for updates.

Performance and Monthly Summaries can be found here.