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.

Apple (APPL) - Presentation

Amazon (AMZN) - Presentation

Blackstone Inc.(BX) - Presentation

Boston Properties, Inc. (BXP) - Presentation

Caterpilar Inc. (CAT) - Presentation

Duke Energy Corporation (DUK) - Presentation

Freeport-McMoRan Inc (FCX) - Presentation

Linde Plc (LIN) - Presentation

Lululemon Athletica Inc. (LULU) - Presentation

Medtronic Plc (MDT) - Presentation

Morgan Stanley (MS) - Presentation

Microsoft Corporation (MSFT) - Presentation

NextEra Energy (NEE) - Presentation

Photronics Inc. (PLAB) - Presentation

Sherwin-Williams Co. (SHW) - Presentation

Thermo Fisher Scientific (TMO) - Presentation

Taiwan Semiconductor Mfg. Co. Ltd. (TSM) - Presentation

Telus Corporation (TU) - Presentation

Visa, Inc. (V) - Presentation 

Verizon Communications Inc. (VZ) - 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.