Investment Management 
for the Long Term Investor

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Holdings

12/31/2013

12-31-13 holdings

12/31/2012

12-31-12 holdings

12/31/2011
  • Apple Inc
  • Berkshire Hathaway Inc Cl B
  • Express Scripts Inc
  • Visa Inc
  • Google Inc
  • Gilead Sciences Inc
  • Qualcomm Inc
 
  • American Express Co
  • Perrigo Co
  • Verisk Analytics Inc
  • Intuitive Surgical Inc
  • Teva Pharmaceuticals Inc
  • Cummins Inc
  • Cognizant Tech Solutions Corp
  • Varian Medical Systems Inc
12/31/2010
  • Apple Inc
  • Express Scripts Inc
  • Google Inc
  • Visa Inc
  • Goldman Sachs Group Inc
  • US Bancorp
  • Gilead Sciences Inc
  • American Express Co
  • Perrigo Co
  • Jacobs Engineering Group Inc
  • Qualcomm Inc
  • EMC Corp
  • Linear Technology Corp
  • Varian Medical Systems Inc
  • Stericycle Inc
12/31/2009
  • Apple Inc
  • Express Scripts Inc
  • Google Inc
  • Gilead Sciences Inc
  • Visa Inc
  • Monsanto Co
  • Cognizant Tech Solutions Corp
  • Pepsico Inc
  • Goldman Sachs Group Inc
  • Berkshire Hathaway Inc CL B
  • Wellpoint Inc
  • EMC
  • Qualcomm Inc
  • Expeditors Intl of Wash Inc
  • Ecolab Inc
12/31/2008
  • Berkshire Hathaway CL B
  • Apple Inc
  • Qualcomm
  • Goldman Sachs
  • Google CL A
  • Express Scripts Inc
  • Cognizant Tech Solutions Corp
  • Monsanto Co
  • Expeditors International of Washington
  • EMC Corp-Mass
  • American Express
  • Ecolab
  • Western Union
  • National Oil Well Varco
  • Genetech
12/31/2007
  • Berkshire Hathaway CL B
  • Wellpoint
  • Google
  • Qualcomm
  • Medtronic
  • Varian Medical Systems
  • Express Scripts
  • Expeditors International of Washington
  • Whole Foods Market
  • Goldman Sachs Group
  • Yahoo
  • Legg Mason
  • Cognizant Tech Solutions
  • EMC
12/31/2006
  • Berkshire Hathaway CL B
  • Apple
  • Amgen
  • Microsoft
  • Legg Mason
  • Commerce Bancorp
  • Proctor & Gamble
  • Whole Foods Market
  • Western Union
  • SLM Corp
  • Wm Wrigley
  • Yahoo
  • Varian Medical Systems
  • Qualcomm
  • Linear Technology
12/31/2005
  • Amgen
  • Berkshire Hathaway CL B
  • Varian Medical Systems
  • Legg Mason
  • Commerce Bancorp
  • SLM Corp
  • Microsoft
  • Paychex
  • Gentex
  • First Data Corp
  • Home Depot
  • Sprint Nextel
  • Medtronic
  • Proctor & Gamble
  • Linear Technology

 


Disclosures

  • The securities identified and described do not represent all of the securities purchased, sold or recommended for client accounts. The reader should not assume that an investment in the securities identified was or will be profitable.
  • This information is supplemental to the full disclosure presentation
 
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