Axel Capital Management

Axel Capital Management as of Sept. 30, 2013

Portfolio Holdings for Axel Capital Management

Axel Capital Management holds 24 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Towers Watson & Co 50.9 $2.0M 18k 106.94
Automatic Data Processing (ADP) 20.7 $796k 11k 72.36
First Solar (FSLR) 10.4 $400k 10k 40.00
General Mills (GIS) 1.9 $72k 1.5k 48.00
Clorox Company (CLX) 1.7 $65k 800.00 81.25
Procter & Gamble Company (PG) 1.6 $60k 800.00 75.00
DaVita (DVA) 1.5 $57k 1.0k 57.00
MasterCard Incorporated (MA) 1.4 $54k 80.00 675.00
Verizon Communications (VZ) 1.2 $47k 1.0k 47.00
J.M. Smucker Company (SJM) 1.1 $42k 400.00 105.00
Union Pacific Corporation (UNP) 1.0 $37k 240.00 154.17
Wal-Mart Stores (WMT) 0.9 $33k 450.00 73.33
Walgreen Company 0.8 $31k 700.00 44.29
Google 0.8 $31k 35.00 885.71
Adt 0.6 $24k 600.00 40.00
Coca-Cola Company (KO) 0.6 $23k 600.00 38.33
Johnson & Johnson (JNJ) 0.6 $23k 270.00 85.19
Allergan 0.6 $23k 250.00 92.00
Bristol Myers Squibb (BMY) 0.5 $20k 430.00 46.51
Kellogg Company (K) 0.5 $18k 300.00 60.00
Eli Lilly & Co. (LLY) 0.3 $13k 260.00 50.00
Visa (V) 0.3 $11k 60.00 183.33
Carnival Corporation (CCL) 0.2 $6.0k 200.00 30.00
SBA Communications Corporation 0.1 $2.0k 20.00 100.00