Kaizen Advisory
Latest statistics and disclosures from Kaizen Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, AAPL, MSFT, AMZN, MA, and represent 18.44% of Kaizen Advisory's stock portfolio.
- Added to shares of these 10 stocks: FANG, Linde, MSFT, CI, SHOO, JNJ, AMZN, VZ, BRK.B, META.
- Started 11 new stock positions in KEYS, ROL, ANET, FleetCor Technologies, FTNT, Linde, ETRN, CI, FANG, WellCare Health Plans. CPRT.
- Reduced shares in these 10 stocks: SPY (-$6.5M), , Money Market Fiduciary, FHI, WDFC, NutriSystem, VEEV, WIRE, TSCO, MMS.
- Sold out of its positions in Aetna, Andeavor, CIGNA Corporation, Ca, Energen Corporation, Envision Healthcare, Express Scripts Holding, Praxair, Rockwell Collins, Money Market Fiduciary.
- Kaizen Advisory was a net seller of stock by $-15M.
- Kaizen Advisory has $144M in assets under management (AUM), dropping by -24.85%.
- Central Index Key (CIK): 0001669336
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Portfolio Holdings for Kaizen Advisory
Kaizen Advisory holds 570 positions in its portfolio as reported in the December 2018 quarterly 13F filing
Kaizen Advisory has 570 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Kaizen Advisory Dec. 31, 2018 positions
- Download the Kaizen Advisory December 2018 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 13.2 | $19M | -25% | 76k | 249.92 |
|
| Apple (AAPL) | 1.8 | $2.5M | -2% | 16k | 157.75 |
|
| Microsoft Corporation (MSFT) | 1.5 | $2.1M | +10% | 21k | 101.56 |
|
| Amazon (AMZN) | 1.1 | $1.6M | +9% | 1.1k | 1501.87 |
|
| MasterCard Incorporated (MA) | 0.9 | $1.2M | -9% | 6.6k | 188.58 |
|
| Comcast Corporation (CMCSA) | 0.9 | $1.2M | -7% | 36k | 34.03 |
|
| Adobe Systems Incorporated (ADBE) | 0.8 | $1.1M | -10% | 4.8k | 225.90 |
|
| Berkshire Hathaway (BRK.B) | 0.8 | $1.1M | +12% | 5.3k | 204.19 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $1.0M | -10% | 5.0k | 203.88 |
|
| Booking Holdings (BKNG) | 0.7 | $1.0M | -12% | 593.00 | 1720.00 |
|
| Federated Investors (FHI) | 0.7 | $988k | -16% | 37k | 26.56 |
|
| Texas Instruments Incorporated (TXN) | 0.7 | $991k | -10% | 11k | 94.39 |
|
| NutriSystem | 0.7 | $970k | -15% | 22k | 43.87 |
|
| Intuit (INTU) | 0.7 | $960k | -12% | 4.9k | 196.65 |
|
| Johnson & Johnson (JNJ) | 0.7 | $953k | +17% | 7.4k | 129.03 |
|
| Waste Management (WM) | 0.7 | $930k | -13% | 11k | 88.58 |
|
| AFLAC Incorporated (AFL) | 0.7 | $933k | -14% | 20k | 45.76 |
|
| Tractor Supply Company (TSCO) | 0.6 | $924k | -15% | 11k | 84.08 |
|
| WD-40 Company (WDFC) | 0.6 | $914k | -16% | 5.0k | 183.16 |
|
| Veeva Sys Inc cl a (VEEV) | 0.6 | $909k | -16% | 10k | 89.29 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $884k | +8% | 9.1k | 97.60 |
|
| Encore Wire Corporation (WIRE) | 0.6 | $862k | -16% | 17k | 50.22 |
|
| Alphabet Inc Class C cs (GOOG) | 0.6 | $857k | +9% | 828.00 | 1035.02 |
|
| Norfolk Southern (NSC) | 0.6 | $842k | -13% | 5.6k | 149.25 |
|
| Maximus (MMS) | 0.6 | $857k | -16% | 13k | 65.13 |
|
| TC Pipelines | 0.6 | $851k | -15% | 27k | 32.11 |
|
| Facebook Inc cl a (META) | 0.6 | $853k | +14% | 6.5k | 131.05 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.6 | $847k | +9% | 811.00 | 1044.39 |
|
| PNC Financial Services (PNC) | 0.6 | $839k | -12% | 7.2k | 116.76 |
|
| Paychex (PAYX) | 0.6 | $836k | -14% | 13k | 65.70 |
|
| Yum China Holdings (YUMC) | 0.6 | $831k | -15% | 25k | 33.53 |
|
| Interpublic Group of Companies (IPG) | 0.6 | $805k | -15% | 39k | 20.43 |
|
| NVR (NVR) | 0.6 | $805k | -15% | 330.00 | 2439.76 |
|
| HEICO Corporation (HEI.A) | 0.6 | $808k | -16% | 13k | 62.96 |
|
| Masimo Corporation (MASI) | 0.6 | $807k | -16% | 7.5k | 107.50 |
|
| Jack Henry & Associates (JKHY) | 0.6 | $796k | -12% | 6.2k | 128.32 |
|
| Total System Services | 0.5 | $774k | -15% | 9.5k | 81.78 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $771k | +14% | 11k | 68.15 |
|
| Fastenal Company (FAST) | 0.5 | $783k | -15% | 15k | 51.86 |
|
| Zimmer Holdings (ZBH) | 0.5 | $776k | -14% | 7.4k | 104.40 |
|
| FMC Corporation (FMC) | 0.5 | $773k | -15% | 11k | 72.78 |
|
| Generac Holdings (GNRC) | 0.5 | $777k | -16% | 16k | 49.69 |
|
| Booz Allen Hamilton Holding Corporation (BAH) | 0.5 | $776k | -16% | 17k | 45.07 |
|
| Fortive (FTV) | 0.5 | $783k | -14% | 12k | 68.10 |
|
| Forward Air Corporation (FWRD) | 0.5 | $744k | -16% | 14k | 54.91 |
|
| WABCO Holdings | 0.5 | $747k | -16% | 7.0k | 107.30 |
|
| Schnitzer Steel Industries (RDUS) | 0.5 | $738k | -15% | 34k | 21.54 |
|
| athenahealth | 0.5 | $731k | -16% | 5.5k | 131.86 |
|
| NBT Ban (NBTB) | 0.5 | $734k | -16% | 21k | 34.63 |
|
| Hexcel Corporation (HXL) | 0.5 | $727k | -15% | 13k | 57.30 |
|
| TD Ameritrade Holding | 0.5 | $707k | -16% | 14k | 48.91 |
|
| Pfizer (PFE) | 0.5 | $703k | +16% | 16k | 43.65 |
|
| International Paper Company (IP) | 0.5 | $702k | -15% | 18k | 40.00 |
|
| IDEX Corporation (IEX) | 0.5 | $710k | -16% | 5.6k | 126.18 |
|
| ManTech International Corporation | 0.5 | $702k | -16% | 13k | 52.23 |
|
| Concho Resources | 0.5 | $705k | -13% | 6.8k | 103.65 |
|
| Diamondback Energy (FANG) | 0.5 | $704k | NEW | 7.6k | 92.65 |
|
| Nmi Hldgs Inc cl a (NMIH) | 0.5 | $699k | -16% | 39k | 17.84 |
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.5 | $685k | -14% | 66k | 10.35 |
|
| Steven Madden (SHOO) | 0.5 | $690k | +26% | 23k | 30.22 |
|
| Huntington Ingalls Inds (HII) | 0.5 | $687k | -15% | 3.6k | 193.28 |
|
| Packaging Corporation of America (PKG) | 0.5 | $670k | -15% | 7.9k | 84.94 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.5 | $679k | -14% | 56k | 12.04 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $680k | -11% | 5.1k | 133.33 |
|
| CoStar (CSGP) | 0.5 | $671k | -16% | 2.0k | 336.97 |
|
| Cathay General Ban (CATY) | 0.5 | $676k | -16% | 20k | 33.57 |
|
| Comfort Systems USA (FIX) | 0.5 | $673k | -16% | 15k | 43.68 |
|
| Hamilton Lane Inc Common (HLNE) | 0.5 | $679k | -16% | 18k | 37.03 |
|
| People's United Financial | 0.5 | $668k | -15% | 47k | 14.18 |
|
| Verizon Communications (VZ) | 0.5 | $662k | +25% | 12k | 56.21 |
|
| Valero Energy Corporation (VLO) | 0.5 | $666k | -13% | 8.9k | 74.70 |
|
| Celanese Corporation (CE) | 0.5 | $664k | -16% | 7.4k | 89.84 |
|
| WSFS Financial Corporation (WSFS) | 0.5 | $655k | -15% | 17k | 37.93 |
|
| UnitedHealth (UNH) | 0.5 | $645k | +11% | 2.6k | 249.03 |
|
| KAR Auction Services (KAR) | 0.5 | $654k | -16% | 14k | 47.79 |
|
| Tivity Health | 0.5 | $644k | -16% | 26k | 24.79 |
|
| Bancorpsouth Bank | 0.5 | $648k | -16% | 25k | 26.16 |
|
| Laboratory Corp. of America Holdings (LH) | 0.4 | $633k | -15% | 5.0k | 127.41 |
|
| Procter & Gamble Company (PG) | 0.4 | $637k | +19% | 6.9k | 91.96 |
|
| BOK Financial Corporation (BOKF) | 0.4 | $629k | -16% | 8.6k | 73.31 |
|
| Key (KEY) | 0.4 | $629k | -14% | 43k | 14.79 |
|
| MKS Instruments (MKSI) | 0.4 | $629k | -15% | 9.7k | 64.55 |
|
| Nic | 0.4 | $627k | -16% | 50k | 12.49 |
|
| Supernus Pharmaceuticals (SUPN) | 0.4 | $630k | -16% | 19k | 33.26 |
|
| Servisfirst Bancshares (SFBS) | 0.4 | $629k | -16% | 20k | 31.83 |
|
| Versum Matls | 0.4 | $633k | -16% | 23k | 27.71 |
|
| Bank of America Corporation (BAC) | 0.4 | $620k | +8% | 25k | 24.65 |
|
| Comerica Incorporated (CMA) | 0.4 | $624k | -15% | 9.1k | 68.89 |
|
| Visa (V) | 0.4 | $626k | +9% | 4.7k | 131.84 |
|
| Associated Banc- (ASB) | 0.4 | $624k | -16% | 32k | 19.81 |
|
| Great Wastern Ban | 0.4 | $617k | -16% | 20k | 31.25 |
|
| Vail Resorts (MTN) | 0.4 | $611k | -16% | 2.9k | 210.67 |
|
| Pinnacle Financial Partners (PNFP) | 0.4 | $608k | -16% | 13k | 46.14 |
|
| Shell Midstream Prtnrs master ltd part | 0.4 | $600k | -16% | 37k | 16.44 |
|
| Schneider National Inc cl b (SNDR) | 0.4 | $600k | -16% | 32k | 18.69 |
|
| Steel Dynamics (STLD) | 0.4 | $589k | -16% | 20k | 29.99 |
|
| Neogen Corporation (NEOG) | 0.4 | $583k | -16% | 10k | 57.06 |
|
| Greenbrier Companies (GBX) | 0.4 | $586k | -16% | 15k | 39.57 |
|
| Artisan Partners (APAM) | 0.4 | $592k | -15% | 27k | 22.08 |
|
| Bmc Stk Hldgs | 0.4 | $589k | -16% | 38k | 15.47 |
|
| Intel Corporation (INTC) | 0.4 | $579k | +3% | 12k | 46.93 |
|
| Tristate Capital Hldgs | 0.4 | $569k | -16% | 29k | 19.44 |
|
| Chevron Corporation (CVX) | 0.4 | $556k | +13% | 5.1k | 108.76 |
|
| At&t (T) | 0.4 | $558k | +12% | 20k | 28.56 |
|
| Merck & Co (MRK) | 0.4 | $556k | +12% | 7.3k | 76.44 |
|
| Deluxe Corporation (DLX) | 0.4 | $560k | -16% | 15k | 38.44 |
|
| Renasant (RNST) | 0.4 | $557k | -16% | 19k | 30.15 |
|
| Chemours (CC) | 0.4 | $565k | -15% | 20k | 28.20 |
|
| Liberty Oilfield Services -a (LBRT) | 0.4 | $558k | -16% | 43k | 12.95 |
|
| Wells Fargo & Company (WFC) | 0.4 | $545k | +11% | 12k | 46.06 |
|
| Alliance Data Systems Corporation (BFH) | 0.4 | $552k | -15% | 3.7k | 148.44 |
|
| American Axle & Manufact. Holdings (AXL) | 0.4 | $550k | -16% | 50k | 11.09 |
|
| Systemax | 0.4 | $548k | -17% | 23k | 23.86 |
|
| LeMaitre Vascular (LMAT) | 0.4 | $548k | -16% | 23k | 23.63 |
|
| Home Depot (HD) | 0.4 | $529k | +10% | 3.1k | 171.75 |
|
| Cisco Systems (CSCO) | 0.4 | $534k | +6% | 12k | 43.31 |
|
| Topbuild (BLD) | 0.4 | $523k | -16% | 12k | 45.04 |
|
| Coca-Cola Company (KO) | 0.3 | $499k | +14% | 11k | 47.34 |
|
| Nektar Therapeutics (NKTR) | 0.3 | $503k | -15% | 15k | 33.90 |
|
| Bank Of Nt Butterfield&son L (NTB) | 0.3 | $501k | -16% | 16k | 31.32 |
|
| Cadence Bancorporation cl a | 0.3 | $507k | -16% | 30k | 16.80 |
|
| Walt Disney Company (DIS) | 0.3 | $442k | +11% | 4.0k | 109.60 |
|
| Boeing Company (BA) | 0.3 | $451k | 1.4k | 322.60 |
|
|
| Pepsi (PEP) | 0.3 | $440k | +22% | 4.0k | 110.47 |
|
| Lyon William Homes cl a | 0.3 | $445k | -15% | 42k | 10.70 |
|
| Matador Resources (MTDR) | 0.3 | $435k | -16% | 28k | 15.53 |
|
| Patrick Industries (PATK) | 0.3 | $415k | -15% | 14k | 29.63 |
|
| McDonald's Corporation (MCD) | 0.3 | $384k | +11% | 2.2k | 177.70 |
|
| Abbvie (ABBV) | 0.3 | $383k | +8% | 4.2k | 92.27 |
|
| Wal-Mart Stores (WMT) | 0.2 | $361k | +18% | 3.9k | 93.14 |
|
| Amgen (AMGN) | 0.2 | $358k | +17% | 1.8k | 194.88 |
|
| Citigroup (C) | 0.2 | $356k | +12% | 6.8k | 52.09 |
|
| Abbott Laboratories (ABT) | 0.2 | $348k | +11% | 4.8k | 72.41 |
|
| Oracle Corporation (ORCL) | 0.2 | $340k | 7.5k | 45.21 |
|
|
| Medtronic (MDT) | 0.2 | $329k | +11% | 3.6k | 91.06 |
|
| Dowdupont | 0.2 | $328k | +8% | 6.1k | 53.55 |
|
| Netflix (NFLX) | 0.2 | $316k | +16% | 1.2k | 267.34 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $306k | +15% | 2.6k | 115.65 |
|
| 3M Company (MMM) | 0.2 | $302k | +9% | 1.6k | 190.66 |
|
| International Business Machines (IBM) | 0.2 | $283k | +18% | 2.5k | 113.56 |
|
| Philip Morris International (PM) | 0.2 | $284k | +15% | 4.3k | 66.75 |
|
| Broadcom (AVGO) | 0.2 | $294k | +12% | 1.2k | 254.55 |
|
| Union Pacific Corporation (UNP) | 0.2 | $273k | +4% | 2.0k | 138.30 |
|
| salesforce (CRM) | 0.2 | $279k | +16% | 2.0k | 136.76 |
|
| Honeywell International (HON) | 0.2 | $265k | +7% | 2.0k | 132.30 |
|
| Paypal Holdings (PYPL) | 0.2 | $261k | +10% | 3.1k | 83.95 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $243k | +10% | 1.1k | 224.17 |
|
| Altria (MO) | 0.2 | $250k | +13% | 5.1k | 49.47 |
|
| Nike (NKE) | 0.2 | $248k | +4% | 3.3k | 74.21 |
|
| Accenture (ACN) | 0.2 | $242k | +9% | 1.7k | 140.86 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $230k | +17% | 4.4k | 51.92 |
|
| CVS Caremark Corporation (CVS) | 0.2 | $230k | +52% | 3.5k | 65.49 |
|
| Nextera Energy (NEE) | 0.2 | $225k | +22% | 1.3k | 173.61 |
|
| United Technologies Corporation | 0.2 | $230k | +20% | 2.2k | 106.58 |
|
| Gilead Sciences (GILD) | 0.2 | $225k | +17% | 3.6k | 62.41 |
|
| Starbucks Corporation (SBUX) | 0.2 | $237k | 3.7k | 64.42 |
|
|
| Linde | 0.2 | $224k | NEW | 1.4k | 155.88 |
|
| Caterpillar (CAT) | 0.1 | $204k | +2% | 1.6k | 127.26 |
|
| Lowe's Companies (LOW) | 0.1 | $206k | +13% | 2.2k | 92.54 |
|
| Cme (CME) | 0.1 | $185k | +20% | 984.00 | 188.01 |
|
| U.S. Bancorp (USB) | 0.1 | $192k | +10% | 4.2k | 45.65 |
|
| American Express Company (AXP) | 0.1 | $183k | +11% | 1.9k | 95.21 |
|
| United Parcel Service (UPS) | 0.1 | $183k | +7% | 1.9k | 97.70 |
|
| ConocoPhillips (COP) | 0.1 | $190k | +14% | 3.0k | 62.34 |
|
| Qualcomm (QCOM) | 0.1 | $184k | -12% | 3.2k | 56.93 |
|
| American Tower Reit (AMT) | 0.1 | $192k | +20% | 1.2k | 158.42 |
|
| Anthem (ELV) | 0.1 | $181k | +15% | 688.00 | 263.08 |
|
| Cigna Corp (CI) | 0.1 | $194k | NEW | 1.0k | 189.45 |
|
| General Electric Company | 0.1 | $173k | +17% | 23k | 7.57 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $179k | +10% | 685.00 | 261.31 |
|
| Biogen Idec (BIIB) | 0.1 | $168k | +12% | 559.00 | 300.54 |
|
| Danaher Corporation (DHR) | 0.1 | $175k | +16% | 1.7k | 102.88 |
|
| Duke Energy (DUK) | 0.1 | $166k | +25% | 1.9k | 86.19 |
|
| Chubb (CB) | 0.1 | $167k | +11% | 1.3k | 129.56 |
|
| Goldman Sachs (GS) | 0.1 | $160k | +9% | 960.00 | 166.67 |
|
| Automatic Data Processing (ADP) | 0.1 | $159k | +12% | 1.2k | 130.97 |
|
| Becton, Dickinson and (BDX) | 0.1 | $165k | +20% | 732.00 | 225.41 |
|
| TJX Companies (TJX) | 0.1 | $154k | +124% | 3.4k | 44.86 |
|
| Mondelez Int (MDLZ) | 0.1 | $159k | +17% | 4.0k | 40.07 |
|
| Walgreen Boots Alliance (WBA) | 0.1 | $158k | +20% | 2.3k | 68.22 |
|
| Morgan Stanley (MS) | 0.1 | $139k | +2% | 3.5k | 39.78 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $144k | +21% | 2.4k | 59.73 |
|
| Intuitive Surgical (ISRG) | 0.1 | $146k | +8% | 304.00 | 480.26 |
|
| Simon Property (SPG) | 0.1 | $144k | +20% | 858.00 | 167.83 |
|
| Charter Communications Inc New Cl A cl a (CHTR) | 0.1 | $139k | +13% | 489.00 | 284.25 |
|
| BlackRock (BLK) | 0.1 | $127k | +4% | 323.00 | 393.19 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $134k | +7% | 3.2k | 41.65 |
|
| CSX Corporation (CSX) | 0.1 | $135k | 2.2k | 62.13 |
|
|
| Dominion Resources (D) | 0.1 | $127k | +20% | 1.8k | 71.27 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $128k | +10% | 3.6k | 35.24 |
|
| Deere & Company (DE) | 0.1 | $123k | +3% | 824.00 | 149.27 |
|
| Occidental Petroleum Corporation (OXY) | 0.1 | $127k | +14% | 2.1k | 61.62 |
|
| Schlumberger (SLB) | 0.1 | $135k | +14% | 3.7k | 36.15 |
|
| Stryker Corporation (SYK) | 0.1 | $132k | +11% | 842.00 | 156.77 |
|
| Southern Company (SO) | 0.1 | $124k | +23% | 2.8k | 43.89 |
|
| EOG Resources (EOG) | 0.1 | $134k | +18% | 1.5k | 87.24 |
|
| Twenty-first Century Fox | 0.1 | $136k | +24% | 2.8k | 48.04 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $118k | -2% | 2.5k | 47.12 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $115k | +15% | 693.00 | 165.95 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $109k | +18% | 958.00 | 113.78 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $113k | +6% | 461.00 | 245.12 |
|
| Raytheon Company | 0.1 | $118k | +6% | 768.00 | 153.65 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $108k | +9% | 1.4k | 79.41 |
|
| Exelon Corporation (EXC) | 0.1 | $118k | +16% | 2.6k | 45.19 |
|
| General Dynamics Corporation (GD) | 0.1 | $121k | +12% | 771.00 | 156.94 |
|
| Illumina (ILMN) | 0.1 | $115k | +4% | 385.00 | 298.70 |
|
| MetLife (MET) | 0.1 | $111k | +7% | 2.7k | 41.13 |
|
| Celgene Corporation | 0.1 | $122k | +16% | 1.9k | 63.87 |
|
| General Motors Company (GM) | 0.1 | $116k | +4% | 3.5k | 33.59 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $110k | +56% | 1.9k | 58.79 |
|
| Zoetis Inc Cl A (ZTS) | 0.1 | $111k | +8% | 1.3k | 85.71 |
|
| Intercontinental Exchange (ICE) | 0.1 | $118k | +15% | 1.6k | 75.06 |
|
| Crown Castle Intl (CCI) | 0.1 | $122k | +19% | 1.1k | 108.44 |
|
| Allergan | 0.1 | $113k | +2% | 848.00 | 133.25 |
|
| S&p Global (SPGI) | 0.1 | $117k | +13% | 688.00 | 170.06 |
|
| Cognizant Technology Solutions (CTSH) | 0.1 | $101k | +11% | 1.6k | 63.28 |
|
| Ecolab (ECL) | 0.1 | $100k | +6% | 681.00 | 146.84 |
|
| FedEx Corporation (FDX) | 0.1 | $107k | +2% | 665.00 | 160.90 |
|
| Emerson Electric (EMR) | 0.1 | $100k | +8% | 1.7k | 60.02 |
|
| Capital One Financial (COF) | 0.1 | $96k | +6% | 1.3k | 75.59 |
|
| American Electric Power Company (AEP) | 0.1 | $98k | +16% | 1.3k | 75.04 |
|
| Illinois Tool Works (ITW) | 0.1 | $104k | +9% | 819.00 | 126.98 |
|
| Prudential Financial (PRU) | 0.1 | $94k | +13% | 1.1k | 81.95 |
|
| Micron Technology (MU) | 0.1 | $96k | 3.0k | 31.76 |
|
|
| Activision Blizzard | 0.1 | $101k | +15% | 2.2k | 46.69 |
|
| Humana (HUM) | 0.1 | $105k | +9% | 366.00 | 286.89 |
|
| Prologis (PLD) | 0.1 | $99k | +29% | 1.7k | 58.86 |
|
| Aon | 0.1 | $96k | +7% | 659.00 | 145.68 |
|
| Phillips 66 (PSX) | 0.1 | $101k | +16% | 1.2k | 86.18 |
|
| Progressive Corporation (PGR) | 0.1 | $92k | +8% | 1.5k | 60.01 |
|
| Fidelity National Information Services (FIS) | 0.1 | $90k | +10% | 876.00 | 102.74 |
|
| Baxter International (BAX) | 0.1 | $91k | +13% | 1.4k | 65.56 |
|
| Edwards Lifesciences (EW) | 0.1 | $90k | +9% | 585.00 | 153.85 |
|
| Public Storage (PSA) | 0.1 | $85k | +23% | 421.00 | 201.90 |
|
| SYSCO Corporation (SYY) | 0.1 | $84k | +17% | 1.3k | 62.83 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $89k | +17% | 227.00 | 392.07 |
|
| Travelers Companies (TRV) | 0.1 | $88k | +7% | 737.00 | 119.40 |
|
| Ross Stores (ROST) | 0.1 | $87k | +14% | 1.0k | 82.94 |
|
| Analog Devices (ADI) | 0.1 | $88k | +11% | 1.0k | 86.02 |
|
| Yum! Brands (YUM) | 0.1 | $83k | +16% | 898.00 | 92.43 |
|
| Air Products & Chemicals (APD) | 0.1 | $92k | +7% | 574.00 | 160.28 |
|
| Red Hat | 0.1 | $88k | -7% | 501.00 | 175.65 |
|
| BB&T Corporation | 0.1 | $92k | +14% | 2.1k | 43.17 |
|
| Target Corporation (TGT) | 0.1 | $93k | +14% | 1.4k | 65.77 |
|
| Ford Motor Company (F) | 0.1 | $81k | +8% | 11k | 7.67 |
|
| Marriott International (MAR) | 0.1 | $81k | -4% | 748.00 | 108.29 |
|
| Fiserv (FI) | 0.1 | $82k | +13% | 1.1k | 73.21 |
|
| Sempra Energy (SRE) | 0.1 | $83k | +23% | 770.00 | 107.79 |
|
| Applied Materials (AMAT) | 0.1 | $87k | +3% | 2.7k | 32.82 |
|
| Delta Air Lines (DAL) | 0.1 | $85k | 1.7k | 50.09 |
|
Past Filings by Kaizen Advisory
SEC 13F filings are viewable for Kaizen Advisory going back to 2017
- Kaizen Advisory 2018 Q4 filed Feb. 15, 2019
- Kaizen Advisory 2018 Q3 filed Nov. 1, 2018
- Kaizen Advisory 2018 Q2 filed July 26, 2018
- Kaizen Advisory 2018 Q1 filed May 15, 2018
- Kaizen Advisory 2017 Q4 filed Feb. 13, 2018