Lateef Investment Management

Latest statistics and disclosures from Lateef Investment Management's latest quarterly 13F-HR filing:

Companies in the Lateef Investment Management portfolio as of December 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Iqvia Holdings Inc 4.73 264322 -4% 154.51
Keysight Technologies 4.45 374687 -8% 102.63
Equinix 4.15 61445 -6% 583.69
Arconic Inc Com stock 4.15 1.17M +3% 30.77
Visa (V) 4.14 190233 -2% 187.90
Fiserv (FISV) 4.04 302003 115.63
Danaher Corporation (DHR) 3.87 217968 153.48
Martin Marietta Materials (MLM) 3.61 111392 -6% 279.64
Clarivate Analytics Plc sn 3.45 1.78M 16.80
Instructure 3.17 568116 +17% 48.21
New York Times Company (NYT) 3.10 833153 -3% 32.17
Guidewire Software 3.09 243390 109.77
Ptc 2.92 337350 +40% 74.89
Starbucks Corporation (SBUX) 2.70 264930 87.92
Air Lease Corp Com 2.70 491550 -8% 47.52
Progressive Corporation (PGR) 2.66 317038 72.39
Elanco Animal Health Inc 2.64 775342 -22% 29.45
Hexcel Corporation (HXL) 2.52 296932 -15% 73.31
Alphabet Inc Class A cs 2.52 16260 -43% 1339.36
Delphi Automotive Inc international stock 2.52 229470 94.97
AMER (UHAL) 2.38 54688 NEW 375.82
Aon 2.30 95523 +35% 208.28
SVB Financial (SIVB) 2.22 76253 NEW 251.05
Gra (GGG) 2.11 350325 -8% 52.00
Ball Corporation (BLL) 2.02 269834 +12% 64.67
Brown-Forman Corporation (BF.B) 1.74 221924 -11% 67.60
Crown Holdings (CCK) 1.73 205687 NEW 72.54
Liberty Media Corp Series C Li 1.71 320950 -7% 45.96
KLA-Tencor Corporation (KLAC) 1.66 80700 -9% 178.17
D.R. Horton (DHI) 1.55 253900 -7% 52.75
Estee Lauder Companies (EL) 1.55 64645 -10% 206.54
Thor Industries (THO) 1.43 166095 -10% 74.29
Docusign Inc 1.43 166325 -8% 74.11
Interactive Brokers (IBKR) 1.04 192285 -3% 46.62
Wells Fargo & Company (WFC) 0.99 158900 -9% 53.80
Royal Dutch Shell (RDS.A) 0.98 144223 -4% 58.98
CME (CME) 0.83 35925 -9% 200.72
JPMorgan Chase & Co. (JPM) 0.79 48726 -11% 139.39
TJX Companies (TJX) 0.71 100000 -9% 61.06
Forestar Group Inc 0.45 185028 20.85
Moody's Corporation (MCO) 0.40 14505 +1350% 237.44
PAR Technology Corporation (PTC) 0.29 80750 NEW 30.74
Schwab Strategic Tr intrm trm 0.26 40672 +8% 54.93
Schwab Strategic Tr 0 0.26 39091 +8% 56.64
Vanguard Mortgage Bkd Sects ETF (VMBS) 0.25 40710 +8% 53.18
Berkshire Hathaway (BRK.A) 0.24 6 339666.67
Intel Corporation (INTC) 0.18 25650 -5% 59.84
Anthem 0.17 4818 -93% 301.99
First American Financial (FAF) 0.15 22100 58.33
Bio-techne Corporation 0.15 6000 +185% 219.50
Danaher Corporation 4.75 mnd cv pfd 0.11 832 +14% 1179.09
SPDR S&P; 500 ETF (SPY) 0.09 2289 NEW 321.97
Flextronics International Ltd Com Stk 0.09 60061 12.62
Rollins (ROL) 0.08 22125 33.18
Lazard Ltd-cl A shs a 0.07 15000 NEW 39.93
Expeditors International of Washington (EXPD) 0.06 7000 78.00
Bank of America Corporation (BAC) 0.05 11050 NEW 35.20
Bristol Myers Squibb (BMY) 0.05 6850 -12% 64.23
Accenture 0.05 1981 210.50
Verisk Analytics (VRSK) 0.05 3000 149.33
Gentex Corporation (GNTX) 0.04 13200 +10% 29.02
SPDR S&P; Dividend (SDY) 0.04 3051 NEW 107.51
Invesco Qqq Trust Series 1 0.04 1603 NEW 212.73
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.03 7115 37.53
Ambev Sa- 0.03 53000 NEW 4.66
Alibaba Group Holding Ltd Spon 0.03 1110 NEW 211.71
Apple (AAPL) 0.02 710 NEW 292.96

Past 13F-HR SEC Filings by Lateef Investment Management

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