Lateef Investment Management

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

Portfolio Holdings for Lateef Investment Management

Companies in the Lateef Investment Management portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Iqvia Holdings Inc 4.88 310526 +17% 107.86
Danaher Corporation (DHR) 4.55 225594 +3% 138.41
Keysight Technologies 4.51 369613 83.68
Clarivate Analytics Plc sn 4.26 1.41M -20% 20.75
Visa (V) 3.95 168133 -11% 161.12
Ptc 3.75 420750 +24% 61.21
Ball Corporation (BLL) 3.71 393803 +45% 64.66
Equinix 3.47 38089 -38% 624.56
Progressive Corporation (PGR) 3.39 315342 73.84
Martin Marietta Materials (MLM) 3.23 117250 +5% 189.23
Fiserv (FISV) 3.20 231347 -23% 94.99
Elanco Animal Health Inc 3.02 924538 +19% 22.39
New York Times Company (NYT) 2.91 650182 -21% 30.71
Woodward Governor Company (WGOV) 2.79 321778 NEW 59.44
Microsoft Corporation (MSFT) 2.78 120924 NEW 157.71
Arconic Inc Com stock 2.69 1.15M 16.06
Aon 2.56 106536 +11% 165.04
Alphabet Inc Class A cs 2.52 14876 -8% 1161.94
Catalent 2.48 327208 NEW 51.95
Crown Holdings (CCK) 2.36 278783 +35% 58.04
Twitter 2.29 639619 NEW 24.56
Delphi Automotive Inc international stock 2.25 313611 +36% 49.24
SVB Financial (SIVB) 2.24 101605 +33% 151.08
Gra (GGG) 2.16 303950 -13% 48.73
Palo Alto Networks 2.11 88078 NEW 163.96
Docusign Inc 1.95 144500 -13% 92.40
Brown-Forman Corporation (BF.B) 1.76 218069 55.51
Starbucks Corporation (SBUX) 1.65 172327 -34% 65.74
Air Lease Corp Com 1.58 488100 22.14
KLA-Tencor Corporation (KLAC) 1.45 69425 -13% 143.74
TJX Companies (TJX) 1.32 189675 +89% 47.81
Liberty Media Corp Series C Li 1.26 316650 27.23
Guidewire Software 1.17 100946 -58% 79.31
CME (CME) 1.12 44520 +23% 172.91
Thor Industries (THO) 1.04 168855 42.18
Moody's Corporation (MCO) 0.96 31175 +114% 211.52
First American Financial (FAF) 0.85 138000 +524% 42.41
Interactive Brokers (IBKR) 0.82 130975 -31% 43.17
Coca-Cola Company (KO) 0.80 123875 NEW 44.25
JPMorgan Chase & Co. (JPM) 0.59 45325 -6% 90.04
Wells Fargo & Company (WFC) 0.44 105950 -33% 28.70
AMER (UHAL) 0.39 9149 -83% 290.52
Forestar Group Inc 0.31 208630 +12% 10.35
Schwab Strategic Tr intrm trm 0.31 36646 -9% 58.78
Schwab Strategic Tr 0 0.30 35698 -8% 57.51
Bio-techne Corporation 0.27 9910 +65% 189.61
Vanguard Mortgage Bkd Sects ETF (VMBS) 0.25 30920 -24% 54.50
Berkshire Hathaway (BRK.A) 0.20 5 -16% 272000.00
Elanco Animal Health Inc unit 02/01/2023t 0.19 31995 NEW 41.13
Danaher Corporation 4.75 mnd cv pfd 0.16 1038 +24% 1032.76
American Express Company (AXP) 0.14 11300 NEW 85.58
Rollins (ROL) 0.11 21125 -4% 36.12
Intel Corporation (INTC) 0.08 10000 -61% 54.10
Flextronics International Ltd Com Stk 0.07 60061 8.37
Hexcel Corporation (HXL) 0.07 13250 -95% 37.21
Frontline Ltd Shs 0.05 36700 NEW 9.62
Accenture 0.05 1981 163.05
Bank of America Corporation (BAC) 0.05 14616 +32% 21.21
Nucor Corporation (NUE) 0.04 7800 NEW 36.03
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.03 7115 31.90
Alibaba Group Holding Ltd Spon 0.03 1110 194.59
Royal Dutch Shell (RDS.A) 0.03 5848 -95% 34.88
Ambev Sa- 0.02 53000 2.30

Past Filings by Lateef Investment Management

View past SEC 13F filings by Lateef Investment Management

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