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 | |
| 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 |
