CBM Capital

CBM Capital as of Sept. 30, 2012

Portfolio Holdings for CBM Capital

CBM Capital holds 14 positions in its portfolio as reported in the September 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Home Depot (HD) 33.4 $97M 1.6M 60.37
Bed Bath & Beyond 27.7 $80M 1.3M 63.00
Aaron's 12.6 $36M 1.3M 27.81
U.S. Bancorp (USB) 10.3 $30M 869k 34.30
Costco Wholesale Corporation (COST) 8.8 $26M 256k 100.16
Comcast Corporation (CMCSA) 3.1 $9.0M 252k 35.75
Microsoft Corporation (MSFT) 1.2 $3.6M 120k 29.76
ConocoPhillips (COP) 1.2 $3.4M 60k 57.19
Sears Holdings Corporation 0.6 $1.7M 30k 55.50
Phillips 66 (PSX) 0.5 $1.4M 30k 46.36
American Express Company (AXP) 0.3 $798k 14k 56.84
Anixter International 0.2 $503k 8.8k 57.49
CarMax (KMX) 0.2 $473k 17k 28.30
Berkshire Hathaway (BRK.A) 0.1 $265k 2.00 132500.00