Consu as of June 30, 2023
Portfolio Holdings for Consu
Consu holds 14 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa Com Cl A (V) | 11.6 | $166M | 700k | 237.48 | |
| Alphabet Cap Stk Cl A (GOOGL) | 10.4 | $150M | 1.3M | 119.70 | |
| UnitedHealth (UNH) | 10.0 | $144M | 300k | 480.64 | |
| Danaher Corporation (DHR) | 8.3 | $120M | 500k | 240.00 | |
| Comcast Corp Cl A (CMCSA) | 7.9 | $114M | 2.8M | 41.55 | |
| Lowe's Companies (LOW) | 7.8 | $113M | 500k | 225.70 | |
| JPMorgan Chase & Co. (JPM) | 7.6 | $109M | 750k | 145.44 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 7.1 | $102M | 300k | 341.00 | |
| Microsoft Corporation (MSFT) | 6.1 | $88M | 260k | 340.54 | |
| Canadian Natl Ry (CNI) | 6.0 | $86M | 707k | 121.07 | |
| Hca Holdings (HCA) | 5.8 | $84M | 275k | 303.48 | |
| Canadian Pacific Kansas City (CP) | 5.6 | $81M | 1.0M | 80.77 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 3.0 | $43M | 750k | 56.72 | |
| Thermo Fisher Scientific (TMO) | 2.7 | $39M | 75k | 521.75 |
