Consu as of Sept. 30, 2023
Portfolio Holdings for Consu
Consu holds 13 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| UnitedHealth (UNH) | 13.6 | $189M | 375k | 504.19 | |
| Alphabet Cap Stk Cl A (GOOGL) | 11.8 | $164M | 1.3M | 130.86 | |
| Visa Com Cl A (V) | 11.6 | $161M | 700k | 230.01 | |
| Danaher Corporation (DHR) | 8.9 | $124M | 500k | 248.10 | |
| Comcast Corp Cl A (CMCSA) | 8.8 | $122M | 2.8M | 44.34 | |
| JPMorgan Chase & Co. (JPM) | 7.8 | $109M | 750k | 145.02 | |
| Lowe's Companies (LOW) | 7.5 | $104M | 500k | 207.84 | |
| Canadian Natl Ry (CNI) | 6.2 | $87M | 800k | 108.33 | |
| Hca Holdings (HCA) | 6.2 | $86M | 350k | 245.98 | |
| Microsoft Corporation (MSFT) | 5.9 | $82M | 260k | 315.75 | |
| Canadian Pacific Kansas City (CP) | 5.3 | $74M | 1.0M | 74.41 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.8 | $53M | 150k | 350.30 | |
| Thermo Fisher Scientific (TMO) | 2.7 | $38M | 75k | 506.17 |
