Consu as of Dec. 31, 2024
Portfolio Holdings for Consu
Consu holds 13 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa Com Cl A (V) | 12.9 | $198M | 625k | 316.04 | |
| Alphabet Cap Stk Cl A (GOOGL) | 12.4 | $189M | 1.0M | 189.30 | |
| Canadian Pacific Kansas City (CP) | 11.8 | $181M | 2.5M | 72.37 | |
| Hca Holdings (HCA) | 10.8 | $165M | 550k | 300.15 | |
| Microsoft Corporation (MSFT) | 10.4 | $158M | 375k | 421.50 | |
| UnitedHealth (UNH) | 9.1 | $139M | 275k | 505.86 | |
| Danaher Corporation (DHR) | 9.0 | $138M | 600k | 229.55 | |
| Hilton Worldwide Holdings (HLT) | 4.9 | $74M | 300k | 247.16 | |
| McDonald's Corporation (MCD) | 4.7 | $73M | 250k | 289.89 | |
| Lowe's Companies (LOW) | 4.4 | $68M | 275k | 246.80 | |
| Qxo Com New (QXO) | 4.2 | $64M | 4.0M | 15.90 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.0 | $45M | 100k | 453.28 | |
| JPMorgan Chase & Co. (JPM) | 2.4 | $36M | 150k | 239.71 |
