Consu as of March 31, 2020
Portfolio Holdings for Consu
Consu holds 13 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comcast Corporation (CMCSA) | 13.0 | $158M | 4.6M | 34.38 | |
| UnitedHealth (UNH) | 12.3 | $150M | 600k | 249.38 | |
| Alphabet Inc Class A cs (GOOGL) | 12.0 | $145M | 125k | 1161.95 | |
| Hca Holdings (HCA) | 11.1 | $135M | 1.5M | 89.85 | |
| Amazon (AMZN) | 10.8 | $132M | 68k | 1949.72 | |
| Berkshire Hathaway (BRK.B) | 9.2 | $111M | 610k | 182.83 | |
| Visa (V) | 6.6 | $81M | 500k | 161.12 | |
| Walt Disney Company (DIS) | 6.0 | $73M | 750k | 96.60 | |
| JPMorgan Chase & Co. (JPM) | 5.6 | $68M | 750k | 90.03 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 5.4 | $65M | 150k | 436.31 | |
| Wells Fargo & Company (WFC) | 4.0 | $48M | 1.7M | 28.70 | |
| Delta Air Lines (DAL) | 2.3 | $28M | 975k | 28.53 | |
| Align Technology (ALGN) | 1.8 | $22M | 125k | 173.95 |
