Farmhouse Investment Management as of Dec. 31, 2017
Portfolio Holdings for Farmhouse Investment Management
Farmhouse Investment Management holds 18 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo & Company (WFC) | 14.9 | $24M | 394k | 60.67 | |
| Charles Schwab Corporation (SCHW) | 14.4 | $23M | 449k | 51.37 | |
| Apache Corporation | 9.2 | $15M | 348k | 42.22 | |
| Calpine Corporation | 7.9 | $13M | 839k | 15.13 | |
| Waste Connections (WCN) | 7.7 | $12M | 175k | 70.94 | |
| Robert Half International (RHI) | 6.9 | $11M | 199k | 55.54 | |
| Jacobs Engineering | 6.3 | $10M | 153k | 65.96 | |
| Xpo Logistics Inc equity (XPO) | 6.1 | $9.7M | 106k | 91.59 | |
| SYSCO Corporation (SYY) | 5.3 | $8.5M | 141k | 60.73 | |
| Tallgrass Energy Partners | 4.9 | $7.9M | 173k | 45.85 | |
| Arconic | 4.5 | $7.3M | 268k | 27.25 | |
| Golub Capital BDC (GBDC) | 2.8 | $4.5M | 248k | 18.20 | |
| Liberty Global Inc C | 2.7 | $4.4M | 130k | 33.84 | |
| Johnson & Johnson (JNJ) | 2.6 | $4.1M | 30k | 139.72 | |
| Dolby Laboratories (DLB) | 2.1 | $3.3M | 54k | 62.00 | |
| Amazon (AMZN) | 1.4 | $2.2M | 1.9k | 1169.35 | |
| Oracle Corporation (ORCL) | 0.2 | $273k | 5.8k | 47.30 | |
| Redwood Trust (RWT) | 0.1 | $236k | 16k | 14.84 |
