Farmhouse Investment Management as of March 31, 2018
Portfolio Holdings for Farmhouse Investment Management
Farmhouse Investment Management holds 18 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charles Schwab Corporation (SCHW) | 15.9 | $23M | 449k | 52.22 | |
| Wells Fargo & Company (WFC) | 14.0 | $21M | 394k | 52.41 | |
| Apache Corporation | 10.4 | $15M | 400k | 38.48 | |
| Waste Connections (WCN) | 8.5 | $13M | 175k | 71.74 | |
| Xpo Logistics Inc equity (XPO) | 7.3 | $11M | 106k | 101.81 | |
| Jacobs Engineering | 6.1 | $9.0M | 153k | 59.15 | |
| SYSCO Corporation (SYY) | 5.7 | $8.4M | 141k | 59.96 | |
| Golub Capital BDC (GBDC) | 5.6 | $8.2M | 461k | 17.89 | |
| Tallgrass Energy Partners | 5.2 | $7.7M | 204k | 37.89 | |
| Arconic | 5.0 | $7.3M | 317k | 23.04 | |
| Dolby Laboratories (DLB) | 4.2 | $6.3M | 99k | 63.56 | |
| Celgene Corporation | 4.1 | $6.0M | 67k | 89.21 | |
| Liberty Global Inc C | 2.7 | $3.9M | 130k | 30.43 | |
| Johnson & Johnson (JNJ) | 2.6 | $3.8M | 30k | 128.16 | |
| Amazon (AMZN) | 1.8 | $2.7M | 1.9k | 1447.31 | |
| Intellia Therapeutics (NTLA) | 0.6 | $886k | 42k | 21.10 | |
| Oracle Corporation (ORCL) | 0.2 | $264k | 5.8k | 45.74 | |
| Redwood Trust (RWT) | 0.2 | $246k | 16k | 15.47 |
