GVO Asset Management as of June 30, 2014
Portfolio Holdings for GVO Asset Management
GVO Asset Management holds 12 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo & Company (WFC) | 20.8 | $190M | 3.6M | 52.56 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 17.9 | $164M | 1.3M | 126.56 | |
| Microsoft Corporation (MSFT) | 13.8 | $126M | 3.0M | 41.70 | |
| Procter & Gamble Company (PG) | 10.9 | $100M | 1.3M | 78.59 | |
| International Business Machines (IBM) | 10.8 | $99M | 547k | 181.27 | |
| Motorola Solutions Com New (MSI) | 8.5 | $78M | 1.2M | 66.57 | |
| Coca-Cola Company (KO) | 6.5 | $60M | 1.4M | 42.36 | |
| Deere & Company (DE) | 3.2 | $30M | 329k | 90.55 | |
| DaVita (DVA) | 2.8 | $26M | 359k | 72.32 | |
| Air Products & Chemicals (APD) | 2.6 | $24M | 188k | 128.62 | |
| Rockwell Collins | 1.3 | $12M | 147k | 78.14 | |
| Dresser-Rand | 0.8 | $7.2M | 113k | 63.73 |
