Holowesko Partners as of June 30, 2018
Portfolio Holdings for Holowesko Partners
Holowesko Partners holds 27 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Exxon Mobil Corporation (XOM) | 10.5 | $157M | 1.9M | 82.73 | |
| Kimberly-Clark Corporation (KMB) | 9.1 | $135M | 1.3M | 105.34 | |
| Johnson & Johnson (JNJ) | 8.7 | $129M | 1.1M | 121.34 | |
| Wells Fargo & Company (WFC) | 7.6 | $113M | 2.0M | 55.44 | |
| Sealed Air (SEE) | 7.3 | $109M | 2.6M | 42.45 | |
| Qualcomm (QCOM) | 7.3 | $108M | 1.9M | 56.12 | |
| Schlumberger (SLB) | 6.7 | $99M | 1.5M | 67.03 | |
| Procter & Gamble Company (PG) | 6.3 | $94M | 1.2M | 78.06 | |
| Jd (JD) | 5.5 | $82M | 2.1M | 38.95 | |
| Mondelez Int (MDLZ) | 5.3 | $79M | 1.9M | 41.00 | |
| Gilead Sciences (GILD) | 4.4 | $65M | 920k | 70.84 | |
| American International (AIG) | 4.0 | $60M | 1.1M | 53.02 | |
| Kraft Heinz (KHC) | 4.0 | $59M | 936k | 62.82 | |
| Apple (AAPL) | 2.7 | $41M | 220k | 185.11 | |
| Yum China Holdings (YUMC) | 2.7 | $40M | 1.0M | 38.46 | |
| Alphabet Inc Class A cs (GOOGL) | 2.5 | $37M | 33k | 1129.20 | |
| Embraer S A (ERJ) | 2.4 | $35M | 1.4M | 24.90 | |
| NVIDIA Corporation (NVDA) | 1.0 | $15M | 65k | 236.91 | |
| Applied Materials (AMAT) | 1.0 | $16M | 335k | 46.19 | |
| China Mobile | 0.3 | $5.1M | 116k | 44.39 | |
| Taiwan Semiconductor Mfg (TSM) | 0.1 | $2.1M | 59k | 36.56 | |
| Corning Incorporated (GLW) | 0.1 | $1.7M | 62k | 27.51 | |
| General Electric Company | 0.1 | $1.5M | 112k | 13.61 | |
| General Dynamics Corporation (GD) | 0.1 | $1.0M | 5.5k | 186.36 | |
| Vaneck Vectors Gold Miners mutual (GDX) | 0.1 | $919k | 41k | 22.31 | |
| SK Tele | 0.0 | $665k | 29k | 23.33 | |
| GlaxoSmithKline | 0.0 | $403k | 10k | 40.30 |
