Holowesko Partners as of Sept. 30, 2018
Portfolio Holdings for Holowesko Partners
Holowesko Partners holds 25 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Exxon Mobil Corporation (XOM) | 11.9 | $161M | 1.9M | 85.02 | |
| Qualcomm (QCOM) | 10.3 | $139M | 1.9M | 72.03 | |
| Schlumberger (SLB) | 9.3 | $126M | 2.1M | 60.92 | |
| Wells Fargo & Company (WFC) | 8.6 | $117M | 2.2M | 52.56 | |
| Sealed Air (SEE) | 8.3 | $112M | 2.8M | 40.15 | |
| Johnson & Johnson (JNJ) | 6.3 | $86M | 622k | 138.17 | |
| Mondelez Int (MDLZ) | 6.1 | $83M | 1.9M | 42.96 | |
| Jd (JD) | 4.5 | $62M | 2.4M | 26.09 | |
| Kraft Heinz (KHC) | 4.5 | $61M | 1.1M | 55.11 | |
| Kimberly-Clark Corporation (KMB) | 4.5 | $61M | 536k | 113.64 | |
| American International (AIG) | 4.4 | $60M | 1.1M | 53.24 | |
| Procter & Gamble Company (PG) | 4.3 | $59M | 705k | 83.23 | |
| Yum China Holdings (YUMC) | 4.0 | $55M | 1.6M | 35.11 | |
| Alphabet Inc Class A cs (GOOGL) | 3.4 | $47M | 39k | 1207.09 | |
| Embraer S A (ERJ) | 3.3 | $45M | 2.3M | 19.59 | |
| United Technologies Corporation | 2.5 | $34M | 240k | 139.81 | |
| Baidu (BIDU) | 1.5 | $20M | 89k | 228.69 | |
| NVIDIA Corporation (NVDA) | 1.4 | $18M | 65k | 281.02 | |
| China Mobile | 0.2 | $3.2M | 66k | 48.93 | |
| Taiwan Semiconductor Mfg (TSM) | 0.2 | $2.6M | 59k | 44.16 | |
| General Dynamics Corporation (GD) | 0.1 | $1.1M | 5.5k | 204.73 | |
| SK Tele | 0.1 | $795k | 29k | 27.89 | |
| Vaneck Vectors Gold Miners mutual (GDX) | 0.1 | $763k | 41k | 18.52 | |
| General Electric Company | 0.1 | $632k | 56k | 11.29 | |
| GlaxoSmithKline | 0.0 | $402k | 10k | 40.20 |
