Kemnay Advisory Services as of Dec. 31, 2017
Portfolio Holdings for Kemnay Advisory Services
Kemnay Advisory Services holds 106 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 |
|---|---|---|---|---|---|
| Amazon (AMZN) | 7.3 | $16M | 14k | 1169.45 | |
| Facebook Inc cl a (META) | 7.0 | $16M | 89k | 176.46 | |
| Alibaba Group Holding (BABA) | 6.0 | $13M | 78k | 172.43 | |
| Microsoft Corporation (MSFT) | 4.9 | $11M | 127k | 85.54 | |
| Adobe Systems Incorporated (ADBE) | 4.1 | $9.2M | 53k | 175.24 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 3.5 | $7.9M | 23k | 335.97 | |
| Alphabet Inc Class A cs (GOOGL) | 3.5 | $7.8M | 7.4k | 1053.43 | |
| Berkshire Hathaway (BRK.B) | 3.2 | $7.2M | 37k | 198.23 | |
| Apple (AAPL) | 3.2 | $7.1M | 42k | 169.24 | |
| Altaba | 3.2 | $7.1M | 102k | 69.85 | |
| Alphabet Inc Class C cs (GOOG) | 3.1 | $6.8M | 6.5k | 1046.42 | |
| priceline.com Incorporated | 3.0 | $6.8M | 3.9k | 1737.81 | |
| Ctrip.com International | 2.5 | $5.7M | 129k | 44.10 | |
| Time Warner | 2.3 | $5.1M | 56k | 91.46 | |
| Nxp Semiconductors N V (NXPI) | 2.2 | $4.9M | 42k | 117.08 | |
| Paypal Holdings (PYPL) | 1.0 | $2.2M | 31k | 73.63 | |
| Baidu (BIDU) | 0.9 | $2.1M | 9.1k | 234.19 | |
| Yandex Nv-a (YNDX) | 0.9 | $2.0M | 60k | 32.76 | |
| eBay (EBAY) | 0.8 | $1.7M | 46k | 37.73 | |
| Workday Inc cl a (WDAY) | 0.7 | $1.6M | 16k | 101.77 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 0.7 | $1.5M | 36k | 40.91 | |
| Aaron's | 0.6 | $1.4M | 34k | 39.84 | |
| Assurant (AIZ) | 0.6 | $1.3M | 13k | 100.84 | |
| Cummins (CMI) | 0.6 | $1.3M | 7.5k | 176.70 | |
| Best Buy (BBY) | 0.6 | $1.3M | 20k | 68.47 | |
| Valero Energy Corporation (VLO) | 0.6 | $1.3M | 15k | 91.94 | |
| Steven Madden (SHOO) | 0.6 | $1.3M | 29k | 46.71 | |
| Centene Corporation (CNC) | 0.6 | $1.3M | 13k | 100.91 | |
| Hartford Financial Services (HIG) | 0.6 | $1.3M | 23k | 56.26 | |
| DST Systems | 0.6 | $1.3M | 21k | 62.09 | |
| Wal-Mart Stores (WMT) | 0.6 | $1.3M | 13k | 98.78 | |
| Unum (UNM) | 0.6 | $1.3M | 24k | 54.90 | |
| Aetna | 0.6 | $1.3M | 7.3k | 180.44 | |
| Allstate Corporation (ALL) | 0.6 | $1.3M | 13k | 104.73 | |
| Wyndham Worldwide Corporation | 0.6 | $1.3M | 11k | 115.84 | |
| Meritage Homes Corporation (MTH) | 0.6 | $1.3M | 26k | 51.20 | |
| Terex Corporation (TEX) | 0.6 | $1.3M | 27k | 48.24 | |
| CNO Financial (CNO) | 0.6 | $1.3M | 53k | 24.69 | |
| Industries N shs - a - (LYB) | 0.6 | $1.3M | 12k | 110.36 | |
| Pvh Corporation (PVH) | 0.6 | $1.3M | 9.5k | 137.20 | |
| Bloomin Brands (BLMN) | 0.6 | $1.3M | 61k | 21.35 | |
| Lear Corporation (LEA) | 0.6 | $1.3M | 7.4k | 176.63 | |
| Corning Incorporated (GLW) | 0.6 | $1.3M | 40k | 32.00 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $1.3M | 12k | 106.92 | |
| Reinsurance Group of America (RGA) | 0.6 | $1.3M | 8.3k | 155.92 | |
| AFLAC Incorporated (AFL) | 0.6 | $1.3M | 15k | 87.80 | |
| Regions Financial Corporation (RF) | 0.6 | $1.3M | 75k | 17.27 | |
| UnitedHealth (UNH) | 0.6 | $1.3M | 5.8k | 220.49 | |
| Manpower (MAN) | 0.6 | $1.3M | 10k | 126.07 | |
| Fifth Third Ban (FITB) | 0.6 | $1.3M | 43k | 30.33 | |
| Toll Brothers (TOL) | 0.6 | $1.3M | 27k | 48.02 | |
| Humana (HUM) | 0.6 | $1.3M | 5.3k | 248.05 | |
| Korn/Ferry International (KFY) | 0.6 | $1.3M | 31k | 41.40 | |
| Dana Holding Corporation (DAN) | 0.6 | $1.3M | 40k | 32.02 | |
| Meritor | 0.6 | $1.3M | 55k | 23.46 | |
| Michael Kors Holdings | 0.6 | $1.3M | 21k | 62.97 | |
| Anthem (ELV) | 0.6 | $1.3M | 5.7k | 225.06 | |
| Cit | 0.6 | $1.3M | 26k | 49.24 | |
| PNC Financial Services (PNC) | 0.6 | $1.3M | 8.9k | 144.26 | |
| Pulte (PHM) | 0.6 | $1.3M | 39k | 33.25 | |
| Morgan Stanley (MS) | 0.6 | $1.3M | 24k | 52.47 | |
| CIGNA Corporation | 0.6 | $1.3M | 6.3k | 203.11 | |
| Gap (GPS) | 0.6 | $1.3M | 38k | 34.05 | |
| Thor Industries (THO) | 0.6 | $1.3M | 8.4k | 150.70 | |
| Owens-Illinois | 0.6 | $1.3M | 57k | 22.18 | |
| M.D.C. Holdings (MDC) | 0.6 | $1.3M | 40k | 31.87 | |
| Citigroup (C) | 0.6 | $1.3M | 17k | 74.43 | |
| First Solar (FSLR) | 0.6 | $1.2M | 18k | 67.52 | |
| Jabil Circuit (JBL) | 0.6 | $1.3M | 48k | 26.25 | |
| General Motors Company (GM) | 0.6 | $1.3M | 31k | 41.00 | |
| Invesco Mortgage Capital | 0.6 | $1.3M | 71k | 17.83 | |
| Royal Caribbean Cruises (RCL) | 0.6 | $1.2M | 10k | 119.24 | |
| Kansas City Southern | 0.6 | $1.2M | 12k | 105.19 | |
| Carter's (CRI) | 0.5 | $1.1M | 9.2k | 117.54 | |
| Umpqua Holdings Corporation | 0.5 | $1.1M | 52k | 20.80 | |
| Torchmark Corporation | 0.5 | $1.0M | 12k | 90.69 | |
| La-Z-Boy Incorporated (LZB) | 0.5 | $1.0M | 33k | 31.21 | |
| FTI Consulting (FCN) | 0.5 | $994k | 23k | 42.96 | |
| Liberty Media | 0.4 | $957k | 39k | 24.42 | |
| Two Hbrs Invt Corp Com New reit | 0.4 | $935k | 58k | 16.26 | |
| American Eagle Outfitters (AEO) | 0.4 | $802k | 43k | 18.81 | |
| American Financial (AFG) | 0.4 | $807k | 7.4k | 108.53 | |
| Oshkosh Corporation (OSK) | 0.4 | $800k | 8.8k | 90.85 | |
| Huntsman Corporation (HUN) | 0.3 | $790k | 24k | 33.28 | |
| Allergan | 0.3 | $736k | 4.5k | 163.56 | |
| WisdomTree Japan Total Dividend (DXJ) | 0.2 | $549k | 9.3k | 59.35 | |
| Proshares Tr Ii Ultrashort Ye etf (YCS) | 0.1 | $300k | 4.0k | 75.00 | |
| American International (AIG) | 0.1 | $101k | 1.7k | 59.41 | |
| Coca-Cola Company (KO) | 0.0 | $57k | 1.3k | 45.60 | |
| Johnson & Johnson (JNJ) | 0.0 | $70k | 500.00 | 140.00 | |
| Colgate-Palmolive Company (CL) | 0.0 | $57k | 750.00 | 76.00 | |
| Unilever | 0.0 | $68k | 1.2k | 56.67 | |
| Cheniere Energy (LNG) | 0.0 | $75k | 1.4k | 53.57 | |
| Dowdupont | 0.0 | $66k | 929.00 | 71.04 | |
| Pfizer (PFE) | 0.0 | $54k | 1.5k | 36.00 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $54k | 450.00 | 120.00 | |
| Novartis (NVS) | 0.0 | $50k | 600.00 | 83.33 | |
| Procter & Gamble Company (PG) | 0.0 | $55k | 600.00 | 91.67 | |
| Tesla Motors (TSLA) | 0.0 | $47k | 150.00 | 313.33 | |
| Ambev Sa- (ABEV) | 0.0 | $43k | 6.6k | 6.52 | |
| Vodafone Group New Adr F (VOD) | 0.0 | $41k | 1.3k | 31.54 | |
| Zillow Group Inc Cl A (ZG) | 0.0 | $35k | 850.00 | 41.18 | |
| General Electric Company | 0.0 | $33k | 1.9k | 17.37 | |
| Valeant Pharmaceuticals Int | 0.0 | $14k | 690.00 | 20.29 | |
| Halyard Health | 0.0 | $3.0k | 56.00 | 53.57 | |
| Chemours (CC) | 0.0 | $7.0k | 145.00 | 48.28 |
