Menlo Advisors

Menlo Advisors as of March 31, 2019

Portfolio Holdings for Menlo Advisors

Menlo Advisors holds 39 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 14.1 $20M 98k 200.88
Cisco Systems (CSCO) 5.3 $7.5M 139k 53.99
SPDR Gold Trust (GLD) 4.9 $6.9M 57k 122.01
Microsoft Corporation (MSFT) 4.2 $5.9M 50k 117.93
Howard Hughes 4.1 $5.8M 53k 109.99
WisdomTree Emerging Markets Eq (DEM) 4.1 $5.8M 132k 43.84
WisdomTree Japan Total Dividend (DXJ) 4.0 $5.6M 111k 50.60
Walt Disney Company (DIS) 4.0 $5.5M 50k 111.03
Alpha Architect Etf Tr us quant etf (QVAL) 3.8 $5.3M 185k 28.69
Alphabet Inc Class C cs (GOOG) 3.7 $5.2M 4.4k 1173.09
Madison Square Garden Cl A (MSGS) 3.4 $4.8M 17k 293.11
Markel Corporation (MKL) 3.4 $4.7M 4.7k 996.20
Alphabet Inc Class A cs (GOOGL) 3.4 $4.7M 4.0k 1176.73
Proshares Tr short s&p 500 ne (SH) 3.3 $4.7M 170k 27.65
Bank of America Corporation (BAC) 3.3 $4.6M 167k 27.59
Corning Incorporated (GLW) 3.2 $4.5M 136k 33.10
Apple (AAPL) 3.2 $4.5M 23k 189.95
Liberty Media Corp Delaware Com C Siriusxm 2.8 $4.0M 104k 38.24
Alpha Architect Etf Tr vlsh intl quan (IVAL) 2.6 $3.6M 128k 28.07
Kinder Morgan (KMI) 2.5 $3.6M 179k 20.01
Abbvie (ABBV) 2.5 $3.5M 44k 80.59
Cambria Etf Tr global value (GVAL) 2.5 $3.5M 154k 22.63
Antero Res (AR) 2.3 $3.3M 371k 8.83
Abbott Laboratories (ABT) 2.2 $3.1M 39k 79.93
New Residential Investment (RITM) 1.8 $2.5M 147k 16.91
Vaneck Vectors Gold Miners mutual (GDX) 1.8 $2.5M 111k 22.42
PetMed Express (PETS) 1.5 $2.1M 92k 22.78
Cohen & Steers REIT/P (RNP) 0.4 $578k 28k 20.60
Tesla Motors (TSLA) 0.4 $516k 1.8k 279.67
Alpha Architect Etf Tr mometumshs etf (QMOM) 0.2 $285k 9.7k 29.44
Liberty Media Corp Delaware Com C Braves Grp 0.2 $277k 10k 27.76
Solar Senior Capital 0.2 $273k 16k 17.14
Bank Of America Corporation preferred (BAC.PL) 0.2 $257k 198.00 1297.98
Coupa Software 0.2 $236k 2.6k 90.91
Northwest Natural Holdin (NWN) 0.2 $236k 3.6k 65.56
Rydex S&p Equal Wgt Etf 0.1 $206k 2.0k 104.41
Crimson Wine (CWGL) 0.1 $99k 12k 8.20
Accuray Incorporated (ARAY) 0.0 $47k 10k 4.70
Blackrock California Xxx Escro 0.0 $0 42k 0.00