Ycg as of March 31, 2019
Portfolio Holdings for Ycg
Ycg holds 38 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 |
|---|---|---|---|---|---|
| MasterCard Incorporated (MA) | 7.3 | $42M | 179k | 236.70 | |
| Moody's Corporation (MCO) | 6.8 | $39M | 214k | 182.22 | |
| Cbre Group Inc Cl A (CBRE) | 6.7 | $39M | 780k | 49.76 | |
| Colgate-Palmolive Company (CL) | 6.7 | $39M | 563k | 68.47 | |
| Alphabet Inc Class C cs (GOOG) | 6.3 | $36M | 31k | 1180.33 | |
| Aon | 6.0 | $35M | 201k | 171.62 | |
| Charles Schwab Corporation (SCHW) | 5.8 | $34M | 779k | 43.12 | |
| Nike (NKE) | 5.7 | $33M | 386k | 84.51 | |
| Msci (MSCI) | 5.0 | $29M | 144k | 200.06 | |
| Wells Fargo & Company (WFC) | 4.3 | $25M | 507k | 48.50 | |
| Facebook Inc cl a (META) | 4.2 | $24M | 146k | 167.34 | |
| Copart (CPRT) | 4.1 | $24M | 384k | 61.05 | |
| Unilever | 3.9 | $22M | 385k | 58.20 | |
| Marsh & McLennan Companies | 3.7 | $21M | 224k | 94.30 | |
| Verisk Analytics (VRSK) | 3.6 | $21M | 155k | 133.53 | |
| Pepsi (PEP) | 3.3 | $19M | 153k | 122.43 | |
| Booking Holdings (BKNG) | 2.7 | $16M | 8.9k | 1749.83 | |
| Estee Lauder Companies (EL) | 2.6 | $15M | 92k | 165.20 | |
| Procter & Gamble Company (PG) | 2.3 | $14M | 130k | 103.92 | |
| Microsoft Corporation (MSFT) | 2.0 | $12M | 98k | 118.34 | |
| Walt Disney Company (DIS) | 1.1 | $6.1M | 55k | 111.47 | |
| Berkshire Hathaway (BRK.B) | 1.0 | $5.7M | 28k | 200.90 | |
| Coca-Cola Company (KO) | 0.8 | $4.7M | 100k | 46.86 | |
| Visa (V) | 0.7 | $4.1M | 27k | 156.23 | |
| U.S. Bancorp (USB) | 0.6 | $3.5M | 72k | 48.19 | |
| Berkshire Hathaway (BRK.A) | 0.6 | $3.3M | 11.00 | 301181.82 | |
| TD Ameritrade Holding | 0.5 | $2.6M | 51k | 51.64 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $2.3M | 23k | 101.23 | |
| Equifax (EFX) | 0.3 | $1.7M | 14k | 118.50 | |
| Stryker Corporation (SYK) | 0.3 | $1.7M | 8.6k | 197.57 | |
| Johnson & Johnson (JNJ) | 0.3 | $1.6M | 11k | 139.77 | |
| Becton, Dickinson and (BDX) | 0.3 | $1.5M | 6.0k | 249.67 | |
| TJX Companies (TJX) | 0.1 | $532k | 10k | 53.20 | |
| Markel Corporation (MKL) | 0.1 | $398k | 400.00 | 995.00 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $277k | 5.5k | 50.42 | |
| Pfizer (PFE) | 0.0 | $204k | 4.8k | 42.50 | |
| Cognizant Technology Solutions (CTSH) | 0.0 | $201k | 2.8k | 72.59 | |
| Mfc Bancorp | 0.0 | $160k | 22k | 7.34 |
