The holdings of our portfolio are listed below. If you follow the links, you will find stock selection guides and additional information about the companies. Some of this information may no longer be current, so do your own research.
- Here is our current portfolio. The prices and financial data are automatically updated.
- We also track our portfolio using data from Manifest Investing.
- Members can track our portfolio at Bivio.com
We look closely at revenue growth and profit margins to get projected average return. Manifest Investing also calculates “quality” using a combination of financial strength and comparison of the company’s growth and profitability with its industry.
Here is our Annual Report for 2006.
Current Portfolio Holdings
- Brown and Brown
- Intel Corporation
- Amgen Inc.
- Johnson & Johnson (JNJ)
- Bed, Bath & Beyond (BBBY)
- Cardinal Health Inc. (CAH)
- FactSet Research Sys (FDS)
- Lowe’s Companies (LOW)
- Pfizer Inc. (PFE)
- Synovus Fin. Corp. (SNV)
- Jack Henry & Assoc. (JKHY)
- Microsoft Company
- Wal-Mart Stores (WMT)
- Amgen Inc. (AMGN)
- Purchased ITW and SYK
- Intel Corp. (INTC)
- Brown & Brown (BRO)
- Patterson Cos. (PDCO)
- Maxim Integ. Prod. (MXIM)
- Walgreen Company (WAG)
- Microsoft (MSFT)
- American International Group (AIG)
- Wells Fargo & Company (WFC)
- SAP AG (SAP)
- Sun Hydraulics (SNHY)
- General Electric
- Maxim Integrated Products
- Transocean Inc. (RIG)
- Transactions: GRMN, LOW, RIG, and HP
- Market Reaction to Earnings Estimates – SNHY