Elkhorn Investments, LLC

data from 31/12/2017

Capitalization

$ 223.251 M 66.00 %

Average holding period

3 ans

Performance

$ 12.025 M 9.28 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Elkhorn Investments, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2017/12/31 HON HONEYWELL INTL INC 1.16% 2.586 M $ 16826 2017/03/31 118.227 K $ 8.10 %
2017/12/31 KO COCA COLA CO 1.13% 2.527 M $ 55504 2017/03/31 32.173 K $ 1.93 %
2017/12/31 PEP PEPSICO INC 1.11% 2.489 M $ 21089 2017/03/31 123.071 K $ 7.62 %
2017/12/31 RSG REPUBLIC SVCS INC 1.09% 2.429 M $ 36493 2017/03/31 40.830 K $ 2.35 %
2017/12/31 WM WASTE MGMT INC DEL 1.09% 2.426 M $ 28186 2017/03/31 178.290 K $ 10.26 %
2017/12/31 BRK-B BERKSHIRE HATHAWAY INC DEL 1.08% 2.420 M $ 12271 2017/03/31 135.083 K $ 8.13 %
2017/12/31 ECL ECOLAB INC 1.07% 2.384 M $ 17732 2017/06/30 66.923 K $ 4.33 %
2017/12/31 PG PROCTER AND GAMBLE CO 1.02% 2.280 M $ 25152 2017/03/31 14.548 K $ 0.99 %
2017/12/31 TORCHMARK CORP 1.02% 2.279 M $ 25268 2017/03/31 194.775 K $ 12.58 %
2017/12/31 AFL AFLAC INC 1.01% 2.254 M $ 25629 2017/03/31 115.063 K $ 7.84 %
2017/12/31 L LOEWS CORP 0.99% 2.212 M $ 44348 2017/03/31 64.019 K $ 4.53 %
2017/12/31 FISV FISERV INC 0.99% 2.209 M $ 16950 2017/03/31 24.727 K $ 1.68 %
2017/12/31 APH AMPHENOL CORP NEW 0.98% 2.182 M $ 24862 2017/03/31 59.954 K $ 3.73 %
2017/12/31 XOM EXXON MOBIL CORP 0.98% 2.180 M $ 25644 2017/03/31 26.810 K $ 2.03 %
2017/12/31 HD HOME DEPOT INC 0.97% 2.160 M $ 11491 2017/03/31 214.564 K $ 15.88 %
2017/12/31 UNITED TECHNOLOGIES CORP 0.95% 2.131 M $ 16629 2017/03/31 161.667 K $ 10.42 %
2017/12/31 YUM YUM BRANDS INC 0.95% 2.131 M $ 26118 2017/06/30 148.568 K $ 10.87 %
2017/12/31 MCD MCDONALDS CORP 0.94% 2.091 M $ 12075 2017/03/31 140.936 K $ 9.86 %
2017/12/31 MMM 3M CO 0.94% 2.090 M $ 8873 2017/03/31 162.817 K $ 10.15 %
2017/12/31 ALL ALLSTATE CORP 0.93% 2.081 M $ 20422 2017/03/31 226.623 K $ 13.93 %
2017/12/31 HSY HERSHEY CO 0.93% 2.080 M $ 18554 2017/12/31 0.000 $ 0.00 %
2017/12/31 ROP ROPER TECHNOLOGIES INC 0.92% 2.049 M $ 7864 2017/03/31 93.989 K $ 6.41 %
2017/12/31 FIS FIDELITY NATL INFORMATION SV 0.91% 2.040 M $ 21779 2017/09/30 10.897 K $ 0.75 %
2017/12/31 MMC MARSH & MCLENNAN COS INC 0.91% 2.031 M $ 25267 2017/03/31 -46.807 K $ -2.89 %
2017/12/31 DIS DISNEY WALT CO 0.91% 2.024 M $ 18105 2017/03/31 135.530 K $ 9.07 %
2017/12/31 AJG GALLAGHER ARTHUR J & CO 0.91% 2.023 M $ 32546 2017/03/31 42.201 K $ 2.81 %
2017/12/31 ITW ILLINOIS TOOL WKS INC 0.91% 2.022 M $ 12240 2017/03/31 182.968 K $ 12.77 %
2017/12/31 LMT LOCKHEED MARTIN CORP 0.90% 2.016 M $ 6329 2017/03/31 41.910 K $ 3.47 %
2017/12/31 CLX CLOROX CO DEL 0.90% 2.013 M $ 13889 2017/03/31 166.802 K $ 12.76 %
2017/12/31 NDAQ NASDAQ INC 0.89% 1.996 M $ 26017 2017/03/31 -14.616 K $ -0.97 %
2017/12/31 VRSK VERISK ANALYTICS INC 0.89% 1.986 M $ 20734 2017/03/31 205.933 K $ 15.40 %
2017/12/31 FTV FORTIVE CORP 0.89% 1.982 M $ 27388 2017/12/31 0.000 $ 0.00 %
2017/12/31 PGR PROGRESSIVE CORP OHIO 0.89% 1.978 M $ 35733 2017/03/31 237.473 K $ 16.31 %
2017/12/31 AXP AMERICAN EXPRESS CO 0.88% 1.974 M $ 19961 2017/12/31 0.000 $ 0.00 %
2017/12/31 KMB KIMBERLY CLARK CORP 0.88% 1.969 M $ 16537 2017/03/31 32.079 K $ 2.53 %
2017/12/31 CVX CHEVRON CORP NEW 0.88% 1.962 M $ 15379 2017/06/30 82.559 K $ 6.55 %
2017/12/31 CBOE CBOE GLOBAL MARKETS INC 0.88% 1.960 M $ 15971 2017/06/30 205.894 K $ 15.75 %
2017/12/31 PNW PINNACLE WEST CAP CORP 0.88% 1.958 M $ 23347 2017/03/31 8.951 K $ 0.73 %
2017/12/31 AEP AMERICAN ELEC PWR INC 0.88% 1.957 M $ 27031 2017/03/31 59.986 K $ 4.74 %
2017/12/31 CB CHUBB LIMITED 0.87% 1.949 M $ 13703 2017/03/31 39.652 K $ 2.51 %
2017/12/31 DR PEPPER SNAPPLE GROUP INC 0.87% 1.945 M $ 20421 2017/03/31 91.935 K $ 7.70 %
2017/12/31 NOC NORTHROP GRUMMAN CORP 0.87% 1.937 M $ 6346 2017/03/31 97.312 K $ 6.67 %
2017/12/31 ES EVERSOURCE ENERGY 0.87% 1.934 M $ 30634 2017/03/31 56.334 K $ 4.53 %
2017/12/31 TRV TRAVELERS COMPANIES INC 0.87% 1.932 M $ 14639 2017/03/31 151.247 K $ 10.71 %
2017/12/31 DUK DUKE ENERGY CORP NEW 0.86% 1.927 M $ 23162 2017/03/31 2.857 K $ 0.23 %
2017/12/31 DTE DTE ENERGY CO 0.86% 1.926 M $ 17760 2017/03/31 24.468 K $ 1.95 %
2017/12/31 V VISA INC 0.86% 1.923 M $ 16794 2017/06/30 116.624 K $ 8.34 %
2017/12/31 NEE NEXTERA ENERGY INC 0.86% 1.922 M $ 12395 2017/03/31 78.363 K $ 6.58 %
2017/12/31 HARRIS CORP DEL 0.86% 1.920 M $ 13520 2017/06/30 110.713 K $ 7.89 %
2017/12/31 UPS UNITED PARCEL SERVICE INC 0.86% 1.919 M $ 15520 2017/03/31 -10.845 K $ -0.78 %
2017/12/31 USB US BANCORP DEL 0.86% 1.914 M $ 35441 2017/06/30 -252.000 $ -0.02 %
2017/12/31 AON AON PLC 0.85% 1.903 M $ 14479 2017/03/31 -126.928 K $ -8.28 %
2017/12/31 MCO MOODYS CORP 0.85% 1.902 M $ 13019 2017/09/30 78.590 K $ 6.04 %
2017/12/31 XEL XCEL ENERGY INC 0.85% 1.898 M $ 39719 2017/03/31 20.061 K $ 1.67 %
2017/12/31 DHR DANAHER CORP DEL 0.85% 1.892 M $ 20470 2017/03/31 117.933 K $ 8.21 %
2017/12/31 APD AIR PRODS & CHEMS INC 0.84% 1.885 M $ 11391 2017/03/31 123.044 K $ 8.50 %
2017/12/31 CMS CMS ENERGY CORP 0.84% 1.880 M $ 40048 2017/03/31 25.567 K $ 2.12 %
2017/12/31 PPL PPL CORP 0.84% 1.876 M $ 61332 2017/03/31 -242.396 K $ -18.45 %
2017/12/31 WMT WAL-MART STORES INC 0.84% 1.868 M $ 18950 2017/03/31 312.344 K $ 26.38 %
2017/12/31 EXPD EXPEDITORS INTL WASH INC 0.84% 1.866 M $ 28724 2017/03/31 115.552 K $ 8.07 %
2017/12/31 BLK BLACKROCK INC 0.83% 1.863 M $ 3661 2017/09/30 184.870 K $ 14.90 %
2017/12/31 CNP CENTERPOINT ENERGY INC 0.83% 1.863 M $ 66503 2017/06/30 -34.633 K $ -2.91 %
2017/12/31 ABT ABBOTT LABS 0.83% 1.860 M $ 31650 2017/12/31 0.000 $ 0.00 %
2017/12/31 PRAXAIR INC 0.83% 1.854 M $ 11873 2017/03/31 166.389 K $ 11.77 %
2017/12/31 SPGI S&P GLOBAL INC 0.83% 1.854 M $ 11032 2017/09/30 110.191 K $ 8.37 %
2017/12/31 ED CONSOLIDATED EDISON INC 0.83% 1.852 M $ 22169 2017/03/31 61.744 K $ 5.29 %
2017/12/31 SO SOUTHERN CO 0.83% 1.849 M $ 39214 2017/03/31 -29.803 K $ -2.14 %
2017/12/31 ACN ACCENTURE PLC IRELAND 0.83% 1.843 M $ 11980 2017/12/31 0.000 $ 0.00 %
2017/12/31 EQR EQUITY RESIDENTIAL 0.82% 1.833 M $ 28875 2017/09/30 -39.674 K $ -3.28 %
2017/12/31 AWK AMERICAN WTR WKS CO INC NEW 0.82% 1.829 M $ 20540 2017/12/31 0.000 $ 0.00 %
2017/12/31 WEC WEC ENERGY GROUP INC 0.82% 1.829 M $ 27810 2017/03/31 66.966 K $ 5.81 %
2017/12/31 HIG HARTFORD FINL SVCS GROUP INC 0.82% 1.820 M $ 32939 2017/09/30 20.134 K $ 1.53 %
2017/12/31 BAX BAXTER INTL INC 0.81% 1.817 M $ 27057 2017/12/31 0.000 $ 0.00 %
2017/12/31 MA MASTERCARD INCORPORATED 0.81% 1.814 M $ 11947 2017/06/30 104.079 K $ 7.20 %
2017/12/31 UNH UNITEDHEALTH GROUP INC 0.81% 1.810 M $ 8185 2017/03/31 148.718 K $ 12.56 %
2017/12/31 PFE PFIZER INC 0.81% 1.804 M $ 49529 2017/06/30 18.572 K $ 1.45 %
2017/12/31 RTN RAYTHEON CO 0.80% 1.797 M $ 9652 2017/03/31 9.069 K $ 0.68 %
2017/12/31 MSFT MICROSOFT CORP 0.80% 1.793 M $ 20870 2017/06/30 199.087 K $ 14.84 %
2017/12/31 AME AMETEK INC NEW 0.80% 1.789 M $ 24604 2017/12/31 0.000 $ 0.00 %
2017/12/31 D DOMINION ENERGY INC 0.80% 1.784 M $ 22223 2017/03/31 62.866 K $ 5.37 %
2017/12/31 PAYX PAYCHEX INC 0.80% 1.782 M $ 26486 2017/03/31 184.007 K $ 13.54 %
2017/12/31 AVB AVALONBAY CMNTYS INC 0.80% 1.781 M $ 10051 2017/03/31 -61.000 $ -0.01 %
2017/12/31 ARE ALEXANDRIA REAL ESTATE EQ IN 0.79% 1.774 M $ 13660 2017/12/31 0.000 $ 0.00 %
2017/12/31 SWK STANLEY BLACK & DECKER INC 0.79% 1.772 M $ 10518 2017/09/30 171.905 K $ 12.40 %
2017/12/31 VRSN VERISIGN INC 0.79% 1.755 M $ 16037 2017/12/31 0.000 $ 0.00 %
2017/12/31 UDR UDR INC 0.78% 1.751 M $ 46017 2017/12/31 0.000 $ 0.00 %
2017/12/31 PEG PUBLIC SVC ENTERPRISE GROUP 0.78% 1.744 M $ 34202 2017/12/31 0.000 $ 0.00 %
2017/12/31 LNT ALLIANT ENERGY CORP 0.78% 1.744 M $ 41436 2017/12/31 0.000 $ 0.00 %
2017/12/31 GD GENERAL DYNAMICS CORP 0.78% 1.741 M $ 8688 2017/03/31 -13.491 K $ -1.04 %
2017/12/31 ETR ENTERGY CORP NEW 0.77% 1.729 M $ 20942 2017/03/31 77.071 K $ 6.60 %
2017/12/31 AEE AMEREN CORP 0.77% 1.727 M $ 29594 2017/03/31 23.689 K $ 1.99 %
2017/12/31 PM PHILIP MORRIS INTL INC 0.77% 1.710 M $ 16389 2017/03/31 -56.263 K $ -4.83 %
2017/12/31 TEL TE CONNECTIVITY LTD 0.76% 1.706 M $ 17901 2017/12/31 0.000 $ 0.00 %
2017/12/31 ESS ESSEX PPTY TR INC 0.76% 1.704 M $ 7101 2017/09/30 -57.159 K $ -4.98 %
2017/12/31 NI NISOURCE INC 0.74% 1.654 M $ 65257 2017/12/31 0.000 $ 0.00 %
2017/12/31 APARTMENT INVT & MGMT CO 0.73% 1.633 M $ 37593 2017/12/31 0.000 $ 0.00 %
2017/12/31 EIX EDISON INTL 0.69% 1.551 M $ 24527 2017/03/31 -220.957 K $ -18.05 %
2017/12/31 WTW WILLIS TOWERS WATSON PUB LTD 0.69% 1.539 M $ 10476 2017/12/31 0.000 $ 0.00 %
2017/12/31 CMCSA COMCAST CORP NEW 0.62% 1.374 M $ 34702 2017/03/31 49.020 K $ 4.08 %
2017/12/31 ADP AUTOMATIC DATA PROCESSING IN 0.62% 1.373 M $ 12330 2017/03/31 0.000 $ 0.00 %