Elkfork Partners LLC

data from 30/09/2019

Capitalization

$ 4.111 B 0.45 %

Average holding period

9 ans

Performance

$ 987.860 M 30.85 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Elkfork Partners LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2019/09/30 MSFT Microsoft Corp 6.66% 273.974 M $ 1970606 2016/12/31 6.264 M $ 2.50 %
2019/09/30 GOOGL Google Inc 3.63% 149.248 M $ 122220 2016/12/31 14.155 M $ 11.19 %
2019/09/30 AMZN Amazon.com Inc 3.13% 128.659 M $ 74116 2016/12/31 -12.742 M $ -9.83 %
2019/09/30 JNJ Johnson & Johnson 2.73% 112.255 M $ 867636 2016/12/31 -7.935 M $ -7.17 %
2019/09/30 V Visa Inc 2.22% 91.461 M $ 531720 2016/12/31 -988.661 K $ -1.11 %
2019/09/30 INTC Intel Corp 2.09% 86.112 M $ 1671098 2016/12/31 6.229 M $ 7.27 %
2019/09/30 META Facebook Inc 1.77% 72.863 M $ 409156 2016/12/31 -5.589 M $ -7.73 %
2019/09/30 BA Boeing Co/The 1.48% 60.980 M $ 160276 2016/12/31 4.133 M $ 6.60 %
2019/09/30 ORLY O'Reilly Automotive Inc 1.45% 59.786 M $ 150024 2016/12/31 3.691 M $ 6.54 %
2019/09/30 TJX TJX Cos Inc 1.36% 55.901 M $ 1002876 2016/12/31 2.799 M $ 5.26 %
2019/09/30 WFC Wells Fargo & Co 1.30% 53.265 M $ 1056006 2016/12/31 3.622 M $ 5.81 %
2019/09/30 MA Mastercard Inc 1.28% 52.726 M $ 194152 2016/12/31 907.872 K $ 1.81 %
2019/09/30 CME CME Group Inc/IL 1.28% 52.429 M $ 248080 2016/12/31 3.682 M $ 7.60 %
2019/09/30 XOM Exxon Mobil Corp 1.23% 50.404 M $ 713834 2016/12/31 -3.945 M $ -7.76 %
2019/09/30 FTV Fortive Corp 1.11% 45.665 M $ 666060 2016/12/31 -7.785 M $ -17.31 %
2019/09/30 DIS Walt Disney Co/The 1.08% 44.365 M $ 340428 2016/12/31 -4.317 M $ -8.11 %
2019/09/30 UNP Union Pacific Corp 1.05% 43.315 M $ 267410 2016/12/31 -2.432 M $ -5.63 %
2019/09/30 SO Southern Co/The 1.01% 41.523 M $ 672214 2016/12/31 4.664 M $ 12.54 %
2019/09/30 MAR Marriott International Inc/DE 0.98% 40.200 M $ 323232 2016/12/31 -5.565 M $ -12.02 %
2019/09/30 KNX Knight-Swift Transportation Holdings Inc 0.96% 39.441 M $ 1086538 2017/09/30 3.686 M $ 10.23 %
2019/09/30 PG Procter & Gamble Co/The 0.95% 38.919 M $ 312902 2016/12/31 4.865 M $ 12.67 %
2019/09/30 PLD Prologis Inc 0.92% 37.986 M $ 445740 2016/12/31 2.251 M $ 6.62 %
2019/09/30 DAL Delta Air Lines Inc 0.89% 36.646 M $ 636208 2016/12/31 -95.084 K $ -0.33 %
2019/09/30 ADBE Adobe Systems Inc 0.87% 35.894 M $ 129932 2016/12/31 -3.298 M $ -8.39 %
2019/09/30 USB US Bancorp/MN 0.86% 35.302 M $ 637912 2016/12/31 1.491 M $ 4.45 %
2019/09/30 ABT Abbott Laboratories 0.83% 34.118 M $ 407770 2016/12/31 -338.268 K $ -0.98 %
2019/09/30 C Citigroup Inc 0.82% 33.646 M $ 487060 2016/12/31 -522.481 K $ -2.37 %
2019/09/30 NKE NIKE Inc 0.80% 32.744 M $ 348634 2016/12/31 2.623 M $ 10.14 %
2019/09/30 NEE NextEra Energy Inc 0.79% 32.313 M $ 138688 2016/12/31 4.071 M $ 14.14 %
2019/09/30 CRM Salesforce.com Inc 0.77% 31.730 M $ 213758 2016/12/31 -1.146 M $ -3.70 %
2019/09/30 ICE IntercontinentalExchange Inc 0.70% 28.917 M $ 313390 2016/12/31 1.914 M $ 7.11 %
2019/09/30 VZ Verizon Communications Inc 0.68% 27.918 M $ 462532 2016/12/31 1.688 M $ 6.48 %
2019/09/30 CI Halfmoon Parent Inc 0.68% 27.843 M $ 183428 2018/12/31 -1.334 M $ -4.42 %
2019/09/30 ITW Illinois Tool Works Inc 0.66% 27.274 M $ 174284 2016/12/31 832.706 K $ 3.28 %
2019/09/30 APD Air Products & Chemicals Inc 0.66% 26.953 M $ 121484 2016/12/31 -803.573 K $ -3.07 %
2019/09/30 SHOP Shopify Inc 0.61% 25.204 M $ 80892 2018/03/31 592.435 K $ 2.32 %
2019/09/30 GOOG Google Inc 0.61% 24.882 M $ 20412 2016/12/31 1.907 M $ 11.19 %
2019/09/30 CSCO Cisco Systems Inc 0.60% 24.586 M $ 497588 2016/12/31 -2.203 M $ -9.74 %
2019/09/30 CMCSA Comcast Corp 0.59% 24.343 M $ 539990 2016/12/31 1.254 M $ 5.61 %
2019/09/30 T AT&T Inc 0.59% 24.310 M $ 642444 2016/12/31 1.740 M $ 13.17 %
2019/09/30 AON Aon PLC 0.57% 23.605 M $ 121946 2016/12/31 -194.011 K $ -0.81 %
2019/09/30 COST Costco Wholesale Corp 0.57% 23.378 M $ 81144 2016/12/31 2.047 M $ 9.29 %
2019/09/30 COP ConocoPhillips 0.56% 23.220 M $ 407506 2016/12/31 -2.278 M $ -8.64 %
2019/09/30 NVDA NVIDIA Corp 0.53% 21.582 M $ 123984 2016/12/31 982.911 K $ 4.87 %
2019/09/30 CTSH Cognizant Technology Solutions Corp 0.52% 21.535 M $ 357340 2016/12/31 -2.158 M $ -6.33 %
2019/09/30 TDOC Teladoc Inc 0.51% 21.123 M $ 311920 2016/12/31 6.600 K $ 0.03 %
2019/09/30 D Dominion Resources Inc/VA 0.51% 20.826 M $ 256982 2016/12/31 1.009 M $ 5.16 %
2019/09/30 CSGP CoStar Group Inc 0.51% 20.779 M $ 35028 2016/12/31 799.708 K $ 6.10 %
2019/09/30 MSI Motorola Solutions Inc 0.50% 20.532 M $ 120484 2016/12/31 450.616 K $ 2.11 %
2019/09/30 VRTX Vertex Pharmaceuticals Inc 0.49% 20.213 M $ 119308 2016/12/31 -1.027 M $ -6.77 %
2019/09/30 VWO Vanguard FTSE Emerging Markets ETF 0.49% 19.964 M $ 495880 2018/06/30 -1.428 M $ -6.77 %
2019/09/30 LYB LyondellBasell Industries NV 0.47% 19.249 M $ 215138 2016/12/31 328.105 K $ 2.54 %
2019/09/30 SPLK Splunk Inc 0.47% 19.174 M $ 162690 2018/03/31 -623.774 K $ -5.94 %
2019/09/30 EXAS Exact Sciences Corp 0.46% 18.861 M $ 208714 2016/12/31 -5.652 M $ -21.70 %
2019/09/30 WAB Wabtec Corp/DE 0.44% 18.159 M $ 252700 2016/12/31 -352.044 K $ -2.09 %
2019/09/30 BIIB Biogen Idec Inc 0.43% 17.557 M $ 75412 2016/12/31 -235.755 K $ -1.14 %
2019/09/30 LKQ LKQ Corp 0.40% 16.421 M $ 522126 2016/12/31 2.325 M $ 16.54 %
2019/09/30 PSA Public Storage 0.39% 16.236 M $ 66198 2016/12/31 377.848 K $ 3.70 %
2019/09/30 PNW Pinnacle West Capital Corp 0.35% 14.498 M $ 149352 2016/12/31 535.462 K $ 3.35 %
2019/09/30 ROST Ross Stores Inc 0.35% 14.370 M $ 130816 2016/12/31 1.388 M $ 10.97 %
2019/09/30 DG Dollar General Corp 0.35% 14.267 M $ 89760 2016/12/31 2.617 M $ 17.07 %
2019/09/30 MET MetLife Inc 0.35% 14.189 M $ 300866 2016/12/31 -1.714 M $ -6.70 %
2019/09/30 TGT Target Corp 0.34% 14.054 M $ 131460 2016/12/31 2.624 M $ 23.06 %
2019/09/30 LUV Southwest Airlines Co 0.34% 14.053 M $ 260202 2016/12/31 570.392 K $ 4.86 %
2019/09/30 AEP American Electric Power Co Inc 0.34% 13.995 M $ 149380 2016/12/31 863.401 K $ 6.32 %
2019/09/30 KMB Kimberly-Clark Corp 0.34% 13.905 M $ 97886 2016/12/31 510.576 K $ 4.97 %
2019/09/30 SYY Sysco Corp 0.34% 13.850 M $ 174440 2016/12/31 1.377 M $ 12.33 %
2019/09/30 PS Pluralsight Inc 0.34% 13.775 M $ 820176 2018/06/30 -2.011 M $ -46.79 %
2019/09/30 IBM International Business Machines Corp 0.31% 12.544 M $ 86262 2016/12/31 396.242 K $ 4.01 %
2019/09/30 HST Host Hotels & Resorts Inc 0.29% 12.079 M $ 698598 2016/12/31 -419.149 K $ -4.83 %
2019/09/30 PCAR PACCAR Inc 0.29% 11.980 M $ 171122 2016/12/31 -325.617 K $ -3.12 %
2019/09/30 COF Capital One Financial Corp 0.29% 11.974 M $ 131614 2016/12/31 -193.462 K $ -1.17 %
2019/09/30 GILD Gilead Sciences Inc 0.29% 11.908 M $ 187880 2016/12/31 -658.137 K $ -6.59 %
2019/09/30 SHW Sherwin-Williams Co/The 0.28% 11.640 M $ 21168 2016/12/31 2.014 M $ 19.32 %
2019/09/30 ALLY Ally Financial Inc 0.28% 11.619 M $ 350392 2017/03/31 1.148 M $ 5.81 %
2019/09/30 WM Waste Management Inc 0.28% 11.355 M $ 98736 2016/12/31 -23.565 K $ -0.25 %
2019/09/30 DGX Quest Diagnostics Inc 0.26% 10.699 M $ 99960 2016/12/31 413.748 K $ 4.50 %
2019/09/30 KMI Kinder Morgan Inc/DE 0.26% 10.599 M $ 514284 2016/12/31 -239.515 K $ -1.29 %
2019/09/30 HRL Hormel Foods Corp 0.26% 10.586 M $ 242080 2016/12/31 647.573 K $ 6.96 %
2019/09/30 EXC Exelon Corp 0.25% 10.326 M $ 213752 2016/12/31 86.867 K $ 0.55 %
2019/09/30 CAH Cardinal Health Inc 0.25% 10.252 M $ 217260 2016/12/31 -45.074 K $ -0.79 %
2019/09/30 HPE Hewlett Packard Enterprise Co 0.25% 10.175 M $ 670740 2016/12/31 17.267 K $ 0.20 %
2019/09/30 VRSN VeriSign Inc 0.24% 10.035 M $ 53200 2016/12/31 -1.104 M $ -10.83 %
2019/09/30 PRU Prudential Financial Inc 0.24% 9.854 M $ 109548 2016/12/31 -1.315 M $ -11.95 %
2019/09/30 AZO AutoZone Inc 0.23% 9.616 M $ 8866 2016/12/31 -107.238 K $ -1.29 %
2019/09/30 KIM Kimco Realty Corp 0.23% 9.446 M $ 452404 2016/12/31 1.748 M $ 15.86 %
2019/09/30 VOYA Voya Financial Inc 0.23% 9.446 M $ 173516 2016/12/31 -317.116 K $ -2.82 %
2019/09/30 CAT Caterpillar Inc 0.23% 9.400 M $ 74426 2016/12/31 -420.531 K $ -7.55 %
2019/09/30 NTAP NetApp Inc 0.23% 9.395 M $ 178908 2016/12/31 -3.205 M $ -16.74 %
2019/09/30 PPL PPL Corp 0.22% 9.006 M $ 286008 2016/12/31 359.955 K $ 2.93 %
2019/09/30 PFG Principal Financial Group Inc 0.22% 8.894 M $ 155652 2016/12/31 -284.286 K $ -2.73 %
2019/09/30 MMP Magellan Midstream Partners LP 0.22% 8.853 M $ 133584 2018/06/30 238.339 K $ 3.47 %
2019/09/30 ETN Eaton Corp PLC 0.21% 8.826 M $ 106148 2016/12/31 -4.880 K $ -0.04 %
2019/09/30 VB Vanguard Small-Cap ETF 0.21% 8.661 M $ 56280 2016/12/31 -180.532 K $ -2.29 %
2019/09/30 ABBV AbbVie Inc 0.21% 8.426 M $ 111276 2016/12/31 163.327 K $ 3.19 %
2019/09/30 TD Toronto-Dominion Bank/The 0.20% 8.404 M $ 144840 2016/12/31 -50.956 K $ -0.59 %
2019/09/30 MDT Medtronic Inc 0.20% 8.366 M $ 77022 2016/12/31 632.756 K $ 10.80 %
2019/09/30 CL Colgate-Palmolive Co 0.20% 8.332 M $ 113356 2016/12/31 99.671 K $ 2.00 %
2019/09/30 LOW Lowe's Cos Inc 0.20% 8.281 M $ 75310 2016/12/31 675.166 K $ 7.69 %
2019/09/30 PYPL PayPal Holdings Inc 0.20% 8.277 M $ 79904 2016/12/31 -560.491 K $ -9.99 %