HoldingsChannel.com
Cortland Associates Inc. MO Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
VISA INC 427,801 -56,424 $73,586
     V427,801-56,424$73,586
DANAHER CORP 391,629 -48,404 $56,563
     DHR391,629-48,404$56,563
INTERCONTINENTAL EXCHANGE (ICE) 488,282 -59,291 $45,054
     ICE488,282-59,291$45,054
FACEBOOK INC A 246,294 -29,052 $43,860
     FB246,294-29,052$43,860
CIGNA CORP NEW 284,498 +36,585 $43,184
     CI284,498+36,585$43,184
TENCENT HLDGS LTD ADR 872,189 -106,190 $36,309
     com872,189-106,190$36,309
ALPHABET INC CLASS A 29,107 -3,881 $35,544
     GOOGL29,107-3,881$35,544
ALIBABA GP HLDG LTD 204,987 -24,649 $34,280
     BABA204,987-24,649$34,280
CENTENE CORP 724,997 -80,000 $31,363
     CNC724,997-80,000$31,363
COGNIZANT TECH SOL CL A 479,324 -62,540 $28,886
     CTSH479,324-62,540$28,886
PAYPAL HOLDINGS INC 268,530 -34,631 $27,817
     PYPL268,530-34,631$27,817
C V S CAREMARK CORP 434,299 -53,213 $27,391
     CVS434,299-53,213$27,391
TRANSUNION COM 284,818 -36,267 $23,102
     TRU284,818-36,267$23,102
ALPHABET INC CLASS C 15,551 -1,062 $18,957
     GOOG15,551-1,062$18,957
BAIDU INC 106,087 -14,397 $10,902
     BIDU106,087-14,397$10,902
IDEXX LABS INC 22,556 -3,939 $6,134
     IDXX22,556-3,939$6,134
1 100 BERKSHIRE HTWY CLA 100 S 1,600 UNCH $4,989
     com1,600UNCH$4,989
BERKSHIRE HATHAWAY B NEW CLASS      $1,595
     BRK.B7,668UNCH$1,595
APPLE INC 6,928 -2,713 $1,552
     AAPL6,928-2,713$1,552
PHILIP MORRIS INTL INC 16,034 -2,883 $1,217
     PM16,034-2,883$1,217
AMAZON.COM INC 627 -615 $1,088
     AMZN627-615$1,088
PROCTER & GAMBLE 7,332 -59 $912
     PG7,332-59$912
S&P 500 INDEX (IVV) 2,862 -203 $854
     IVV2,862-203$854
MICROSOFT CORP 5,883 -679 $818
     MSFT5,883-679$818
ALTRIA GROUP INC 17,736 -2,124 $725
     MO17,736-2,124$725
SHERWIN WILLIAMS 1,300 UNCH $715
     SHW1,300UNCH$715
EXXON MOBIL CORPORATION 9,893 -1,168 $699
     XOM9,893-1,168$699
RICHARDS PACKAGING INCOME 20,500 UNCH $627
     com20,500UNCH$627
MONDELEZ INTL INC 10,993 UNCH $608
     MDLZ10,993UNCH$608
CISCO SYSTEMS INC 10,276 -5,416 $508
     CSCO10,276-5,416$508
MERCK & CO INC NEW 5,954 -28 $501
     MRK5,954-28$501
INTL BUSINESS MACHINES 3,201 -647 $465
     IBM3,201-647$465
PEMBINA PIPELINE CORP F 11,939 UNCH $443
     PBA11,939UNCH$443
ISHARES TR RUSSELL 1000 RUSSEL (IWB) 2,600 -675 $428
     IWB2,600-675$428
ISHARES TR DJ TOTAL MKT US TOT (IYY) 2,875 -750 $424
     IYY2,875-750$424
KELLOGG CO 5,000 UNCH $322
     K5,000UNCH$322
EMERSON ELECTRIC CO 4,740 -67 $317
     EMR4,740-67$317
BROOKFIELD ASSET MGMT INC 5,377 UNCH $285
     BAM5,377UNCH$285
PFIZER INC 7,746 UNCH $278
     PFE7,746UNCH$278
FIDELITY NATL INFO SVCS 2,049 UNCH $272
     FIS2,049UNCH$272
SPDR S&P MIDCAP 400 ETF (MDY) 658 -39 $232
     MDY658-39$232
I SHARES RUSL 2000 (IWM) 1,514 -78 $229
     IWM1,514-78$229
PEPSICO INCORPORATED 1,648 -109 $226
     PEP1,648-109$226
JOHNSON & JOHNSON 1,697 -300 $220
     JNJ1,697-300$220
MARATHON PETROLEUM CORP 3,426 +3,426 $208
     MPC3,426+3,426$208
BLUE BIRD CORP 10,660 -1,500 $203
     BLBD10,660-1,500$203
AMERICAN CAPITAL AGENCY CORP 10,000 -745 $161
     com10,000-745$161
DASEKE INC COM 34,564 UNCH $86
     DSKE34,564UNCH$86
CTT CORREIOS DE PORTUG SHS 29,000 UNCH $67
     com29,000UNCH$67
ECN CAP CORP COM 10,100 +10,100 $35
     com10,100+10,100$35

See Full List: All Stocks Held By Cortland Associates Inc. MO
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Cortland Associates Inc. MO

Size ($ in 1000's)
At 09/30/2019: $565,241
At 06/30/2019: $632,277

Cortland Associates Inc. MO holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cortland Associates Inc. MO 13F filings. Link to 13F filings: SEC filings

Cortland Associates Inc. MO Top Holdings 13F Filings | www.HoldingsChannel.com

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