HoldingsChannel.com
Elkfork Partners LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
Microsoft Corp 1,729,648 +139,978 $203,995
     MSFT1,729,648+139,978$203,995
Google Inc 113,148 +3,752 $133,163
     GOOGL113,148+3,752$133,163
Amazon.com Inc 64,204 +2,296 $114,331
     AMZN64,204+2,296$114,331
Intel Corp 2,042,370 -20,460 $109,675
     INTC2,042,370-20,460$109,675
Johnson & Johnson 748,188 +20,440 $104,590
     JNJ748,188+20,440$104,590
Visa Inc 508,256 +12,096 $79,384
     V508,256+12,096$79,384
Boeing Co The 177,004 -46,546 $67,513
     BA177,004-46,546$67,513
O Reilly Automotive Inc 167,244 -1,092 $64,941
     ORLY167,244-1,092$64,941
Wells Fargo & Co 1,313,862 +61,948 $63,486
     WFC1,313,862+61,948$63,486
Facebook Inc 374,770 -26,510 $62,470
     FB374,770-26,510$62,470
TJX Cos Inc 1,052,604 +5,376 $56,009
     TJX1,052,604+5,376$56,009
Cognizant Technology Solutions Corp 727,158 -78,710 $52,683
     CTSH727,158-78,710$52,683
Exxon Mobil Corp 618,530 +11,484 $49,977
     XOM618,530+11,484$49,977
Marriott International Inc DE 373,128 +2,884 $46,675
     MAR373,128+2,884$46,675
Union Pacific Corp 268,312 -6,446 $44,861
     UNP268,312-6,446$44,861
Walt Disney Co The 384,384 -57,728 $42,678
     DIS384,384-57,728$42,678
Adobe Systems Inc 157,520 -12,914 $41,977
     ADBE157,520-12,914$41,977
Mastercard Inc 177,380 +6,860 $41,764
     MA177,380+6,860$41,764
Procter & Gamble Co The 393,278 +23,324 $40,921
     PG393,278+23,324$40,921
Knight Swift Transportation Holdings Inc 1,195,236 +13,158 $39,060
     KNX1,195,236+13,158$39,060
CME Group Inc IL 229,516 +11,116 $37,774
     CME229,516+11,116$37,774
Southern Co The 720,834 +9,894 $37,253
     SO720,834+9,894$37,253
ConocoPhillips 544,478 +18,436 $36,339
     COP544,478+18,436$36,339
Halfmoon Parent Inc 222,684 -81,032 $35,812
     CI222,684-81,032$35,812
NIKE Inc 393,580 +5,962 $33,143
     NKE393,580+5,962$33,143
Prologis Inc 454,206 +14,348 $32,680
     PLD454,206+14,348$32,680
US Bancorp MN 672,188 +11,264 $32,393
     USB672,188+11,264$32,393
Fortive Corp 385,458 +11,866 $32,336
     FTV385,458+11,866$32,336
Abbott Laboratories 368,544 +16,808 $29,461
     ABT368,544+16,808$29,461
Fortinet Inc 339,320 +125,460 $28,493
     FTNT339,320+125,460$28,493
Illinois Tool Works Inc 193,688 +2,442 $27,800
     ITW193,688+2,442$27,800
Biogen Idec Inc 115,226 +25,636 $27,237
     BIIB115,226+25,636$27,237
NetApp Inc 383,554 -31,416 $26,596
     NTAP383,554-31,416$26,596
Salesforce.com Inc 166,260 +11,016 $26,331
     CRM166,260+11,016$26,331
MetLife Inc 602,922 +74,426 $25,666
     MET602,922+74,426$25,666
Cisco Systems Inc 460,152 -70,112 $24,844
     CSCO460,152-70,112$24,844
NextEra Energy Inc 127,490 +5,984 $24,646
     NEE127,490+5,984$24,646
IntercontinentalExchange Inc (ICE) 300,168 +12,276 $22,855
     ICE300,168+12,276$22,855
Centene Corp 420,904 +176,022 $22,350
     CNC420,904+176,022$22,350
Aon PLC 127,710 +3,190 $21,800
     AON127,710+3,190$21,800
Exelon Corp 430,716 -21,406 $21,592
     EXC430,716-21,406$21,592
Vanguard FTSE Emerging Markets ETF (VWO) 495,880 UNCH $21,075
     VWO495,880UNCH$21,075
Exact Sciences Corp 240,614 -1,804 $20,842
     EXAS240,614-1,804$20,842
NVIDIA Corp 115,668 +6,468 $20,769
     NVDA115,668+6,468$20,769
Ally Financial Inc 754,012 +258,860 $20,728
     ALLY754,012+258,860$20,728
Verizon Communications Inc 350,448 +140,644 $20,722
     VZ350,448+140,644$20,722
Robert Half International Inc 316,092 +5,768 $20,597
     RHI316,092+5,768$20,597
Shopify Inc 98,588 -588 $20,367
     SHOP98,588-588$20,367
Eaton Corp PLC 246,764 +134,428 $19,879
     ETN246,764+134,428$19,879
Kinder Morgan Inc DE 980,764 -219,946 $19,625
     KMI980,764-219,946$19,625

See Full List: All Stocks Held By Elkfork Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Elkfork Partners LLC

Size ($ in 1000's)
At 03/31/2019: $3,986,561
At 12/31/2018: $3,545,583

Elkfork Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Elkfork Partners LLC 13F filings. Link to 13F filings: SEC filings

Elkfork Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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