HoldingsChannel.com
Elkfork Partners LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
Microsoft Corp 1,970,606 +100,640 $273,974
     MSFT1,970,606+100,640$273,974
Google Inc 122,220 +5,432 $149,248
     GOOGL122,220+5,432$149,248
Amazon.com Inc 74,116 +5,684 $128,659
     AMZN74,116+5,684$128,659
Johnson & Johnson 867,636 +72,520 $112,255
     JNJ867,636+72,520$112,255
Visa Inc 531,720 +19,460 $91,461
     V531,720+19,460$91,461
Intel Corp 1,671,098 -118,712 $86,112
     INTC1,671,098-118,712$86,112
Facebook Inc 409,156 +34,540 $72,863
     FB409,156+34,540$72,863
Boeing Co The 160,276 -11,866 $60,980
     BA160,276-11,866$60,980
O Reilly Automotive Inc 150,024 -2,688 $59,786
     ORLY150,024-2,688$59,786
TJX Cos Inc 1,002,876 -3,836 $55,901
     TJX1,002,876-3,836$55,901
Wells Fargo & Co 1,056,006 -261,018 $53,265
     WFC1,056,006-261,018$53,265
Mastercard Inc 194,152 +5,012 $52,726
     MA194,152+5,012$52,726
CME Group Inc IL 248,080 -1,568 $52,429
     CME248,080-1,568$52,429
Exxon Mobil Corp 713,834 +50,864 $50,404
     XOM713,834+50,864$50,404
Fortive Corp 666,060 +114,410 $45,665
     FTV666,060+114,410$45,665
Walt Disney Co The 340,428 -40,634 $44,365
     DIS340,428-40,634$44,365
Union Pacific Corp 267,410 +11,968 $43,315
     UNP267,410+11,968$43,315
Southern Co The 672,214 -782 $41,523
     SO672,214-782$41,523
Marriott International Inc DE 323,232 -6,832 $40,200
     MAR323,232-6,832$40,200
Knight Swift Transportation Holdings Inc 1,086,538 -10,574 $39,441
     KNX1,086,538-10,574$39,441
Procter & Gamble Co The 312,902 -37,332 $38,919
     PG312,902-37,332$38,919
Prologis Inc 445,740 +21,080 $37,986
     PLD445,740+21,080$37,986
Delta Air Lines Inc 636,208 +135,762 $36,646
     DAL636,208+135,762$36,646
Adobe Systems Inc 129,932 -3,498 $35,894
     ADBE129,932-3,498$35,894
US Bancorp MN 637,912 -1,892 $35,302
     USB637,912-1,892$35,302
Abbott Laboratories 407,770 -4,752 $34,118
     ABT407,770-4,752$34,118
Citigroup Inc 487,060 +172,312 $33,646
     C487,060+172,312$33,646
NIKE Inc 348,634 +40,370 $32,744
     NKE348,634+40,370$32,744
NextEra Energy Inc 138,688 -1,892 $32,313
     NEE138,688-1,892$32,313
Salesforce.com Inc 213,758 +9,860 $31,730
     CRM213,758+9,860$31,730
IntercontinentalExchange Inc (ICE) 313,390 +66 $28,917
     ICE313,390+66$28,917
Verizon Communications Inc 462,532 +6,216 $27,918
     VZ462,532+6,216$27,918
Halfmoon Parent Inc 183,428 -8,288 $27,843
     CI183,428-8,288$27,843
Illinois Tool Works Inc 174,284 +5,720 $27,274
     ITW174,284+5,720$27,274
Air Products & Chemicals Inc 121,484 +6,028 $26,953
     APD121,484+6,028$26,953
Shopify Inc 80,892 -4,228 $25,204
     SHOP80,892-4,228$25,204
Google Inc 20,412 +4,648 $24,882
     GOOG20,412+4,648$24,882
Cisco Systems Inc 497,588 +84,196 $24,586
     CSCO497,588+84,196$24,586
Comcast Corp 539,990 +10,692 $24,343
     CMCSA539,990+10,692$24,343
AT&T Inc 642,444 +248,072 $24,310
     T642,444+248,072$24,310
Aon PLC 121,946 -1,628 $23,605
     AON121,946-1,628$23,605
Costco Wholesale Corp 81,144 -2,212 $23,378
     COST81,144-2,212$23,378
ConocoPhillips 407,506 -24,706 $23,220
     COP407,506-24,706$23,220
NVIDIA Corp 123,984 +1,120 $21,582
     NVDA123,984+1,120$21,582
Cognizant Technology Solutions Corp 357,340 -180,778 $21,535
     CTSH357,340-180,778$21,535
Teladoc Inc 311,920 -18,088 $21,123
     TDOC311,920-18,088$21,123
Dominion Resources Inc VA 256,982 +4,202 $20,826
     D256,982+4,202$20,826
CoStar Group Inc 35,028 +11,368 $20,779
     CSGP35,028+11,368$20,779
Motorola Solutions Inc 120,484 -7,532 $20,532
     MSI120,484-7,532$20,532
Vertex Pharmaceuticals Inc 119,308 +36,596 $20,213
     VRTX119,308+36,596$20,213

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 09/30/2019: $4,111,064
At 06/30/2019: $4,092,497

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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