Current Holdings

The following are my current equity holdings, they appear in order of position size starting with the largest and working down:

- Under Armour Inc. (UA)
- MasterCard Inc. (MA)
- Chipotle Mexican Grill, Inc. (CMG)
- Tesla Motors Inc. (TSLA)
- Starbucks Corporation (SBUX)
- The Walt Disney Company (DIS)

*Last updated on January 28, 2014

Note: Not included are any option positions or speculative equity holdings under $500 million market capitalization.

Disclaimer: The above list is not an endorsement of any particular stock or stocks. I am not a professional advisor. All ideas written are strictly opinions of the author and should not be used to make investing decisions. Always consult a professional advisor before investing.


  1. Phil, I am long UA, MA, EBAY, AAPL, V...also. Great minds and great relatives think alike!


  2. Thanks for the reply Joe! Quality is timeless, as you would say . . .