Top 10 Holdings

9/30/2019

% Held

Berkshire Hathaway, Inc., Class B

4.3%

Capital One Financial Corp.

4.3%

Comcast Corp., Class A

3.7%

NXP Semiconductors NV

3.6%

Delta Air Lines, Inc.

3.6%

Citigroup, Inc.

3.6%

Morgan Stanley

3.6%

American International Group, Inc.

3.5%

Lennar Corp., Class A

3.5%

Applied Materials, Inc.

3.5%


Holdings are subject to risk and to change.
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