Portfolio

WIS currently holds the following (by industry group):

Basic Materials

  • Monsanto (MON)
  • Archer Daniels Midland (ADM)
  • Randgold Resources (GOLD)
  • Sonoco (SON)
  • Martin Marietta Materials (MLM)

Consumer Staples

  • Anheuser-Busch InBev (BUD)
  • Kroger Co (KR)
  • Newell Brands (NWL)
  • Church & Dwight Co. (CHD)

Consumer Discretionary

  • Starbucks Corporation (SBUX)
  • Activision Blizzard, Inc. (ATVI)
  • Walt-Disney Co. (DIS)
  • Marriott International (MAR)

Energy

  • Schlumberger Limited (SLB)
  • ConocoPhillips (COP)
  • Exxon Mobil Corp (XOM)
  • Kinder Morgan, Inc. (KMI)
  • Vestas Wind Systems (VWSYF)

Financials

  • Blackstone (BX)
  • Berkshire Hathaway (BRK.A)
  • Visa (V)
  • Wells Fargo Corporation (WFC)
  • T. Rowe Price Group (TROW)

Healthcare

  • Laboratory Holdings Corp. (LH)
  • Thermo Fisher Scientific (TMO)
  • Celgene Corporation (CELG)
  • Pfizer Inc. (PFE)

Industrials

  • Snap-on Inc. (SNA)
  • General Electric (GE)
  • The Greenbrier Companies (GBX)
  • United Technologies (UTX)

Technology

  • Google Inc. (GOOGL)
  • Google Inc. (GOOG)
  • Microsoft Corporation (MSFT)
  • Adobe Systems (ADBE)
  • Amazon.com Inc. (AMZN)

Utilities/Telecom

  • American Tower Corporation (AMT)
  • Cisco Systems Inc. (CSCO)
  • Scana (SCG)
  • T-Mobile (TMUS)

Small Cap

  • QTS Realty Trust (QTS)
  • Health Equity Inc. (HQY)
  • Ritchie Bros. Auctioneers (RBA)
  • Virtu Financial (VIRT)

(last updated Jan. 23, 2018)