Lindsell Train LTD Portfolio Holdings by Sector

Lindsell Train LTD

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology INTU FICO 2 stocks	$932,236 26.3% of portfolio	-	2	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS MANU MSGS 3 stocks	$593,218 16.73% of portfolio	-	2	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ HSY 2 stocks	$385,880 10.88% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$357,433 10.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$346,510 9.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL V AXP 3 stocks	$343,311 9.68% of portfolio	1	2	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$321,832 9.08% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical EBAY 1 stocks	$244,575 6.9% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ORCL ADBE 2 stocks	$5,203 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI CME 2 stocks	$5,150 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Consulting Services \| Industrials EFX VRSK 2 stocks	$4,726 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive CL EL 2 stocks	$2,528 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$1,449 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services TROW 1 stocks	$1,158 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts

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