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	$751,469 22.37% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$543,109 16.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS MANU MSGS 3 stocks	$493,616 14.69% of portfolio	-	2	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$396,517 11.8% of portfolio	-	1	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$314,148 9.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$310,428 9.24% of portfolio	-	2	-	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL V AXP 3 stocks	$307,472 9.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical EBAY 1 stocks	$223,289 6.65% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI CME 2 stocks	$5,162 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts

Consulting Services \| Industrials EFX VRSK 2 stocks	$4,579 0.14% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ORCL ADBE 2 stocks	$4,118 0.12% of portfolio	1	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive EL CL 2 stocks	$2,564 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$1,422 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services TROW 1 stocks	$1,231 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts

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