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	$898,128 30.46% of portfolio	-	2	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS MANU MSGS 3 stocks	$489,304 16.59% of portfolio	-	2	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ HSY 2 stocks	$409,242 13.88% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$369,499 12.53% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL V AXP 3 stocks	$279,208 9.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$253,173 8.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical EBAY 1 stocks	$228,251 7.74% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI CME 2 stocks	$5,278 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Consulting Services \| Industrials EFX VRSK 2 stocks	$4,680 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ORCL ADBE 2 stocks	$4,049 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive CL EL 2 stocks	$2,835 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$2,818 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$1,294 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services TROW 1 stocks	$1,102 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts

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