Kaizen Advisory, LLC

Q4 2018 13F Holdings

  • Location
    wheaton, IL
  • Num holdings

    570

  • Value ($000)

    $143,951

  • Date Filed
    02/15/2019
  • Form type
    13F-HR
  • CIK
    0001669336
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2018 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P 500 ETF Trust

COMMON
78462F103
$19.06M
13 %

76,256

AAPL
AAPL

Apple Inc

COMMON
037833100
$2.54M
2 %

16,079

MSFT
MSFT

Microsoft Corp

COMMON
594918104
$2.10M
2 %

20,677

AMZN
AMZN

Amazon Com Inc

COMMON
023135106
$1.61M
1 %

1,070

MA
MA

Mastercard Inc - Class A

COMMON
57636Q104
$1.25M
1 %

6,606

CMCSA
CMCSA

Comcast Corp New

COMMON
20030N101
$1.24M
1 %

36,367

ADBE
ADBE

Adobe Inc

COMMON
00724F101
$1.10M
1 %

4,849

BRK.B
BRK.B

Berkshire Hathaway Inc - Cl B

COMMON
084670702
$1.07M
1 %

5,255

BKNG
BKNG

Booking Holdings Inc

COMMON
09857L108
$1.02M
1 %

593

COST
COST

Costco Wholesale Corp

COMMON
22160K105
$1.01M
1 %

4,980

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