Holding Performance

1%-0% 2%-1% 3%-2% 4%-3% 5%-4% 6%-5%
Top 25 Holdings Portfolio Weight % Shares Owned Shares Change   Sector Mkt Cap (Mil) Total Ret YTD (Daily)  
Microsoft Corporation 14.78 528,200 35,800 technology 15.11 31.23
Wal-Mart Stores Inc 13.46 183,970 0 consumer cyclical 13.77 10.51
Coca-Cola Co 10.76 272,050 175,050 consumer defensive 11.00 13.02
Arca Continental, S.A.B. de C.V. 6.82 931,516 0 consumer defensive 6.98 --
Berkshire Hathaway Inc Class B 4.99 49,000 -52,000 financial services 5.11 26.91
Tesco PLC 4.71 831,500 0 consumer defensive 4.82 --
Procter & Gamble Co 4.19 55,600 0 consumer defensive 4.28 16.03
Orchard Sply Hardware Stores Pfd 0.00 1,262 0 --- 1,603.00 --
US Treasury Bill -- 0 -24,500,000 --- 0.00 --
YTD Return through 06-19-13| Portfolio Holdings as of 03-31-13