"Doesn’t matter if the glass is half-empty or half-full. All that matters is that you are the one pouring the water."
- Mark Cuban
Symbol Company Shares Allocation (%)
GRA W.R. Grace & Co. 1,754,681 6.69
SHW Sherwin Williams Co. 404,230 3.37
UNP Union Pacific Corporation 711,218 2.86
ALSN Allison Transmission Holdings Inc. 2,103,812 2.64
MA MasterCard Incorporated 869,193 2.57
BFB Brown-Forman Corporation 658,273 2.50
TKR Timken Co. 892,911 2.44
DPZ Domino's Pizza Inc. 821,959 2.42
FDX FedEx Corporation 395,341 2.41
WYN Wyndham Worldwide Corporation 789,458 2.41
WFC Wells Fargo & Co. 1,072,079 2.27
UPS United Parcel Service Inc. 548,087 2.27
COST Costco Wholesale Corporation 470,093 2.18
TTC Toro Company 848,640 2.18
DIS The Walt Disney Company 627,094 2.17
ECL Ecolab Inc. 463,655 2.08
DG Dollar General Corporation 899,317 2.08
CBS CBS Corporation 823,091 2.06
MCO Moody's Corporation 565,267 2.00
TIF Tiffany & Co. 465,215 1.88
DEO Diageo plc 364,635 1.87
EOG EOG Resources Inc. 393,002 1.85
SIG Signet Jewelers Limited 400,568 1.79
FBHS Fortune Brands Home & Security Inc. 1,098,546 1.77
HD Home Depot Inc. 536,405 1.75
BDX Becton Dickinson and Company 339,002 1.62
NLSN Nielsen Holdings N.V. 801,827 1.57
PLL Pall Corporation 453,737 1.56
PXD Pioneer Natural Resources Company 162,853 1.51
BUD Anheuser-Busch Inbev SA/NV 314,364 1.46
WMT Wal-Mart Stores Inc. 479,826 1.45
LAZ Lazard Ltd. 658,048 1.37
CST CST Brands Inc. 979,109 1.36
SLB Schlumberger Limited 284,414 1.35
SWN Southwestern Energy Co. 706,939 1.30
HAL Halliburton Company 449,072 1.29
BHI Baker Hughes Inc. 427,242 1.28
CL Colgate-Palmolive Co. 465,246 1.28
TDG Transdigm Group Incorporated 165,670 1.12
RRC Range Resources Corporation 305,987 1.07
SCCO Southern Copper Corporation 847,268 1.04
FCX Freeport-McMoran Copper & Gold Inc. 656,247 0.97
FLR Fluor Corporation 282,711 0.88
COG Cabot Oil & Gas Corporation 632,435 0.87
MOS Mosaic Company The 366,052 0.73
HP Helmerich & Payne Inc. 153,189 0.72
OXY Occidental Petroleum Corporation 161,426 0.67
SLV iShares Silver Trust 815,148 0.67
GPOR Gulfport Energy Corporation 251,502 0.64
JBHT J.B. Hunt Transport Services Inc. 210,440 0.63
ARG Airgas Inc. 127,011 0.56
MSM Msc Industries Direct Co Inc. 135,169 0.52
CXO Concho Resources Inc. 87,260 0.51
SU Suncor Energy Inc. 285,050 0.49
DLTR Dollar Tree Inc. 220,691 0.48
AR Antero Resources 180,181 0.48
ATHL Athlon Energy 246,540 0.47
FANG Diamondback Energy Inc. 130,489 0.47
NOV National Oilwell Varco Inc.&nbsp&#59; 135,320 0.45
EQT EQT Corporation 99,644 0.43
MON Monsanto Company 76,521 0.38
DNOW NOW Inc. 229,033 0.33
FLT Fleetcor Technologies Inc. 62,130 0.33
LPI Laredo Petroleum Holdings Inc. 262,769 0.33
IT Gartner Inc. 113,041 0.32
DRYS DryShips Inc. 2,211,828 0.29
POT Potash Corporation of Saskatchewan Inc. 182,919 0.28
KSU Kansas City Southern 61,324 0.27
DSW DSW Inc. 232,984 0.26
DPS Dr Pepper Snapple Group Inc. 100,000 0.24
PLKI AFC Enterprises Inc. 132,351 0.23
GDX Market Vectors Gold Miners ETF 217,066 0.23
KO The Coca-Cola Company 131,684 0.22
SHOO Steven Madden Ltd. 155,297 0.21
VRSK Verisk Analytics Inc. 88,740 0.21
RICE Rice Energy 165,345 0.20
FLS Flowserve Corporation 58,427 0.18
MDM Mountain Province Diamonds, Inc. 891,707 0.17
TCK Teck Resources Limited 157,663 0.15
OII Oceaneering International Inc. 41,393 0.13
SSNI Silver Spring Networks 165,938 0.09
XOM Exxon Mobil Corporation 20,996 0.09
MCD McDonald's Corporation 19,687 0.08
IBM International Business Machines Corporation 8,966 0.07
WAG Walgreens 20,206 0.06
UTXPRA United Technologies Corporation 22,900 0.06
VRX Valeant Pharmaceuticals International Inc. 10,745 0.05
APD Air Products and Chemicals Inc. 10,385 0.05
GPS The Gap Inc. 27,228 0.05
WFCPRL Wells Fargo & Company 885 0.04
PG Procter & Gamble Co. 13,343 0.04
UTX United Technologies Corporation 8,966 0.04
ABT Abbott Laboratories 24,911 0.04
CVX Chevron Corporation 7,598 0.04
GIS General Mills Inc. 18,896 0.04
ADP Automatic Data Processing Inc. 12,137 0.04
PX Praxair Inc. 7,236 0.04
SON Sonoco Products Co. 21,190 0.04
JNJ Johnson & Johnson 8,746 0.04
MJN Mead Johnson Nutrition Company 7,474 0.03
TGT Target Corporation 10,910 0.03
TJX TJX Companies Inc. 10,303 0.02
BEN Franklin Resources Inc. 8,510 0.02
YUM YUM! Brands Inc. 5,048 0.02
BRKB Berkshire Hathaway inc. 3,175 0.02
FAST Fastenal Company 6,788 0.01
PCP PRECISION CASTPARTS CORP 1,280 0.01
AGN Allergan Inc. 1,844 0.01
PM Philip Morris International Inc. 3,280 0.01
ORCL Oracle Corporation 6,431 0.01
BMY Bristol-Myers Squibb Company 5,329 0.01
IDXX IDEXX Laboratories Inc. 1,911 0.01
APA Apache Corporation 2,490 0.01
AIG American International Group Inc. 4,374 0.01
CHL China Mobile Limited 4,854 0.01
NCR NCR Corporation 6,655 0.01
AFL AFLAC Incorporated 3,419 0.01
NVS Novartis AG 2,255 0.01
AVL Avalon Rare Metals Inc. 290,538 0.01

Disclaimer: Performance data not available for professional investor profiles. Holdings reflect SEC filing information for CHILTON INVESTMENT CO LLC. All data on this profile as of 6/30/2014.