Farmhouse Investment Management LLC 13F Holdings

CIK 0001706748 · GREENBRAE, CA

As of Sep 30, 2018, Farmhouse Investment Management LLC reported 17 positions worth 88.1K in its SEC Form 13F filing.

Top 17 holdings

SecurityTickerSectorSharesValue% of portfolio
SPDR S&P 500 ETF TRUSTSPY—97,250$28.3K15.03%
SCHWAB CHARLES CORPSCHWEquity448,800$22.1K11.73%
Apache Corp——364,750 7.4K9.24%
WASTE CONNECTIONS INCWCNIndustrials174,507 3.9K7.40%
CELGENE CORPCELGHealthcare145,900 3.1K6.94%
XPO INCXPOIndustrials106,300 2.1K6.45%
WALT DISNEY CODISCommunication Services101,068 1.8K6.28%
JACOBS ENGR GROUP INCJIndustrials152,750 1.7K6.21%
SYSCO CORPSYYConsumer Defensive137,550 0.1K5.36%
TALLGRASS ENERGY LPTGE1Energy406,600$9.6K5.10%
DOLBY LABORATORIES INCDLBIndustrials129,715$9.1K4.82%
LIBERTY GLOBAL PLCLBTYKCommunication Services315,750$8.9K4.73%
GOLUB CAPITAL BDC INCGBDCFinancial Services461,080$8.6K4.60%
ARCONIC INCHWMIndustrials251,009$5.5K2.94%
AMAZON.COM INCAMZNEquity1,862$3.7K1.98%
INTELLIA THERAPEUTICS INCNTLAHealthcare68,800$2.0K1.05%
ORACLE CORPORCLTechnology5,772$298.00.16%