# MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC

> Institutional holdings reported to the SEC as of Q4 2018 on Form 13F. CIK 1442173. Source: https://holderbook.com/funds/1442173-macguire-cheswick-tuttle-investment-counsel-llc/

- Reported value: $477.2M
- Positions: 95
- Weight of the ten largest: 41.1%
- Filed: 2019-02-11

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $30.7M | 20,468 | 6.4% | 1 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $21.9M | 224,073 | 4.6% | 1 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $19.7M | 114,695 | 4.1% | 1 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $19.7M | 124,848 | 4.1% | 1 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $17.9M | 173,700 | 3.8% | 1 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $17.7M | 17,129 | 3.7% | 1 |
| FISERV INC | [FISV](https://holderbook.com/stocks/FISV/) | $17.3M | 235,631 | 3.6% | 1 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $17.2M | 169,737 | 3.6% | 1 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $17.0M | 131,840 | 3.6% | 1 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $17.0M | 83,421 | 3.6% | 1 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $15.0M | 185,447 | 3.1% | 1 |
| HONEYWELL INTL INC | [HONZZZZ](https://holderbook.com/stocks/HONZZZZ/) | $14.4M | 109,173 | 3.0% | 1 |
| MARSH & MCLENNAN COS INC | [MRSH](https://holderbook.com/stocks/MRSH/) | $14.1M | 177,031 | 3.0% | 1 |
| THE TRADE DESK INC | [TTD](https://holderbook.com/stocks/TTD/) | $12.7M | 109,025 | 2.7% | 1 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $12.3M | 49,359 | 2.6% | 1 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $11.7M | 252,875 | 2.4% | 1 |
| STARBUCKS CORP | [SBUX](https://holderbook.com/stocks/SBUX/) | $9.5M | 147,116 | 2.0% | 1 |
| CBRE GROUP INC | [CBRE](https://holderbook.com/stocks/CBRE/) | $9.5M | 236,130 | 2.0% | 1 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $8.4M | 109,497 | 1.8% | 1 |
| UNITED TECHNOLOGIES CORP | [UTX](https://holderbook.com/stocks/UTX/) | $8.2M | 76,538 | 1.7% | 1 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $7.9M | 109,448 | 1.7% | 1 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $7.2M | 78,715 | 1.5% | 1 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $7.1M | 156,646 | 1.5% | 1 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $7.0M | 57,460 | 1.5% | 1 |
| PIONEER NAT RES CO | [PXD](https://holderbook.com/stocks/PXD/) | $6.8M | 51,942 | 1.4% | 1 |
| CAPITAL ONE FINL CORP | [COF](https://holderbook.com/stocks/COF/) | $6.7M | 88,997 | 1.4% | 1 |
| BLACKSTONE GROUP L P | [BXXXXX](https://holderbook.com/stocks/BXXXXX/) | $6.5M | 216,675 | 1.4% | 1 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $6.4M | 58,528 | 1.3% | 1 |
| UNITED RENTALS INC | [URI](https://holderbook.com/stocks/URI/) | $6.4M | 61,970 | 1.3% | 1 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $6.3M | 133,509 | 1.3% | 1 |
| WALGREENS BOOTS ALLIANCE INC | [WBA](https://holderbook.com/stocks/WBA/) | $6.3M | 92,220 | 1.3% | 1 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $6.1M | 90,172 | 1.3% | 1 |
| FORTIVE CORP | [FTV](https://holderbook.com/stocks/FTV/) | $6.1M | 90,339 | 1.3% | 1 |
| CELGENE CORP | [CELG](https://holderbook.com/stocks/CELG/) | $4.4M | 68,873 | 0.9% | 1 |
| SLB LIMITED | [SLB](https://holderbook.com/stocks/SLB/) | $4.0M | 111,676 | 0.8% | 1 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $3.9M | 29,309 | 0.8% | 1 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $3.5M | 19,938 | 0.7% | 1 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $3.5M | 25,121 | 0.7% | 1 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $3.2M | 23,997 | 0.7% | 1 |
| AMERICAN TOWER CORP | [AMT](https://holderbook.com/stocks/AMT/) | $3.0M | 18,905 | 0.6% | 1 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $2.9M | 29,513 | 0.6% | 1 |
| NIKE INC | [NKE](https://holderbook.com/stocks/NKE/) | $2.9M | 38,634 | 0.6% | 1 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $2.7M | 24,278 | 0.6% | 1 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $2.6M | 12,751 | 0.5% | 1 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $2.6M | 15,673 | 0.5% | 1 |
| ISHARES TR | [IBB](https://holderbook.com/stocks/IBB/) | $2.6M | 26,555 | 0.5% | 1 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $2.2M | 90,308 | 0.5% | 1 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $2.2M | 2,103 | 0.5% | 1 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $2.2M | 9,391 | 0.5% | 1 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $2.1M | 44,671 | 0.4% | 1 |
| ADOBE INC | [ADBE](https://holderbook.com/stocks/ADBE/) | $2.0M | 9,005 | 0.4% | 1 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $1.9M | 44,211 | 0.4% | 1 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $1.7M | 9,380 | 0.3% | 1 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $1.4M | 12,553 | 0.3% | 1 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $1.4M | 19,575 | 0.3% | 1 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $1.2M | 32,276 | 0.3% | 1 |
| ISHARES TR | [IJT](https://holderbook.com/stocks/IJT/) | $1.2M | 7,345 | 0.2% | 1 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $1.1M | 8,130 | 0.2% | 1 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $1.1M | 17,891 | 0.2% | 1 |
| XPO INC | [XPO](https://holderbook.com/stocks/XPO/) | $1.1M | 18,465 | 0.2% | 1 |
| ISHARES TR | [IJK](https://holderbook.com/stocks/IJK/) | $1.0M | 5,365 | 0.2% | 1 |
| ULTA BEAUTY INC | [ULTA](https://holderbook.com/stocks/ULTA/) | $1.0M | 4,146 | 0.2% | 1 |
| HALLIBURTON CO | [HAL](https://holderbook.com/stocks/HAL/) | $994.0K | 37,390 | 0.2% | 1 |
| US BANCORP | [USB](https://holderbook.com/stocks/USB/) | $859.0K | 18,800 | 0.2% | 1 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $734.0K | 4,760 | 0.2% | 1 |
| STATE STR SPDR DOW JONES IND | [DIA](https://holderbook.com/stocks/DIA/) | $583.0K | 2,500 | 0.1% | 1 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $581.0K | 3,051 | 0.1% | 1 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $575.0K | 6,235 | 0.1% | 1 |
| NVENT ELEC PLC | [NVT](https://holderbook.com/stocks/NVT/) | $566.0K | 25,205 | 0.1% | 1 |
| SPDR SERIES TRUST | [KRE](https://holderbook.com/stocks/KRE/) | $530.0K | 11,320 | 0.1% | 1 |
| VANGUARD INDEX FDS | [VBK](https://holderbook.com/stocks/VBK/) | $448.0K | 2,975 | 0.1% | 1 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $399.0K | 2,645 | 0.1% | 1 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $391.0K | 2,930 | 0.1% | 1 |
| VANGUARD INDEX FDS | [VOT](https://holderbook.com/stocks/VOT/) | $370.0K | 3,090 | 0.1% | 1 |
| EQUINIX INC | [EQIX](https://holderbook.com/stocks/EQIX/) | $353.0K | 1,000 | 0.1% | 1 |
| VARIAN MED SYS INC | [VAR](https://holderbook.com/stocks/VAR/) | $339.0K | 2,995 | 0.1% | 1 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $331.0K | 2,525 | 0.1% | 1 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $304.0K | 6,963 | 0.1% | 1 |
| RESIDEO TECHNOLOGIES INC | [REZI](https://holderbook.com/stocks/REZI/) | $283.0K | 13,757 | 0.1% | 1 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $281.0K | 2,950 | 0.1% | 1 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $281.0K | 3,600 | 0.1% | 1 |
| CERNER CORP | [CERN](https://holderbook.com/stocks/CERN/) | $276.0K | 5,270 | 0.1% | 1 |
| LENDINGTREE INC | [TREE](https://holderbook.com/stocks/TREE/) | $274.0K | 1,250 | 0.1% | 1 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $260.0K | 3,900 | 0.1% | 1 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $256.0K | 2,350 | 0.1% | 1 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $248.0K | 1,275 | 0.1% | 1 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $242.0K | 7,400 | 0.1% | 1 |
| VERTEX PHARMACEUTICALS INC | [VRTX](https://holderbook.com/stocks/VRTX/) | $241.0K | 1,455 | 0.1% | 1 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $232.0K | 4,700 | 0.0% | 1 |
| VANGUARD INDEX FDS | [VOE](https://holderbook.com/stocks/VOE/) | $229.0K | 2,400 | 0.0% | 1 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $217.0K | 1,300 | 0.0% | 1 |
| VANGUARD SCOTTSDALE FDS | [VGSH](https://holderbook.com/stocks/VGSH/) | $210.0K | 3,500 | 0.0% | 1 |
| IMPINJ INC | [PI](https://holderbook.com/stocks/PI/) | $181.0K | 12,435 | 0.0% | 1 |
| ARIANNE PHOSPHATE INC COM | [DRRSF](https://holderbook.com/stocks/DRRSF/) | $6.0K | 19,000 | 0.0% | 1 |
| EXCEL CORPORATION | [EXCC](https://holderbook.com/stocks/EXCC/) | $1.0K | 232,619 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q4 2018 | $477.2M | 95 |