Current Holdings 2020 adds BP

Current Holdings 2020

I have updated my current holdings 2020 of investments. This is not a list of companies with the best environmental, social, and governance practices. Although, if you know where these companies fall short, I would appreciate it if you would drop me a line so that I can advocate for reform or perhaps drop my investments, as I have largely done with coal and oil companies. I also appreciate tips from readers on companies with good corporate governance practices as well as those with good potential needing reform. Disclosures are updated periodically but not on a set regular schedule. I look forward to collaborating with other shareholders, where mutually advantageous.

Most recent additions to current holdings 2020 are: BP, DIS, HAIN, MAXR, MBII, NFLX, NTLA, PINS, SQ, VTIQ, XLNX. BP was the most difficult buy for me. I felt burned by BP before with their PR campaign, beyond petroleum. With Jeff Ubben’s involvement, I am hopeful he will push them into transition mode. See ValueAct’s Jeffrey Ubben buys BP and says oil company can be ‘part of the solution’ and BP sets net zero ambition and outlines a fundamental reorganization of the company. Maybe owning a very small amount of the company will encourage me to continue to monitor the industry, which I hope will end up mostly with oil as a stranded asset.

I expect we are heading into a recession, the first I can remember based on an infectious disease. Even though we have the world’s most advanced medicine, the coronavirus could take more of a tool to our economy. 44% of all U.S. workers earn barely enough to live on, a Brookings Institution study found in January. Many cannot afford to take time off from work, even if they are sick. Corporate America is more heavily indebted than ever before, due to years of record-low interest rates and increased borrowing. Unlike the financial crisis, this recession will not be largely concentrated in a single industry.

Current holdings 2020, March 9, 2019. The publisher held a financial interest in the following companies (ordered by symbol) and funds (some in multiple accounts), as the Employee Ownership Index through motif, YourStake.org, Parnassus and an affiliate of Lawndale Capital Management:

Mon Mar 09 2020 8:58:51 pm ET
SymbolDescription
AAGILENT TECHNOLOGIES INC
AAPLAPPLE INC COM
AAXNAXON ENTERPRISE INC COM
ACBAURORA CANNABIS INC COM
ALRMALARM.COM HOLDINGS INC COM
AMTAMERICAN TOWER CORP COM
AMTDTD AMERITRADE HOLDING CORP
AMZNAMAZON COM INC
ARKFARK ETF TR FINTECH INNOVA ETF
ARKKARK ETF TR INNOVATION ETF
ARLOARLO TECHNOLOGIES INC COM
ASMBASSEMBLY BIOSCIENCES INC
ATVIACTIVISION BLIZZARD INC COM
AVAVAEROVIRONMENT INC COM
AVNSAVANOS MEDICAL INC COM
AXPAMERICAN EXPRESS CO COM
BABOEING CO COM
BABAALIBABA GROUP HOLDING LTD ADR
BACBANK OF AMERICA CORPORATION COM
BCEBCE INC COM
BENFRANKLIN RESOURCES INC COM
BERYBERRY GLOBAL GROUP INC COM
BIDUBAIDU INC ADR
BIIBBIOGEN INC COM
BIOBIO RAD LABORATORIES INC COM CL A
BLDPBALLARD POWER SYSTEMS INC
BLKBLACKROCK INC COM
BMYBRISTOL-MYERS SQUIBB CO COM
BPBP ADR SPONSORED
BRBROADRIDGE FIN SOLUTIONS INC COM
BRK.BBERKSHIRE HATHAWAY INC COM CL B
BYNDBEYOND MEAT INC
CCITIGROUP INC COM
CATCATERPILLAR INC COM
CCLCARNIVAL CORP UNITS (COMPR 1 COM & 1 TR
CGCCANOPY GROWTH CORPORATION COM
CIIXCHINESEINVESTORS COM INC
CLDXCELLDEX THERAPEUTICS INC
CLXCLOROX CO COM
CMGCHIPOTLE MEXICAN GRILL COM
CMPCOMPASS MINERALS INTL INC
CNICANADIAN NATIONAL RAILWAYS CO COM
COLMCOLUMBIA SPORTSWEAR CO
COSTCOSTCO WHOLESALE CORP COM
CRLCHARLES RIVER LABORATORIES
CRMSALESFORCE.COM INC COM
CSCOCISCO SYSTEMS INC
CSPICSP INC COM
CTSHCOGNIZANT TECHNOLO COM CL
CVACOVANTA HOLDING CORPORATION COM
CVSCVS HEALTH CORPORATION COM
DDD3 D SYSTEMS INC COM
DFSDISCOVER FINANCIAL SERVICES
DISWALT DISNEY COMPANY (THE)
DLTHDULUTH HOLDINGS INC COM CL B
DXCMDEXCOM INC COM
EAELECTRONIC ARTS INC COM
ECLECOLAB INC COM
EWEDWARDS LIFESCIENCES CORP
EWBCEAST WEST BANCORP INC COM
EXASEXACT SCIENCES CORP COM
FBFACEBOOK INC COM CL A
FDSFACTSET RESEARCH SYSTEMS
FDXFEDEX CORP COM
FHBFIRST HAWAIIAN
GEGENERAL ELECTRIC CO COM
GILDGILEAD SCIENCES INC COM
GOOGALPHABET INC COM CL C
GOOGLALPHABET INC COM CL A
GSGOLDMAN SACHS GROUP INC
GWREGUIDEWIRE SOFTWARE INC COM
HAINHAIN CELESTIAL GROUP INC COM
HDHOME DEPOT INC
IBMINTERNATIONAL BUS MACH CORP COM
ICLRICON PLC COM
ILMNILLUMINA INC COM
INFYINFOSYS LTD ADR SPONSORED
INTCINTEL CORP COM
IOVAIOVANCE BIOTHERAPEUTICS INC COM
IQVIQVIA HOLDINGS INC COM
IRBTIROBOT CORP COM
ISRGINTUITIVE SURGICAL INC COM
IVZINVESCO LTD COM
JDJD.COM INC ADR
JNJJOHNSON & JOHNSON COM
JPMJP MORGAN CHASE & CO COM
KKELLOGG COMPANY COM
KHCKRAFT HEINZ CO
KMBKIMBERLY CLARK CORP COM
KSUKANSAS CITY SOUTHERN COM
LMLEGG MASON INC
LOWLOWE S COMPANIES INC COM
MAMASTERCARD INCORPORATED COM CL A
MARMARRIOTT INTERNATIONAL INC COM CL A
MAXRMAXAR TECHNOLOGIES INC COM
MBIIMARRONE BIO INNOVATIONS INC COM
MCOMOODYS CORP COM
MDTMEDTRONIC PLC COM
MGMMGM RESORTS INTERNATIONAL
MMM3M COMPANY COM
MORNMORNINGSTAR INC
MSCIMSCI INC COM
MSFTMICROSOFT CORP COM
NCRNCR CORP COM
NEENEXTERA ENERGY INC COM
NFLXNETFLIX INC COM
NLOKNORTONLIFELOCK INC COM
NOWSERVICENOW INC
NSTGNANOSTRING TECHNOLOGIES INC COM
NTGRNETGEAR INC COM
NTLAINTELLIA THERAPEUTICS INC
NTRSNORTHERN TRUST CORP COM
NVDANVIDIA CORP COM
NVONOVO NORDISK A/S ADR
NVTAINVITAE CORP COM
OFIXORTHOFIX MEDICAL INC COM
ONVOORGANOVO HLDGS INC COM
PAYCPAYCOM SOFTWARE INC COM
PEGAPEGASYSTEMS INC
PEGIPATTERN ENERGY GROUP INC COM CL A
PEPPEPSICO INC COM
PETSPETMED EXPRESS INC COM
PGPROCTER & GAMBLE CO COM
PGNXPROGENICS PHARMACEUTICALS INC COM
PIIMPINJ INC COM
PINSPINTEREST INC COM CL A
PRAHPRA HEALTH SCIENCES INC COM
PRLBPROTO LABS INC COM
PYPLPAYPAL HOLDINGS INC COM
RCLROYAL CARIBBEAN CRUISES COM
RDFNREDFIN CORPORATION COM
RDIREADING INTERNATIONAL INC COM CL A
RGENREPLIGEN CORP COM
RGNXREGENXBIO INC COM
RKDAARCADIA BIOSCIENCES INC COM
RMDRESMED INC COM
SBUXSTARBUCKS CORP
SCHWSCHWAB (CHARLES) CORP COM
SPGIS&P GLOBAL INC COM
SQSQUARE INC COM CL A
STESTERIS PLC COM
STKLSUNOPTA INC COM
STTSTATE STREET CORPORATION
SYKSTRYKER CORP COM
SYNHSYNEOS HEALTH INC COM CL A
TAT&T INC COM
TCEHYTENCENT HOLDINGS LIMITED ADR UNSPONSORED
TDOCTELADOC HEALTH INC COM
TMOTHERMO FISHER SCIENTIFIC
TNDMTANDEM DIABETES CARE INC
TROWPRICE T ROWE GROUPS COM
TSCOTRACTOR SUPPLY CO COM
TSLATESLA INC COM
TWOU2U INC COM
TWTRTWITTER INC COM
TZOOTRAVELZOO COM
UGUNITED GUARDIAN
UNPUNION PACIFIC CORP COM
UPSUNITED PARCEL SERVICE INC COM CL B
UPWKUPWORK INC COM
UTHRUNITED THERAPEUTICS CORP COM
UTXUNITED TECHNOLOGIES CORP
VVISA INC COM CL A
VARVARIAN MEDICAL SYSTEMS INC
VCYTVERACYTE INC COM
VEEVVEEVA SYSTEMS INC COM CL A
VTIQVECTOIQ ACQUISITION CORP
WBAWALGREENS BOOTS ALLIANCE INC COM
WCNWASTE CONNECTIONS INC (CA)
WDAYWORKDAY INC COM CL A
WDFCWD-40 CO COM
WITWIPRO ADR SPONSORED
WMTWALMART INC COM
WSTWEST PHARMA SERVICES INC
WWDWOODWARD INC COM
WYNNWYNN RESORTS LTD COM
XLNXXILINX INC COM
YELPYELP INC COM CL A
ZBHZIMMER BIOMET HOLDINGS INC
ZGZILLOW GROUP INC COM CL A
ZYNEZYNERBA PHARMACEUTICALS INC COM

   

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