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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC /OR/ INSTITUTION : THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC /OR/
THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC /OR/ Latest Top 20 Portfolio Holdings: (Filing Date: 2019-04-04) --- full portfolio
Company (links to holding history) Ticker Value On
2019-03-31
No of Shares % of portfolio
PACCAR INC    (COM) PCAR 19,282,000 282,971 6.20%
APPLE INC    (COM) AAPL 14,071,000 74,080 4.52%
INTEL CORP    (COM) INTC 13,869,000 258,267 4.46%
HOME DEPOT INC    (COM) HD 13,604,000 70,893 4.37%
COSTCO WHSL CORP (NEW)    (COM) COST 12,620,000 52,118 4.05%
WOODWARD INC.    (COM) WGOV 11,962,000 126,062 3.84%
WATERS CORPORATION    (COM) WAT 10,560,000 41,952 3.39%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 9,913,000 156,676 3.18%
MICROSOFT CORP    (COM) MSFT 9,844,000 83,466 3.16%
JOHNSON& JOHNSON    (COM) JNJ 9,615,000 68,780 3.09%
HUBBELL INC    (COM) 9,013,000 76,391 2.89%
DEERE& CO    (COM) DE 8,179,000 51,171 2.63%
BIOGEN, INC    (COM) BIIB 7,860,000 33,252 2.52%
INTERNATIONAL BUSINESS MACHINE    (COM) IBM 7,814,000 55,381 2.51%
NOVARTIS AG SPON ADR    (COM) NVS 7,809,000 81,226 2.51%
PEPSICO INC    (COM) PEP 6,699,000 54,665 2.15%
ABBVIE INC    (COM) ABBV 6,630,000 82,263 2.13%
FLIR SYSTEMS INC    (COM) FLIR 6,047,000 127,093 1.94%
AUTOMATIC DATA PROCESSING INC    (COM) ADP 5,803,000 36,329 1.86%
AGILENT TECHNOLOGIES INC    (COM) A 5,664,000 70,460 1.82%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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