Stock Taper 
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/
Latest 13F filing data - Q1 2018
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Alphabet Inc. | GOOG | 2 | $2K |
 Booking Holdings Inc. | BKNG | 2 | $4K |
 Lockheed Martin Corporation | LMT | 9 | $3K |
 FedEx Corporation | FDX | 12 | $3K |
 The Home Depot, Inc. | HD | 15 | $3K |
 Rockwell Automation, Inc. | ROK | 15 | $3K |
 ManpowerGroup Inc. | MAN | 24 | $3K |
 PPG Industries, Inc. | PPG | 26 | $3K |
 Texas Instruments Incorporated | TXN | 29 | $3K |
 Costco Wholesale Corporation | COST | 33 | $6K |
 Illinois Tool Works Inc. | ITW | 37 | $6K |
 Apple Inc. | AAPL | 38 | $6K |
 Monster Beverage Corporation | MNST | 47 | $3K |
 Westamerica Bancorporation | WABC | 52 | $3K |
 Polaris Inc. | PII | 54 | $6K |
 Robert Half Inc. | RHI | 55 | $3K |
 Workday, Inc. | WDAY | 55 | $7K |
 Delta Air Lines, Inc. | DAL | 58 | $3K |
 Check Point Software Technologies Ltd. | CHKP | 62 | $6K |
 PayPal Holdings, Inc. | PYPL | 82 | $6K |