Stock Taper 
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/
Latest 13F filing data - Q1 2018
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 KLA Corporation | KLAC | 86 | $9K |
 First US Bancshares, Inc. | FUSB | 90 | $3K |
 Merck & Co., Inc. | MRK | 106 | $6K |
 Lululemon Athletica Inc. | LULU | 123 | $11K |
 General Motors Company | GM | 151 | $5K |
 Cisco Systems, Inc. | CSCO | 250 | $11K |
 Newmont Corporation | NEM | 300 | $12K |
 Brookfield Asset Management Ltd. | BAM | 306 | $12K |
 Brookfield Infrastructure Partners L.P. | BIP | 376 | $16K |
 Ford Motor Company | F | 568 | $6K |
 Campbell Soup Company | CPB | 600 | $26K |
 Brookfield Renewable Partners L.P. | BEP | 677 | $21K |
 Blackstone Inc. | BX | 682 | $22K |
 Snap-on Incorporated | SNA | 1.47K | $217K |
 Johnson & Johnson | JNJ | 2.69K | $345K |
 The Boeing Company | BA | 2.77K | $910K |
 Deere & Company | DE | 3K | $466K |
 3M Company | MMM | 3K | $659K |
 Norfolk Southern Corporation | NSC | 3.1K | $421K |
 Union Pacific Corporation | UNP | 3.1K | $417K |