Stock Taper 
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/
Latest 13F filing data - Q1 2018
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Morgan Stanley | MS | 3.91K | $211K |
 Bristol-Myers Squibb Company | BMY | 5.12K | $324K |
 Dow Inc. | DOW | 5.14K | $328K |
 Microsoft Corporation | MSFT | 5.24K | $478K |
 The Coca-Cola Company | KO | 5.7K | $248K |
 Exxon Mobil Corporation | XOM | 6.65K | $496K |
 QUALCOMM Incorporated | QCOM | 7.2K | $399K |
 Chevron Corporation | CVX | 8K | $913K |
 Corning Inc | GLW | 9K | $251K |
 Erie Indemnity Company | ERIE | 9.3K | $1.09M |
 Abbott Laboratories | ABT | 10.31K | $618K |
 Pfizer Inc. | PFE | 11.99K | $425K |
 Weyerhaeuser Company | WY | 13.1K | $459K |
 Western Digital Corporation | WDC | 13.26K | $1.22M |
 GE Aerospace | GE | 13.9K | $187K |
 AT&T Inc. | T | 14.71K | $524K |
 Mitek Systems, Inc. | MITK | 17.48K | $129K |
 Veeva Systems Inc. | VEEV | 20.6K | $1.5M |
 Micron Technology, Inc. | MU | 33.95K | $1.77M |
 Applied Materials, Inc. | AMAT | 35.81K | $1.99M |