Stock Taper 
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/
Latest 13F filing data - Q1 2018
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Newmont Corporation | NEM | 300 | $12K |
 Cisco Systems, Inc. | CSCO | 250 | $11K |
 General Motors Company | GM | 151 | $5K |
 Lululemon Athletica Inc. | LULU | 123 | $11K |
 Merck & Co., Inc. | MRK | 106 | $6K |
 First US Bancshares, Inc. | FUSB | 90 | $3K |
 KLA Corporation | KLAC | 86 | $9K |
 PayPal Holdings, Inc. | PYPL | 82 | $6K |
 Check Point Software Technologies Ltd. | CHKP | 62 | $6K |
 Delta Air Lines, Inc. | DAL | 58 | $3K |
 Robert Half Inc. | RHI | 55 | $3K |
 Workday, Inc. | WDAY | 55 | $7K |
 Polaris Inc. | PII | 54 | $6K |
 Westamerica Bancorporation | WABC | 52 | $3K |
 Monster Beverage Corporation | MNST | 47 | $3K |
 Apple Inc. | AAPL | 38 | $6K |
 Illinois Tool Works Inc. | ITW | 37 | $6K |
 Costco Wholesale Corporation | COST | 33 | $6K |
 Texas Instruments Incorporated | TXN | 29 | $3K |
 PPG Industries, Inc. | PPG | 26 | $3K |