BASIC MATERIALS - **************************** AXALTA COATING (AXTA) $704 mil CONSUMER - ******************** COCA COLA (KO) $17 Bil KRAFT HEINZ (KHC) $20 Bil MONDELEZ INTL (MDLZ) $24 mil PROCTER & GAMBLE (PG) $25 mil RESTAURANT BRANDS (QSR) $480 mil ENERGY - ************** PHILLIPS 66 (PSX) $4 Bil (-) FINANCIAL - ****************** AMERICAN EXPRESS (AXP) $14 Bil BANK OF AMERICA (BAC) $20 Bil BANK OF NEW YORK MELLON (BK) $3 Bil GOLDMAN SACHS (GS) $3 Bil MASTERCARD (MA) $1 Bil M & T BANK (MTB) $1 Bil MOODYS CORP (MCO) $4 Bil SYNCHRONY FINANCIAL (SYF) $697 mil TORCHMARK (TMK) $534 mil - Insurance US BANCORP (USB) $5 Bil (+) VISA (V) $1 Bil WELLS FARGO (WFC) $24 Bil, (-) HEALTHCARE - ********************* DAVITA (DVA) $3 Bil - Dialysis services JOHNSON & JOHNSON (JNJ) $41 mil SANOFI (SNY) $148 mil TEVA PHARMACEUTICAL (TEVA) $692 mil REAL ESTATE - ********************** STORE CAP (STOR) $462 mil RETAIL - ************* COSTCO (COST) $1 Bil WAL MART (WMT) $123 mil SERVICES - **************** GRAHAM HOLDINGS (GHC) - Education and training services VERISK ANALYTICS (VRSK) $29 mil TECHNOLOGY - ********************* APPLE (AAPL) $40 Bil, (+) VERISIGN (VRSN) $2 Bil TELECOM - ***************** CHARTER COMMUNICATIONS LIBERTY MEDIA (LSXMK) $1 Bil LIBERTY MEDIA (LSXMA) $610 mil LIBERTY GLOBAL (LBTYA) $570 mil LIBERTY GLOBAL (LBTYK) $223 mil LIBERTY LATIN AMERICA (LILA) $52 mil LIBERTY LATIN AMERICA (LILAK) $24 mil SIRIUS XM (SIRI) $1 Bil TRANSPORTATION - *************************** AMERICAN AIRLINES (AAL) $2 Bil DELTA AIR LINES (DAL) $3 Bil GENERAL MOTORS (GM) $2 Bil SOUTHWEST AIRLINES (LUV) $3 Bil UNITED CONTINENTAL (UAL) $2 Bil UNITED PARCEL SERVICE (UPS) $6 mil ______________________________________________________________ ACQUIRED - ***************** MONSANTO (MON) $2 BiL (Bayer) USG CORP (USG) $2 Bil (Knauf)