Macguire, Cheswick & Tuttle Investment Counsel LLC

13F filer · CIK 0001442173

Last filed Feb 11, 2019

Inactive · not filing 13F

13F portfolio value$477MU.S. long equity reported on 13F

Positions721 new · 4 closed

Net flow last quarter-$14.8MBuys minus sells

Top 10 positions weight41.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q4 2018Reported Feb 11, 201972 positions
AMZNAmazon Com Inc	$30.7M	6.44%	0.00%	-1.2%	Q2 2013
JPMJPMorgan Chase & Co	$21.9M	4.58%	0.01%	-0.6%	Q2 2013
HDHome Depot, Inc.	$19.7M	4.13%	0.01%	-1.4%	Q2 2013
AAPLApple Inc.	$19.7M	4.13%	0.00%	-1.2%	Q2 2013
DHRDanaher Corp	$17.9M	3.75%	0.02%	-1.0%	Q2 2013
GOOGAlphabet Inc.	$17.7M	3.72%	Not reported	-0.7%	Q4 2015
FISVFiserv Inc	$17.3M	3.63%	0.06%	-1.5%	Q2 2014
MSFTMicrosoft Corp	$17.2M	3.61%	0.00%	+49.0%	Q2 2013
JNJJohnson & Johnson	$17M	3.57%	0.00%	-0.6%	Q2 2013
COSTCostco Wholesale Corp	$17M	3.56%	0.02%	-0.2%	Q2 2013
APHAmphenol Corp	$15M	3.15%	0.06%	-0.7%	Q2 2013
HONHoneywell International Inc	$14.4M	3.02%	0.02%	+0.1%	Q2 2013
MRSHMarsh & Mclennan Companies, Inc.	$14.1M	2.96%	0.04%	+0.1%	Q2 2013
TTDTrade Desk, Inc.	$12.7M	2.65%	Not reported	+1.7%	Q4 2017
WFCWells Fargo & Company	$11.7M	2.44%	0.01%	-1.2%	Q2 2013
SBUXStarbucks Corp	$9.47M	1.99%	0.01%	-0.5%	Q2 2013
CBRECbre Group, Inc.	$9.46M	1.98%	0.07%	-1.6%	Q2 2013
MRKMerck & Co., Inc.	$8.37M	1.75%	0.00%	+3.4%	Q2 2013
UTXRTX Corp	$8.15M	1.71%	Not reported	-1.1%	Q2 2013
ABTAbbott Laboratories	$7.92M	1.66%	0.01%	+0.7%	Q2 2013
PGPROCTER & GAMBLE Co	$7.24M	1.52%	0.00%	-1.2%	Q2 2013
ORCLOracle Corp	$7.07M	1.48%	0.00%	-1.9%	Q2 2013
PXDPioneer Natural Resources Co	$6.83M	1.43%	0.03%	-6.7%	Q4 2016
COFCapital One Financial Corp	$6.73M	1.41%	0.02%	-3.2%	Q2 2013
BXBlackstone Inc.	$6.46M	1.35%	0.03%	-0.2%	Q2 2013
CVXChevron Corp	$6.37M	1.33%	0.00%	-1.5%	Q2 2013
URIUnited Rentals, Inc.	$6.35M	1.33%	0.08%	+2.6%	Q2 2013
KOCoca Cola Co	$6.32M	1.32%	0.00%	-0.6%	Q2 2013
WBAWalgreens Boots Alliance, Inc.	$6.3M	1.32%	0.01%	-2.1%	Q4 2014
XOMExxonMobil Holdings Corp	$6.15M	1.29%	Not reported	-1.5%	Q2 2013
FTVFortive Corp	$6.11M	1.28%	0.03%	-1.1%	Q3 2016
CELGCelgene Corp	$4.41M	0.92%	0.01%	-5.8%	Q2 2013
SLBSLB Limited	$4.03M	0.84%	0.01%	-22.9%	Q2 2013
VVisa Inc.	$3.87M	0.81%	0.00%	+7.0%	Q3 2017
MCDMcdonalds Corp	$3.54M	0.74%	0.00%	-0.9%	Q2 2013
AMTAmerican Tower Corp	$2.99M	0.63%	0.00%	+5.2%	Q3 2014
NKENIKE, Inc.	$2.86M	0.60%	0.00%	-0.3%	Q4 2013
DISWalt Disney Co	$2.66M	0.56%	Not reported	+5.5%	Q2 2013
BRK.BBerkshire Hathaway Inc	$2.6M	0.55%	Not reported	-1.4%	Q2 2013
BACBank of America Corp	$2.23M	0.47%	0.00%	+10.4%	Q1 2014
GOOGLAlphabet Inc.	$2.2M	0.46%	0.00%	-0.9%	Q4 2015
INTCIntel Corp	$2.1M	0.44%	0.00%	-0.7%	Q2 2013
ADBEAdobe Inc.	$2.04M	0.43%	0.00%	+5.8%	Q1 2016
CSCOCisco Systems, Inc.	$1.92M	0.40%	0.00%	Not reported	Q2 2013
NOWServiceNow, Inc.	$1.67M	0.35%	0.01%	+4.5%	Q1 2017
PEPPepsico Inc	$1.39M	0.29%	0.00%	+2.0%	Q2 2013
SHOPShopify Inc.	$1.13M	0.24%	0.02%	+2.9%	Q2 2017
GILDGilead Sciences, Inc.	$1.12M	0.23%	0.00%	-8.4%	Q2 2013
XPOXPO, Inc.	$1.05M	0.22%	0.02%	-75.1%	Q1 2015
ULTAUlta Beauty, Inc.	$1.02M	0.21%	0.01%	-5.7%	Q4 2016

Q3 2018Reported Nov 6, 201873 positions
AMZNAmazon Com Inc	$41.5M	7.14%	0.00%	-1.2%	Q2 2013
AAPLApple Inc.	$28.5M	4.91%	0.00%	-0.9%	Q2 2013
JPMJPMorgan Chase & Co	$25.4M	4.38%	0.01%	-0.3%	Q2 2013
HDHome Depot, Inc.	$24.1M	4.14%	0.01%	-0.1%	Q2 2013
GOOGAlphabet Inc.	$20.6M	3.54%	Not reported	+1.0%	Q4 2015
FISVFiserv Inc	$19.7M	3.39%	0.06%	-0.7%	Q2 2014
COSTCostco Wholesale Corp	$19.6M	3.38%	0.02%	-0.3%	Q2 2013
DHRDanaher Corp	$19.1M	3.28%	0.03%	+0.1%	Q2 2013
JNJJohnson & Johnson	$18.3M	3.15%	0.00%	-0.2%	Q2 2013
HONHoneywell International Inc	$18.2M	3.12%	0.01%	-0.1%	Q2 2013
APHAmphenol Corp	$17.6M	3.02%	0.06%	-1.1%	Q2 2013
TTDTrade Desk, Inc.	$16.2M	2.78%	Not reported	+1.2%	Q4 2017
MRSHMarsh & Mclennan Companies, Inc.	$14.6M	2.52%	0.04%	-0.1%	Q2 2013
METAMeta Platforms, Inc.	$14.5M	2.50%	Not reported	+0.4%	Q2 2016
WFCWells Fargo & Company	$13.4M	2.31%	0.01%	-1.1%	Q2 2013
MSFTMicrosoft Corp	$13M	2.24%	0.00%	+1.1%	Q2 2013
UTXRTX Corp	$10.8M	1.86%	Not reported	-0.1%	Q2 2013
CBRECbre Group, Inc.	$10.6M	1.82%	0.07%	-23.7%	Q2 2013
URIUnited Rentals, Inc.	$9.88M	1.70%	0.07%	-1.2%	Q2 2013
PXDPioneer Natural Resources Co	$9.69M	1.67%	0.03%	+2.6%	Q4 2016
SLBSLB Limited	$8.83M	1.52%	0.01%	-1.5%	Q2 2013
COFCapital One Financial Corp	$8.72M	1.50%	0.02%	+0.3%	Q2 2013
XPOXPO, Inc.	$8.48M	1.46%	0.06%	+0.8%	Q1 2015
SBUXStarbucks Corp	$8.4M	1.45%	0.01%	-25.2%	Q2 2013
BXBlackstone Inc.	$8.27M	1.42%	0.03%	-0.1%	Q2 2013
ORCLOracle Corp	$8.23M	1.42%	0.00%	-0.8%	Q2 2013
ABTAbbott Laboratories	$7.97M	1.37%	0.01%	+0.9%	Q2 2013
XOMExxonMobil Holdings Corp	$7.79M	1.34%	Not reported	-2.4%	Q2 2013
FTVFortive Corp	$7.69M	1.32%	0.03%	+0.8%	Q3 2016
MRKMerck & Co., Inc.	$7.51M	1.29%	0.00%	+3.0%	Q2 2013
CVXChevron Corp	$7.27M	1.25%	0.00%	0.0%	Q2 2013
WBAWalgreens Boots Alliance, Inc.	$6.86M	1.18%	0.01%	-8.8%	Q4 2014
PGPROCTER & GAMBLE Co	$6.63M	1.14%	0.00%	-3.2%	Q2 2013
CELGCelgene Corp	$6.54M	1.12%	0.01%	-2.3%	Q2 2013
KOCoca Cola Co	$6.21M	1.07%	0.00%	-0.4%	Q2 2013
VVisa Inc.	$4.11M	0.71%	0.00%	+9.2%	Q3 2017
MCDMcdonalds Corp	$3.37M	0.58%	0.00%	-0.3%	Q2 2013
NKENIKE, Inc.	$3.28M	0.56%	0.00%	+4.0%	Q4 2013
BRK.BBerkshire Hathaway Inc	$2.77M	0.48%	Not reported	-1.4%	Q2 2013
DISWalt Disney Co	$2.69M	0.46%	Not reported	Not reported	Q2 2013
AMTAmerican Tower Corp	$2.61M	0.45%	0.00%	+1.9%	Q3 2014
GOOGLAlphabet Inc.	$2.56M	0.44%	0.00%	-1.6%	Q4 2015
BACBank of America Corp	$2.41M	0.41%	0.00%	+4.7%	Q1 2014
ADBEAdobe Inc.	$2.3M	0.40%	0.00%	+2.8%	Q1 2016
CSCOCisco Systems, Inc.	$2.15M	0.37%	0.00%	+0.1%	Q2 2013
INTCIntel Corp	$2.13M	0.37%	0.00%	-0.2%	Q2 2013
PNRPENTAIR plc	$1.78M	0.31%	0.02%	-70.0%	Q4 2017
NOWServiceNow, Inc.	$1.76M	0.30%	0.01%	+38.1%	Q1 2017
NVTnVent Electric plc	$1.55M	0.27%	0.03%	-60.0%	Q2 2018
GILDGilead Sciences, Inc.	$1.51M	0.26%	0.00%	-13.6%	Q2 2013

Q2 2018Reported Jul 16, 201872 positions
AMZNAmazon Com Inc	$35.6M	6.54%	0.00%	-13.1%	Q2 2013
AAPLApple Inc.	$23.6M	4.34%	0.00%	-1.6%	Q2 2013
JPMJPMorgan Chase & Co	$23.6M	4.33%	0.01%	-0.4%	Q2 2013
HDHome Depot, Inc.	$22.7M	4.17%	0.01%	-0.6%	Q2 2013
GOOGAlphabet Inc.	$19.1M	3.50%	Not reported	+0.5%	Q4 2015
FISVFiserv Inc	$17.9M	3.28%	0.06%	+0.6%	Q2 2014
COSTCostco Wholesale Corp	$17.5M	3.22%	0.02%	+0.4%	Q2 2013
DHRDanaher Corp	$17.3M	3.17%	0.03%	+0.4%	Q2 2013
METAMeta Platforms, Inc.	$17.1M	3.14%	Not reported	-0.4%	Q2 2016
APHAmphenol Corp	$16.5M	3.02%	0.06%	+0.6%	Q2 2013
JNJJohnson & Johnson	$16.1M	2.96%	0.01%	-0.1%	Q2 2013
HONHoneywell International Inc	$15.7M	2.89%	0.01%	-0.2%	Q2 2013
CBRECbre Group, Inc.	$15M	2.76%	0.09%	-0.8%	Q2 2013
MRSHMarsh & Mclennan Companies, Inc.	$14.5M	2.66%	0.04%	+0.8%	Q2 2013
WFCWells Fargo & Company	$14.3M	2.63%	0.01%	-0.9%	Q2 2013
MSFTMicrosoft Corp	$11.1M	2.04%	0.00%	+1.9%	Q2 2013
PXDPioneer Natural Resources Co	$10.3M	1.88%	0.03%	+5.7%	Q4 2016
TTDTrade Desk, Inc.	$9.94M	1.83%	Not reported	Not reported	Q4 2017
SLBSLB Limited	$9.86M	1.81%	0.01%	+3.1%	Q2 2013
UTXRTX Corp	$9.68M	1.78%	Not reported	0.0%	Q2 2013
SBUXStarbucks Corp	$9.65M	1.77%	0.01%	-1.0%	Q2 2013
URIUnited Rentals, Inc.	$9.02M	1.66%	0.07%	0.0%	Q2 2013
COFCapital One Financial Corp	$8.42M	1.55%	0.02%	+2.7%	Q2 2013
XOMExxonMobil Holdings Corp	$7.76M	1.43%	Not reported	-1.4%	Q2 2013
CVXChevron Corp	$7.52M	1.38%	0.00%	+1.1%	Q2 2013
XPOXPO, Inc.	$7.38M	1.35%	0.06%	+1.5%	Q1 2015
ORCLOracle Corp	$7.09M	1.30%	0.00%	-0.4%	Q2 2013
BXBlackstone Inc.	$6.99M	1.28%	0.03%	+1.3%	Q2 2013
FTVFortive Corp	$6.99M	1.28%	0.03%	+1.5%	Q3 2016
ABTAbbott Laboratories	$6.57M	1.21%	0.01%	+17.2%	Q2 2013
PGPROCTER & GAMBLE Co	$6.43M	1.18%	0.00%	-8.0%	Q2 2013
MRKMerck & Co., Inc.	$6.24M	1.15%	0.00%	+3.1%	Q2 2013
WBAWalgreens Boots Alliance, Inc.	$6.2M	1.14%	0.01%	-1.0%	Q4 2014
CELGCelgene Corp	$5.94M	1.09%	0.01%	-11.2%	Q2 2013
KOCoca Cola Co	$5.92M	1.09%	0.00%	-0.1%	Q2 2013
PNRPENTAIR plc	$5.76M	1.06%	0.08%	-6.3%	Q4 2017
NVTnVent Electric plc	$3.57M	0.66%	0.08%	New	Q2 2018
VVisa Inc.	$3.32M	0.61%	0.00%	+34.1%	Q3 2017
MCDMcdonalds Corp	$3.16M	0.58%	0.00%	+0.5%	Q2 2013
NKENIKE, Inc.	$2.97M	0.55%	0.00%	Not reported	Q4 2013
AMTAmerican Tower Corp	$2.54M	0.47%	0.00%	-1.3%	Q3 2014
BRK.BBerkshire Hathaway Inc	$2.45M	0.45%	Not reported	Not reported	Q2 2013
GOOGLAlphabet Inc.	$2.44M	0.45%	0.00%	-1.5%	Q4 2015
DISWalt Disney Co	$2.41M	0.44%	Not reported	-42.2%	Q2 2013
INTCIntel Corp	$2.24M	0.41%	0.00%	+39.2%	Q2 2013
BACBank of America Corp	$2.2M	0.40%	0.00%	+1.9%	Q1 2014
ADBEAdobe Inc.	$2.02M	0.37%	0.00%	Not reported	Q1 2016
CSCOCisco Systems, Inc.	$1.9M	0.35%	0.00%	Not reported	Q2 2013
GILDGilead Sciences, Inc.	$1.6M	0.29%	0.00%	-4.2%	Q2 2013
PEPPepsico Inc	$1.34M	0.25%	0.00%	-12.1%	Q2 2013

Q1 2018Reported May 2, 201874 positions
AMZNAmazon Com Inc	$34.9M	6.50%	0.01%	-1.4%	Q2 2013
JPMJPMorgan Chase & Co	$25M	4.65%	0.01%	-3.3%	Q2 2013
AAPLApple Inc.	$21.8M	4.05%	0.00%	-11.9%	Q2 2013
HDHome Depot, Inc.	$20.9M	3.89%	0.01%	-0.9%	Q2 2013
GOOGAlphabet Inc.	$17.5M	3.27%	Not reported	+0.4%	Q4 2015
FISVFiserv Inc	$17.1M	3.18%	0.06%	-0.2%	Q2 2014
DHRDanaher Corp	$17.1M	3.18%	0.03%	+0.2%	Q2 2013
JNJJohnson & Johnson	$17M	3.18%	0.01%	+0.1%	Q2 2013
APHAmphenol Corp	$16.2M	3.01%	0.06%	-1.0%	Q2 2013
HONHoneywell International Inc	$15.8M	2.94%	0.01%	-0.6%	Q2 2013
COSTCostco Wholesale Corp	$15.7M	2.93%	0.02%	+1.0%	Q2 2013
CBRECbre Group, Inc.	$15M	2.79%	0.09%	-3.7%	Q2 2013
MRSHMarsh & Mclennan Companies, Inc.	$14.5M	2.70%	0.03%	-0.5%	Q2 2013
METAMeta Platforms, Inc.	$14.1M	2.63%	Not reported	+0.3%	Q2 2016
WFCWells Fargo & Company	$13.7M	2.55%	0.01%	-1.6%	Q2 2013
SBUXStarbucks Corp	$11.6M	2.15%	0.01%	-0.8%	Q2 2013
URIUnited Rentals, Inc.	$10.6M	1.97%	0.07%	-0.8%	Q2 2013
MSFTMicrosoft Corp	$10.1M	1.88%	0.00%	+1.3%	Q2 2013
PNRPENTAIR plc	$9.95M	1.85%	0.08%	+0.3%	Q4 2017
UTXRTX Corp	$9.74M	1.81%	Not reported	+0.7%	Q2 2013
SLBSLB Limited	$9.25M	1.72%	0.01%	+0.5%	Q2 2013
PXDPioneer Natural Resources Co	$8.82M	1.64%	0.03%	+57.5%	Q4 2016
COFCapital One Financial Corp	$8.55M	1.59%	0.02%	-4.9%	Q2 2013
CELGCelgene Corp	$7.51M	1.40%	0.01%	-1.4%	Q2 2013
ORCLOracle Corp	$7.39M	1.38%	0.00%	-0.3%	Q2 2013
XPOXPO, Inc.	$7.39M	1.38%	0.06%	+0.6%	Q1 2015
XOMExxonMobil Holdings Corp	$7.1M	1.32%	Not reported	-2.2%	Q2 2013
PGPROCTER & GAMBLE Co	$7.1M	1.32%	0.00%	-1.0%	Q2 2013
FTVFortive Corp	$6.92M	1.29%	0.03%	+1.4%	Q3 2016
BXBlackstone Inc.	$6.85M	1.28%	0.03%	-0.7%	Q2 2013
WBAWalgreens Boots Alliance, Inc.	$6.83M	1.27%	0.01%	-1.8%	Q4 2014
CVXChevron Corp	$6.7M	1.25%	0.00%	+2.8%	Q2 2013
KOCoca Cola Co	$5.87M	1.09%	0.00%	-0.3%	Q2 2013
ABTAbbott Laboratories	$5.51M	1.03%	0.01%	-1.6%	Q2 2013
MRKMerck & Co., Inc.	$5.43M	1.01%	0.00%	-0.3%	Q2 2013
TTDTrade Desk, Inc.	$5.26M	0.98%	Not reported	+95.6%	Q4 2017
DISWalt Disney Co	$4M	0.75%	Not reported	-3.2%	Q2 2013
MCDMcdonalds Corp	$3.14M	0.58%	0.00%	+0.4%	Q2 2013
BRK.BBerkshire Hathaway Inc	$2.62M	0.49%	Not reported	-3.5%	Q2 2013
AMTAmerican Tower Corp	$2.6M	0.48%	0.00%	+0.6%	Q3 2014
NKENIKE, Inc.	$2.48M	0.46%	0.00%	+0.2%	Q4 2013
BACBank of America Corp	$2.3M	0.43%	0.00%	+1.1%	Q1 2014
GOOGLAlphabet Inc.	$2.27M	0.42%	0.00%	+1.3%	Q4 2015
VVisa Inc.	$2.24M	0.42%	0.00%	+8.1%	Q3 2017
BERYBerry Global Group, Inc.	$1.96M	0.36%	0.03%	+0.4%	Q4 2016
CSCOCisco Systems, Inc.	$1.9M	0.35%	0.00%	-0.2%	Q2 2013
ADBEAdobe Inc.	$1.79M	0.33%	0.00%	Not reported	Q1 2016
GILDGilead Sciences, Inc.	$1.78M	0.33%	0.00%	-11.6%	Q2 2013
INTCIntel Corp	$1.69M	0.31%	0.00%	+0.3%	Q2 2013
PEPPepsico Inc	$1.53M	0.28%	0.00%	-3.7%	Q2 2013

Premium opens every quarter this fund has filed