Ken Heebner's latest stock portolio

Ken Heebner's CGM Focus Fund has an amazing 10 year average 17.7% annual return! This is in the sec filing CGM TRUST N-Q investments as of March 31, 2009. Heebner is a lot harder to track as he flips very quickly from quarter to quarter. Who knows..he may already be out of these stocks.

JPMorgan (JPM)
March 31: 5,300,000 shares (value: $140 million)

Morgan Stanley (MS)
March 31: 10,700,000 shares (value: $243 million)

Northern Trust(NTRS)
March 31: 1,300,000 shares (value: $77 million)

Goldman Sachs (GS)
March 31: 1,765,000 shares ($187 million)

PNC Financial Services(PNC)
March 31: 4,100,000 shares (value: $120 million)

Philip Morris International (PM)
March 31: 1,150,000 shares (value: $40 million)

Celgene (CELG)
March 31: 2,300,000 shares (value: $102 million)

Gilead Science (GILD)
March 31: 2,950,000 shares (value: $136 million)

CVS Caremark (CVS)
March 31: 6,180,000 shares (value: $169 million)

Abbott Labs (ABT)
March 31: 3,500,000 shares (value: $166 million)

Teva Pharmaceutical(TEVA)
March 31: 4,110,000 shares (value: $185 million)

Apollo Group (APOL)
March 31: 2,950,000 shares (value: $231 million)

Baxter International (BAX)
Sept 30: 450,000 shars (value: $29 million)
March 31: 2,700,000 shares (value: $138 million)

MetLife (MET)
March 31: 6,450, 000 shares (value: $146 million)

Cnooc Ltd ADR (CEO)
March 31: 850,000 shares (value: $85 million)

PetroBras (PBR)
March 31: 5,840,000 shares (value: $177 million)

Union Pacific (UNP)
March 31: 550,000 shares (value: $22 million)

Amazon (AMZN)
March 31: 3,280,000 shares (value: $240 million)

BestBuy (BBY)
March 31: 5,301,500 shares (value: $201 million)

Kohl's Corp (KSS)
March 31: 2,400,000 shares (value: $101 million)

Wal-Mart (WMT)
March 31: 3,800,000 shares (value: $197 million)

Corning (GLW)
March 31: 7,300,000 shares (value: $96 million)

Total Net Assets
March 31: value: $3.2 billion