0001555829-15-000004.txt : 20150213 0001555829-15-000004.hdr.sgml : 20150213 20150212203225 ACCESSION NUMBER: 0001555829-15-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150213 DATE AS OF CHANGE: 20150212 EFFECTIVENESS DATE: 20150213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Gareth Morgan Investments Limited Partnership CENTRAL INDEX KEY: 0001555829 IRS NUMBER: 000000000 STATE OF INCORPORATION: Q2 FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15009 FILM NUMBER: 15608621 BUSINESS ADDRESS: STREET 1: LEVEL 10, 109 FEATHERSTON STREET STREET 2: PO BOX 10068 CITY: WELLINGTON STATE: Q2 ZIP: 6143 BUSINESS PHONE: 006444946079 MAIL ADDRESS: STREET 1: LEVEL 10, 109 FEATHERSTON STREET STREET 2: PO BOX 10068 CITY: WELLINGTON STATE: Q2 ZIP: 6143 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001555829 XXXXXXXX 12-31-2014 12-31-2014 Gareth Morgan Investments Limited Partnership
LEVEL 10, 109 FEATHERSTON STREET PO BOX 10068 WELLINGTON Q2 6143
13F HOLDINGS REPORT 028-15009 N
Christian Sobell Compliance Officer 006444732186 Christian Sobell Wellington Q2 02-12-2015 0 65 1003280 false
INFORMATION TABLE 2 form13InfoTable_20141231.xml ISHARES TR CORE S&P SCP ETF 464287804 19766 173292 SH SOLE 173292 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 886 8356 SH SOLE 8356 0 0 APPLE INC COM 037833100 31184 282511 SH SOLE 282511 0 0 AMERICAN EXPRESS CO COM 025816109 6679 71781 SH SOLE 71781 0 0 BLACKROCK INC COM 09247X101 12998 36352 SH SOLE 36352 0 0 CSX CORP COM 126408103 21205 585275 SH SOLE 585275 0 0 GOOGLE INC CL A 38259P508 6188 11755 SH SOLE 11755 0 0 JPMORGAN CHASE & CO COM 46625H100 20970 335096 SH SOLE 335096 0 0 COCA COLA CO COM 191216100 17075 404429 SH SOLE 404429 0 0 KROGER CO COM 501044101 36406 566978 SH SOLE 566978 0 0 NIKE INC CL B 654106103 9701 100896 SH SOLE 100896 0 0 VISA INC COM CL A 92826C839 12963 49440 SH SOLE 49440 0 0 WELLS FARGO & CO NEW COM 949746101 20876 380808 SH SOLE 380808 0 0 HUNTINGTON BANCSHARES INC COM 446150104 8335 792301 SH SOLE 792301 0 0 MARTIN MARIETTA MATLS INC COM 573284106 14634 132654 SH SOLE 132654 0 0 PRICELINE GRP INC COM NEW 741503403 15866 13915 SH SOLE 13915 0 0 ISHARES MSCI TAIWAN ETF 464286731 15392 1018631 SH SOLE 1018631 0 0 ISHARES TR CORE S&P500 ETF 464287200 946 4570 SH SOLE 4570 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 39885 583281 SH SOLE 583281 0 0 COMCAST CORP NEW CL A 20030N101 9899 170643 SH SOLE 170643 0 0 EBAY INC COM 278642103 20958 373446 SH SOLE 373446 0 0 TESLA MTRS INC COM 88160R101 301 1352 SH SOLE 1352 0 0 COSTCO WHSL CORP NEW COM 22160K105 25670 181097 SH SOLE 181097 0 0 STARBUCKS CORP COM 855244109 21252 259011 SH SOLE 259011 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 23068 493122 SH SOLE 493122 0 0 YAHOO INC COM 984332106 16150 319735 SH SOLE 319735 0 0 RYDEX ETF TRUST GUG S&P500 PU VA 78355W304 48458 881687 SH SOLE 881687 0 0 ABBVIE INC COM 00287Y109 11270 172223 SH SOLE 172223 0 0 AMGEN INC COM 031162100 9239 58004 SH SOLE 58004 0 0 AMAZON COM INC COM 023135106 4588 14784 SH SOLE 14784 0 0 F5 NETWORKS INC COM 315616102 6577 50411 SH SOLE 50411 0 0 US BANCORP DEL COM NEW 902973304 19402 431632 SH SOLE 431632 0 0 WHOLE FOODS MKT INC COM 966837106 3509 69604 SH SOLE 69604 0 0 ACE LTD SHS H0023R105 8076 70303 SH SOLE 70303 0 0 BANK AMER CORP COM 060505104 8148 455441 SH SOLE 455441 0 0 COMERICA INC COM 200340107 7680 163964 SH SOLE 163964 0 0 ISHARES EM MK MINVOL ETF 464286533 15954 281720 SH SOLE 281720 0 0 ISHARES TR EAFE MIN VOL ETF 46429B689 30937 501408 SH SOLE 501408 0 0 HEWLETT PACKARD CO COM 428236103 8585 213927 SH SOLE 213927 0 0 ISHARES TR CORE S&P MCP ETF 464287507 16057 110893 SH SOLE 110893 0 0 MICROSOFT CORP COM 594918104 7808 168094 SH SOLE 168094 0 0 ORACLE CORP COM 68389X105 8699 193448 SH SOLE 193448 0 0 RYDEX ETF TRUST GUG S&P500 PU GR 78355W403 23932 300961 SH SOLE 300961 0 0 SAP SE SPON ADR 803054204 7808 112110 SH SOLE 112110 0 0 SCHWAB CHARLES CORP NEW COM 808513105 8090 267962 SH SOLE 267962 0 0 MARKET VECTORS ETF TR SEMICONDUCTOR 57060U233 16130 295313 SH SOLE 295313 0 0 ISHARES TR PHLX SEMICND ETF 464287523 7909 85143 SH SOLE 85143 0 0 POWERSHARES ETF TR II S&P500 LOW VOL 73937B779 64637 1702767 SH SOLE 1702767 0 0 VANGUARD STAR FD VG TL INTL STK F 921909768 858 17759 SH SOLE 17759 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 31899 1289891 SH SOLE 1289891 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 32607 576393 SH SOLE 576393 0 0 BUFFALO WILD WINGS INC COM 119848109 8812 48853 SH SOLE 48853 0 0 DISNEY WALT CO COM DISNEY 254687106 8350 88647 SH SOLE 88647 0 0 ENVISION HEALTHCARE HLDGS IN COM 29413U103 10193 293841 SH SOLE 293841 0 0 FIRST REP BK SAN FRANCISCO C COM 33616C100 9561 183434 SH SOLE 183434 0 0 HAIN CELESTIAL GROUP INC COM 405217100 12973 222558 SH SOLE 222558 0 0 JETBLUE AIRWAYS CORP COM 477143101 5332 336200 SH SOLE 336200 0 0 ZILLOW INC CL A 98954A107 2704 25532 SH SOLE 25532 0 0 CARNIVAL CORP PAIRED CTF 143658300 7388 162975 SH SOLE 162975 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 32670 452809 SH SOLE 452809 0 0 ANGIES LIST INC COM 034754101 1918 307808 SH SOLE 307808 0 0 AON PLC SHS CL A G0408V102 15893 167593 SH SOLE 167593 0 0 HARLEY DAVIDSON INC COM 412822108 15255 231447 SH SOLE 231447 0 0 MICHAEL KORS HLDGS LTD SHS G60754101 13969 186004 SH SOLE 186004 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 20152 264456 SH SOLE 264456 0 0