Holdings
| SYK STRYKER CORP | $181.3M | 9.5% | 2,225,955 | +111,569 | +5.3% | Added |
| BARD CR INC | $178.7M | 9.4% | 1,209,341 | +765,927 | +172.7% | Added |
| MCD MCDONALD'S CORP | $175.8M | 9.2% | 4,290,030 | +147,767 | +3.6% | Added |
| DR PEPPER SNAPPLE GROUP INC | $175.3M | 9.2% | 3,218,586 | +181,880 | +6.0% | Added |
| BECTON DICKINSON & CO | $168.0M | 8.8% | 1,435,203 | +258,875 | +22.0% | Added |
| DPZ DOMINO'S PIZZA INC | $164.3M | 8.6% | 2,134,570 | — | — | Held |
| PEP PEPSICO INC | $134.4M | 7.1% | 1,609,367 | +379,473 | +30.9% | Added |
| AUTOMATIC DATA PROCESSING INC | $121.4M | 6.4% | 1,571,495 | +162,954 | +11.6% | Added |
| PM PHILIP MORRIS INTERNATIONAL | $114.5M | 6.0% | 1,398,707 | +279,354 | +25.0% | Added |
| MMM 3M CO | $113.3M | 5.9% | 835,096 | — | — | Held |
| JNJ JOHNSON & JOHNSON | $113.2M | 5.9% | 1,152,868 | +112,077 | +10.8% | Added |
| PG PROCTER & GAMBLE CO | $113.1M | 5.9% | 1,414,311 | +112,478 | +8.6% | Added |
| V VISA INC-CLASS A SHARES | $80.0M | 4.2% | 370,764 | +122,130 | +49.1% | Added |
| CHH CHOICE HOTELS INTL INC | $39.9M | 2.1% | 870,912 | −540,470 | −38.3% | Reduced |
| CL COLGATE-PALMOLIVE CO | $32.7M | 1.7% | 506,402 | −334,602 | −39.8% | Reduced |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.