Holdings
| IDXX IDEXX LABORATORIES INC | $692.7M | 8.0% | 4,480,207 | +3,341 | +0.1% | Added |
| SYK STRYKER CORP | $681.3M | 7.9% | 5,175,453 | +226,057 | +4.6% | Added |
| MSFT MICROSOFT CORP | $671.9M | 7.8% | 10,202,117 | −166 | −0.0% | Reduced |
| BCRUSD CR BARD INC | $634.0M | 7.4% | 2,553,141 | +52,272 | +2.1% | Added |
| PEP PEPSICO INC | $600.7M | 7.0% | 5,370,205 | +378,680 | +7.6% | Added |
| PM PHILIP MORRIS INTERNATIONAL | $582.8M | 6.8% | 5,161,806 | +8,735 | +0.2% | Added |
| PYPL PAYPAL HOLDINGS INC | $566.2M | 6.6% | 13,161,285 | +565,992 | +4.5% | Added |
| WAT WATERS CORP | $536.5M | 6.2% | 3,432,535 | +349,178 | +11.3% | Added |
| DR PEPPER SNAPPLE GROUP INC | $521.8M | 6.1% | 5,329,086 | +24,232 | +0.5% | Added |
| JNJ JOHNSON & JOHNSON | $511.2M | 5.9% | 4,104,073 | +681 | +0.0% | Added |
| SJM JM SMUCKER CO | $473.8M | 5.5% | 3,614,566 | −7,798 | −0.2% | Reduced |
| V VISA INC-CLASS A SHARES | $440.3M | 5.1% | 4,954,693 | +2,401 | +0.0% | Added |
| BDX BECTON DICKINSON AND CO | $421.3M | 4.9% | 2,296,613 | +71,691 | +3.2% | Added |
| ADP AUTOMATIC DATA PROCESSING | $410.7M | 4.8% | 4,011,368 | +133,125 | +3.4% | Added |
| MMM 3M CO | $373.9M | 4.3% | 1,954,349 | −6,193 | −0.3% | Reduced |
| EL ESTEE LAUDER COMPANIES-CL A | $316.0M | 3.7% | 3,727,020 | +136,237 | +3.8% | Added |
| CL COLGATE-PALMOLIVE CO | $154.6M | 1.8% | 2,123,477 | +198,067 | +10.3% | Added |
| MAR MARRIOTT INTERNATIONAL -CL A | $17.4M | 0.2% | 184,690 | +8,254 | +4.7% | Added |
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.