Holdings
| SYK STRYKER CORP | $130.7M | 9.2% | 2,021,417 | +140,224 | +7.5% | Added |
| DR PEPPER SNAPPLE GROUP INC | $130.0M | 9.1% | 2,831,057 | +228,668 | +8.8% | Added |
| DPZ DOMINO'S PIZZA INC | $129.7M | 9.1% | 2,229,652 | +31,567 | +1.4% | Added |
| MSFT MICROSOFT CORP | $121.8M | 8.6% | 3,525,044 | +342,781 | +10.8% | Added |
| BDX BECTON DICKINSON AND CO | $108.5M | 7.6% | 1,098,017 | +1,098,017 | — | New |
| PG PROCTER & GAMBLE CO | $100.2M | 7.0% | 1,301,833 | +157,882 | +13.8% | Added |
| ADP AUTOMATIC DATA PROCESSING | $97.0M | 6.8% | 1,408,541 | +1,408,541 | — | New |
| MMM 3M CO | $91.3M | 6.4% | 835,096 | +15,733 | +1.9% | Added |
| JNJ JOHNSON & JOHNSON | $89.2M | 6.3% | 1,038,629 | +96,165 | +10.2% | Added |
| PEP PEPSICO INC | $80.0M | 5.6% | 978,146 | +133,357 | +15.8% | Added |
| WAT WATERS CORP | $74.5M | 5.2% | 744,352 | +151,200 | +25.5% | Added |
| PM PHILIP MORRIS INTERNATIONAL | $73.3M | 5.2% | 846,738 | +117,541 | +16.1% | Added |
| CHH CHOICE HOTELS INTL INC | $56.5M | 4.0% | 1,422,535 | +400,986 | +39.3% | Added |
| CL COLGATE-PALMOLIVE CO | $45.0M | 3.2% | 784,868 | +418,458 | +114.2% | Added |
| MCD MCDONALD'S CORP | $42.4M | 3.0% | 427,999 | +109,505 | +34.4% | Added |
| BARD C R INC | $28.4M | 2.0% | 261,549 | −152,275 | −36.8% | Reduced |
| V VISA INC-CLASS A SHARES | $24.5M | 1.7% | 133,894 | +9,837 | +7.9% | Added |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| BECTON DICKINSON AND CO | 1,049,564 | $99.9M |
| AUTOMATIC DATA PROCESSING | 1,408,541 | $91.1M |
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.