Holdings
| BCRUSD CR BARD INC | $804.5M | 8.4% | 2,547,140 | −6,001 | −0.2% | Reduced |
| PYPL PAYPAL HOLDINGS INC | $754.1M | 7.9% | 14,051,261 | +889,976 | +6.8% | Added |
| MSFT MICROSOFT CORP | $739.0M | 7.7% | 10,720,725 | +518,608 | +5.1% | Added |
| SYK STRYKER CORP | $718.3M | 7.5% | 5,176,005 | +552 | +0.0% | Added |
| IDXX IDEXX LABORATORIES INC | $717.7M | 7.5% | 4,446,040 | −34,167 | −0.8% | Reduced |
| WAT WATERS CORP | $704.8M | 7.4% | 3,833,955 | +401,420 | +11.7% | Added |
| PEP PEPSICO INC | $616.1M | 6.5% | 5,334,959 | −35,246 | −0.7% | Reduced |
| PM PHILIP MORRIS INTERNATIONAL | $615.5M | 6.5% | 5,240,912 | +79,106 | +1.5% | Added |
| JNJ JOHNSON & JOHNSON | $539.5M | 5.7% | 4,078,477 | −25,596 | −0.6% | Reduced |
| ADP AUTOMATIC DATA PROCESSING | $530.4M | 5.6% | 5,176,340 | +1,164,972 | +29.0% | Added |
| V VISA INC-CLASS A SHARES | $489.3M | 5.1% | 5,217,623 | +262,930 | +5.3% | Added |
| DR PEPPER SNAPPLE GROUP INC | $482.1M | 5.1% | 5,291,897 | −37,189 | −0.7% | Reduced |
| BDX BECTON DICKINSON AND CO | $449.3M | 4.7% | 2,302,590 | +5,977 | +0.3% | Added |
| MMM 3M CO | $448.4M | 4.7% | 2,154,065 | +199,716 | +10.2% | Added |
| EL ESTEE LAUDER COMPANIES-CL A | $369.1M | 3.9% | 3,845,509 | +118,489 | +3.2% | Added |
| SJM JM SMUCKER CO | $240.3M | 2.5% | 2,043,846 | −1,570,720 | −43.5% | Reduced |
| CL COLGATE-PALMOLIVE CO | $155.2M | 1.6% | 2,105,319 | −18,158 | −0.9% | Reduced |
| INTU INTUIT INC | $144.5M | 1.5% | 1,090,434 | +1,090,434 | — | New |
| MAR MARRIOTT INTERNATIONAL -CL A | $18.5M | 0.2% | 184,750 | +60 | +0.0% | 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.