Holdings
| PYPL PAYPAL HOLDINGS INC | $1.27B | 9.4% | 15,209,740 | −15,227 | −0.1% | Reduced |
| MCD MCDONALD'S CORP | $1.19B | 8.9% | 12,080,320 | +12,080,320 | — | New |
| META META PLATFORMS INC-CLASS A | $1.07B | 8.0% | 5,517,803 | +374,922 | +7.3% | Added |
| IDXX IDEXX LABORATORIES INC | $965.3M | 7.2% | 4,429,104 | +1,447 | +0.0% | Added |
| SYK STRYKER CORP | $931.5M | 6.9% | 5,516,662 | +2,215 | +0.0% | Added |
| WAT WATERS CORP | $915.5M | 6.8% | 4,728,994 | +360,404 | +8.2% | Added |
| BDX BECTON DICKINSON AND CO | $894.8M | 6.7% | 3,735,079 | +129,173 | +3.6% | Added |
| PM PHILIP MORRIS INTERNATIONAL | $845.8M | 6.3% | 10,475,148 | +1,566,361 | +17.6% | Added |
| PEP PEPSICO INC | $836.3M | 6.2% | 7,681,927 | +1,098,314 | +16.7% | Added |
| INTU INTUIT INC | $811.0M | 6.0% | 3,969,347 | +1,672 | +0.0% | Added |
| ADP AUTOMATIC DATA PROCESSING | $776.2M | 5.8% | 5,786,490 | +8,507 | +0.1% | Added |
| V VISA INC-CLASS A SHARES | $757.6M | 5.6% | 5,719,877 | −841 | −0.0% | Reduced |
| EL ESTEE LAUDER COMPANIES-CL A | $701.5M | 5.2% | 4,916,559 | +607,099 | +14.1% | Added |
| MMM 3M CO | $668.5M | 5.0% | 3,398,172 | +695,760 | +25.7% | Added |
| JNJ JOHNSON & JOHNSON | $552.8M | 4.1% | 4,555,486 | +228,175 | +5.3% | Added |
| CL COLGATE-PALMOLIVE CO | $232.5M | 1.7% | 3,586,659 | +458,925 | +14.7% | Added |
| MAR MARRIOTT INTERNATIONAL -CL A | $17.4M | 0.1% | 137,544 | +802 | +0.6% | Added |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| MSFT MICROSOFT CORP | 12,075,307 | $1.10B |
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.