Holdings
| PYPL PAYPAL HOLDINGS INC | $1.76B | 9.2% | 15,391,028 | +52,605 | +0.3% | Added |
| MSFT MICROSOFT CORP | $1.63B | 8.5% | 12,171,134 | +30,766 | +0.3% | Added |
| META META PLATFORMS INC-CLASS A | $1.25B | 6.5% | 6,475,057 | +107,359 | +1.7% | Added |
| IDXX IDEXX LABORATORIES INC | $1.23B | 6.4% | 4,470,038 | +2,697 | +0.1% | Added |
| EL ESTEE LAUDER COMPANIES-CL A | $1.22B | 6.4% | 6,660,785 | +29,082 | +0.4% | Added |
| INTU INTUIT INC | $1.22B | 6.3% | 4,651,847 | +170,529 | +3.8% | Added |
| PM PHILIP MORRIS INTERNATIONAL | $1.20B | 6.2% | 15,268,507 | +1,953,131 | +14.7% | Added |
| SYK STRYKER CORP | $1.19B | 6.2% | 5,801,440 | +219,599 | +3.9% | Added |
| WAT WATERS CORP | $1.10B | 5.7% | 5,114,006 | +87,249 | +1.7% | Added |
| PEP PEPSICO INC | $1.09B | 5.7% | 8,275,341 | +5,787 | +0.1% | Added |
| V VISA INC-CLASS A SHARES | $1.06B | 5.5% | 6,123,530 | +334,127 | +5.8% | Added |
| MKC MCCORMICK & CO-NON VTG SHRS | $1.05B | 5.5% | 6,803,450 | +1,598,866 | +30.7% | Added |
| ADP AUTOMATIC DATA PROCESSING | $1.01B | 5.3% | 6,129,753 | +135,582 | +2.3% | Added |
| BDX BECTON DICKINSON AND CO | $960.7M | 5.0% | 3,812,171 | +41,012 | +1.1% | Added |
| JNJ JOHNSON & JOHNSON | $752.1M | 3.9% | 5,400,131 | +800,396 | +17.4% | Added |
| MMM 3M CO | $611.8M | 3.2% | 3,529,691 | −7,083 | −0.2% | Reduced |
| MASI* MASIMO CORP | $85.6M | 0.4% | 574,963 | +84,300 | +17.2% | Added |
| EFX EQUIFAX INC | $84.0M | 0.4% | 620,821 | +42,310 | +7.3% | Added |
| SABR SABRE CORP | $80.6M | 0.4% | 3,630,918 | +663,090 | +22.3% | Added |
| VRSK VERISK ANALYTICS INC | $77.0M | 0.4% | 526,010 | +12,330 | +2.4% | Added |
| CHKP CHECK POINT SOFTWARE TECH | $72.1M | 0.4% | 623,478 | +99,292 | +18.9% | Added |
| AKX ANSYS INC | $66.3M | 0.3% | 323,777 | +31,251 | +10.7% | Added |
| VRSN VERISIGN INC | $57.1M | 0.3% | 272,873 | — | — | Held |
| CGNX COGNEX CORP | $56.0M | 0.3% | 1,167,817 | +134,650 | +13.0% | Added |
| CDK CDK GLOBAL INC | $54.9M | 0.3% | 1,111,332 | +188,549 | +20.4% | Added |
| IPGP IPG PHOTONICS CORP | $52.3M | 0.3% | 338,819 | +120,212 | +55.0% | Added |
| MSCI MSCI INC | $46.5M | 0.2% | 194,770 | +5,850 | +3.1% | Added |
| AOS SMITH (A.O.) CORP | $40.0M | 0.2% | 848,563 | +84,980 | +11.1% | Added |
| PAYC PAYCOM SOFTWARE INC | $38.8M | 0.2% | 170,928 | — | — | Held |
| MAR MARRIOTT INTERNATIONAL -CL A | $24.8M | 0.1% | 176,682 | −3,398 | −1.9% | Reduced |
| MELI MERCADOLIBRE INC | $14.5M | 0.1% | 23,644 | +5,377 | +29.4% | 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.