Holdings
| MSFT MICROSOFT CORP | $333.4M | 10.2% | 7,531,685 | +338,065 | +4.7% | Added |
| DR PEPPER SNAPPLE GROUP INC | $280.9M | 8.6% | 3,553,749 | +39,134 | +1.1% | Added |
| PEP PEPSICO INC | $279.6M | 8.5% | 2,965,356 | +395,198 | +15.4% | Added |
| SYK STRYKER CORP | $274.9M | 8.4% | 2,921,841 | +158,446 | +5.7% | Added |
| BCRUSD CR BARD INC | $262.3M | 8.0% | 1,408,096 | +139,732 | +11.0% | Added |
| JNJ JOHNSON & JOHNSON | $251.7M | 7.7% | 2,696,170 | +383,301 | +16.6% | Added |
| PM PHILIP MORRIS INTERNATIONAL | $251.6M | 7.7% | 3,171,358 | +191,970 | +6.4% | Added |
| MMM 3M CO | $213.2M | 6.5% | 1,503,516 | +262,570 | +21.2% | Added |
| BDX BECTON DICKINSON AND CO | $210.0M | 6.4% | 1,582,864 | −69,015 | −4.2% | Reduced |
| V VISA INC-CLASS A SHARES | $181.5M | 5.5% | 2,606,001 | +48,211 | +1.9% | Added |
| ADP AUTOMATIC DATA PROCESSING | $165.4M | 5.0% | 2,058,579 | +296,017 | +16.8% | Added |
| PG PROCTER & GAMBLE CO | $134.5M | 4.1% | 1,870,102 | +251,413 | +15.5% | Added |
| PYPL PAYPAL HOLDINGS INC | $132.5M | 4.0% | 4,269,126 | +4,269,126 | — | New |
| WAT WATERS CORP | $94.3M | 2.9% | 798,099 | +487,363 | +156.8% | Added |
| CL COLGATE-PALMOLIVE CO | $79.2M | 2.4% | 1,248,194 | — | — | Held |
| IDXX IDEXX LABORATORIES INC | $65.4M | 2.0% | 880,486 | +813,646 | +1217.3% | Added |
| EBAY EBAY INC | $56.1M | 1.7% | 2,296,306 | −1,972,820 | −46.2% | Reduced |
| DPZ DOMINO'S PIZZA INC | $4.9M | 0.1% | 45,290 | −1,384,097 | −96.8% | Reduced |
| DNKN DUNKIN' BRANDS GROUP INC | $3.9M | 0.1% | 80,148 | — | — | Held |
| MAR MARRIOTT INTERNATIONAL -CL A | $3.7M | 0.1% | 54,182 | — | — | Held |
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.