Holdings
| MSFT MICROSOFT CORP | $1.38B | 9.3% | 12,074,060 | +12,074,060 | — | New |
| PYPL PAYPAL HOLDINGS INC | $1.34B | 9.0% | 15,202,210 | −7,530 | −0.0% | Reduced |
| IDXX IDEXX LABORATORIES INC | $1.11B | 7.4% | 4,426,643 | −2,461 | −0.1% | Reduced |
| PM PHILIP MORRIS INTERNATIONAL | $1.01B | 6.8% | 12,409,367 | +1,934,219 | +18.5% | Added |
| SYK STRYKER CORP | $981.0M | 6.6% | 5,521,353 | +4,691 | +0.1% | Added |
| META META PLATFORMS INC-CLASS A | $980.3M | 6.6% | 5,960,662 | +442,859 | +8.0% | Added |
| WAT WATERS CORP | $978.6M | 6.6% | 5,026,559 | +297,565 | +6.3% | Added |
| BDX BECTON DICKINSON AND CO | $976.9M | 6.6% | 3,743,042 | +7,963 | +0.2% | Added |
| INTU INTUIT INC | $930.1M | 6.2% | 4,090,229 | +120,882 | +3.0% | Added |
| PEP PEPSICO INC | $913.4M | 6.1% | 8,170,141 | +488,214 | +6.4% | Added |
| ADP AUTOMATIC DATA PROCESSING | $875.7M | 5.9% | 5,812,535 | +26,045 | +0.5% | Added |
| V VISA INC-CLASS A SHARES | $857.9M | 5.8% | 5,715,741 | −4,136 | −0.1% | Reduced |
| EL ESTEE LAUDER COMPANIES-CL A | $854.6M | 5.7% | 5,880,997 | +964,438 | +19.6% | Added |
| MMM 3M CO | $734.7M | 4.9% | 3,486,738 | +88,566 | +2.6% | Added |
| JNJ JOHNSON & JOHNSON | $633.0M | 4.2% | 4,581,202 | +25,716 | +0.6% | Added |
| CL COLGATE-PALMOLIVE CO | $338.9M | 2.3% | 5,061,560 | +1,474,901 | +41.1% | Added |
| MAR MARRIOTT INTERNATIONAL -CL A | $21.1M | 0.1% | 159,638 | +22,094 | +16.1% | Added |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| MCD MCDONALD'S CORP | 12,080,320 | $1.19B |
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.