Holdings
| SYK STRYKER CORP | $158.9M | 9.9% | 2,114,386 | +23,227 | +1.1% | Added |
| MCD MCDONALD'S CORP | $155.0M | 9.6% | 4,142,263 | +47,802 | +1.2% | Added |
| DPZ DOMINO'S PIZZA INC | $148.7M | 9.2% | 2,134,570 | −95,082 | −4.3% | Reduced |
| DR PEPPER SNAPPLE GROUP INC | $147.9M | 9.2% | 3,036,706 | — | — | Held |
| BECTON DICKINSON & CO | $130.0M | 8.1% | 1,176,328 | +30,915 | +2.7% | Added |
| MMM 3M CO | $117.1M | 7.3% | 835,096 | — | — | Held |
| AUTOMATIC DATA PROCESSING INC | $113.8M | 7.1% | 1,408,541 | — | — | Held |
| PG PROCTER & GAMBLE CO | $106.0M | 6.6% | 1,301,833 | — | — | Held |
| PEP PEPSICO INC | $102.0M | 6.3% | 1,229,894 | +81,073 | +7.1% | Added |
| PM PHILIP MORRIS INTERNATIONAL | $97.5M | 6.1% | 1,119,353 | +128,976 | +13.0% | Added |
| JNJ JOHNSON & JOHNSON | $95.3M | 5.9% | 1,040,791 | +2,162 | +0.2% | Added |
| CHH CHOICE HOTELS INTL INC | $69.3M | 4.3% | 1,411,382 | −11,153 | −0.8% | Reduced |
| BARD CR INC | $59.3M | 3.7% | 443,414 | +13,190 | +3.1% | Added |
| V VISA INC-CLASS A SHARES | $55.4M | 3.4% | 248,634 | — | — | Held |
| CL COLGATE-PALMOLIVE CO | $54.8M | 3.4% | 841,004 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| WAT WATERS CORP | 449,096 | $47.7M |
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.