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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | 6.23% | 6,393,604 | $2,193,581,596 | 65,419 | 1.03% | $343.09 | 13F |
| APD | AIR PRODUCTS AND CHEMICALS I | 3.95% | 4,740,351 | $1,389,776,106 | 636,256 | 15.5% | $293.18 | 13F |
| SHW | SHERWIN WILLIAMS CO | 3.79% | 3,875,879 | $1,334,542,657 | 763,112 | 24.52% | $344.32 | 13F |
| META | META PLATFORMS INC | 2.99% | 1,867,619 | $1,052,011,107 | 805,044 | 75.76% | $563.29 | 13F |
| TMO | THERMO FISHER SCIENTIFIC INC | 2.76% | 1,937,415 | $971,342,384 | 269,390 | 16.15% | $501.36 | 13F |
| JPM | JPMORGAN CHASE & CO | 2.69% | 2,899,386 | $949,056,019 | 195,368 | 7.23% | $327.33 | 13F |
| LII | LENNOX INTL INC | 2.59% | 1,590,959 | $911,539,959 | 18,540 | 1.18% | $572.95 | 13F |
| AMZN | AMAZON COM INC | 2.50% | 3,700,862 | $882,063,449 | 2,505,434 | 209.58% | $238.34 | 13F |
| CVNA | CARVANA CO | 2.30% | 12,322,311 | $811,054,510 | 9,542,276 | 343.24% | $65.82 | 13F |
| BA | BOEING CO | 2.01% | 3,274,825 | $708,901,368 | 78,784 | 2.47% | $216.47 | 13F |
| MAA | MID-AMER APT CMNTYS INC | 1.99% | 5,043,318 | $700,718,603 | 244,914 | 5.1% | $138.94 | 13F |
| FDX | FEDEX CORP | 1.91% | 2,151,983 | $673,850,437 | 219,818 | 11.38% | $313.13 | 13F |
| WAT | WATERS CORP | 1.77% | 1,662,140 | $623,368,986 | 405,678 | 32.29% | $375.04 | 13F |
| SE | SEA LTD | 1.54% | 5,669,877 | $543,344,313 | 932,681 | 19.69% | $95.83 | 13F |
| BMRN | BIOMARIN PHARMACEUTICAL INC | 1.24% | 7,616,563 | $435,819,735 | 554,486 | 7.85% | $57.22 | 13F |
| IBKR | INTERACTIVE BROKERS GROUP IN | 1.19% | 4,830,748 | $420,468,306 | 3,436,419 | 246.46% | $87.04 | 13F |
| AON | AON PLC | 1.08% | 1,151,269 | $381,864,415 | 64,155 | 5.9% | $331.69 | 13F |
| HD | HOME DEPOT INC | 0.92% | 920,595 | $324,675,445 | 416,338 | 82.56% | $352.68 | 13F |