| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| WM | WASTE MGMT INC DEL | 15.44% | 32,234,344 | $7,375,862,594 | No Change | $228.82 | 13F | |
| CNI | CANADIAN NATL RY CO | 11.94% | 54,826,786 | $5,704,178,815 | No Change | $104.04 | 13F | |
| CAT | CATERPILLAR INC | 5.97% | 7,353,614 | $2,854,746,491 | No Change | $388.21 | 13F | |
| DE | DEERE & CO | 3.79% | 3,557,378 | $1,808,891,139 | No Change | $508.49 | 13F | |
| ECL | ECOLAB INC | 2.94% | 5,218,044 | $1,405,949,775 | No Change | $269.44 | 13F | |
| WMT | WALMART INC | 1.86% | 9,090,477 | $888,866,841 | No Change | $97.78 | 13F | |
| KOF | COCA-COLA FEMSA SAB DE CV | 1.26% | 6,214,719 | $601,149,769 | No Change | $96.73 | 13F | |
| FDX | FEDEX CORP | 1.21% | 2,534,362 | $576,085,826 | No Change | $227.31 | 13F | |
| WCN | WASTE CONNECTIONS INC | 0.84% | 2,149,175 | $401,293,956 | No Change | $186.72 | 13F | |
| CPNG | COUPANG INC | 0.58% | 9,248,045 | $277,071,428 | No Change | $29.96 | 13F | |
| CCI | CROWN CASTLE INC | 0.31% | 1,420,072 | $145,883,997 | No Change | $102.73 | 13F | |
| SDGR | SCHRODINGER INC | 0.29% | 6,981,664 | $140,471,080 | No Change | $20.12 | 13F | |
| MSGS | MADISON SQUARE GRDN SPRT COR | 0.26% | 592,406 | $123,783,234 | No Change | $208.95 | 13F | |
| BUD | ANHEUSER BUSCH INBEV SA/NV | 0.24% | 1,703,000 | $117,030,160 | No Change | $68.72 | 13F | |
| MCD | MCDONALDS CORP | 0.2% | 334,900 | $97,847,733 | No Change | $292.17 | 13F | |
| PCAR | PACCAR INC | 0.2% | 1,000,000 | $95,060,000 | No Change | $95.06 | 13F | |
| WST | WEST PHARMACEUTICAL SVSC INC | 0.2% | 444,500 | $97,256,600 | No Change | $218.8 | 13F | |
| UPS | UNITED PARCEL SERVICE INC | 0.16% | 755,089 | $76,218,684 | No Change | $100.94 | 13F | |
| DHR | DANAHER CORPORATION | 0.15% | 373,000 | $73,682,420 | No Change | $197.54 | 13F | |
| HRL | HORMEL FOODS CORP | 0.14% | 2,195,290 | $66,407,523 | No Change | $30.25 | 13F | |
| KHC | KRAFT HEINZ CO | 0.14% | 2,622,600 | $67,715,532 | No Change | $25.82 | 13F | |
| ONON | ON HLDG AG | 0.05% | 500,000 | $26,025,000 | No Change | $52.05 | 13F | |
| VLTO | VERALTO CORP | 0.03% | 124,333 | $12,551,416 | No Change | $100.95 | 13F |