| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORPORATION | 6.24% | 4,965,646 | $980,913,714 | 1,787,522 | 56.24% | $197.54 | 13F |
| TRMB | TRIMBLE INC | 4.36% | 9,019,663 | $685,313,997 | 1,449,315 | 19.14% | $75.98 | 13F |
| A | AGILENT TECHNOLOGIES INC | 4.33% | 5,775,860 | $681,609,241 | 792,304 | 15.9% | $118.01 | 13F |
| ACN | ACCENTURE PLC IRELAND | 3.12% | 1,639,730 | $490,098,901 | 324,788 | 24.7% | $298.89 | 13F |
| V | VISA INC | 3.1% | 1,373,485 | $487,655,851 | 660,362 | 92.6% | $355.05 | 13F |
| NKE | NIKE INC | 1.64% | 3,635,710 | $258,280,839 | 236,719 | 6.96% | $71.04 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.43% | 297,088 | $67,287,461 | 16,193 | 5.76% | $226.49 | 13F |