| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| SYK | STRYKER CORPORATION | 8.57% | 4,591,293 | $1,697,263,283 | -85,714 | -1.83% | $369.67 | 13F |
| IDXX | IDEXX LABS INC | 8.43% | 2,610,457 | $1,667,794,873 | -28,832 | -1.09% | $638.89 | 13F |
| GOOGL | ALPHABET INC | 7.72% | 6,289,352 | $1,528,941,471 | -514,102 | -7.56% | $243.1 | 13F |
| MSFT | MICROSOFT CORP | 6.76% | 2,583,369 | $1,338,055,974 | -2,358,140 | -47.72% | $517.95 | 13F |
| ADP | AUTOMATIC DATA PROCESSING IN | 6.39% | 4,311,603 | $1,265,455,481 | -50,496 | -1.16% | $293.5 | 13F |
| PM | PHILIP MORRIS INTL INC | 5.89% | 7,188,144 | $1,165,916,957 | -1,886,051 | -20.78% | $162.2 | 13F |
| META | META PLATFORMS INC | 5.78% | 1,558,664 | $1,144,651,668 | -2,010,088 | -56.32% | $734.38 | 13F |
| MAR | MARRIOTT INTL INC NEW | 5.56% | 4,228,298 | $1,101,217,931 | -8,301 | -0.2% | $260.44 | 13F |
| CHD | CHURCH & DWIGHT CO INC | 3.01% | 6,794,644 | $595,414,654 | -29,645 | -0.43% | $87.63 | 13F |
| VRT | VERTIV HOLDINGS CO | 0.45% | 591,450 | $89,226,147 | -133,473 | -18.41% | $150.86 | 13F |