+41
New
41
Positions
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | Eli Lilly | LLY | Feb 2020 | 620,000 | $78.2M | 6.29% | EC |
| 2 | Microsoft | MSFT | Feb 2020 | 450,000 | $72.9M | 5.86% | EC |
| 3 | Rockwell Automation | ROK | Feb 2020 | 300,000 | $55.0M | 4.43% | EC |
| 4 | McCormick & Co | MKC | Feb 2020 | 350,000 | $51.2M | 4.11% | EC |
| 5 | Illinois Tool Works | ITW | Feb 2020 | 300,000 | $50.3M | 4.05% | EC |
| 6 | Intel | INTC | Feb 2020 | 900,000 | $50.0M | 4.02% | EC |
| 7 | Honeywell International | HON | Feb 2020 | 300,000 | $48.7M | 3.91% | EC |
| 8 | Taiwan Semiconductor ADS | TSM | Feb 2020 | 850,048 | $45.8M | 3.68% | EC |
| 9 | Microchip Technology | MCHP | Feb 2020 | 504,000 | $45.7M | 3.68% | EC |
| 10 | Carlisle | CSL | Feb 2020 | 310,000 | $45.0M | 3.62% | EC |
| 11 | PPG Industries | PPG | Feb 2020 | 400,000 | $41.8M | 3.36% | EC |
| 12 | Parker Hannifin | PH | Feb 2020 | 223,500 | $41.3M | 3.32% | EC |
| 13 | Pfizer | PFE | Feb 2020 | 1,150,000 | $38.4M | 3.09% | EC |
| 14 | Bristol-Myers Squibb | BMY | Feb 2020 | 650,000 | $38.4M | 3.09% | EC |
| 15 | Colgate-Palmolive | CL | Feb 2020 | 524,000 | $35.4M | 2.85% | EC |
| 16 | Genuine Parts | GPC | Feb 2020 | 382,000 | $33.3M | 2.68% | EC |
| 17 | PepsiCo | PEP | Feb 2020 | 250,000 | $33.0M | 2.65% | EC |
| 18 | Canadian National Railway | CNI | Feb 2020 | 384,000 | $32.6M | 2.62% | EC |
| 19 | Air Products & Chemicals | APD | Feb 2020 | 140,000 | $30.7M | 2.47% | EC |
| 20 | Linde | LIN | Feb 2020 | 160,000 | $30.6M | 2.46% | EC |
| 21 | Kimberly-Clark | KMB | Feb 2020 | 230,000 | $30.2M | 2.43% | EC |
| 22 | AbbVie | ABBV | Feb 2020 | 350,000 | $30.0M | 2.41% | EC |
| 23 | 3M | MMM | Feb 2020 | 200,000 | $29.8M | 2.40% | EC |
| 24 | Abbott Laboratories | ABT | Feb 2020 | 350,000 | $27.0M | 2.17% | EC |
| 25 | W.W. Grainger | GWW | Feb 2020 | 80,000 | $22.2M | 1.79% | EC |
| 26 | Novartis ADS | NVS | Feb 2020 | 235,400 | $19.8M | 1.59% | EC |
| 27 | Unilever ADS | UL | Feb 2020 | 325,000 | $17.5M | 1.41% | EC |
| 28 | United Technologies | UTX | Feb 2020 | 125,000 | $16.3M | 1.31% | EC |
| 29 | GlaxoSmithKline ADS | GSK | Feb 2020 | 381,107 | $15.4M | 1.24% | EC |
| 30 | General Mills | GIS | Feb 2020 | 300,000 | $14.7M | 1.18% | EC |
| 31 | Stanley Black & Decker | SWK | Feb 2020 | 100,000 | $14.4M | 1.16% | EC |
| 32 | Johnson & Johnson | JNJ | Feb 2020 | 100,000 | $13.4M | 1.08% | EC |
| 33 | RPM International | RPM | Feb 2020 | 180,000 | $11.5M | 0.93% | EC |
| 34 | Methanex | MEOH | Feb 2020 | 300,000 | $8.7M | 0.70% | EC |
| 35 | Nutrien | NTR | Feb 2020 | 170,000 | $6.9M | 0.55% | EC |
| 36 | Cisco Systems | CSCO | Feb 2020 | 150,000 | $6.0M | 0.48% | EC |
| 37 | Corteva | CTVA | Feb 2020 | 213,666 | $5.8M | 0.47% | EC |
| 38 | Procter & Gamble | PG | Feb 2020 | 40,000 | $4.5M | 0.36% | EC |
| 39 | Dow | DOW | Feb 2020 | 102,560 | $4.1M | 0.33% | EC |
| 40 | Alcon | ALC | Feb 2020 | 47,080 | $2.9M | 0.23% | EC |
| 41 | Resideo Technologies | REZI | Feb 2020 | 50,000 | $538K | 0.04% | EC |