+33
New
33
Positions
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | Adobe | ADBE | Feb 2020 | 400,000 | $138.0M | 6.67% | EC |
| 2 | Apple | AAPL | Feb 2020 | 504,000 | $137.8M | 6.66% | EC |
| 3 | Intuit | INTU | Feb 2020 | 450,000 | $119.6M | 5.78% | EC |
| 4 | ASML Holding NY | ASML | Feb 2020 | 308,000 | $85.2M | 4.12% | EC |
| 5 | Estee Lauder, Class A | EL | Feb 2020 | 458,594 | $84.2M | 4.07% | EC |
| 6 | TJX Companies | TJX | Feb 2020 | 1,400,000 | $83.7M | 4.05% | EC |
| 7 | Church & Dwight | CHD | Feb 2020 | 1,200,000 | $83.4M | 4.03% | EC |
| 8 | Amgen | AMGN | Feb 2020 | 355,000 | $70.9M | 3.43% | EC |
| 9 | Agilent Technologies | A | Feb 2020 | 900,000 | $69.4M | 3.35% | EC |
| 10 | Taiwan Semiconductor ADS | TSM | Feb 2020 | 1,222,471 | $65.8M | 3.18% | EC |
| 11 | Qualcomm | QCOM | Feb 2020 | 800,000 | $62.6M | 3.03% | EC |
| 12 | Cisco Systems | CSCO | Feb 2020 | 1,500,000 | $59.9M | 2.89% | EC |
| 13 | Trimble | TRMB | Feb 2020 | 1,500,000 | $59.2M | 2.86% | EC |
| 14 | Novo Nordisk ADS | NVO | Feb 2020 | 1,002,195 | $58.3M | 2.82% | EC |
| 15 | Stryker | SYK | Feb 2020 | 300,000 | $57.2M | 2.76% | EC |
| 16 | Norfolk Southern | NSC | Feb 2020 | 300,000 | $54.7M | 2.64% | EC |
| 17 | EMCOR Group | EME | Feb 2020 | 682,750 | $52.5M | 2.54% | EC |
| 18 | Johnson & Johnson | JNJ | Feb 2020 | 380,000 | $51.1M | 2.47% | EC |
| 19 | Xilinx | XLNX | Feb 2020 | 600,000 | $50.1M | 2.42% | EC |
| 20 | Union Pacific | UNP | Feb 2020 | 300,000 | $47.9M | 2.32% | EC |
| 21 | Keysight Technologies | KEYS | Feb 2020 | 500,000 | $47.4M | 2.29% | EC |
| 22 | Eli Lilly | LLY | Feb 2020 | 350,000 | $44.1M | 2.13% | EC |
| 23 | Lowe's | LOW | Feb 2020 | 400,000 | $42.6M | 2.06% | EC |
| 24 | Fastenal | FAST | Feb 2020 | 1,200,000 | $41.1M | 1.98% | EC |
| 25 | Clorox | CLX | Feb 2020 | 250,000 | $39.9M | 1.93% | EC |
| 26 | SAP ADS | SAP | Feb 2020 | 316,379 | $39.1M | 1.89% | EC |
| 27 | Oracle | ORCL | Feb 2020 | 650,000 | $32.1M | 1.55% | EC |
| 28 | PepsiCo | PEP | Feb 2020 | 235,000 | $31.0M | 1.50% | EC |
| 29 | Lincoln Electric Holdings | LECO | Feb 2020 | 360,000 | $29.5M | 1.42% | EC |
| 30 | Gartner | IT | Feb 2020 | 180,000 | $23.3M | 1.13% | EC |
| 31 | Bristol-Myers Squibb | BMY | Feb 2020 | 225,000 | $13.3M | 0.64% | EC |
| 32 | SYNNEX Corporation | SNX | Feb 2020 | 44,335 | $5.5M | 0.27% | EC |
| 33 | Bristol-Meyers Squibb CVR | BMY-R | Feb 2020 | 200,000 | $670K | 0.03% | EC |