Fund Holdings

BRISTOL JOHN W & CO INC /NY/

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
WATERS CORP0199,532+199,532059,420,644+59,420,644
SHERWIN WILLIAMS CO0178,104+178,104057,091,237+57,091,237
VERISK ANALYTICS INC0287,556+287,556054,563,751+54,563,751
CAPITAL ONE FINL CORP0282,709+282,709051,574,603+51,574,603
SHOPIFY INC0254,538+254,538030,193,297+30,193,297
ENTEGRIS INC0773,329+773,329090,665,092+90,665,092
DEERE & CO0233,300+233,3000131,417,890+131,417,890
APPLE INC01,201,484+1,201,4840304,924,625+304,924,625
AIR PRODUCTS AND CHEMICALS I0343,636+343,636099,822,822+99,822,822
COSTCO WHOLESALE CORPORATION0105,530+105,5300105,153,258+105,153,258
TEXAS INSTRS INC0523,650+523,6500101,661,411+101,661,411
CANADIAN PACIFIC KANSAS CITY01,832,183+1,832,1830144,119,515+144,119,515
NOVARTIS AG0561,837+561,837085,820,602+85,820,602
SBA COMMUNICATIONS CORP0387,360+387,360066,668,529+66,668,529
NESTLE SA ADR0998,417+998,417098,943,125+98,943,125
UNION PAC CORP0417,394+417,3940101,268,133+101,268,133
T-MOBILE US INC0547,863+547,8630115,067,665+115,067,665
NETFLIX INC.02,034,828+2,034,8280195,648,712+195,648,712
INFINEON TECHNOLOGIES-ADR02,976,491+2,976,4910134,567,158+134,567,158
YUM BRANDS INC0531,880+531,880082,696,703+82,696,703
STARBUCKS CORP01,302,727+1,302,7270116,711,312+116,711,312
CORNING INC03,229+3,2290439,047+439,047
TEXAS PACIFIC LAND CORPORATI0747+7470354,496+354,496
KLA CORP0182+1820267,979+267,979
SANDOZ GROUP AG-ADR0445+445034,799+34,799
ROCHE HOLDINGS LTD-SPONS ADR0275+275013,670+13,670
NORFOLK SOUTHN CORP01,035+1,0350297,045+297,045
MCDONALDS CORP01,290+1,2900400,919+400,919
GENUINE PARTS CO02,933+2,9330310,165+310,165
ORACLE CORP02,744+2,7440403,670+403,670
AMERICAN EXPRESS CO02,351+2,3510711,130+711,130
AUTOMATIC DATA PROCESSING IN000000
MCCORMICK & CO INC000000
ECOLAB INC01,442+1,4420383,601+383,601
DOLLAR GEN CORP NEW000000
BOOKING HOLDINGS INC067+670282,091+282,091
TJX COS INC NEW05,399+5,3990862,220+862,220
ADOBE INC000000
AMAZON COM INC01,640,825+1,640,8250341,734,623+341,734,623
ALPHABET INC0200,506+200,506057,517,151+57,517,151
BERKSHIRE HATHAWAY INC DEL0270,322+270,3220129,538,302+129,538,302
SCHWAB CHARLES CORP01,173,937+1,173,9370110,326,599+110,326,599
NIKE INC01,135,390+1,135,390059,971,300+59,971,300
CHIPOTLE MEXICAN GRILL INC02,660,885+2,660,885085,174,929+85,174,929
FEDEX CORP0349,480+349,4800124,477,786+124,477,786
AON PLC0283,054+283,054091,364,170+91,364,170
UNITEDHEALTH GROUP INC0304,877+304,877082,496,667+82,496,667
JOHNSON & JOHNSON0351,933+351,933086,026,503+86,026,503
TESLA INC0149,312+149,312055,506,736+55,506,736
NVIDIA CORPORATION0918,433+918,4330160,174,715+160,174,715
S&P GLOBAL INC0175,660+175,660074,715,224+74,715,224
MOODYS CORP0230,261+230,2610100,451,361+100,451,361
TRANSDIGM GROUP INC0109,511+109,5110126,918,869+126,918,869
BECTON DICKINSON & CO0571,820+571,820089,907,259+89,907,259
ARISTA NETWORKS INC02,292,461+2,292,4610281,468,362+281,468,362
WORKDAY INC0727,404+727,404094,504,327+94,504,327
MASTERCARD INCORPORATED0379,695+379,6950189,718,404+189,718,404
ALPHABET INC01,024,169+1,024,1690294,510,037+294,510,037
THERMO FISHER SCIENTIFIC INC0342,765+342,7650168,479,280+168,479,280
INTUITIVE SURGICAL INC0360,734+360,7340166,294,767+166,294,767
META PLATFORMS INC0468,242+468,2420267,895,296+267,895,296
ROSS STORES INC0245,133+245,133053,103,162+53,103,162
DELTA AIR LINES INC01,580,135+1,580,1350105,047,375+105,047,375
UBER TECHNOLOGIES INC000000
JPMORGAN CHASE & CO0604,237+604,2370177,742,356+177,742,356
WABTEC000000
MICROSOFT CORP0723,057+723,0570267,654,010+267,654,010
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