| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NIKE INC | 1,526,329 | 112,735,000 | 14.78% | ||
| 2 | ECOLAB INC | 848,036 | 91,579,000 | 12.01% | ||
| 3 | WELLS FARGO & CO NEW | 1,815,542 | 90,305,000 | 11.84% | ||
| 4 | PAYCHEX INC | 2,019,930 | 86,049,000 | 11.28% | ||
| 5 | PROGRESSIVE CORP OHIO | 3,059,314 | 74,097,000 | 9.72% | ||
| 6 | EXPEDITORS INTL WASH INC | 1,774,200 | 70,312,000 | 9.22% | ||
| 7 | BED BATH & BEYOND INC | 933,667 | 64,236,000 | 8.42% | ||
| 8 | COMCAST CORP NEW | 1,096,905 | 54,889,000 | 7.20% | ||
| 9 | CARDINAL HEALTH INC | 661,905 | 46,320,000 | 6.07% | ||
| 10 | MICROSOFT CORP | 660,495 | 27,074,000 | 3.55% | ||
| 11 | UNITED PARCEL SERVICE INC | 243,095 | 23,673,000 | 3.10% | ||
| 12 | WATERS CORP | 162,766 | 17,645,000 | 2.31% | ||
| 13 | WELLS FARGO & CO NEW | 60,000 | 1,118,000 | 0.15% | ||
| 14 | ProShares UltraShort Lehman 20 Year Treasury | 14,275 | 964,000 | 0.13% | ||
| 15 | BEAM INC | 5,000 | 417,000 | 0.05% | ||
| 16 | US BANCORP DEL | 9,649 | 414,000 | 0.05% | ||
| 17 | RYDEX ETF TRUST | 3,850 | 281,000 | 0.04% | ||
| 18 | EXXON MOBIL CORP | 2,196 | 215,000 | 0.03% | ||
| 19 | NEKTAR THERAPEUTICS COM | 17,300 | 210,000 | 0.03% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-14-000941, filed 2014.05.01).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
