| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NIKE INC | 1,519,918 | 117,870,000 | 15.17% | ||
| 2 | WELLS FARGO & CO NEW | 1,813,512 | 95,318,000 | 12.26% | ||
| 3 | ECOLAB INC | 846,953 | 94,300,000 | 12.13% | ||
| 4 | PAYCHEX INC | 2,011,530 | 83,599,000 | 10.76% | ||
| 5 | EXPEDITORS INTL WASH INC | 1,764,175 | 77,906,000 | 10.02% | ||
| 6 | PROGRESSIVE CORP OHIO | 3,035,922 | 76,991,000 | 9.91% | ||
| 7 | COMCAST CORP NEW | 1,096,935 | 58,883,000 | 7.58% | ||
| 8 | BED BATH & BEYOND INC | 937,062 | 53,769,000 | 6.92% | ||
| 9 | CARDINAL HEALTH INC | 677,330 | 46,438,000 | 5.98% | ||
| 10 | MICROSOFT CORP | 658,050 | 27,441,000 | 3.53% | ||
| 11 | UNITED PARCEL SERVICE INC | 241,775 | 24,821,000 | 3.19% | ||
| 12 | WATERS CORP | 154,643 | 16,151,000 | 2.08% | ||
| 13 | WELLS FARGO & CO NEW | 60,000 | 1,295,000 | 0.17% | ||
| 14 | ProShares UltraShort Lehman 20 Year Treasury | 12,850 | 780,000 | 0.10% | ||
| 15 | PEPCO HOLDINGS INC | 17,000 | 467,000 | 0.06% | ||
| 16 | US BANCORP DEL | 9,649 | 418,000 | 0.05% | ||
| 17 | RYDEX ETF TRUST | 3,850 | 295,000 | 0.04% | ||
| 18 | NEKTAR THERAPEUTICS COM | 18,500 | 237,000 | 0.03% | ||
| 19 | EXXON MOBIL CORP | 2,196 | 221,000 | 0.03% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-14-001444, filed 2014.07.29).
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.
