| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NIKE INC | 1,495,007 | 133,355,000 | 15.92% | ||
| 2 | WELLS FARGO & CO NEW | 1,878,420 | 97,434,000 | 11.63% | ||
| 3 | ECOLAB INC | 831,698 | 95,504,000 | 11.40% | ||
| 4 | PAYCHEX INC | 2,010,457 | 88,862,000 | 10.61% | ||
| 5 | PROGRESSIVE CORP OHIO | 3,024,447 | 76,458,000 | 9.13% | ||
| 6 | EXPEDITORS INTL WASH INC | 1,761,378 | 71,477,000 | 8.53% | ||
| 7 | BED BATH & BEYOND INC | 933,967 | 61,483,000 | 7.34% | ||
| 8 | COMCAST CORP NEW | 1,097,952 | 59,048,000 | 7.05% | ||
| 9 | CARDINAL HEALTH INC | 673,485 | 50,457,000 | 6.02% | ||
| 10 | FASTENAL CO | 902,045 | 40,502,000 | 4.83% | ||
| 11 | UNITED PARCEL SERVICE INC | 242,463 | 23,832,000 | 2.84% | ||
| 12 | MICROSOFT CORP | 385,905 | 17,891,000 | 2.14% | ||
| 13 | WATERS CORP | 154,688 | 15,333,000 | 1.83% | ||
| 14 | PEPCO HOLDINGS INC | 66,325 | 1,775,000 | 0.21% | ||
| 15 | WELLS FARGO & CO NEW | 60,000 | 1,209,000 | 0.14% | ||
| 16 | PROTECTIVE LIFE CO | 16,500 | 1,145,000 | 0.14% | ||
| 17 | ProShares UltraShort Lehman 20 Year Treasury | 12,850 | 724,000 | 0.09% | ||
| 18 | US BANCORP DEL | 9,649 | 404,000 | 0.05% | ||
| 19 | RYDEX ETF TRUST | 3,850 | 292,000 | 0.03% | ||
| 20 | ATHLON ENERGY INC | 5,000 | 291,000 | 0.03% | ||
| 21 | NEKTAR THERAPEUTICS COM | 17,300 | 209,000 | 0.02% | ||
| 22 | EXXON MOBIL CORP | 2,196 | 207,000 | 0.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-14-002223, filed 2014.11.12).
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.
