| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PROGRESSIVE CORP OHIO | 3,497,521 | 122,903,000 | 12.70% | ||
| 2 | PAYCHEX INC | 2,061,186 | 111,325,000 | 11.50% | ||
| 3 | FASTENAL CO | 2,099,493 | 102,875,000 | 10.63% | ||
| 4 | ECOLAB INC | 892,745 | 99,559,000 | 10.29% | ||
| 5 | WELLS FARGO & CO NEW | 1,984,668 | 95,979,000 | 9.92% | ||
| 6 | EXPEDITORS INTL WASH INC | 1,830,788 | 89,361,000 | 9.23% | ||
| 7 | NIKE INC | 1,258,985 | 77,390,000 | 8.00% | ||
| 8 | COMCAST CORP NEW | 1,131,158 | 69,091,000 | 7.14% | ||
| 9 | CARDINAL HEALTH INC | 703,888 | 57,684,000 | 5.96% | ||
| 10 | UNION PAC CORP | 636,185 | 50,609,000 | 5.23% | ||
| 11 | CORE LABORATORIES N V | 311,671 | 35,035,000 | 3.62% | ||
| 12 | STERICYCLE | 219,050 | 27,642,000 | 2.86% | ||
| 13 | WATERS CORP | 157,498 | 20,777,000 | 2.15% | ||
| 14 | BED BATH & BEYOND INC | 93,788 | 4,656,000 | 0.48% | ||
| 15 | WELLS FARGO & CO NEW | 60,000 | 939,000 | 0.10% | ||
| 16 | ProShares UltraShort Lehman 20 Year Treasury | 18,650 | 687,000 | 0.07% | ||
| 17 | US BANCORP DEL | 9,649 | 392,000 | 0.04% | ||
| 18 | GUGGENHEIM S&P 500 EQUAL WEIGH | 3,850 | 302,000 | 0.03% | ||
| 19 | PROSHARES TR | 10,500 | 238,000 | 0.02% | ||
| 20 | NEKTAR THERAPEUTICS COM | 16,000 | 220,000 | 0.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-003556, filed 2016.05.02).
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.
