| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PAYCHEX INC | 2,103,858 | 125,180,000 | 12.74% | ||
| 2 | PROGRESSIVE CORP OHIO | 3,568,404 | 119,542,000 | 12.17% | ||
| 3 | ECOLAB INC | 885,918 | 105,070,000 | 10.70% | ||
| 4 | FASTENAL CO | 2,134,829 | 94,765,000 | 9.65% | ||
| 5 | WELLS FARGO & CO NEW | 1,998,657 | 94,596,000 | 9.63% | ||
| 6 | EXPEDITORS INTL WASH INC | 1,852,403 | 90,842,000 | 9.25% | ||
| 7 | COMCAST CORP NEW | 1,152,757 | 75,148,000 | 7.65% | ||
| 8 | NIKE INC | 1,277,073 | 70,494,000 | 7.18% | ||
| 9 | CARDINAL HEALTH INC | 718,172 | 56,025,000 | 5.70% | ||
| 10 | UNION PAC CORP | 638,475 | 55,707,000 | 5.67% | ||
| 11 | STERICYCLE | 390,060 | 40,613,000 | 4.13% | ||
| 12 | CORE LABORATORIES N V | 231,783 | 28,716,000 | 2.92% | ||
| 13 | WATERS CORP | 158,023 | 22,226,000 | 2.26% | ||
| 14 | LINKEDIN CORP COM CL A | 4,400 | 833,000 | 0.08% | ||
| 15 | WELLS FARGO & CO NEW | 60,000 | 817,000 | 0.08% | ||
| 16 | ProShares UltraShort Lehman 20 Year Treasury | 18,650 | 591,000 | 0.06% | ||
| 17 | US BANCORP DEL | 9,649 | 389,000 | 0.04% | ||
| 18 | GUGGENHEIM S&P 500 EQUAL WEIGH | 3,850 | 309,000 | 0.03% | ||
| 19 | NEKTAR THERAPEUTICS COM | 16,000 | 228,000 | 0.02% | ||
| 20 | PROSHARES TR | 10,500 | 221,000 | 0.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-004110, filed 2016.08.02).
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.
