| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PAYCHEX INC | 2,216,173 | 128,250,000 | 12.18% | ||
| 2 | PROGRESSIVE CORP OHIO | 3,778,844 | 119,034,000 | 11.31% | ||
| 3 | ECOLAB INC | 933,311 | 113,603,000 | 10.79% | ||
| 4 | EXPEDITORS INTL WASH INC | 1,946,463 | 100,282,000 | 9.53% | ||
| 5 | FASTENAL CO | 2,249,864 | 93,999,000 | 8.93% | ||
| 6 | WELLS FARGO & CO NEW | 2,120,087 | 93,877,000 | 8.92% | ||
| 7 | COMCAST CORP NEW | 1,230,317 | 81,619,000 | 7.75% | ||
| 8 | NIKE INC | 1,343,688 | 70,745,000 | 6.72% | ||
| 9 | UNION PAC CORP | 673,440 | 65,681,000 | 6.24% | ||
| 10 | CARDINAL HEALTH INC | 755,740 | 58,721,000 | 5.58% | ||
| 11 | STERICYCLE | 723,140 | 57,952,000 | 5.50% | ||
| 12 | CORE LABORATORIES N V | 248,152 | 27,875,000 | 2.65% | ||
| 13 | WATERS CORP | 166,519 | 26,392,000 | 2.51% | ||
| 14 | ROPER TECHNOLOGIES INC | 60,665 | 11,070,000 | 1.05% | ||
| 15 | LINKEDIN CORP COM CL A | 4,400 | 841,000 | 0.08% | ||
| 16 | WELLS FARGO & CO NEW | 60,000 | 749,000 | 0.07% | ||
| 17 | ProShares UltraShort Lehman 20 Year Treasury | 18,650 | 589,000 | 0.06% | ||
| 18 | US BANCORP DEL | 9,649 | 414,000 | 0.04% | ||
| 19 | GUGGENHEIM S&P 500 EQUAL WEIGH | 3,850 | 322,000 | 0.03% | ||
| 20 | WHITEWAVE FOODS | 5,700 | 310,000 | 0.03% | ||
| 21 | PROSHARES TR | 10,500 | 221,000 | 0.02% | ||
| 22 | NEKTAR THERAPEUTICS COM | 11,500 | 198,000 | 0.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-004589, filed 2016.10.28).
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.
