| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PAYCHEX INC | 2,187,319 | 133,164,000 | 12.21% | ||
| 2 | PROGRESSIVE CORP OHIO | 3,740,485 | 132,787,000 | 12.17% | ||
| 3 | WELLS FARGO & CO NEW | 2,050,422 | 112,999,000 | 10.36% | ||
| 4 | ECOLAB INC | 924,785 | 108,403,000 | 9.94% | ||
| 5 | FASTENAL CO | 2,215,493 | 104,084,000 | 9.54% | ||
| 6 | EXPEDITORS INTL WASH INC | 1,903,498 | 100,809,000 | 9.24% | ||
| 7 | COMCAST CORP NEW | 1,191,544 | 82,276,000 | 7.54% | ||
| 8 | UNION PAC CORP | 661,467 | 68,581,000 | 6.29% | ||
| 9 | NIKE INC | 1,305,540 | 66,361,000 | 6.08% | ||
| 10 | STERICYCLE | 791,542 | 60,980,000 | 5.59% | ||
| 11 | CARDINAL HEALTH INC | 740,833 | 53,318,000 | 4.89% | ||
| 12 | CORE LABORATORIES N V | 250,972 | 30,127,000 | 2.76% | ||
| 13 | WATERS CORP | 165,039 | 22,180,000 | 2.03% | ||
| 14 | ROPER TECHNOLOGIES INC | 62,060 | 11,362,000 | 1.04% | ||
| 15 | WELLS FARGO & CO NEW | 60,000 | 1,280,000 | 0.12% | ||
| 16 | ProShares UltraShort Lehman 20 Year Treasury | 18,650 | 761,000 | 0.07% | ||
| 17 | US BANCORP DEL | 9,649 | 496,000 | 0.05% | ||
| 18 | GUGGENHEIM S&P 500 EQUAL WEIGH | 3,850 | 334,000 | 0.03% | ||
| 19 | PROSHARES TR | 10,500 | 251,000 | 0.02% | ||
| 20 | NEKTAR THERAPEUTICS COM | 11,500 | 141,000 | 0.01% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-17-000178, filed 2017.01.25).
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.
