| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | APPLE INC | 181,739 | 20,546,000 | 4.45% | ||
| 2 | VISA INC CL A COMMON STOCK | 229,354 | 18,968,000 | 4.11% | ||
| 3 | BERKSHIRE HATHAWAY B | 113,435 | 16,388,000 | 3.55% | ||
| 4 | CELGENE CORP | 153,451 | 16,040,000 | 3.47% | ||
| 5 | ALPHABET INC | 20,170 | 15,678,000 | 3.40% | ||
| 6 | QUINTILES IMS HOLDINGS INC | 192,179 | 15,578,000 | 3.37% | ||
| 7 | RESMED INC | 233,484 | 15,127,000 | 3.28% | ||
| 8 | AMERICAN TOWER CORP REIT | 124,802 | 14,144,000 | 3.06% | ||
| 9 | KINDER MORGAN INC DEL | 588,369 | 13,609,000 | 2.95% | ||
| 10 | COGNIZANT TECHNOLOGY SOLUTIO | 281,603 | 13,435,000 | 2.91% | ||
| 11 | AMAZON COM INC | 15,569 | 13,036,000 | 2.82% | ||
| 12 | PEPSICO INC | 118,497 | 12,889,000 | 2.79% | ||
| 13 | GENERAL ELECTRIC CO | 426,892 | 12,645,000 | 2.74% | ||
| 14 | EVERCORE PARTNERS CLASS A | 242,510 | 12,492,000 | 2.71% | ||
| 15 | FACEBOOK INC | 97,105 | 12,456,000 | 2.70% | ||
| 16 | PRICELINE GRP INC | 8,165 | 12,015,000 | 2.60% | ||
| 17 | UNITED PARCEL SERVICE INC | 102,360 | 11,194,000 | 2.43% | ||
| 18 | QUANTA SVCS INC | 399,090 | 11,171,000 | 2.42% | ||
| 19 | PAYPAL HLDGS INC | 263,092 | 10,779,000 | 2.34% | ||
| 20 | DISNEY WALT CO | 113,072 | 10,500,000 | 2.27% | ||
| 21 | Exxon Mobil Corp | 117,932 | 10,293,000 | 2.23% | ||
| 22 | DUNKIN BRANDS GROUP INC COM | 192,196 | 10,010,000 | 2.17% | ||
| 23 | MONSANTO CO NEW | 87,655 | 8,958,000 | 1.94% | ||
| 24 | ALLERGAN PLC | 10,777 | 8,853,000 | 1.92% | ||
| 25 | BLUE BUFFALO PET PRODS INC | 358,395 | 8,515,000 | 1.84% | ||
| 26 | PALO ALTO NETWORKS | 52,646 | 8,388,000 | 1.82% | ||
| 27 | CERNER CORP | 126,008 | 7,781,000 | 1.69% | ||
| 28 | JACOBS ENGR GROUP INC | 150,194 | 7,768,000 | 1.68% | ||
| 29 | DEERE & CO | 86,346 | 7,370,000 | 1.60% | ||
| 30 | JOHNSON & JOHNSON | 60,599 | 7,159,000 | 1.55% | ||
| 31 | ALAPHABET INC | 8,888 | 7,146,000 | 1.55% | ||
| 32 | KANSAS CITY SOUTHERN | 70,208 | 6,552,000 | 1.42% | ||
| 33 | COLONY STARWOOD HOMES | 183,465 | 5,265,000 | 1.14% | ||
| 34 | DIAGEO P L C | 40,772 | 4,731,000 | 1.02% | ||
| 35 | UNDER ARMOUR INC C | 136,717 | 4,629,000 | 1.00% | ||
| 36 | Varian Medical Systems | 38,611 | 3,843,000 | 0.83% | ||
| 37 | COCA COLA CO | 89,571 | 3,791,000 | 0.82% | ||
| 38 | F5 NETWORKS INC | 29,564 | 3,685,000 | 0.80% | ||
| 39 | Medivation Inc | 44,244 | 3,601,000 | 0.78% | ||
| 40 | INTERNATIONAL BUSINESS MACHS | 19,389 | 3,080,000 | 0.67% | ||
| 41 | ICON PLC | 39,265 | 3,038,000 | 0.66% | ||
| 42 | JPMORGAN CHASE & CO | 43,598 | 2,903,000 | 0.63% | ||
| 43 | Cisco Systems Inc | 89,764 | 2,847,000 | 0.62% | ||
| 44 | PHILIP MORRIS INTL INC | 26,778 | 2,603,000 | 0.56% | ||
| 45 | WAL-MART STORES INC | 34,156 | 2,463,000 | 0.53% | ||
| 46 | PROCTER AND GAMBLE CO | 25,486 | 2,287,000 | 0.50% | ||
| 47 | ILLUMINA INC | 12,435 | 2,259,000 | 0.49% | ||
| 48 | AUTOMATIC DATA PROCESSING IN | 20,464 | 1,805,000 | 0.39% | ||
| 49 | ALTRIA GROUP INC | 27,020 | 1,708,000 | 0.37% | ||
| 50 | INTEL CORP | 39,059 | 1,474,000 | 0.32% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001034188-16-000008, filed 2016.11.15).
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.
