| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | APPLE INC | 180,126 | 20,862,000 | 4.64% | ||
| 2 | BERKSHIRE HATHAWAY B | 112,264 | 18,297,000 | 4.07% | ||
| 3 | VISA INC CL A COMMON STOCK | 228,296 | 17,812,000 | 3.97% | ||
| 4 | CELGENE CORP | 150,848 | 17,461,000 | 3.89% | ||
| 5 | ALPHABET INC | 20,233 | 15,616,000 | 3.48% | ||
| 6 | COGNIZANT TECHNOLOGY SOLUTIO | 278,525 | 15,606,000 | 3.47% | ||
| 7 | QUINTILES IMS HOLDINGS INC | 196,734 | 14,962,000 | 3.33% | ||
| 8 | RESMED INC | 232,724 | 14,441,000 | 3.22% | ||
| 9 | GENERAL ELECTRIC CO | 436,912 | 13,806,000 | 3.07% | ||
| 10 | QUANTA SVCS INC | 384,110 | 13,386,000 | 2.98% | ||
| 11 | AMERICAN TOWER CORP REIT | 124,902 | 13,200,000 | 2.94% | ||
| 12 | PEPSICO INC | 118,983 | 12,449,000 | 2.77% | ||
| 13 | DISNEY WALT CO | 114,347 | 11,917,000 | 2.65% | ||
| 14 | UNITED PARCEL SERVICE INC | 101,799 | 11,670,000 | 2.60% | ||
| 15 | AMAZON COM INC | 15,395 | 11,544,000 | 2.57% | ||
| 16 | FACEBOOK INC | 98,039 | 11,279,000 | 2.51% | ||
| 17 | PRICELINE GRP INC | 7,673 | 11,249,000 | 2.50% | ||
| 18 | EVERCORE PARTNERS CLASS A | 157,799 | 10,841,000 | 2.41% | ||
| 19 | Exxon Mobil Corp | 117,969 | 10,648,000 | 2.37% | ||
| 20 | PAYPAL HLDGS INC | 264,805 | 10,452,000 | 2.33% | ||
| 21 | DUNKIN BRANDS GROUP INC COM | 192,336 | 10,086,000 | 2.25% | ||
| 22 | KINDER MORGAN INC DEL | 485,077 | 10,046,000 | 2.24% | ||
| 23 | MONSANTO CO NEW | 88,938 | 9,357,000 | 2.08% | ||
| 24 | BLUE BUFFALO PET PRODS INC | 388,238 | 9,333,000 | 2.08% | ||
| 25 | ALLERGAN PLC | 11,370 | 8,669,000 | 1.93% | ||
| 26 | DEERE & CO | 82,766 | 8,528,000 | 1.90% | ||
| 27 | JACOBS ENGR GROUP INC | 144,100 | 8,214,000 | 1.83% | ||
| 28 | ALAPHABET INC | 8,848 | 7,012,000 | 1.56% | ||
| 29 | JOHNSON & JOHNSON | 59,774 | 6,887,000 | 1.53% | ||
| 30 | PALO ALTO NETWORKS | 53,069 | 6,636,000 | 1.48% | ||
| 31 | KANSAS CITY SOUTHERN | 70,694 | 5,998,000 | 1.34% | ||
| 32 | COLONY STARWOOD HOMES | 186,475 | 5,372,000 | 1.20% | ||
| 33 | UNDER ARMOUR INC C | 206,000 | 5,185,000 | 1.15% | ||
| 34 | CERNER CORP | 106,511 | 5,045,000 | 1.12% | ||
| 35 | DIAGEO P L C | 40,022 | 4,160,000 | 0.93% | ||
| 36 | JPMORGAN CHASE & CO | 43,093 | 3,719,000 | 0.83% | ||
| 37 | COCA COLA CO | 89,171 | 3,697,000 | 0.82% | ||
| 38 | Varian Medical Systems | 36,200 | 3,250,000 | 0.72% | ||
| 39 | INTERNATIONAL BUSINESS MACHS | 19,385 | 3,218,000 | 0.72% | ||
| 40 | Cisco Systems Inc | 89,764 | 2,713,000 | 0.60% | ||
| 41 | PHILIP MORRIS INTL INC | 26,658 | 2,439,000 | 0.54% | ||
| 42 | WAL-MART STORES INC | 34,086 | 2,356,000 | 0.52% | ||
| 43 | PROCTER AND GAMBLE CO | 25,523 | 2,146,000 | 0.48% | ||
| 44 | AUTOMATIC DATA PROCESSING IN | 20,249 | 2,081,000 | 0.46% | ||
| 45 | ALTRIA GROUP INC | 26,780 | 1,811,000 | 0.40% | ||
| 46 | ICON PLC | 22,270 | 1,675,000 | 0.37% | ||
| 47 | ILLUMINA INC | 11,700 | 1,498,000 | 0.33% | ||
| 48 | BOEING CO | 9,583 | 1,492,000 | 0.33% | ||
| 49 | INTEL CORP | 39,299 | 1,425,000 | 0.32% | ||
| 50 | SPDR S&P 500 Fund | 5,660 | 1,265,000 | 0.28% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001034188-17-000002, filed 2017.02.15).
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.
