| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TYSON FOODS INC | 441,689 | 29,500,000 | 5.27% | ||
| 2 | ROSS STORES INC | 508,730 | 28,840,000 | 5.16% | ||
| 3 | HORMEL FOODS CORP | 783,965 | 28,693,000 | 5.13% | ||
| 4 | CINTAS | 282,648 | 27,736,000 | 4.96% | ||
| 5 | STARBUCKS CORP | 484,294 | 27,663,000 | 4.95% | ||
| 6 | UNITEDHEALTH GROUP INC | 194,472 | 27,459,000 | 4.91% | ||
| 7 | KROGER CO | 741,903 | 27,295,000 | 4.88% | ||
| 8 | AON PLC | 243,898 | 26,641,000 | 4.76% | ||
| 9 | CVS HEALTH CORP | 277,020 | 26,522,000 | 4.74% | ||
| 10 | SNAP ON INC | 167,949 | 26,506,000 | 4.74% | ||
| 11 | DISNEY WALT CO | 270,191 | 26,430,000 | 4.73% | ||
| 12 | HOME DEPOT INC | 206,178 | 26,327,000 | 4.71% | ||
| 13 | CISCO SYS INC | 917,184 | 26,314,000 | 4.70% | ||
| 14 | ROPER TECHNOLOGIES INC | 153,750 | 26,224,000 | 4.69% | ||
| 15 | BOEING CO | 201,790 | 26,206,000 | 4.69% | ||
| 16 | TRACTOR SUPPLY CO | 280,428 | 25,569,000 | 4.57% | ||
| 17 | AGILENT TECHNOLOGIES INC | 576,292 | 25,564,000 | 4.57% | ||
| 18 | AMGEN INC | 166,604 | 25,349,000 | 4.53% | ||
| 19 | SOUTHWEST AIRLS CO | 638,645 | 25,041,000 | 4.48% | ||
| 20 | DOW CHEM CO | 499,597 | 24,835,000 | 4.44% | ||
| 21 | VISA INC | 331,675 | 24,600,000 | 4.40% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-073785, filed 2016.07.29).
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.
