BRISTOL JOHN W & CO INC /NY/ Q1 2023 Filing

Filed April 14, 2023

Portfolio Value

$4.9B

Holdings

85

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (85 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
978,392$282.1T5800566.55%
2
AMZNAMAZON COM INC
1,924,850$198.8T4088538.08%
3
METAMETA PLATFORMS INC
860,747$182.4T3751468.68%
4
TMOTHERMO FISHER SCIENTIFIC INC
304,618$175.6T3610520.42%
5
MAMASTERCARD INCORPORATED
460,863$167.5T3444146.32%
6
AAPLAPPLE INC
921,985$152.0T3126492.47%
7
ANETEURARISTA NETWORKS INC
860,104$144.4T2969005.93%
8
JPMJPMORGAN CHASE & CO
1,053,624$137.3T2823425.13%
9
TXNTEXAS INSTRS INC
700,870$130.4T2680937.21%
10
FDXFEDEX CORP
556,699$127.2T2615775.78%
11
BKNGBOOKING HOLDINGS INC
46,965$124.6T2561697.58%
12
COSTCOSTCO WHSL CORP NEW
242,068$120.3T2473392.47%
13
BRK/BBERKSHIRE HATHAWAY INC DEL
378,743$116.9T2404875.48%
14
NSRGYNESTLE SA ADR
954,211$116.1T2387878.30%
15
GOOGALPHABET INC
1,091,746$113.5T2334897.53%
16
NKENIKE INC
904,005$110.9T2279900.28%
17
TMUST-MOBILE US INC
762,911$110.5T2272350.23%
18
WDAYWORKDAY INC
533,287$110.1T2265051.32%
19
BDXBECTON DICKINSON & CO
437,474$108.3T2226950.23%
20
CP.TOCANADIAN PAC RY LTD
1,351,271$104.0T2137999.09%
21
IFNNYINFINEON TECHNOLOGIES-ADR
2,500,228$102.4T2105971.26%
22
GOOGLALPHABET INC
944,868$98.0T2015525.97%
23
ISRGINTUITIVE SURGICAL INC
383,203$97.9T2013175.72%
24
CMCSACOMCAST CORP NEW
2,497,728$94.7T1947205.59%
25
CMGCHIPOTLE MEXICAN GRILL INC
55,107$94.1T1935892.53%
26
ROSTROSS STORES INC
882,227$93.6T1925446.20%
27
TJXTJX COS INC NEW
1,184,042$92.8T1907982.61%
28
ADIANALOG DEVICES INC
467,431$92.2T1895751.22%
29
UNHUNITEDHEALTH GROUP INC
192,823$91.1T1873942.42%
30
YUMYUM BRANDS INC
638,061$84.3T1733054.17%
31
JNJJOHNSON & JOHNSON
533,547$82.7T1700659.06%
32
APDAIR PRODS & CHEMS INC
286,665$82.3T1693117.52%
33
CHTRCHARTER COMMUNICATIONS INC N
223,510$79.9T1643688.40%
34
T7DTRANSDIGM GROUP INC
104,030$76.7T1576770.29%
35
WABWABTEC
740,585$74.8T1539100.87%
36
NFLXNETFLIX INC
213,617$73.8T1517649.91%
37
DALDELTA AIR LINES INC DEL
2,091,245$73.0T1501730.61%
38
NVSNNOVARTIS AG
687,021$63.2T1299782.59%
39
MCOMOODYS CORP
199,579$61.1T1255964.99%
40
SPGIS&P GLOBAL INC
175,665$60.6T1245453.70%
41
DGDOLLAR GEN CORP NEW
276,607$58.2T1197141.86%
42
PGRPROGRESSIVE CORP
396,579$56.7T1166704.34%
43
CRMSALESFORCE INC
265,543$53.1T1090937.19%
44
SCHWSCHWAB CHARLES CORP
998,318$52.3T1075343.65%
45
ECLECOLAB INC
281,411$46.6T957923.14%
46
DISDISNEY WALT CO
314,626$31.5T647845.87%
47
ADBEADOBE SYSTEMS INCORPORATED
70,457$27.2T558360.81%
48
BRK-BBERKSHIRE HATHAWAY INC DEL
10$4.7T95747.15%
49
MRKMERCK & CO INC
23,834$2.5T52144.75%
50
COPCONOCOPHILLIPS
24,420$2.4T49821.17%
51
UNPUNION PAC CORP
10,693$2.2T44255.77%
52
LOWLOWES COS INC
7,380$1.5T30348.29%
53
7HPHP INC
50,000$1.5T30178.04%
54
ROPROPER TECHNOLOGIES INC
3,324$1.5T30123.62%
55
ILMNILLUMINA INC
5,875$1.4T28095.52%
56
ABTABBOTT LABS
12,917$1.3T26897.53%
57
DEDEERE & CO
3,000$1.2T25471.70%
58
GPCGENUINE PARTS CO
5,906$988.1B20320.21%
59
SYYSYSCO CORP
12,104$934.8B19223.30%
60
BKBANK NEW YORK MELLON CORP
18,887$858.2B17648.75%
61
CTVACORTEVA INC
14,101$850.4B17488.48%
62
MCDMCDONALDS CORP
2,952$825.4B16973.92%
63
DOWDOW INC
14,101$773.0B15896.51%
64
BMYBRISTOL-MYERS SQUIBB CO
11,070$767.3B15778.17%
65
INTCINTEL CORP
20,189$659.6B13563.67%
66
PSXPHILLIPS 66
6,140$622.5B12800.69%
67
MCXMCCORMICK & CO INC
7,380$614.1B12628.30%
68
GLWCORNING INC
17,329$611.4B12572.30%
69
PCHPOTLATCHDELTIC CORPORATION
11,073$548.1B11271.55%
70
MDLZMONDELEZ INTL INC
7,500$522.9B10753.05%
71
PEPPEPSICO INC
2,754$502.1B10324.36%
72
AXPAMERICAN EXPRESS CO
2,939$484.8B9969.30%
73
NSCNORFOLK SOUTHN CORP
2,165$459.0B9438.58%
74
PFEPFIZER INC
11,070$451.7B9287.97%
75
WYWEYERHAEUSER CO MTN BE
14,761$444.7B9145.93%
76
ORCLORACLE CORP
4,408$409.6B8422.93%
77
KMBKIMBERLY-CLARK CORP
2,952$396.2B8147.91%
78
MMM3M CO
3,692$388.1B7980.29%
79
MLMMARTIN MARIETTA MATLS INC
1,000$355.1B7301.54%
80
ADPAUTOMATIC DATA PROCESSING IN
1,491$331.9B6826.12%
81
WATWATERS CORP
1,000$309.6B6367.31%
82
DDOMINION ENERGY INC
5,000$279.6B5748.74%
83
EXPDEXPEDITORS INTL WASH INC
2,000$220.2B4529.07%
84
SNYSANOFI
3,868$210.5B4328.71%
85
KLACKLA CORP
512$204.4B4202.82%