BRISTOL JOHN W & CO INC /NY/ Q2 2023 Filing

Filed July 28, 2023

Portfolio Value

$5.3B

Holdings

70

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (70 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
927,921$316.0T5986643.82%
2
AMZNAMAZON COM INC
1,911,676$249.2T4721314.41%
3
METAMETA PLATFORMS INC
857,569$246.1T4662565.95%
4
MAMASTERCARD INCORPORATED
457,420$179.9T3408343.68%
5
AAPLAPPLE INC
915,916$177.7T3365847.98%
6
TMOTHERMO FISHER SCIENTIFIC INC
324,110$169.1T3203754.09%
7
JPMJPMORGAN CHASE & CO
1,045,648$152.1T2881201.69%
8
GOOGLALPHABET INC
1,177,615$141.0T2670556.45%
9
ANETEURARISTA NETWORKS INC
853,181$138.3T2619517.44%
10
FDXFEDEX CORP
552,378$136.9T2594282.01%
11
ISRGINTUITIVE SURGICAL INC
381,281$130.4T2470013.66%
12
GOOGALPHABET INC
1,072,663$129.8T2458358.78%
13
COSTCOSTCO WHSL CORP NEW
240,277$129.4T2450786.08%
14
BRK/BBERKSHIRE HATHAWAY INC DEL
378,042$128.9T2442298.34%
15
BDXBECTON DICKINSON & CO
482,276$127.3T2412238.88%
16
WDAYWORKDAY INC
529,476$119.6T2265935.64%
17
CMGCHIPOTLE MEXICAN GRILL INC
54,842$117.3T2222431.34%
18
NSRGYNESTLE SA ADR
948,857$114.2T2163471.33%
19
CPCANADIAN PACIFIC KANSAS CITY
1,340,203$108.2T2050807.76%
20
TMUST-MOBILE US INC
757,127$105.2T1992394.19%
21
IFNNYINFINEON TECHNOLOGIES-ADR
2,542,914$105.1T1991137.99%
22
TXNTEXAS INSTRS INC
573,686$103.3T1956587.59%
23
CMCSACOMCAST CORP NEW
2,484,476$103.2T1955735.50%
24
BKNGBOOKING HOLDINGS INC
37,854$102.2T1936568.68%
25
TJXTJX COS INC NEW
1,174,084$99.6T1886027.81%
26
NKENIKE INC
896,931$99.0T1875488.32%
27
DALDELTA AIR LINES INC DEL
2,073,209$98.6T1867267.54%
28
ROSTROSS STORES INC
877,161$98.4T1863397.12%
29
JNJJOHNSON & JOHNSON
581,762$96.3T1824316.20%
30
NFLXNETFLIX INC
211,473$93.2T1764799.06%
31
T7DTRANSDIGM GROUP INC
103,520$92.6T1753673.10%
32
UNHUNITEDHEALTH GROUP INC
191,414$92.0T1743002.03%
33
ADIANALOG DEVICES INC
464,084$90.4T1712821.58%
34
YUMYUM BRANDS INC
633,469$87.8T1662785.32%
35
APDAIR PRODS & CHEMS INC
284,729$85.3T1615758.01%
36
CHTRCHARTER COMMUNICATIONS INC N
221,748$81.5T1543361.58%
37
WABWABTEC
736,073$80.7T1529371.58%
38
DGDOLLAR GEN CORP NEW
455,889$77.4T1466391.47%
39
SPGIS&P GLOBAL INC
174,594$70.0T1326046.72%
40
MCOMOODYS CORP
198,443$69.0T1307283.38%
41
NVSNNOVARTIS AG
682,530$68.9T1304848.93%
42
SCHWSCHWAB CHARLES CORP
992,701$56.3T1065988.67%
43
CRMSALESFORCE INC
263,930$55.8T1056356.04%
44
ECLECOLAB INC
279,446$52.2T988378.37%
45
PGRPROGRESSIVE CORP
393,973$52.2T988007.66%
46
DISDISNEY WALT CO
313,180$28.0T529727.47%
47
BRK-BBERKSHIRE HATHAWAY INC DEL
10$5.2T98101.29%
48
ADBEADOBE SYSTEMS INCORPORATED
5,117$2.5T47404.52%
49
ROPROPER TECHNOLOGIES INC
3,257$1.6T29667.89%
50
MRKMERCK & CO INC
13,500$1.6T29512.52%
51
UNPUNION PAC CORP
7,563$1.5T29318.82%
52
DEDEERE & CO
3,000$1.2T23029.49%
53
ILMNILLUMINA INC
5,741$1.1T20392.47%
54
GPCGENUINE PARTS CO
5,906$999.5B18935.42%
55
MCDMCDONALDS CORP
2,952$880.9B16689.14%
56
BKBANK NEW YORK MELLON CORP
18,887$840.8B15930.24%
57
CTVACORTEVA INC
14,101$808.0B15307.65%
58
COPCONOCOPHILLIPS
6,246$647.1B12260.49%
59
MCXMCCORMICK & CO INC
7,380$643.8B12196.25%
60
MDLZMONDELEZ INTL INC
7,500$547.0B10364.09%
61
ORCLORACLE CORP
4,408$524.9B9945.38%
62
AXPAMERICAN EXPRESS CO
2,851$496.6B9409.13%
63
NSCNORFOLK SOUTHN CORP
2,165$490.9B9300.97%
64
KMBKIMBERLY-CLARK CORP
2,952$407.6B7721.26%
65
ADPAUTOMATIC DATA PROCESSING IN
1,491$327.7B6208.55%
66
PEPPEPSICO INC
1,675$310.2B5877.70%
67
WATWATERS CORP
1,000$266.5B5049.71%
68
KLACKLA CORP
512$248.3B4704.72%
69
EXPDEXPEDITORS INTL WASH INC
2,000$242.3B4589.72%
70
RHHBYROCHE HOLDINGS LTD-SPONS ADR
275$10.5B199.02%