DF DENT & CO INC Q2 2019 Filing

Filed August 15, 2019

Portfolio Value

$5.5T

Holdings

214

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (214 positions)

#StockSharesValue% PortfolioType
101
LMATLEMAITRE VASCULAR
104,794$2.9B0.05%
102
BRK-BBERKSHIRE HATHAWAY INC DELAWA
9$2.9B0.05%
103
KSUEURKANSAS CITY SOUTHERN COM NEW
22,978$2.8B0.05%
104
ALLEALLEGION PLC
24,643$2.7B0.05%
105
WDFCWD-40 COMPANY
16,472$2.6B0.05%
106
SLBSCHLUMBERGER LTD
65,917$2.6B0.05%
107
EBEVENTBRITE INC
156,542$2.5B0.05%
108
DSGTHE DESCARTES SYSTEMS GROUP IN
66,893$2.5B0.04%
109
COFCAPITAL ONE FINL CORP COM
27,200$2.5B0.04%
110
KEYSKEYSIGHT TECHNOLOGIES INC
27,456$2.5B0.04%
111
EWEDWARDS LIFESCIENCES
13,096$2.4B0.04%
112
PFEPFIZER INC
55,189$2.4B0.04%
113
TELTE CONNECTIVITY LTD F
23,970$2.3B0.04%
114
HDSUSDHD SUPPLY HOLDINGS INC
55,075$2.2B0.04%
115
ADPAUTOMATIC DATA PROC
13,361$2.2B0.04%
116
KOCOCA COLA COM
39,613$2.0B0.04%
117
XOMEXXON MOBIL CORP COM
26,247$2.0B0.04%
118
NTRNUTRIEN LTD
36,740$2.0B0.04%
119
MCXMCCORMICK & CO INC COM NON VTG
12,555$1.9B0.04%
120
WABWESTINGHOUSE AIR BRAKE TECHNOL
26,725$1.9B0.03%
121
CNRCANADIAN NATL RY CO COM
20,000$1.9B0.03%
122
UNHUNITEDHEALTH GRP INC
7,043$1.7B0.03%
123
LABORATORY CORP AMER HLDGS COM
9,884$1.7B0.03%
124
PEPPEPSICO INC
12,452$1.6B0.03%
125
MHKMOHAWK INDS INC COM
10,545$1.6B0.03%
126
HCP INC
47,211$1.5B0.03%
127
USBU S BANCORP
26,831$1.4B0.03%
128
VTRVENTAS INC REIT
20,324$1.4B0.03%
129
ALPHABET INC. CLASS A
1,268$1.4B0.02%
130
TSCOTRACTOR SUPPLY COMP
12,609$1.4B0.02%
131
VIGVANGUARD DIVIDEND APPREC
11,184$1.3B0.02%
132
EPDENTERPRISE PRDTS PRTN LPL P
42,911$1.2B0.02%
133
CVXCHEVRON CORP
9,849$1.2B0.02%
134
MMM3M COMPANY
6,693$1.2B0.02%
135
IVVISHARES CORE S&P 500 ETF
3,931$1.2B0.02%
136
IBMIBM CORP
8,400$1.2B0.02%
137
WDAYWORKDAY INC
5,553$1.1B0.02%
138
IJHISHARES CORE S&P MID CAP ETF
5,834$1.1B0.02%
139
UTXZUNITED TECHNOLOGIES CORP.
8,697$1.1B0.02%
140
ABTABBOTT LABORATORIES
13,213$1.1B0.02%
141
VNQVANGUARD REIT ETF
12,655$1.1B0.02%
142
PNCPNC FINCL SERVICES GROUP
7,335$1.0B0.02%
143
VWOVANGUARD FTSE EMERGING MARK ET
22,843$972.0M0.02%
144
STERIS PLC
6,351$946.0M0.02%
145
AMGNAMGEN INC COM PV $0.0001
5,006$923.0M0.02%
146
EFAISHARES MSCI EAFE ETF
13,523$889.0M0.02%
147
DDD3-D SYS CORP DEL COM NEW
95,115$866.0M0.02%
148
CLCOLGATE-PALMOLIVE CO
11,800$846.0M0.02%
149
LLYELI LILLY & CO
7,229$801.0M0.01%
150
FTNTFORTINET INC COM
10,263$789.0M0.01%
151
M & T BANK CORP
4,613$785.0M0.01%
152
NEOGNEOGEN CORP COM
12,400$770.0M0.01%
153
VZVERIZON COMMUNICATIONS INC
13,091$748.0M0.01%
154
MCDMCDONALDS CORP COM
3,435$713.0M0.01%
155
DISDISNEY (WALT) CO COM STK
5,107$713.0M0.01%
156
EMREMERSON ELECTRIC CO
10,676$712.0M0.01%
157
VYMVANGUARD HIGH DIVIDEND YIELD E
7,851$686.0M0.01%
158
LNCLINCOLN NTL CORP IND NPV
10,603$683.0M0.01%
159
ABBVABBVIE INC SHS
8,972$652.0M0.01%
160
NSRGYNESTLE S A REP RG SH ADR
5,942$614.0M0.01%
161
CBCHUBB LTD
4,050$597.0M0.01%
162
POOLPOOL CORPORATION
3,098$592.0M0.01%
163
BBTUSDBB&T CORPORATION
11,700$575.0M0.01%
164
HDHOME DEPOT INC
2,684$558.0M0.01%
165
COPCONOCOPHILLIPS
9,020$550.0M0.01%
166
GEGENERAL ELECTRIC
52,229$548.0M0.01%
167
IJRISHARES CORE S&P SMALL CAP ETF
6,303$493.0M0.01%
168
WMTWALMART STORES
4,441$491.0M0.01%
169
AOSA. O. SMITH CORPORATION
10,380$490.0M0.01%
170
APDAIR PRODUCTS & CHEMICALS, INC.
2,158$489.0M0.01%
171
NVSNOVARTIS ADR
5,285$483.0M0.01%
172
W.P. CAREY INC. REIT
5,095$414.0M0.01%
173
WEPMAGELLAN MIDSTREAM PRTNRS LP C
6,150$394.0M0.01%
174
VTIVANGUARD TOTAL STK MKT ETF
2,615$392.0M0.01%
175
BDXBECTON DICKINSON&CO
1,475$372.0M0.01%
176
KMBKIMBERLY CLARK
2,713$362.0M0.01%
177
EXASEXACT SCIENCES CORP COM
3,000$354.0M0.01%
178
EWBCEAST WEST BANCORP INC
7,500$351.0M0.01%
179
DREUSDDUKE REALTY CORP REIT
10,950$346.0M0.01%
180
GPCGENUINE PARTS CO
3,179$329.0M0.01%
181
NPSNYNASPERS SPON ADR EACH REP 0.2
6,750$327.0M0.01%
182
ACNACCENTURE PLC F CLASS A
1,770$327.0M0.01%
183
UNPUNION PACIFIC CORP
1,930$326.0M0.01%
184
BATHE BOEING CO
884$322.0M0.01%
185
ITWILLINOIS TOOL WORKS
2,074$313.0M0.01%
186
CICIGNA CORP
1,974$311.0M0.01%
187
SCISERVICE CORP INTL
6,500$304.0M0.01%
188
ORCLORACLE CORPORATION
5,165$294.0M0.01%
189
ENPHENPHASE ENERGY INC
16,000$292.0M0.01%
190
EQREQUITY RESIDENTIAL REIT
3,838$291.0M0.01%
191
SWKSTANLEY BLACK & DECK
2,010$291.0M0.01%
192
PNWPINNACLE WEST CAP CORP
3,000$282.0M0.01%
193
UPSUNITED PARCEL SERVICE INC CL B
2,716$280.0M0.01%
194
CELGCELGENE CORP
2,875$266.0M0.00%
195
METAFACEBOOK INC CLASS
1,380$266.0M0.00%
196
RPMRPM INTERNATIONAL INC
4,175$255.0M0.00%
197
BOHBANK OF HAWAII CORP
2,942$244.0M0.00%
198
BACBANK AMER CORP COM
8,322$241.0M0.00%
199
EPIWISDOMTREE TR INDIA ERNGS FD
9,000$235.0M0.00%
200
CRMSALESFORCE.COM INC
1,500$228.0M0.00%
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