Portfolio Value Over Time
Current Holdings for Jensen Investment Management
|
Stock
Click to search
|
Shares | Value | % of Portfolio | Change | Est. Return |
|---|---|---|---|---|---|
|
MSFT|Microsoft Corp
|
1.5M | $787.0M | TRIM -3.2% | — | |
|
AAPL|Apple, Inc.
|
2.3M | $586.5M | TRIM -0.6% | — | |
|
MRSH|Marsh & McLennan Companies Inc
|
2.4M | $485.0M | TRIM -0.7% | +15.20% | |
|
SYK|Stryker Corp
|
1.2M | $451.0M | TRIM -13.9% | — | |
|
GOOGL|Alphabet Inc Cap Stk Cl A
|
1.8M | $435.5M | TRIM -24.6% | +193.60% | |
|
NVDA|NVIDIA Corp
|
2.2M | $403.1M | ADD +23.6% | +32.26% | |
|
INTU|Intuit Inc.
|
537.0K | $366.7M | TRIM -14.6% | — | |
|
LLY|Eli Lilly & Co.
|
463.7K | $353.8M | ADD +124.5% | +43.08% | |
|
MA|Mastercard Inc
|
581.5K | $330.8M | TRIM -6.3% | — | |
|
ABT|Abbott Labs
|
2.4M | $322.7M | ADD +1.3% | — | |
|
META|Meta Platforms, Inc. Class A
|
399.9K | $293.7M | ADD +96.6% | -6.45% | |
|
KLAC|KLA Corporation
|
262.5K | $283.1M | TRIM -32.5% | +242.47% | |
|
ADP|Automatic Data Processing, Inc
|
924.4K | $271.3M | TRIM -1.7% | — | |
|
EFX|Equifax Inc
|
1.0M | $262.3M | TRIM -0.4% | — | |
|
BR|Broadridge Financial Solutions
|
1.1M | $262.0M | TRIM -15.2% | — | |
|
WM|Waste Management
|
1.1M | $240.0M | TRIM -7.5% | +93.88% | |
|
CPRT|Copart Inc.
|
5.3M | $236.7M | TRIM -1.0% | -22.63% | |
|
SHW|Sherwin-Williams Co
|
663.6K | $229.8M | ADD +18.9% | +10.99% | |
|
PG|Procter & Gamble Co
|
1.4M | $221.6M | ADD +0.8% | — | |
|
CDNS|Cadence Design Systems, Inc.
|
620.2K | $217.9M | TRIM -24.7% | +6.63% | |
|
MCD|McDonald's Corp.
|
501.0K | $152.2M | ADD +0.4% | +7.87% | |
|
ZTS|Zoetis, Inc.
|
883.9K | $129.3M | TRIM -45.3% | -32.68% | |
|
VEEV|Veeva Systems Inc. Class A
|
413.2K | $123.1M | ADD NEW | -18.57% | |
|
APH|Amphenol Corp
|
869.5K | $107.6M | TRIM -66.7% | — | |
|
VRSK|Verisk Analytics Inc
|
424.6K | $106.8M | ADD +50.7% | +12.31% | |
|
Accenture plc Class A
|
312.9K | $77.2M | TRIM -76.4% | — | |
|
ORCL|Oracle Corp
|
142.4K | $40.1M | TRIM -1.9% | — | |
|
ECL|Ecolab Inc
|
67.0K | $18.3M | TRIM -1.5% | — | |
|
ADBE|Adobe Systems, Inc.
|
44.0K | $15.5M | — | — | |
|
WAT|Waters Corp
|
43.9K | $13.2M | — | — | |
|
PEP|PepsiCo Inc.
|
92.4K | $13.0M | TRIM -11.3% | — | |
|
EMR|Emerson Elec Co
|
91.9K | $12.1M | TRIM -0.8% | — | |
|
CL|Colgate Palmolive Co
|
124.8K | $10.0M | ADD +27.7% | — | |
|
CLX|Clorox Company
|
73.5K | $9.1M | ADD +3.5% | — | |
|
CTSH|Cognizant Technology Solutions
|
123.7K | $8.3M | — | — | |
|
KO|Coca-Cola Company
|
124.5K | $8.3M | ADD +0.0% | — | |
|
LH|Labcorp Holdings, Inc.
|
25.1K | $7.2M | TRIM -8.1% | +32.11% | |
|
EHC|Encompass Health Corp
|
50.7K | $6.4M | TRIM -12.0% | — | |
|
MSCI|MSCI, Inc.
|
11.1K | $6.3M | — | +10.68% | |
|
KEYS|Keysight Technologies, Inc.
|
35.4K | $6.2M | — | +41.60% | |
|
OMC|Omnicom Group Inc
|
75.7K | $6.2M | TRIM -0.5% | — | |
|
NKE|Nike Inc
|
84.2K | $5.9M | ADD +0.5% | — | |
|
ROST|Ross Stores Inc
|
38.5K | $5.9M | TRIM -3.7% | +32.80% | |
|
TSCO|Tractor Supply Co
|
97.8K | $5.6M | TRIM -10.7% | — | |
|
GIS|General Mills Inc.
|
110.0K | $5.5M | TRIM -12.2% | — | |
|
KR|Kroger Company
|
80.2K | $5.4M | — | — | |
|
JNJ|Johnson & Johnson
|
29.0K | $5.4M | TRIM -93.0% | — | |
|
TSM|Taiwan Semiconductor Manuf
|
19.1K | $5.3M | ADD +10.3% | +225.83% | |
|
DCI|Donaldson Co. Inc.
|
63.1K | $5.2M | TRIM -5.5% | — | |
|
G|Genpact Limited
|
116.6K | $4.9M | TRIM -21.3% | +14.93% | |
|
CCK|Crown Holdings Inc.
|
49.2K | $4.8M | TRIM -24.7% | — | |
|
FFIV|F5 Networks Inc.
|
14.5K | $4.7M | TRIM -3.1% | — | |
|
MMM|3M Co.
|
27.8K | $4.3M | ADD +0.1% | — | |
|
ABBV|AbbVie Inc.
|
18.1K | $4.2M | TRIM -18.5% | — | |
|
HOLX|Hologic Inc.
|
61.0K | $4.1M | ADD +4.8% | -1.54% | |
|
GNTX|Gentex Corporation
|
133.5K | $3.8M | TRIM -17.3% | -26.91% | |
|
BAH|Booz Allen Hamilton Holding Co
|
36.9K | $3.7M | — | -29.80% | |
|
AON|AON plc Registered Shs
|
10.1K | $3.6M | ADD +3.1% | +10.88% | |
|
FDS|FactSet Research Systems Inc.
|
11.8K | $3.4M | ADD +13.6% | -15.13% | |
|
TJX|TJX Companies Inc
|
23.2K | $3.4M | TRIM -0.2% | — | |
|
TTC|Toro Company
|
43.5K | $3.3M | ADD +10.1% | -0.03% | |
|
TROW|T Rowe Price Group Inc
|
31.9K | $3.3M | — | — | |
|
LEVI|Levi Strauss & Co
|
137.3K | $3.2M | TRIM -13.1% | +6.89% | |
|
HD|Home Depot Inc.
|
7.6K | $3.1M | TRIM -95.3% | +35.21% | |
|
CHD|Church & Dwight Co Inc
|
34.5K | $3.0M | TRIM -4.4% | +5.08% | |
|
RTX|Raytheon Technologies Corp
|
17.6K | $2.9M | ADD +0.2% | +216.35% | |
|
URI|United Rentals, Inc.
|
3.0K | $2.8M | ADD +11.2% | +130.76% | |
|
IDXX|Idexx Laboratories Inc.
|
4.4K | $2.8M | TRIM -57.4% | +45.14% | |
|
NDSN|Nordson Corporation
|
12.1K | $2.7M | ADD NEW | +22.76% | |
|
CPB|Campbell Soup Company
|
79.9K | $2.5M | TRIM -40.2% | — | |
|
APD|Air Products & Chemicals
|
9.0K | $2.5M | TRIM -28.5% | +0.16% | |
|
FICO|Fair Isaac Corporation
|
1.6K | $2.4M | ADD NEW | +3.66% | |
|
GWW|W.W. Grainger Inc.
|
2.3K | $2.2M | ADD NEW | +9.51% | |
|
BBY|Best Buy Co. Inc.
|
27.4K | $2.1M | TRIM -34.3% | — | |
|
ON|ON Semiconductor Corp
|
41.5K | $2.0M | — | +2.34% | |
|
TXN|Texas Instruments Inc
|
10.1K | $1.9M | TRIM -39.6% | — | |
|
UPS|United Parcel Svc Cl B
|
20.0K | $1.7M | TRIM -8.4% | — | |
|
UNH|Unitedhealth Group Inc
|
4.4K | $1.5M | TRIM -58.0% | — | |
|
LULU|lululemon athletica inc.
|
8.2K | $1.5M | ADD NEW | +2.40% | |
|
BMY|Bristol Myers Squibb Co.
|
26.5K | $1.2M | ADD +0.4% | — | |
|
PAYX|Paychex Inc.
|
9.3K | $1.2M | — | — | |
|
MANH|Manhattan Associates, Inc.
|
5.2K | $1.1M | TRIM -60.6% | +33.62% | |
|
LSTR|Landstar System Inc.
|
6.2K | $766.0K | ADD NEW | +10.26% | |
|
LIN|Linde plc
|
1.4K | $655.5K | — | +32.52% | |
|
KEL|Kellanova
|
6.4K | $522.6K | TRIM -44.3% | — | |
|
BDX|Becton Dickinson & Co.
|
2.5K | $465.3K | TRIM -80.1% | — | |
|
GPC|Genuine Parts Company
|
2.7K | $370.6K | TRIM -90.0% | — |
Trading Activity for Jensen Investment Management
|
Stock
Click to search
|
Action | Change | Shares After | Value | Est. Return |
|---|---|---|---|---|---|
| 2025-Q3 | |||||
|
MSFT|Microsoft Corp
|
SELL | -3.19% | 1.5M | $787M | — |
|
AAPL|Apple, Inc.
|
SELL | -0.60% | 2.3M | $586M | — |
|
SYK|Stryker Corp
|
SELL | -13.94% | 1.2M | $451M | — |
|
MRSH|Marsh & McLennan Companies Inc
|
SELL | -0.70% | 2.4M | $485M | +31.4% |
|
INTU|Intuit Inc.
|
SELL | -14.55% | 537.0K | $367M | — |
|
GOOGL|Alphabet Inc Cap Stk Cl A
|
SELL | -24.58% | 1.8M | $435M | +79.0% |
|
NVDA|NVIDIA Corp
|
BUY | +23.59% | 2.2M | $403M | — |
|
Accenture plc Class A
|
SELL | -76.42% | 312.9K | $77M | — |
|
LLY|Eli Lilly & Co.
|
BUY | +124.45% | 463.7K | $354M | — |
|
MA|Mastercard Inc
|
SELL | -6.35% | 581.5K | $331M | — |
|
KLAC|KLA Corporation
|
SELL | -32.53% | 262.5K | $283M | +109.5% |
|
ABT|Abbott Labs
|
BUY | +1.30% | 2.4M | $323M | — |
|
BR|Broadridge Financial Solutions
|
SELL | -15.21% | 1.1M | $262M | — |
|
META|Meta Platforms, Inc. Class A
|
BUY | +96.61% | 399.9K | $294M | — |
|
ADP|Automatic Data Processing, Inc
|
SELL | -1.74% | 924.4K | $271M | — |
|
WM|Waste Management
|
SELL | -7.45% | 1.1M | $240M | +91.2% |
|
EFX|Equifax Inc
|
SELL | -0.40% | 1.0M | $262M | — |
|
CPRT|Copart Inc.
|
SELL | -0.98% | 5.3M | $237M | -11.7% |
|
APH|Amphenol Corp
|
SELL | -66.71% | 869.5K | $108M | — |
|
CDNS|Cadence Design Systems, Inc.
|
SELL | -24.68% | 620.2K | $218M | +17.3% |
|
ZTS|Zoetis, Inc.
|
SELL | -45.28% | 883.9K | $129M | -17.9% |
|
SHW|Sherwin-Williams Co
|
BUY | +18.87% | 663.6K | $230M | — |
|
PG|Procter & Gamble Co
|
BUY | +0.75% | 1.4M | $222M | — |
|
MCD|McDonald's Corp.
|
BUY | +0.39% | 501.0K | $152M | — |
|
VEEV|Veeva Systems Inc. Class A
|
BUY | NEW | 413.2K | $123M | — |
|
VRSK|Verisk Analytics Inc
|
BUY | +50.73% | 424.6K | $107M | — |
|
JNJ|Johnson & Johnson
|
SELL | -93.04% | 29.0K | $5M | — |
|
HD|Home Depot Inc.
|
SELL | -95.29% | 7.6K | $3M | +41.8% |
|
ORCL|Oracle Corp
|
SELL | -1.91% | 142.4K | $40M | — |
|
ECL|Ecolab Inc
|
SELL | -1.47% | 67.0K | $18M | — |
|
PEP|PepsiCo Inc.
|
SELL | -11.26% | 92.4K | $13M | — |
|
EMR|Emerson Elec Co
|
SELL | -0.76% | 91.9K | $12M | — |
|
CL|Colgate Palmolive Co
|
BUY | +27.73% | 124.8K | $10M | — |
|
CLX|Clorox Company
|
BUY | +3.52% | 73.5K | $9M | — |
|
KO|Coca-Cola Company
|
BUY | +0.01% | 124.5K | $8M | — |
|
LH|Labcorp Holdings, Inc.
|
SELL | -8.05% | 25.1K | $7M | +32.9% |
|
EHC|Encompass Health Corp
|
SELL | -11.99% | 50.7K | $6M | — |
|
CCK|Crown Holdings Inc.
|
SELL | -24.69% | 49.2K | $5M | — |
|
G|Genpact Limited
|
SELL | -21.30% | 116.6K | $5M | +10.1% |
|
GIS|General Mills Inc.
|
SELL | -12.18% | 110.0K | $6M | — |
|
OMC|Omnicom Group Inc
|
SELL | -0.53% | 75.7K | $6M | — |
|
NKE|Nike Inc
|
BUY | +0.45% | 84.2K | $6M | — |
|
ROST|Ross Stores Inc
|
SELL | -3.71% | 38.5K | $6M | +0.1% |
|
TSCO|Tractor Supply Co
|
SELL | -10.70% | 97.8K | $6M | — |
|
IDXX|Idexx Laboratories Inc.
|
SELL | -57.44% | 4.4K | $3M | +30.0% |
|
TSM|Taiwan Semiconductor Manuf
|
BUY | +10.28% | 19.1K | $5M | — |
|
DCI|Donaldson Co. Inc.
|
SELL | -5.49% | 63.1K | $5M | +28.0% |
|
FFIV|F5 Networks Inc.
|
SELL | -3.14% | 14.5K | $5M | +78.1% |
|
FDS|FactSet Research Systems Inc.
|
BUY | +13.56% | 11.8K | $3M | — |
|
MMM|3M Co.
|
BUY | +0.15% | 27.8K | $4M | — |
|
ABBV|AbbVie Inc.
|
SELL | -18.47% | 18.1K | $4M | — |
|
HOLX|Hologic Inc.
|
BUY | +4.84% | 61.0K | $4M | — |
|
CPB|Campbell Soup Company
|
SELL | -40.20% | 79.9K | $3M | — |
|
GNTX|Gentex Corporation
|
SELL | -17.33% | 133.5K | $4M | -16.5% |
|
AON|AON plc Registered Shs
|
BUY | +3.06% | 10.1K | $4M | — |
|
APD|Air Products & Chemicals
|
SELL | -28.54% | 9.0K | $2M | +9.4% |
|
CHD|Church & Dwight Co Inc
|
SELL | -4.43% | 34.5K | $3M | +9.0% |
|
TXN|Texas Instruments Inc
|
SELL | -39.65% | 10.1K | $2M | +45.4% |
|
TJX|TJX Companies Inc
|
SELL | -0.22% | 23.2K | $3M | — |
|
TTC|Toro Company
|
BUY | +10.13% | 43.5K | $3M | — |
|
UNH|Unitedhealth Group Inc
|
SELL | -57.98% | 4.4K | $2M | — |
|
GPC|Genuine Parts Company
|
SELL | -89.95% | 2.7K | $370616 | — |
|
LEVI|Levi Strauss & Co
|
SELL | -13.07% | 137.3K | $3M | +3.5% |
|
RTX|Raytheon Technologies Corp
|
BUY | +0.23% | 17.6K | $3M | — |
|
URI|United Rentals, Inc.
|
BUY | +11.19% | 3.0K | $3M | — |
|
BBY|Best Buy Co. Inc.
|
SELL | -34.29% | 27.4K | $2M | — |
|
NDSN|Nordson Corporation
|
BUY | NEW | 12.1K | $3M | — |
|
MANH|Manhattan Associates, Inc.
|
SELL | -60.63% | 5.2K | $1M | +63.1% |
|
TECH|Techne Corp
|
SELL | EXIT | — | — | -29.1% |
|
FICO|Fair Isaac Corporation
|
BUY | NEW | 1.6K | $2M | — |
|
UPS|United Parcel Svc Cl B
|
SELL | -8.42% | 20.0K | $2M | — |
|
GWW|W.W. Grainger Inc.
|
BUY | NEW | 2.3K | $2M | — |
|
BDX|Becton Dickinson & Co.
|
SELL | -80.12% | 2.5K | $465305 | — |
|
LULU|lululemon athletica inc.
|
BUY | NEW | 8.2K | $1M | — |
|
BMY|Bristol Myers Squibb Co.
|
BUY | +0.38% | 26.5K | $1M | — |
|
KEL|Kellanova
|
SELL | -44.26% | 6.4K | $522631 | — |
|
LSTR|Landstar System Inc.
|
BUY | NEW | 6.2K | $766000 | — |
| 2025-Q2 | |||||
|
MSFT|Microsoft Corp
|
SELL | -11.70% | 1.6M | $781M | — |
|
MRSH|Marsh & McLennan Companies Inc
|
SELL | -7.84% | 2.4M | $530M | +44.7% |
|
AAPL|Apple, Inc.
|
SELL | -18.01% | 2.3M | $475M | — |
|
Accenture plc Class A
|
SELL | -27.71% | 1.3M | $397M | — |
|
SYK|Stryker Corp
|
SELL | -6.58% | 1.4M | $561M | — |
|
INTU|Intuit Inc.
|
SELL | -24.23% | 628.4K | $495M | — |
|
GOOGL|Alphabet Inc Cap Stk Cl A
|
SELL | -14.30% | 2.4M | $419M | +45.7% |
|
ADP|Automatic Data Processing, Inc
|
SELL | -26.71% | 940.8K | $290M | — |
|
MA|Mastercard Inc
|
SELL | -9.86% | 621.0K | $349M | — |
|
KLAC|KLA Corporation
|
SELL | -14.71% | 389.0K | $348M | +73.6% |
|
BR|Broadridge Financial Solutions
|
SELL | -6.46% | 1.3M | $315M | — |
|
ABT|Abbott Labs
|
BUY | +74.15% | 2.4M | $324M | — |
|
UNH|Unitedhealth Group Inc
|
SELL | -98.29% | 10.4K | $3M | — |
|
ZTS|Zoetis, Inc.
|
SELL | -11.31% | 1.6M | $252M | -14.5% |
|
WM|Waste Management
|
SELL | -7.89% | 1.2M | $269M | +97.5% |
|
NVDA|NVIDIA Corp
|
BUY | NEW | 1.7M | $276M | — |
|
EFX|Equifax Inc
|
SELL | -3.73% | 1.0M | $266M | — |
|
CPRT|Copart Inc.
|
BUY | +39.45% | 5.3M | $261M | — |
|
APH|Amphenol Corp
|
BUY | +3.75% | 2.6M | $258M | — |
|
PG|Procter & Gamble Co
|
SELL | -4.06% | 1.4M | $228M | — |
|
CDNS|Cadence Design Systems, Inc.
|
BUY | +50.49% | 823.4K | $254M | — |
|
TXN|Texas Instruments Inc
|
SELL | -98.58% | 16.7K | $3M | +38.9% |
|
SHW|Sherwin-Williams Co
|
SELL | -3.99% | 558.3K | $192M | +13.5% |
|
MCD|McDonald's Corp.
|
SELL | -4.09% | 499.0K | $146M | +10.0% |
|
LLY|Eli Lilly & Co.
|
BUY | NEW | 206.6K | $161M | — |
|
PEP|PepsiCo Inc.
|
SELL | -90.28% | 104.2K | $14M | — |
|
META|Meta Platforms, Inc. Class A
|
BUY | NEW | 203.4K | $150M | — |
|
NKE|Nike Inc
|
SELL | -96.36% | 83.8K | $6M | — |
|
HD|Home Depot Inc.
|
SELL | -46.85% | 160.6K | $59M | +29.0% |
|
JNJ|Johnson & Johnson
|
SELL | -32.30% | 416.2K | $64M | — |
|
VRSK|Verisk Analytics Inc
|
SELL | -14.44% | 281.7K | $88M | +66.3% |
|
ORCL|Oracle Corp
|
SELL | -1.28% | 145.2K | $32M | — |
|
ECL|Ecolab Inc
|
SELL | -1.45% | 68.0K | $18M | — |
|
WAT|Waters Corp
|
SELL | -0.89% | 43.9K | $15M | — |
|
CLX|Clorox Company
|
BUY | +5.63% | 71.0K | $9M | — |
|
CTSH|Cognizant Technology Solutions
|
SELL | -1.03% | 123.7K | $10M | — |
|
CL|Colgate Palmolive Co
|
SELL | -0.06% | 97.7K | $9M | — |
|
KO|Coca-Cola Company
|
SELL | -0.20% | 124.5K | $9M | — |
|
GIS|General Mills Inc.
|
BUY | +2.01% | 125.2K | $6M | — |
|
G|Genpact Limited
|
BUY | +3.83% | 148.2K | $7M | — |
|
LH|Labcorp Holdings, Inc.
|
SELL | -4.14% | 27.3K | $7M | +21.2% |
|
EHC|Encompass Health Corp
|
SELL | -18.73% | 57.6K | $7M | — |
|
CCK|Crown Holdings Inc.
|
SELL | -13.33% | 65.4K | $7M | — |
|
MSCI|MSCI, Inc.
|
BUY | +19.59% | 11.1K | $6M | — |
|
OMC|Omnicom Group Inc
|
SELL | -0.65% | 76.1K | $5M | — |
|
VEEV|Veeva Systems Inc. Class A
|
SELL | -6.59% | 20.4K | $6M | +18.1% |
|
TSCO|Tractor Supply Co
|
BUY | +2.91% | 109.5K | $6M | — |
|
KEYS|Keysight Technologies, Inc.
|
BUY | +4.82% | 35.4K | $6M | — |
|
KR|Kroger Company
|
SELL | -4.86% | 80.2K | $6M | — |
|
IDXX|Idexx Laboratories Inc.
|
BUY | +27.11% | 10.4K | $6M | — |
|
CPB|Campbell Soup Company
|
BUY | +0.75% | 133.6K | $4M | — |
|
ROST|Ross Stores Inc
|
BUY | +5.61% | 39.9K | $5M | — |
|
CHD|Church & Dwight Co Inc
|
SELL | -20.69% | 36.1K | $3M | +14.2% |
|
MMM|3M Co.
|
SELL | -0.14% | 27.8K | $4M | — |
|
TSM|Taiwan Semiconductor Manuf ADR
|
SELL | -15.58% | 17.3K | $4M | +104.8% |
|
HOLX|Hologic Inc.
|
BUY | +13.44% | 58.2K | $4M | — |
|
AON|AON plc Registered Shs
|
BUY | +10.99% | 9.8K | $3M | — |
|
BBY|Best Buy Co. Inc.
|
SELL | -12.03% | 41.7K | $3M | — |
|
TJX|TJX Companies Inc
|
SELL | -11.80% | 23.2K | $3M | — |
|
BDX|Becton Dickinson & Co.
|
SELL | -6.16% | 12.5K | $2M | — |
|
LEVI|Levi Strauss & Co
|
SELL | -14.56% | 157.9K | $3M | -16.0% |
|
MANH|Manhattan Associates, Inc.
|
SELL | -5.76% | 13.1K | $3M | +42.2% |
|
RTX|Raytheon Technologies Corp
|
SELL | -0.51% | 17.6K | $3M | +110.6% |
|
UPS|United Parcel Svc Cl B
|
SELL | -0.14% | 21.8K | $2M | — |
|
PAYX|Paychex Inc.
|
SELL | -5.19% | 9.3K | $1M | — |
|
MCHP|Microchip Technology Inc
|
SELL | EXIT | — | — | -22.2% |
|
LII|Lennox International Inc.
|
SELL | EXIT | — | — | +121.4% |
|
MAR|Marriott International Inc
|
SELL | EXIT | — | — | +10.9% |
|
LIN|Linde plc
|
SELL | -4.50% | 1.4K | $647468 | +37.3% |
|
SBUX|Starbucks Corp
|
SELL | EXIT | — | — | -1.0% |
| 2025-Q1 | |||||
|
MSFT|Microsoft Corp
|
SELL | -13.52% | 1.8M | $667M | — |
|
AAPL|Apple, Inc.
|
SELL | -15.10% | 2.8M | $628M | — |
|
Accenture plc Class A
|
SELL | -19.57% | 1.8M | $573M | — |
|
MRSH|Marsh & McLennan Company Inc
|
SELL | -13.51% | 2.6M | $642M | +46.5% |
|
SYK|Stryker Corp
|
SELL | -13.95% | 1.5M | $565M | — |
|
GOOGL|Alphabet Inc Cap Stk Cl A
|
SELL | -14.23% | 2.8M | $429M | +64.5% |
|
INTU|Intuit Inc.
|
SELL | -14.56% | 829.4K | $509M | — |
|
MA|Mastercard Inc
|
SELL | -26.84% | 688.9K | $378M | — |
|
ADP|Automatic Data Processing, Inc
|
SELL | -22.70% | 1.3M | $392M | — |
|
PEP|PepsiCo Inc.
|
SELL | -58.03% | 1.1M | $161M | — |
|
BR|Broadridge Financial Solutions
|
SELL | -14.52% | 1.4M | $336M | — |
|
UNH|Unitedhealth Group Inc
|
SELL | -15.18% | 607.4K | $318M | — |
|
ZTS|Zoetis, Inc.
|
SELL | -14.22% | 1.8M | $300M | -10.2% |
|
TXN|Texas Instruments Inc
|
SELL | -36.04% | 1.2M | $211M | +41.6% |
|
KLAC|KLA Corporation
|
SELL | -14.56% | 456.1K | $310M | +63.6% |
|
EFX|Equifax Inc
|
SELL | -13.37% | 1.1M | $260M | — |
|
WM|Waste Management
|
SELL | -13.96% | 1.3M | $295M | +90.4% |
|
PG|Procter & Gamble Co
|
SELL | -13.74% | 1.5M | $254M | — |
|
NKE|Nike Inc
|
SELL | -32.09% | 2.3M | $146M | — |
|
JNJ|Johnson & Johnson
|
SELL | -59.95% | 614.8K | $102M | — |
|
CPRT|Copart Inc.
|
BUY | +8.71% | 3.8M | $216M | — |
|
SHW|Sherwin-Williams Co
|
BUY | +8.88% | 581.5K | $203M | — |
|
HD|Home Depot Inc.
|
SELL | -37.61% | 302.1K | $111M | +39.2% |
|
ABT|Abbott Labs
|
BUY | NEW | 1.4M | $181M | — |
|
MCD|McDonald's Corp.
|
SELL | -14.58% | 520.3K | $163M | +6.8% |
|
APH|Amphenol Corp
|
SELL | -0.08% | 2.5M | $165M | — |
|
CDNS|Cadence Design Systems, Inc.
|
BUY | +29.89% | 547.2K | $139M | — |
|
VRSK|Verisk Analytics Inc
|
SELL | -33.65% | 329.3K | $98M | +57.3% |
|
ORCL|Oracle Corp
|
SELL | -0.19% | 147.1K | $21M | — |
|
ECL|Ecolab Inc
|
SELL | -0.90% | 69.0K | $17M | — |
|
WAT|Waters Corp
|
SELL | -0.18% | 44.3K | $16M | — |
|
EMR|Emerson Elec Co
|
SELL | -0.89% | 92.6K | $10M | — |
|
CLX|Clorox Company
|
SELL | -4.70% | 67.2K | $10M | — |
|
CTSH|Cognizant Technology Solutions
|
SELL | -0.48% | 125.0K | $10M | — |
|
KO|Coca-Cola Company
|
SELL | -0.50% | 124.7K | $9M | — |
|
G|Genpact Limited
|
SELL | -26.98% | 142.7K | $7M | +24.5% |
|
LH|Labcorp Holdings, Inc.
|
SELL | -22.06% | 28.5K | $7M | +20.0% |
|
GIS|General Mills Inc.
|
SELL | -6.10% | 122.7K | $7M | — |
|
EHC|Encompass Health Corp
|
SELL | -13.34% | 70.8K | $7M | — |
|
CCK|Crown Holdings Inc.
|
SELL | -15.56% | 75.4K | $7M | — |
|
KR|Kroger Company
|
SELL | -30.08% | 84.3K | $6M | — |
|
OMC|Omnicom Group Inc
|
SELL | -3.08% | 76.6K | $6M | — |
|
TSCO|Tractor Supply Co
|
SELL | -15.66% | 106.4K | $6M | — |
|
KEYS|Keysight Technologies, Inc.
|
SELL | -13.36% | 33.8K | $5M | +9.2% |
|
MSCI|MSCI, Inc.
|
SELL | -10.72% | 9.2K | $5M | +7.9% |
|
ROST|Ross Stores Inc
|
SELL | -7.33% | 37.8K | $5M | -4.5% |
|
BAH|Booz Allen Hamilton Holding Co
|
SELL | -22.26% | 36.9K | $4M | -14.8% |
|
CHD|Church & Dwight Co Inc
|
SELL | -18.62% | 45.6K | $5M | +24.0% |
|
FDS|FactSet Research Systems Inc.
|
SELL | -13.33% | 10.4K | $5M | +35.3% |
|
FFIV|F5 Networks Inc.
|
SELL | -32.72% | 15.0K | $4M | +54.0% |
|
CPB|Campbell Soup Company
|
BUY | +2.43% | 132.6K | $5M | — |
|
VEEV|Veeva Systems Inc. Class A
|
SELL | -13.33% | 21.9K | $5M | +15.2% |
|
DCI|Donaldson Co. Inc.
|
SELL | -13.36% | 66.8K | $4M | +19.8% |
|
GNTX|Gentex Corporation
|
SELL | -9.71% | 161.5K | $4M | -24.4% |
|
BBY|Best Buy Co. Inc.
|
SELL | -16.70% | 47.4K | $3M | — |
|
MANH|Manhattan Associates, Inc.
|
SELL | -13.41% | 13.9K | $2M | +39.4% |
|
APD|Air Products & Chemicals
|
SELL | -13.31% | 12.6K | $4M | +16.9% |
|
TECH|Techne Corp
|
SELL | -13.35% | 47.5K | $3M | -12.1% |
|
GPC|Genuine Parts Company
|
SELL | -18.28% | 26.6K | $3M | — |
|
IDXX|Idexx Laboratories Inc.
|
SELL | -9.20% | 8.2K | $3M | -11.9% |
|
LEVI|Levi Strauss & Co
|
SELL | -13.35% | 184.8K | $3M | -13.5% |
|
HOLX|Hologic Inc.
|
BUY | +1.12% | 51.3K | $3M | — |
|
TTC|Toro Company
|
SELL | -13.35% | 39.5K | $3M | -11.7% |
|
LII|Lennox International Inc.
|
SELL | -62.54% | 2.2K | $1M | +139.5% |
|
TJX|TJX Companies Inc
|
SELL | -5.08% | 26.4K | $3M | — |
|
BDX|Becton Dickinson & Co.
|
SELL | -9.57% | 13.3K | $3M | — |
|
MMS|MAXIMUS, Inc.
|
SELL | EXIT | — | — | -9.9% |
|
ON|ON Semiconductor Corp
|
SELL | -13.36% | 41.5K | $2M | -31.3% |
|
UPS|United Parcel Svc Cl B
|
SELL | -4.39% | 21.9K | $2M | — |
|
SBUX|Starbucks Corp
|
SELL | -80.73% | 5.8K | $571178 | +15.8% |
|
BALL|Ball Corporation
|
SELL | EXIT | — | — | -25.6% |
|
RTX|Raytheon Technologies Corp
|
SELL | -0.45% | 17.7K | $2M | +103.1% |
|
MCHP|Microchip Technology Inc
|
SELL | -27.41% | 28.2K | $1M | -24.9% |
|
URI|United Rentals, Inc.
|
BUY | NEW | 2.7K | $2M | — |
|
LIN|Linde plc
|
SELL | -3.99% | 1.4K | $672850 | +37.8% |
| 2024-Q4 | |||||
|
MSFT|Microsoft Corp
|
SELL | -3.11% | 2.1M | $866M | — |
|
AAPL|Apple, Inc.
|
SELL | -9.23% | 3.3M | $834M | — |
|
Accenture plc Class A
|
SELL | -1.29% | 2.3M | $803M | — |
|
MRSH|Marsh & McLennan Company Inc
|
SELL | -0.34% | 3.0M | $646M | +41.7% |
|
SYK|Stryker Corp
|
SELL | -3.81% | 1.8M | $635M | — |
|
GOOGL|Alphabet Inc Cap Stk Cl A
|
SELL | -13.74% | 3.2M | $612M | +52.2% |
|
INTU|Intuit Inc.
|
SELL | -1.28% | 970.7K | $610M | — |
|
MA|Mastercard Inc
|
SELL | -1.36% | 941.6K | $496M | — |
|
ADP|Automatic Data Processing, Inc
|
SELL | -5.40% | 1.7M | $486M | — |
|
PEP|PepsiCo Inc.
|
SELL | -1.43% | 2.6M | $388M | — |
|
UNH|Unitedhealth Group Inc
|
SELL | -1.51% | 716.1K | $362M | — |
|
ZTS|Zoetis, Inc.
|
SELL | -1.25% | 2.1M | $346M | -4.2% |
|
KLAC|KLA Corporation
|
SELL | -1.37% | 533.8K | $336M | +51.8% |
|
TXN|Texas Instruments Inc
|
SELL | -1.37% | 1.8M | $344M | +52.7% |
|
BR|Broadridge Financial Solutions
|
SELL | -1.28% | 1.6M | $367M | — |
|
EFX|Equifax Inc
|
SELL | -0.88% | 1.2M | $314M | — |
|
PG|Procter & Gamble Co
|
SELL | -6.18% | 1.7M | $290M | — |
|
WM|Waste Management
|
SELL | -1.36% | 1.5M | $299M | +81.2% |
|
NKE|Nike Inc
|
SELL | -1.38% | 3.4M | $256M | — |
|
JNJ|Johnson & Johnson
|
SELL | -9.11% | 1.5M | $222M | — |
|
SHW|Sherwin-Williams Co
|
SELL | -1.36% | 534.1K | $182M | +23.0% |
|
APH|Amphenol Corp
|
SELL | -18.61% | 2.5M | $175M | — |
|
CPRT|Copart Inc. (DE)
|
SELL | -0.84% | 3.5M | $201M | +11.2% |
|
HD|Home Depot Inc.
|
SELL | -1.20% | 484.2K | $188M | +45.7% |
|
MCD|McDonald's Corp.
|
SELL | -1.31% | 609.1K | $177M | +4.6% |
|
VRSK|Verisk Analytics Inc
|
SELL | -28.93% | 496.2K | $137M | +51.3% |
|
BALL|Ball Corporation
|
SELL | -98.06% | 44.4K | $2M | -12.6% |
|
SBUX|Starbucks Corp
|
SELL | -97.71% | 30.2K | $3M | +12.7% |
|
CDNS|Cadence Design Systems, Inc.
|
BUY | NEW | 421.3K | $127M | — |
|
ORCL|Oracle Corp
|
SELL | -1.15% | 147.4K | $25M | — |
|
ECL|Ecolab Inc
|
SELL | -1.07% | 69.6K | $16M | — |
|
WAT|Waters Corp
|
SELL | -7.38% | 44.4K | $16M | — |
|
CLX|Clorox Company
|
BUY | +21.22% | 70.5K | $11M | — |
|
CCK|Crown Holdings Inc.
|
SELL | -11.49% | 89.3K | $7M | — |
|
BDX|Becton Dickinson & Co.
|
SELL | -61.90% | 14.7K | $3M | — |
|
KO|Coca-Cola Company
|
SELL | -0.69% | 125.4K | $8M | — |
|
EHC|Encompass Health Corp
|
SELL | -11.37% | 81.7K | $8M | — |
|
G|Genpact Limited
|
BUY | +2.89% | 195.5K | $8M | — |
|
OMC|Omnicom Group Inc
|
SELL | -0.34% | 79.0K | $7M | — |
|
TSCO|Tractor Supply Co
|
BUY | +400.00% | 126.2K | $7M | — |
|
BAH|Booz Allen Hamilton Holding Co
|
BUY | +10.17% | 47.4K | $6M | — |
|
GPC|Genuine Parts Company
|
SELL | -32.78% | 32.6K | $4M | — |
|
KEYS|Keysight Technologies, Inc.
|
BUY | +3.72% | 39.0K | $6M | — |
|
ROST|Ross Stores Inc
|
BUY | NEW | 40.8K | $6M | — |
|
CPB|Campbell Soup Company
|
BUY | +3.52% | 129.4K | $5M | — |
|
FFIV|F5 Networks Inc.
|
SELL | -10.67% | 22.3K | $6M | +36.4% |
|
MANH|Manhattan Associates, Inc.
|
SELL | -17.92% | 16.0K | $4M | +115.4% |
|
VEEV|Veeva Systems Inc. Class A
|
BUY | +8.43% | 25.2K | $5M | — |
|
DCI|Donaldson Co. Inc.
|
BUY | +15.02% | 77.1K | $5M | — |
|
GNTX|Gentex Corporation
|
BUY | +3.95% | 178.9K | $5M | — |
|
LII|Lennox International Inc.
|
SELL | -27.07% | 6.0K | $4M | +145.6% |
|
ULTA|Ulta Beauty, Inc.
|
SELL | EXIT | — | — | -6.0% |
|
LEVI|Levi Strauss & Co
|
BUY | +6.12% | 213.3K | $4M | — |
|
APD|Air Products & Chemicals
|
BUY | +10.71% | 14.6K | $4M | — |
|
IDXX|Idexx Laboratories Inc.
|
BUY | +11.50% | 9.0K | $4M | — |
|
TSM|Taiwan Semiconductor Manuf ADR
|
BUY | +0.83% | 20.5K | $4M | — |
|
URI|United Rentals, Inc.
|
SELL | EXIT | — | — | +146.5% |
|
MCHP|Microchip Technology Inc
|
SELL | -17.08% | 38.9K | $2M | -6.4% |
|
HOLX|Hologic Inc.
|
BUY | NEW | 50.8K | $4M | — |
|
TJX|TJX Companies Inc
|
SELL | -0.64% | 27.8K | $3M | — |
|
UPS|United Parcel Svc Cl B
|
SELL | -3.95% | 22.9K | $3M | — |
|
AON|AON plc Registered Shs
|
BUY | +0.80% | 8.8K | $3M | — |
|
ON|ON Semiconductor Corp
|
BUY | +17.51% | 47.8K | $3M | — |
|
CRL|Charles River Laboratories
|
SELL | EXIT | — | — | -14.6% |
|
POOL|Pool Corporation
|
SELL | EXIT | — | — | -15.0% |
|
KEL|Kellanova
|
SELL | -19.08% | 11.4K | $925649 | — |
|
MAR|Marriott International Inc
|
SELL | -6.90% | 3.0K | $828452 | +20.1% |
|
SOLV|Solventum Corp.
|
SELL | EXIT | — | — | +13.0% |
| 2024-Q3 | |||||
|
MSFT|Microsoft Corp
|
SELL | -3.93% | 2.1M | $913M | — |
|
GOOGL|Alphabet Inc Cap Stk Cl A
|
SELL | -20.48% | 3.7M | $621M | +45.6% |
|
AAPL|Apple, Inc.
|
SELL | -5.57% | 3.7M | $855M | — |
|
Accenture plc Class A
|
SELL | -5.35% | 2.3M | $817M | — |
|
INTU|Intuit Inc.
|
SELL | -5.47% | 983.3K | $611M | — |
|
MRSH|Marsh & McLennan Company Inc
|
SELL | -5.44% | 3.1M | $681M | +41.9% |
|
SYK|Stryker Corp
|
SELL | -6.19% | 1.8M | $662M | — |
|
UNH|Unitedhealth Group Inc
|
SELL | -24.75% | 727.0K | $425M | — |
|
ADP|Automatic Data Processing, Inc
|
SELL | -5.35% | 1.8M | $486M | — |
|
MA|Mastercard Inc
|
SELL | -5.51% | 954.6K | $471M | — |
|
KLAC|KLA Corporation
|
SELL | -5.22% | 541.3K | $419M | +78.6% |
|
PEP|PepsiCo Inc.
|
SELL | -5.38% | 2.6M | $441M | — |
|
TXN|Texas Instruments Inc
|
SELL | -14.38% | 1.9M | $384M | +53.0% |
|
ZTS|Zoetis, Inc.
|
BUY | +9.40% | 2.2M | $420M | — |
|
EFX|Equifax Inc
|
SELL | -17.51% | 1.2M | $365M | — |
|
BR|Broadridge Financial Solutions
|
SELL | -5.47% | 1.6M | $353M | — |
|
WM|Waste Management
|
SELL | -5.65% | 1.5M | $312M | +76.2% |
|
PG|Procter & Gamble Co
|
SELL | -7.07% | 1.8M | $319M | — |
|
NKE|Nike Inc
|
SELL | -6.82% | 3.4M | $304M | — |
|
SBUX|Starbucks Corp
|
SELL | -63.94% | 1.3M | $128M | +6.0% |
|
JNJ|Johnson & Johnson
|
SELL | -11.07% | 1.7M | $274M | — |
|
APH|Amphenol Corp
|
SELL | -21.98% | 3.1M | $202M | — |
|
VRSK|Verisk Analytics Inc
|
SELL | -17.65% | 698.3K | $187M | +46.4% |
|
SHW|Sherwin-Williams Co
|
SELL | -4.82% | 541.5K | $207M | +15.2% |
|
HD|Home Depot Inc.
|
SELL | -5.60% | 490.1K | $199M | +29.6% |
|
MCD|McDonald's Corp.
|
SELL | -5.76% | 617.2K | $188M | -3.1% |
|
CPRT|Copart Inc. (DE)
|
BUY | NEW | 3.5M | $185M | — |
|
BALL|Ball Corporation
|
SELL | -8.98% | 2.3M | $155M | -9.4% |
|
ADBE|Adobe Systems, Inc.
|
SELL | -0.38% | 44.0K | $23M | — |
|
ECL|Ecolab Inc
|
SELL | -0.09% | 70.4K | $18M | — |
|
WAT|Waters Corp
|
SELL | -2.82% | 48.0K | $17M | — |
|
EMR|Emerson Elec Co
|
SELL | -0.52% | 93.4K | $10M | — |
|
CTSH|Cognizant Technology Solutions
|
SELL | -0.04% | 125.6K | $10M | — |
|
CCK|Crown Holdings Inc.
|
BUY | +7.77% | 100.9K | $10M | — |
|
GIS|General Mills Inc.
|
BUY | +6.02% | 130.7K | $10M | — |
|
CLX|Clorox Company
|
BUY | +106.11% | 58.2K | $9M | — |
|
BDX|Becton Dickinson & Co.
|
SELL | -3.75% | 38.7K | $9M | — |
|
EHC|Encompass Health Corp
|
SELL | -2.33% | 92.2K | $9M | — |
|
OMC|Omnicom Group Inc
|
SELL | -0.35% | 79.3K | $8M | — |
|
LH|Labcorp Holdings, Inc.
|
BUY | +2.52% | 36.6K | $8M | — |
|
G|Genpact Limited
|
BUY | +6.39% | 190.0K | $7M | — |
|
TSCO|Tractor Supply Co
|
BUY | +3.15% | 25.2K | $7M | — |
|
BAH|Booz Allen Hamilton Holding Co
|
BUY | +39.35% | 43.1K | $7M | — |
|
GPC|Genuine Parts Company
|
BUY | +13.71% | 48.4K | $7M | — |
|
LII|Lennox International Inc.
|
SELL | -30.33% | 8.2K | $5M | +125.5% |
|
CPB|Campbell Soup Company
|
BUY | +3.48% | 125.0K | $6M | — |
|
MSCI|MSCI, Inc.
|
BUY | +11.65% | 10.3K | $6M | — |
|
KEYS|Keysight Technologies, Inc.
|
BUY | +8.54% | 37.6K | $6M | — |
|
BBY|Best Buy Co. Inc.
|
SELL | -12.44% | 56.9K | $6M | — |
|
KEL|Kellanova
|
SELL | -85.94% | 14.1K | $1M | — |
|
FDS|FactSet Research Systems Inc.
|
BUY | +11.63% | 12.0K | $6M | — |
|
FFIV|F5 Networks Inc.
|
SELL | -7.15% | 24.9K | $5M | +10.3% |
|
GNTX|Gentex Corporation
|
BUY | +11.17% | 172.1K | $5M | — |
|
DCI|Donaldson Co. Inc.
|
BUY | +18.11% | 67.0K | $5M | — |
|
VEEV|Veeva Systems Inc. Class A
|
BUY | +9.52% | 23.3K | $5M | — |
|
MCHP|Microchip Technology Inc
|
SELL | -5.22% | 46.9K | $4M | +8.0% |
|
ULTA|Ulta Beauty, Inc.
|
BUY | +17.90% | 11.3K | $4M | — |
|
LEVI|Levi Strauss & Co
|
BUY | +36.13% | 201.0K | $4M | — |
|
TECH|Techne Corp
|
BUY | +5.19% | 54.8K | $4M | — |
|
IDXX|Idexx Laboratories Inc.
|
BUY | +58.01% | 8.1K | $4M | — |
|
TTC|Toro Company
|
BUY | +17.58% | 45.5K | $4M | — |
|
APD|Air Products & Chemicals
|
BUY | +65.04% | 13.2K | $4M | — |
|
WSM|Williams Sonoma Inc
|
SELL | EXIT | — | — | +120.0% |
|
CRL|Charles River Laboratories
|
SELL | -23.44% | 12.2K | $2M | -9.3% |
|
TJX|TJX Companies Inc
|
SELL | -4.78% | 28.0K | $3M | — |
|
ON|ON Semiconductor Corp
|
BUY | +20.12% | 40.7K | $3M | — |
|
POOL|Pool Corporation
|
SELL | -42.35% | 4.8K | $2M | -19.0% |
|
MAR|Marriott International Inc
|
BUY | NEW | 3.2K | $793034 | — |
| 2024-Q2 | |||||
|
MSFT|Microsoft Corp
|
SELL | -5.71% | 2.2M | $987M | — |
|
GOOGL|Alphabet Inc Cap Stk Cl A
|
SELL | -18.72% | 4.7M | $858M | +52.7% |
|
Accenture plc Class A
|
BUY | +1.10% | 2.4M | $741M | — |
|
AAPL|Apple, Inc.
|
SELL | -0.40% | 3.9M | $818M | — |
|
SYK|Stryker Corp
|
SELL | -7.59% | 2.0M | $665M | — |
|
INTU|Intuit Inc.
|
SELL | -4.97% | 1.0M | $684M | — |
|
MRSH|Marsh & McLennan Company Inc
|
BUY | +1.26% | 3.2M | $680M | — |
|
UNH|Unitedhealth Group Inc
|
SELL | -28.98% | 966.2K | $492M | — |
|
PEP|PepsiCo Inc.
|
SELL | -11.87% | 2.7M | $452M | — |
|
MA|Mastercard Inc
|
SELL | -3.73% | 1.0M | $446M | — |
|
ADP|Automatic Data Processing, Inc
|
SELL | -5.95% | 1.9M | $443M | — |
|
KLAC|KLA Corporation
|
BUY | +4.02% | 571.0K | $471M | — |
|
SBUX|Starbucks Corp
|
SELL | -24.35% | 3.7M | $284M | -7.1% |
|
NKE|Nike Inc
|
SELL | -19.48% | 3.7M | $278M | — |
|
TXN|Texas Instruments Inc
|
SELL | -2.53% | 2.2M | $423M | +45.2% |
|
EFX|Equifax Inc
|
SELL | -2.04% | 1.5M | $365M | — |
|
PG|Procter & Gamble Co
|
SELL | -15.05% | 2.0M | $327M | — |
|
WM|Waste Management
|
SELL | -7.75% | 1.6M | $340M | +76.3% |
|
BR|Broadridge Financial Solutions
|
SELL | -2.17% | 1.7M | $342M | — |
|
APH|Amphenol Corp
|
BUY | +33.29% | 4.0M | $267M | — |
|
ZTS|Zoetis, Inc.
|
BUY | +25.17% | 2.0M | $341M | — |
|
HD|Home Depot Inc.
|
SELL | -39.06% | 519.2K | $179M | +20.9% |
|
JNJ|Johnson & Johnson
|
SELL | -5.91% | 1.9M | $278M | — |
|
VRSK|Verisk Analytics Inc
|
SELL | -5.80% | 847.9K | $229M | +34.2% |
|
BALL|Ball Corporation
|
SELL | -17.26% | 2.5M | $151M | -3.4% |
|
SHW|Sherwin-Williams Co
|
BUY | NEW | 568.9K | $170M | — |
|
MCD|McDonald's Corp.
|
BUY | +51.83% | 654.9K | $167M | — |
|
DUT|Moody's Corp.
|
SELL | EXIT | — | — | — |
|
ORCL|Oracle Corp
|
SELL | -1.96% | 149.1K | $21M | — |
|
WAT|Waters Corp
|
SELL | -9.20% | 49.3K | $14M | — |
|
BDX|Becton Dickinson & Co.
|
SELL | -8.09% | 40.2K | $9M | — |
|
CTSH|Cognizant Technology Solutions
|
SELL | -3.53% | 125.7K | $9M | — |
|
EHC|Encompass Health Corp
|
SELL | -6.10% | 94.4K | $8M | — |
|
OMC|Omnicom Group Inc
|
SELL | -3.87% | 79.5K | $7M | — |
|
LH|Labcorp Holdings, Inc.
|
BUY | NEW | 35.7K | $7M | — |
|
CCK|Crown Holdings Inc.
|
BUY | +2.64% | 93.6K | $7M | — |
|
LLY|Laboratory Corp of America
|
SELL | EXIT | — | — | +297.2% |
|
LII|Lennox International Inc.
|
SELL | -16.41% | 11.8K | $6M | +93.6% |
|
GPC|Genuine Parts Company
|
SELL | -4.01% | 42.6K | $6M | — |
|
KR|Kroger Company
|
BUY | +0.37% | 120.6K | $6M | — |
|
TSCO|Tractor Supply Co
|
SELL | -6.64% | 24.5K | $7M | — |
|
CRL|Charles River Laboratories
|
SELL | -32.81% | 15.9K | $3M | +1.5% |
|
BBY|Best Buy Co. Inc.
|
SELL | -15.04% | 65.0K | $5M | — |
|
KEYS|Keysight Technologies, Inc.
|
BUY | +8.79% | 34.6K | $5M | — |
|
MCHP|Microchip Technology Inc
|
SELL | -10.26% | 49.4K | $5M | +22.8% |
|
LEVI|Levi Strauss & Co
|
SELL | -38.01% | 147.6K | $3M | +6.8% |
|
BAH|Booz Allen Hamilton Holding Co
|
BUY | +8.88% | 30.9K | $5M | — |
|
FFIV|F5 Networks Inc.
|
BUY | +18.07% | 26.9K | $5M | — |
|
MSCI|MSCI, Inc.
|
BUY | +51.22% | 9.3K | $4M | — |
|
ULTA|Ulta Beauty, Inc.
|
BUY | +16.20% | 9.6K | $4M | — |
|
WSM|Williams Sonoma Inc
|
SELL | -11.99% | 11.7K | $3M | +129.7% |
|
TROW|T Rowe Price Group Inc
|
SELL | -0.73% | 31.9K | $4M | — |
|
VEEV|Veeva Systems Inc. Class A
|
BUY | NEW | 21.2K | $4M | — |
|
UPS|United Parcel Svc Cl B
|
SELL | -0.42% | 23.8K | $3M | — |
|
TSM|Taiwan Semiconductor Manuf ADR
|
BUY | +1.64% | 20.4K | $4M | — |
|
CBRE|CBRE Group Inc.
|
SELL | EXIT | — | — | — |
|
MMM|3M Co.
|
SELL | -5.24% | 27.8K | $3M | — |
|
AON|AON plc Registered Shs
|
BUY | +16.80% | 8.8K | $3M | — |
|
IDXX|Idexx Laboratories Inc.
|
BUY | NEW | 5.1K | $2M | — |
|
ON|ON Semiconductor Corp
|
BUY | +9.22% | 33.9K | $2M | — |
|
APD|Air Products & Chemicals
|
BUY | NEW | 8.0K | $2M | — |
|
RTX|Raytheon Technologies Corp
|
SELL | -14.31% | 17.8K | $2M | +63.7% |
|
SOLV|Solventum Corp.
|
BUY | NEW | 6.6K | $350859 | — |
| 2024-Q1 | |||||
|
MSFT|Microsoft Corp
|
SELL | -9.12% | 2.3M | $985M | — |
|
GOOGL|Alphabet Inc Cap Stk Cl A
|
SELL | -7.89% | 5.8M | $875M | +26.7% |
|
Accenture plc Class A
|
SELL | -0.43% | 2.4M | $837M | — |
|
PEP|PepsiCo Inc.
|
SELL | -35.59% | 3.1M | $544M | — |
|
SYK|Stryker Corp
|
SELL | -8.38% | 2.1M | $757M | — |
|
AAPL|Apple, Inc.
|
SELL | -0.36% | 3.9M | $669M | — |
|
UNH|Unitedhealth Group Inc
|
SELL | -0.63% | 1.4M | $673M | — |
|
INTU|Intuit Inc.
|
SELL | -0.44% | 1.1M | $712M | — |
|
MRSH|Marsh & McLennan Company Inc
|
BUY | +8.04% | 3.2M | $656M | — |
|
NKE|Nike Inc
|
SELL | -5.68% | 4.6M | $430M | — |
|
MA|Mastercard Inc
|
SELL | -0.47% | 1.0M | $505M | — |
|
ADP|Automatic Data Processing, Inc
|
SELL | -0.49% | 2.0M | $492M | — |
|
SBUX|Starbucks Corp
|
SELL | -0.29% | 4.8M | $441M | +7.7% |
|
EFX|Equifax Inc
|
SELL | -0.80% | 1.5M | $411M | — |
|
TXN|Texas Instruments Inc
|
SELL | -0.04% | 2.2M | $389M | +26.6% |
|
KLAC|KLA Corporation
|
BUY | +0.04% | 549.0K | $384M | — |
|
PG|Procter & Gamble Co
|
SELL | -0.63% | 2.3M | $379M | — |
|
WM|Waste Management
|
SELL | -0.48% | 1.7M | $368M | +68.6% |
|
BR|Broadridge Financial Solutions
|
SELL | -0.34% | 1.8M | $364M | — |
|
HD|Home Depot Inc.
|
SELL | -18.71% | 851.9K | $327M | +29.3% |
|
APH|Amphenol Corp
|
SELL | -11.59% | 3.0M | $343M | — |
|
PFE|Pfizer Inc.
|
SELL | EXIT | — | — | -26.6% |
|
JNJ|Johnson & Johnson
|
SELL | -4.13% | 2.0M | $319M | — |
|
ZTS|Zoetis, Inc.
|
BUY | NEW | 1.6M | $266M | — |
|
VRSK|Verisk Analytics Inc
|
SELL | -0.09% | 900.1K | $212M | +29.4% |
|
BALL|Ball Corporation
|
SELL | -0.51% | 3.0M | $205M | -11.8% |
|
DUT|Moody's Corp.
|
SELL | -58.05% | 179.1K | $70M | — |
|
MCD|McDonald's Corp.
|
BUY | NEW | 431.4K | $122M | — |
|
ADBE|Adobe Systems, Inc.
|
SELL | -0.05% | 44.2K | $22M | — |
|
WAT|Waters Corp
|
SELL | -7.32% | 54.3K | $19M | — |
|
ECL|Ecolab Inc
|
SELL | -0.63% | 70.4K | $16M | — |
|
BDX|Becton Dickinson & Co.
|
SELL | -12.91% | 43.7K | $11M | — |
|
ABT|Abbott Labs
|
SELL | -0.02% | 103.4K | $12M | — |
|
CTSH|Cognizant Technology Solutions
|
SELL | -0.61% | 130.3K | $10M | — |
|
CL|Colgate Palmolive Co
|
SELL | -0.77% | 97.8K | $9M | — |
|
EHC|Encompass Health Corp
|
SELL | -4.74% | 100.5K | $8M | — |
|
OMC|Omnicom Group Inc
|
SELL | -1.15% | 82.7K | $8M | — |
|
KO|Coca-Cola Company
|
SELL | -0.81% | 126.2K | $8M | — |
|
CCK|Crown Holdings Inc.
|
BUY | +11.76% | 91.2K | $7M | — |
|
LLY|Laboratory Corp of America
|
SELL | -1.25% | 32.3K | $7M | +279.4% |
|
LII|Lennox International Inc.
|
SELL | -7.19% | 14.1K | $7M | +77.8% |
|
KR|Kroger Company
|
SELL | -12.90% | 120.2K | $7M | — |
|
MCHP|Microchip Technology Inc
|
SELL | -24.38% | 55.1K | $5M | +14.7% |
|
CRL|Charles River Laboratories
|
SELL | -7.25% | 23.7K | $6M | +6.6% |
|
UPS|United Parcel Svc Cl B
|
SELL | -40.67% | 23.9K | $4M | — |
|
BBY|Best Buy Co. Inc.
|
BUY | +13.62% | 76.5K | $6M | — |
|
G|Genpact Limited
|
BUY | +16.66% | 178.6K | $6M | — |
|
KEL|Kellanova
|
BUY | NEW | 100.4K | $6M | — |
|
CPB|Campbell Soup Company
|
BUY | +16.84% | 120.8K | $5M | — |
|
MANH|Manhattan Associates, Inc.
|
SELL | -18.76% | 19.5K | $5M | +88.3% |
|
K|Kellanova
|
SELL | EXIT | — | — | +5.0% |
|
TJX|TJX Companies Inc
|
SELL | -42.80% | 29.4K | $3M | — |
|
LEVI|Levi Strauss & Co
|
SELL | -7.93% | 238.1K | $5M | -13.5% |
|
ULTA|Ulta Beauty, Inc.
|
BUY | +7.26% | 8.3K | $4M | — |
|
URI|United Rentals, Inc.
|
SELL | -37.08% | 4.7K | $3M | +96.3% |
|
WSM|Williams Sonoma Inc
|
SELL | -27.34% | 13.3K | $4M | +72.0% |
|
BAH|Booz Allen Hamilton Holding Co
|
BUY | +74.00% | 28.4K | $4M | — |
|
ABBV|AbbVie Inc.
|
SELL | -0.04% | 22.2K | $4M | — |
|
TROW|T Rowe Price Group Inc
|
SELL | -0.54% | 32.2K | $4M | — |
|
MMS|MAXIMUS, Inc.
|
BUY | +45.80% | 44.2K | $4M | — |
|
MSCI|MSCI, Inc.
|
BUY | NEW | 6.1K | $3M | — |
|
MMM|3M Co.
|
SELL | -4.73% | 29.4K | $3M | — |
|
CDNS|Cadence Design Systems, Inc.
|
SELL | EXIT | — | — | +96.8% |
|
TSM|Taiwan Semiconductor Manuf ADR
|
BUY | +10.29% | 20.0K | $3M | — |
|
AON|AON plc Registered Shs
|
BUY | +40.45% | 7.5K | $3M | — |
|
ON|ON Semiconductor Corp
|
BUY | NEW | 31.0K | $2M | — |
|
RTX|Raytheon Technologies Corp
|
SELL | -1.57% | 20.7K | $2M | +43.5% |
| 2023-Q4 | |||||
|
MSFT|Microsoft Corp
|
SELL | -10.88% | 2.6M | $969M | — |
|
GOOGL|Alphabet Inc Cap Stk Cl A
|
SELL | -2.16% | 6.3M | $879M | +20.1% |
|
Accenture plc Class A
|
SELL | -6.47% | 2.4M | $852M | — |
|
PEP|PepsiCo Inc.
|
SELL | -2.10% | 4.8M | $819M | — |
|
AAPL|Apple, Inc.
|
SELL | -2.25% | 3.9M | $754M | — |
|
UNH|Unitedhealth Group Inc
|
SELL | -2.24% | 1.4M | $721M | — |
|
SYK|Stryker Corp
|
SELL | -8.25% | 2.3M | $691M | — |
|
INTU|Intuit Inc.
|
SELL | -2.24% | 1.1M | $687M | — |
|
MRSH|Marsh & McLennan Company Inc
|
SELL | -2.24% | 2.9M | $559M | +26.2% |
|
NKE|Nike Inc
|
SELL | -1.81% | 4.9M | $527M | — |
|
ADP|Automatic Data Processing, Inc
|
SELL | -2.27% | 2.0M | $462M | — |
|
SBUX|Starbucks Corp
|
SELL | -2.27% | 4.8M | $465M | +11.7% |
|
MA|Mastercard Inc
|
SELL | -2.21% | 1.1M | $450M | — |
|
PFE|Pfizer Inc.
|
SELL | -2.81% | 11.8M | $339M | -19.7% |
|
EFX|Equifax Inc
|
SELL | -11.43% | 1.5M | $383M | — |
|
TXN|Texas Instruments Inc
|
SELL | -2.22% | 2.2M | $380M | +17.2% |
|
BR|Broadridge Financial Solutions
|
SELL | -2.33% | 1.8M | $367M | — |
|
HD|Home Depot Inc.
|
SELL | -2.26% | 1.0M | $363M | +8.3% |
|
JNJ|Johnson & Johnson
|
SELL | -7.65% | 2.1M | $330M | — |
|
PG|Procter & Gamble Co
|
SELL | -2.17% | 2.3M | $344M | — |
|
APH|Amphenol Corp
|
SELL | -2.30% | 3.4M | $334M | — |
|
KLAC|KLA Corporation
|
SELL | -2.01% | 548.8K | $319M | +25.3% |
|
WM|Waste Management
|
SELL | -2.15% | 1.7M | $311M | +44.4% |
|
VRSK|Verisk Analytics Inc
|
SELL | -2.23% | 900.9K | $215M | +29.1% |
|
DUT|Moody's Corp.
|
SELL | -35.81% | 427.0K | $167M | — |
|
BALL|Ball Corporation
|
SELL | -2.37% | 3.1M | $176M | -26.7% |
|
TJX|TJX Companies Inc
|
SELL | -89.71% | 51.3K | $5M | — |
|
ADBE|Adobe Systems, Inc.
|
SELL | -1.64% | 44.2K | $26M | — |
|
WAT|Waters Corp
|
SELL | -1.36% | 58.6K | $19M | — |
|
ORCL|Oracle Corp
|
SELL | -3.31% | 152.1K | $16M | — |
|
BDX|Becton Dickinson & Co.
|
SELL | -14.70% | 50.2K | $12M | — |
|
ECL|Ecolab Inc
|
SELL | -0.86% | 70.9K | $14M | — |
|
CTSH|Cognizant Technology Solutions
|
SELL | -0.51% | 131.1K | $10M | — |
|
EMR|Emerson Elec Co
|
SELL | -0.48% | 93.9K | $9M | — |
|
GIS|General Mills Inc.
|
BUY | +2.53% | 123.3K | $8M | — |
|
CL|Colgate Palmolive Co
|
SELL | -0.27% | 98.5K | $8M | — |
|
CCK|Crown Holdings Inc.
|
BUY | +1.00% | 81.6K | $8M | — |
|
OMC|Omnicom Group Inc
|
SELL | -0.24% | 83.7K | $7M | — |
|
UPS|United Parcel Svc Cl B
|
SELL | -10.19% | 40.3K | $6M | — |
|
LII|Lennox International Inc.
|
SELL | -5.60% | 15.2K | $7M | +58.9% |
|
CPRT|Copart Inc. (DE)
|
SELL | -5.16% | 137.8K | $7M | +37.1% |
|
GPC|Genuine Parts Company
|
BUY | +13.51% | 44.4K | $6M | — |
|
TSCO|Tractor Supply Co
|
BUY | +8.94% | 26.2K | $6M | — |
|
MANH|Manhattan Associates, Inc.
|
SELL | -13.34% | 24.0K | $5M | +63.1% |
|
G|Genpact Limited
|
BUY | +5.14% | 153.1K | $5M | — |
|
KEL|Kellogg Company
|
SELL | EXIT | — | — | — |
|
KEYS|Keysight Technologies, Inc.
|
BUY | +16.92% | 31.9K | $5M | — |
|
K|Kellanova
|
BUY | NEW | 87.7K | $5M | — |
|
CDNS|Cadence Design Systems, Inc.
|
SELL | -46.13% | 10.7K | $3M | +71.5% |
|
MMM|3M Co.
|
SELL | -36.79% | 30.8K | $3M | — |
|
CPB|Campbell Soup Company
|
BUY | +24.88% | 103.4K | $4M | — |
|
URI|United Rentals, Inc.
|
SELL | -12.96% | 7.4K | $4M | +38.9% |
|
CLX|Clorox Company
|
SELL | -0.07% | 28.2K | $4M | — |
|
TECH|Techne Corp
|
BUY | +23.95% | 52.1K | $4M | — |
|
ULTA|Ulta Beauty, Inc.
|
BUY | NEW | 7.7K | $4M | — |
|
TTC|Toro Company
|
BUY | +5.76% | 38.7K | $4M | — |
|
DCI|Donaldson Co. Inc.
|
BUY | +34.95% | 56.8K | $4M | — |
|
WSM|Williams Sonoma Inc
|
SELL | -19.33% | 18.4K | $4M | +25.7% |
|
EXPD|Expeditors International of WA
|
SELL | EXIT | — | — | — |
|
MMS|MAXIMUS, Inc.
|
BUY | +11.80% | 30.3K | $3M | — |
|
TSM|Taiwan Semiconductor Manuf ADR
|
BUY | +3.18% | 18.2K | $2M | — |
|
RTX|Raytheon Technologies Corp
|
SELL | -2.61% | 21.1K | $2M | +27.9% |
|
RMD|Resmed
|
SELL | EXIT | — | — | -37.0% |
|
AON|AON plc Registered Shs
|
BUY | +2.10% | 5.3K | $2M | — |
|
LIN|Linde plc
|
SELL | -4.32% | 1.5K | $618119 | +20.4% |
| 2023-Q3 | |||||
|
MSFT|Microsoft Corp
|
SELL | -1.06% | 2.9M | $913M | — |
|
PEP|PepsiCo Inc.
|
BUY | +2.66% | 4.9M | $835M | — |
|
GOOGL|Alphabet Inc Cap Stk Cl A
|
BUY | +2.66% | 6.4M | $842M | — |
|
AAPL|Apple, Inc.
|
SELL | -2.58% | 4.0M | $685M | — |
|
Accenture plc Class A
|
BUY | +2.77% | 2.6M | $797M | — |
|
SYK|Stryker Corp
|
SELL | -2.51% | 2.5M | $688M | — |
|
UNH|Unitedhealth Group Inc
|
BUY | +2.82% | 1.4M | $706M | — |
|
INTU|Intuit Inc.
|
BUY | +2.87% | 1.1M | $575M | — |
|
MRSH|Marsh & McLennan Company Inc
|
BUY | +2.94% | 3.0M | $574M | — |
|
NKE|Nike Inc
|
BUY | +2.60% | 4.9M | $473M | — |
|
ADP|Automatic Data Processing, Inc
|
SELL | -2.44% | 2.0M | $488M | — |
|
SBUX|Starbucks Corp
|
BUY | +2.77% | 5.0M | $452M | — |
|
JNJ|Johnson & Johnson
|
SELL | -19.13% | 2.3M | $355M | — |
|
PFE|Pfizer Inc.
|
BUY | +3.00% | 12.1M | $402M | — |
|
MA|Mastercard Inc
|
BUY | +2.79% | 1.1M | $427M | — |
|
TXN|Texas Instruments Inc
|
BUY | +2.94% | 2.3M | $363M | — |
|
PG|Procter & Gamble Co
|
SELL | -2.57% | 2.4M | $350M | — |
|
EFX|Equifax Inc
|
BUY | +11.34% | 1.7M | $320M | — |
|
BR|Broadridge Financial Solutions
|
BUY | +2.43% | 1.8M | $327M | — |
|
HD|Home Depot Inc.
|
BUY | +2.72% | 1.1M | $324M | — |
|
WM|Waste Management
|
BUY | +2.63% | 1.8M | $270M | — |
|
APH|Amphenol Corp
|
SELL | -0.86% | 3.4M | $289M | — |
|
UPS|United Parcel Svc Cl B
|
SELL | -96.98% | 44.9K | $7M | — |
|
KLAC|KLA Corporation
|
BUY | +31.87% | 560.1K | $257M | — |
|
DUT|Moody's Corp.
|
SELL | -7.51% | 665.2K | $210M | — |
|
VRSK|Verisk Analytics Inc
|
SELL | -2.67% | 921.4K | $218M | +27.6% |
|
BDX|Becton Dickinson & Co.
|
SELL | -92.33% | 58.8K | $15M | — |
|
BALL|Ball Corporation
|
BUY | +3.15% | 3.1M | $156M | — |
|
TJX|TJX Companies Inc
|
SELL | -73.10% | 498.7K | $44M | — |
|
ADBE|Adobe Systems, Inc.
|
SELL | -0.25% | 44.9K | $23M | — |
|
ORCL|Oracle Corp
|
SELL | -0.28% | 157.3K | $17M | — |
|
WAT|Waters Corp
|
BUY | +8.55% | 59.4K | $16M | — |
|
ECL|Ecolab Inc
|
SELL | -0.53% | 71.5K | $12M | — |
|
ABT|Abbott Labs
|
SELL | -0.96% | 103.4K | $10M | — |
|
EMR|Emerson Elec Co
|
SELL | -0.89% | 94.4K | $9M | — |
|
CTSH|Cognizant Technology Solutions
|
SELL | -0.24% | 131.7K | $9M | — |
|
EHC|Encompass Health Corp
|
SELL | -14.01% | 105.5K | $7M | — |
|
OMC|Omnicom Group Inc
|
SELL | -0.86% | 83.9K | $6M | — |
|
LLY|Laboratory Corp of America
|
BUY | +2.19% | 32.7K | $7M | — |
|
KO|Coca-Cola Company
|
SELL | -0.78% | 127.3K | $7M | — |
|
GIS|General Mills Inc.
|
BUY | +22.06% | 120.3K | $8M | — |
|
CCK|Crown Holdings Inc.
|
SELL | -3.29% | 80.8K | $7M | — |
|
LII|Lennox International Inc.
|
SELL | -24.23% | 16.1K | $6M | +46.3% |
|
CPRT|Copart Inc. (DE)
|
BUY | +93.41% | 145.3K | $6M | — |
|
MCHP|Microchip Technology Inc
|
SELL | -3.29% | 72.8K | $6M | +9.8% |
|
KR|Kroger Company
|
SELL | -3.29% | 138.0K | $6M | — |
|
MANH|Manhattan Associates, Inc.
|
SELL | -13.34% | 27.7K | $5M | +47.9% |
|
EXPD|Expeditors International of WA
|
SELL | -42.86% | 30.0K | $3M | — |
|
GPC|Genuine Parts Company
|
BUY | +6.34% | 39.1K | $6M | — |
|
KEL|Kellogg Company
|
SELL | -3.29% | 86.3K | $5M | — |
|
CHD|Church & Dwight Co Inc
|
SELL | -6.40% | 56.0K | $5M | +11.2% |
|
CDNS|Cadence Design Systems, Inc.
|
SELL | -18.76% | 19.9K | $5M | +54.4% |
|
BBY|Best Buy Co. Inc.
|
SELL | -3.29% | 67.3K | $5M | — |
|
GNTX|Gentex Corporation
|
SELL | -18.44% | 154.8K | $5M | -3.3% |
|
MMS|MAXIMUS, Inc.
|
SELL | -57.03% | 27.1K | $2M | +8.0% |
|
G|Genpact Limited
|
BUY | +12.42% | 145.6K | $5M | — |
|
CRL|Charles River Laboratories
|
BUY | +2.20% | 25.5K | $5M | — |
|
RMD|Resmed
|
SELL | -49.24% | 11.7K | $2M | -27.2% |
|
MMM|3M Co.
|
SELL | -0.41% | 48.8K | $5M | — |
|
TSCO|Tractor Supply Co
|
BUY | +18.88% | 24.1K | $5M | — |
|
FDS|FactSet Research Systems Inc.
|
SELL | -3.33% | 10.8K | $5M | +28.5% |
|
URI|United Rentals, Inc.
|
SELL | -13.89% | 8.5K | $4M | +36.1% |
|
LEVI|Levi Strauss & Co
|
SELL | -3.30% | 258.6K | $4M | -32.2% |
|
TTC|Toro Company
|
SELL | -3.30% | 36.6K | $3M | +10.7% |
|
FFIV|F5 Networks Inc.
|
SELL | -3.31% | 22.8K | $4M | -11.3% |
|
KEYS|Keysight Technologies, Inc.
|
BUY | +45.67% | 27.2K | $4M | — |
|
TECH|Techne Corp
|
SELL | -3.29% | 42.0K | $3M | +4.4% |
|
WSM|Williams Sonoma Inc
|
BUY | +32.25% | 22.8K | $4M | — |
|
CPB|Campbell Soup Company
|
BUY | +56.87% | 82.8K | $3M | — |
|
ABBV|AbbVie Inc.
|
SELL | -0.58% | 22.2K | $3M | — |
|
POOL|Pool Corporation
|
SELL | -3.29% | 8.2K | $3M | -15.2% |
|
CBRE|CBRE Group Inc.
|
SELL | -3.30% | 35.8K | $3M | — |
|
DCI|Donaldson Co. Inc.
|
SELL | -3.29% | 42.1K | $3M | +21.8% |
|
BAH|Booz Allen Hamilton Holding Co
|
BUY | NEW | 16.3K | $2M | — |
|
AON|AON plc Registered Shs
|
BUY | +8.51% | 5.2K | $2M | — |
| 2023-Q2 | |||||
|
MSFT|Microsoft Corp
|
SELL | -5.19% | 2.9M | $995M | — |
|
PEP|PepsiCo Inc.
|
BUY | +1.15% | 4.8M | $889M | — |
|
AAPL|Apple, Inc.
|
BUY | +1.03% | 4.1M | $797M | — |
|
SYK|Stryker Corp
|
BUY | +1.19% | 2.6M | $787M | — |
|
Accenture plc Class A
|
BUY | +1.25% | 2.5M | $779M | — |
|
GOOGL|Alphabet Inc Cap Stk Cl A
|
BUY | +1.00% | 6.3M | $750M | — |
|
UNH|Unitedhealth Group Inc
|
BUY | +1.20% | 1.4M | $655M | — |
|
NKE|Nike Inc
|
BUY | +1.09% | 4.8M | $532M | — |
|
MRSH|Marsh & McLennan Company Inc
|
BUY | +1.23% | 2.9M | $551M | — |
|
INTU|Intuit Inc.
|
BUY | +0.94% | 1.1M | $501M | — |
|
SBUX|Starbucks Corp
|
BUY | +1.12% | 4.8M | $478M | — |
|
PFE|Pfizer Inc.
|
BUY | +1.25% | 11.8M | $431M | — |
|
JNJ|Johnson & Johnson
|
BUY | +1.17% | 2.8M | $467M | — |
|
ADP|Automatic Data Processing, Inc
|
BUY | +0.92% | 2.1M | $457M | — |
|
MA|Mastercard Inc
|
BUY | +1.04% | 1.0M | $413M | — |
|
TXN|Texas Instruments Inc
|
BUY | +1.11% | 2.2M | $399M | — |
|
PG|Procter & Gamble Co
|
BUY | +0.97% | 2.5M | $374M | — |
|
EFX|Equifax Inc
|
BUY | +0.85% | 1.6M | $370M | — |
|
BDX|Becton Dickinson & Co.
|
SELL | -43.33% | 767.2K | $203M | — |
|
HD|Home Depot Inc.
|
BUY | +1.19% | 1.0M | $324M | — |
|
WM|Waste Management
|
BUY | +1.23% | 1.7M | $299M | — |
|
APH|Amphenol Corp
|
BUY | +0.97% | 3.5M | $295M | — |
|
BR|Broadridge Financial Solutions
|
BUY | +1.05% | 1.8M | $295M | — |
|
UPS|United Parcel Svc Cl B
|
BUY | +0.99% | 1.5M | $267M | — |
|
DUT|Moody's Corp.
|
BUY | +0.99% | 719.2K | $250M | — |
|
TJX|TJX Companies Inc
|
SELL | -36.83% | 1.9M | $157M | — |
|
VRSK|Verisk Analytics Inc
|
BUY | +0.82% | 946.7K | $214M | — |
|
KLAC|KLA Corporation
|
BUY | NEW | 424.7K | $206M | — |
|
BALL|Ball Corporation
|
BUY | +0.78% | 3.0M | $176M | — |
|
ORCL|Oracle Corp
|
SELL | -1.22% | 157.7K | $19M | — |
|
WAT|Waters Corp
|
BUY | +19.56% | 54.8K | $15M | — |
|
ECL|Ecolab Inc
|
SELL | -1.64% | 71.9K | $13M | — |
|
ABT|Abbott Labs
|
SELL | -1.65% | 104.4K | $11M | — |
|
GIS|General Mills Inc.
|
SELL | -6.04% | 98.5K | $8M | — |
|
CTSH|Cognizant Technology Solutions
|
SELL | -5.43% | 132.1K | $9M | — |
|
EMR|Emerson Elec Co
|
SELL | -3.05% | 95.2K | $9M | — |
|
EHC|Encompass Health Corp
|
SELL | -3.11% | 122.7K | $8M | — |
|
OMC|Omnicom Group Inc
|
SELL | -1.97% | 84.6K | $8M | — |
|
KO|Coca-Cola Company
|
SELL | -0.36% | 128.3K | $8M | — |
|
LLY|Laboratory Corp of America
|
SELL | -3.12% | 32.0K | $8M | +128.4% |
|
CPRT|Copart Inc. (DE)
|
SELL | -27.91% | 75.1K | $7M | +40.9% |
|
CL|Colgate Palmolive Co
|
SELL | -1.99% | 98.8K | $8M | — |
|
MCHP|Microchip Technology Inc
|
SELL | -15.66% | 75.3K | $7M | +4.9% |
|
CCK|Crown Holdings Inc.
|
BUY | +4.07% | 83.6K | $7M | — |
|
KR|Kroger Company
|
SELL | -3.11% | 142.7K | $7M | — |
|
LII|Lennox International Inc.
|
SELL | -1.26% | 21.2K | $7M | +11.7% |
|
MANH|Manhattan Associates, Inc.
|
SELL | -27.46% | 32.0K | $6M | +31.1% |
|
MMM|3M Co.
|
SELL | -22.58% | 49.0K | $5M | — |
|
EXPD|Expeditors International of WA
|
SELL | -3.10% | 52.5K | $6M | — |
|
CHD|Church & Dwight Co Inc
|
SELL | -16.88% | 59.8K | $6M | +9.7% |
|
GPC|Genuine Parts Company
|
SELL | -3.11% | 36.8K | $6M | — |
|
CDNS|Cadence Design Systems, Inc.
|
SELL | -17.36% | 24.5K | $6M | +41.0% |
|
KEL|Kellogg Company
|
BUY | +4.64% | 89.3K | $6M | — |
|
BBY|Best Buy Co. Inc.
|
SELL | -3.11% | 69.6K | $6M | — |
|
LEVI|Levi Strauss & Co
|
SELL | -14.23% | 267.5K | $4M | -30.5% |
|
GNTX|Gentex Corporation
|
SELL | -3.11% | 189.8K | $6M | -16.9% |
|
MMS|MAXIMUS, Inc.
|
SELL | -3.10% | 63.1K | $5M | +10.1% |
|
CRL|Charles River Laboratories
|
SELL | -3.10% | 25.0K | $5M | -11.2% |
|
RMD|Resmed
|
BUY | +17.51% | 23.1K | $5M | — |
|
G|Genpact Limited
|
BUY | +17.29% | 129.5K | $5M | — |
|
FDS|FactSet Research Systems Inc.
|
SELL | -3.14% | 11.1K | $4M | +20.3% |
|
FFIV|F5 Networks Inc.
|
SELL | -24.82% | 23.5K | $3M | -18.7% |
|
TSCO|Tractor Supply Co
|
BUY | +250.61% | 20.2K | $4M | — |
|
URI|United Rentals, Inc.
|
SELL | -3.14% | 9.9K | $4M | +9.6% |
|
TTC|Toro Company
|
BUY | +9.57% | 37.9K | $4M | — |
|
ABBV|AbbVie Inc.
|
SELL | -6.28% | 22.4K | $3M | — |
|
HAS|Hasbro Inc
|
SELL | EXIT | — | — | — |
|
TECH|Techne Corp
|
BUY | +16.53% | 43.4K | $4M | — |
|
POOL|Pool Corporation
|
SELL | -3.07% | 8.5K | $3M | -20.7% |
|
KEYS|Keysight Technologies, Inc.
|
BUY | NEW | 18.7K | $3M | — |
|
CBRE|CBRE Group Inc.
|
SELL | -3.12% | 37.0K | $3M | — |
|
CPB|Campbell Soup Company
|
SELL | -3.10% | 52.8K | $2M | — |
|
DCI|Donaldson Co. Inc.
|
SELL | -3.10% | 43.5K | $3M | +24.2% |
|
CRI|Carter's Inc.
|
SELL | EXIT | — | — | -28.3% |
|
LSTR|Landstar System Inc.
|
SELL | EXIT | — | — | +26.5% |
|
WSM|Williams Sonoma Inc
|
BUY | +12.04% | 17.2K | $2M | — |
|
RTX|Raytheon Technologies Corp
|
SELL | -1.08% | 21.6K | $2M | +54.9% |
|
TSM|Taiwan Semiconductor Manuf
|
BUY | +0.40% | 17.6K | $2M | — |
|
AON|AON plc Registered Shs
|
BUY | +17.56% | 4.8K | $2M | — |
|
LIN|Linde plc SH
|
SELL | EXIT | — | — | +129.3% |
|
LIN|Linde plc
|
SELL | -42.06% | 1.6K | $599439 | +10.0% |
|
SPY|SPDR S&P 500 ETF Trust
|
SELL | EXIT | — | — | +8.1% |
|
RS|Reliance Steel And Aluminum Co
|
SELL | EXIT | — | — | +21.5% |
| 2023-Q1 | |||||
|
PEP|PepsiCo Inc.
|
SELL | -3.71% | 4.7M | $858M | — |
|
MSFT|Microsoft Corp
|
SELL | -3.34% | 3.1M | $876M | — |
|
UNH|Unitedhealth Group Inc
|
SELL | -3.38% | 1.3M | $633M | — |
|
SYK|Stryker Corp
|
SELL | -3.34% | 2.6M | $716M | — |
|
Accenture plc Class A
|
BUY | +6.28% | 2.5M | $705M | — |
|
AAPL|Apple, Inc.
|
SELL | -3.51% | 4.1M | $660M | — |
|
GOOGL|Alphabet Inc Cap Stk Cl A
|
SELL | -12.15% | 6.2M | $626M | -15.6% |
|
JNJ|Johnson & Johnson
|
SELL | -15.47% | 2.8M | $427M | — |
|
NKE|Nike Inc
|
SELL | -3.26% | 4.8M | $572M | — |
|
PFE|Pfizer Inc.
|
BUY | +10.37% | 11.6M | $469M | — |
|
BDX|Becton Dickinson & Co.
|
SELL | -32.63% | 1.4M | $332M | — |
|
ADP|Automatic Data Processing, Inc
|
SELL | -3.38% | 2.1M | $452M | — |
|
SBUX|Starbucks Corp
|
BUY | +4.12% | 4.8M | $483M | — |
|
MRSH|Marsh & McLennan Company Inc
|
BUY | +10.67% | 2.9M | $477M | — |
|
INTU|Intuit Inc.
|
BUY | +7.39% | 1.1M | $477M | — |
|
TXN|Texas Instruments Inc
|
BUY | +4.61% | 2.2M | $404M | — |
|
PG|Procter & Gamble Co
|
SELL | -3.43% | 2.4M | $360M | — |
|
MA|Mastercard Inc
|
SELL | -3.31% | 1.0M | $373M | — |
|
HD|Home Depot Inc.
|
SELL | -3.48% | 1.0M | $294M | +12.5% |
|
EFX|Equifax Inc
|
SELL | -3.35% | 1.6M | $311M | — |
|
TJX|TJX Companies Inc
|
SELL | -22.04% | 2.9M | $226M | — |
|
UPS|United Parcel Svc Cl B
|
SELL | -3.51% | 1.5M | $282M | — |
|
APH|Amphenol Corp
|
SELL | -3.31% | 3.4M | $278M | — |
|
WM|Waste Management
|
SELL | -3.50% | 1.7M | $276M | +30.8% |
|
BR|Broadridge Financial Solutions
|
SELL | -3.10% | 1.8M | $256M | — |
|
DUT|Moody's Corp.
|
SELL | -3.28% | 712.1K | $214M | — |
|
VRSK|Verisk Analytics Inc
|
SELL | -3.37% | 939.0K | $179M | -1.6% |
|
BALL|Ball Corporation
|
SELL | -3.37% | 3.0M | $163M | -20.4% |
|
ADBE|Adobe Systems, Inc.
|
SELL | -0.36% | 45.0K | $17M | — |
|
WAT|Waters Corp
|
SELL | -2.01% | 45.8K | $14M | — |
|
ORCL|Oracle Corp
|
SELL | -3.40% | 159.6K | $14M | — |
|
ECL|Ecolab Inc
|
SELL | -0.91% | 73.1K | $12M | — |
|
ABT|Abbott Labs
|
SELL | -0.26% | 106.2K | $11M | — |
|
MMM|3M Co.
|
SELL | -25.27% | 63.3K | $7M | — |
|
CTSH|Cognizant Technology Solutions
|
SELL | -19.63% | 139.6K | $8M | — |
|
EMR|Emerson Elec Co
|
SELL | -0.84% | 98.2K | $8M | — |
|
GIS|General Mills Inc.
|
BUY | +2.27% | 104.9K | $9M | — |
|
KO|Coca-Cola Company
|
SELL | -0.31% | 128.7K | $8M | — |
|
OMC|Omnicom Group Inc
|
SELL | -1.94% | 86.3K | $8M | — |
|
CL|Colgate Palmolive Co
|
SELL | -0.20% | 100.8K | $8M | — |
|
CPRT|Copart Inc. (DE)
|
SELL | -11.02% | 104.2K | $8M | +18.7% |
|
MCHP|Microchip Technology Inc
|
SELL | -2.51% | 89.3K | $7M | +8.2% |
|
KR|Kroger Company
|
BUY | +13.21% | 147.3K | $7M | — |
|
BBY|Best Buy Co. Inc.
|
SELL | -13.60% | 71.8K | $5M | — |
|
CHD|Church & Dwight Co Inc
|
SELL | -6.86% | 72.0K | $6M | -3.0% |
|
KEL|Kellogg Company
|
BUY | +31.72% | 85.3K | $6M | — |
|
LEVI|Levi Strauss & Co
|
SELL | -14.60% | 311.9K | $6M | -17.1% |
|
LII|Lennox International Inc.
|
BUY | +27.48% | 21.5K | $5M | — |
|
CRL|Charles River Laboratories
|
BUY | +11.70% | 25.8K | $5M | — |
|
G|Genpact Limited
|
BUY | +3.80% | 110.4K | $5M | — |
|
HAS|Hasbro Inc
|
SELL | -10.52% | 71.5K | $4M | — |
|
CLX|Clorox Company
|
SELL | -0.62% | 28.2K | $4M | — |
|
RMD|Resmed
|
BUY | +12.48% | 19.6K | $4M | — |
|
URI|United Rentals, Inc.
|
SELL | -14.02% | 10.2K | $4M | +28.8% |
|
CPB|Campbell Soup Company
|
SELL | -10.82% | 54.5K | $3M | — |
|
TECH|Techne Corp
|
BUY | NEW | 37.3K | $3M | — |
|
TSM|Taiwan Semiconductor Manuf ADR
|
SELL | -6.30% | 17.5K | $2M | +2.0% |
|
AON|AON plc Registered Shs
|
BUY | +12.64% | 4.1K | $1M | — |
|
LIN|Linde plc
|
BUY | NEW | 2.7K | $949960 | — |
| 2022-Q4 | |||||
|
PEP|PepsiCo Inc.
|
BUY | +2.69% | 4.9M | $890M | — |
|
MSFT|Microsoft Corp
|
BUY | +5.07% | 3.2M | $765M | — |
|
UNH|Unitedhealth Group Inc
|
BUY | +15.38% | 1.4M | $739M | — |
|
SYK|Stryker Corp
|
BUY | +5.43% | 2.6M | $645M | — |
|
GOOGL|Alphabet Inc Cap Stk Cl A
|
BUY | +5.45% | 7.1M | $623M | — |
|
Accenture plc Class A
|
BUY | +16.80% | 2.3M | $626M | — |
|
JNJ|Johnson & Johnson
|
SELL | -8.30% | 3.3M | $582M | — |
|
AAPL|Apple, Inc.
|
BUY | +0.55% | 4.2M | $548M | — |
|
NKE|Nike Inc
|
BUY | +5.25% | 4.9M | $577M | — |
|
PFE|Pfizer Inc.
|
BUY | +5.51% | 10.5M | $539M | — |
|
ADP|Automatic Data Processing, Inc
|
SELL | -5.98% | 2.1M | $509M | — |
|
BDX|Becton Dickinson & Co.
|
SELL | -5.36% | 2.0M | $511M | — |
|
SBUX|Starbucks Corp
|
BUY | +5.49% | 4.6M | $454M | — |
|
MRSH|Marsh & McLennan Company Inc
|
BUY | +17.96% | 2.6M | $433M | — |
|
INTU|Intuit Inc.
|
BUY | +21.59% | 1.0M | $393M | — |
|
PG|Procter & Gamble Co
|
BUY | +5.16% | 2.5M | $383M | — |
|
MA|Mastercard Inc
|
BUY | +5.28% | 1.1M | $373M | — |
|
TXN|Texas Instruments Inc
|
BUY | +16.22% | 2.1M | $346M | — |
|
HD|Home Depot Inc.
|
BUY | +5.52% | 1.1M | $338M | — |
|
EFX|Equifax Inc
|
BUY | +4.79% | 1.6M | $313M | — |
|
TJX|TJX Companies Inc
|
SELL | -11.70% | 3.8M | $300M | — |
|
WM|Waste Management
|
BUY | +5.50% | 1.8M | $277M | — |
|
APH|Amphenol Corp
|
BUY | +23.12% | 3.6M | $271M | — |
|
UPS|United Parcel Svc Cl B
|
BUY | +20.25% | 1.5M | $265M | — |
|
BR|Broadridge Financial Solutions
|
BUY | +5.96% | 1.8M | $244M | — |
|
CTSH|Cognizant Technology Solutions
|
SELL | -95.74% | 173.7K | $10M | — |
|
DUT|Moody's Corp.
|
BUY | +0.24% | 736.2K | $205M | — |
|
VRSK|Verisk Analytics Inc
|
BUY | +5.42% | 971.7K | $171M | — |
|
BALL|Ball Corporation
|
BUY | +0.29% | 3.1M | $159M | — |
|
MMM|3M Co.
|
SELL | -93.78% | 84.7K | $10M | — |
|
WAT|Waters Corp
|
SELL | -0.06% | 46.7K | $16M | — |
|
ADBE|Adobe Systems, Inc.
|
BUY | +0.50% | 45.2K | $15M | — |
|
ORCL|Oracle Corp
|
BUY | +0.19% | 165.3K | $14M | — |
|
ECL|Ecolab Inc
|
SELL | -0.05% | 73.7K | $11M | — |
|
EMR|Emerson Elec Co
|
SELL | -2.80% | 99.1K | $10M | — |
|
GIS|General Mills Inc.
|
SELL | -2.04% | 102.5K | $9M | — |
|
KO|Coca-Cola Company
|
SELL | -1.68% | 129.1K | $8M | — |
|
CL|Colgate Palmolive Co
|
SELL | -1.66% | 101.0K | $8M | — |
|
EHC|Encompass Health Corp
|
SELL | -4.75% | 126.7K | $8M | — |
|
OMC|Omnicom Group Inc
|
SELL | -2.90% | 88.0K | $7M | — |
|
CPRT|Copart Inc. (DE)
|
BUY | +78.09% | 117.1K | $7M | — |
|
MCHP|Microchip Technology Inc
|
SELL | -21.10% | 91.6K | $6M | -6.3% |
|
BBY|Best Buy Co. Inc.
|
SELL | -6.29% | 83.1K | $7M | — |
|
GPC|Genuine Parts Company
|
SELL | -12.70% | 37.9K | $7M | — |
|
CHD|Church & Dwight Co Inc
|
SELL | -7.24% | 77.3K | $6M | -11.3% |
|
HAS|Hasbro Inc
|
SELL | -8.09% | 79.9K | $5M | — |
|
EXPD|Expeditors International of WA
|
SELL | -13.00% | 54.2K | $6M | — |
|
MANH|Manhattan Associates, Inc.
|
BUY | +16.28% | 44.1K | $5M | — |
|
FDS|FactSet Research Systems Inc.
|
SELL | -12.63% | 11.5K | $5M | +26.4% |
|
CRL|Charles River Laboratories
|
BUY | +32.87% | 23.1K | $5M | — |
|
CDNS|Cadence Design Systems, Inc.
|
SELL | -3.32% | 29.7K | $5M | +6.8% |
|
MMS|MAXIMUS, Inc.
|
BUY | +11.81% | 65.2K | $5M | — |
|
KEL|Kellogg Company
|
BUY | +11.44% | 64.8K | $5M | — |
|
URI|United Rentals, Inc.
|
SELL | -11.24% | 11.8K | $4M | +3.8% |
|
CLX|Clorox Company
|
SELL | -2.03% | 28.4K | $4M | — |
|
RMD|Resmed
|
SELL | -4.22% | 17.5K | $4M | -9.7% |
|
TTC|Toro Company
|
SELL | -10.79% | 34.6K | $4M | +22.2% |
|
ABBV|AbbVie Inc.
|
SELL | -0.38% | 23.9K | $4M | — |
|
CPB|Campbell Soup Company
|
SELL | -9.29% | 61.1K | $3M | — |
|
CRI|Carter's Inc.
|
SELL | -15.61% | 35.1K | $3M | -23.2% |
|
POOL|Pool Corporation
|
BUY | +20.08% | 8.8K | $3M | — |
|
LSTR|Landstar System Inc.
|
SELL | -6.32% | 15.7K | $3M | +16.5% |
|
TSM|Taiwan Semiconductor Manuf ADR
|
BUY | +14.57% | 18.7K | $1M | — |
|
LIN|Linde plc SH
|
SELL | -15.85% | 3.5K | $1M | +105.7% |
|
AON|AON plc Registered Shs
|
BUY | NEW | 3.6K | $1M | — |
|
SPY|SPDR S&P 500 ETF Trust
|
BUY | NEW | 630 | $240931 | — |
|
RS|Reliance Steel And Aluminum Co
|
BUY | NEW | 1.1K | $230782 | — |
| 2022-Q3 | |||||
|
PEP|PepsiCo Inc.
|
SELL | -0.44% | 4.8M | $784M | — |
|
MSFT|Microsoft Corp
|
SELL | -0.35% | 3.0M | $707M | — |
|
GOOGL|Alphabet Inc Cap Stk Cl A
|
BUY | NEW | 6.7M | $640M | — |
|
JNJ|Johnson & Johnson
|
SELL | -0.54% | 3.6M | $587M | — |
|
UNH|Unitedhealth Group Inc
|
BUY | +8.41% | 1.2M | $610M | — |
|
AAPL|Apple, Inc.
|
SELL | -0.36% | 4.2M | $579M | — |
|
Accenture plc Class A
|
SELL | -0.33% | 2.0M | $517M | — |
|
PFE|Pfizer Inc.
|
SELL | -0.64% | 10.0M | $437M | +34.5% |
|
BDX|Becton Dickinson & Co.
|
SELL | -0.49% | 2.1M | $473M | — |
|
ADP|Automatic Data Processing, Inc
|
SELL | -0.37% | 2.3M | $513M | — |
|
SYK|Stryker Corp
|
SELL | -0.52% | 2.5M | $507M | — |
|
NKE|Nike Inc
|
BUY | +7.44% | 4.7M | $389M | — |
|
SBUX|Starbucks Corp
|
SELL | -0.13% | 4.3M | $366M | +0.4% |
|
PG|Procter & Gamble Co
|
SELL | -0.24% | 2.4M | $304M | — |
|
MRSH|Marsh & McLennan Company Inc
|
BUY | +8.81% | 2.2M | $331M | — |
|
MMM|3M Co.
|
SELL | -46.15% | 1.4M | $150M | — |
|
MA|Mastercard Inc
|
SELL | -0.30% | 1.0M | $290M | — |
|
INTU|Intuit Inc.
|
SELL | -0.24% | 829.4K | $321M | — |
|
HD|Home Depot Inc.
|
BUY | +11.22% | 1.0M | $280M | — |
|
TXN|Texas Instruments Inc
|
SELL | -0.24% | 1.8M | $279M | +35.6% |
|
CTSH|Cognizant Technology Solutions
|
SELL | -0.39% | 4.1M | $234M | — |
|
WM|Waste Management
|
SELL | -0.43% | 1.7M | $268M | +47.4% |
|
TJX|TJX Companies Inc
|
SELL | -0.40% | 4.3M | $265M | — |
|
EFX|Equifax Inc
|
BUY | +13.59% | 1.5M | $264M | — |
|
BR|Broadridge Financial Solutions
|
SELL | -1.09% | 1.7M | $248M | — |
|
UPS|United Parcel Svc Cl B
|
SELL | -0.29% | 1.3M | $205M | — |
|
APH|Amphonol Corp
|
BUY | +23.98% | 2.9M | $194M | — |
|
DUT|Moody's Corp.
|
BUY | +16.17% | 734.5K | $179M | — |
|
BALL|Ball Corporation
|
BUY | +20.25% | 3.1M | $150M | — |
|
VRSK|Verisk Analytics Inc
|
SELL | -2.06% | 921.8K | $157M | +1.1% |
|
ORCL|Oracle Corp
|
SELL | -7.67% | 164.9K | $10M | — |
|
ECL|Ecolab Inc
|
SELL | -0.53% | 73.8K | $11M | — |
|
GIS|General Mills Inc.
|
SELL | -23.31% | 104.7K | $8M | — |
|
KO|Coca-Cola Company
|
SELL | -0.07% | 131.3K | $7M | — |
|
CHD|Church & Dwight Co Inc
|
SELL | -5.54% | 83.3K | $6M | +1.7% |
|
LLY|Laboratory Corp of America
|
SELL | -2.28% | 33.0K | $7M | +67.2% |
|
HAS|Hasbro Inc
|
SELL | -6.39% | 86.9K | $6M | — |
|
GPC|Genuine Parts Company
|
SELL | -21.58% | 43.5K | $6M | — |
|
FDS|FactSet Research Systems Inc.
|
SELL | -26.39% | 13.1K | $5M | +27.1% |
|
KR|Kroger Company
|
BUY | +9.22% | 130.1K | $6M | — |
|
CDNS|Cadence Design Systems, Inc.
|
SELL | -13.62% | 30.7K | $5M | +12.2% |
|
MANH|Manhattan Associates, Inc.
|
SELL | -3.46% | 38.0K | $5M | +4.8% |
|
CRL|Charles River Laboratories
|
BUY | +100.58% | 17.4K | $3M | — |
|
POOL|Pool Corporation
|
BUY | +7.33% | 7.3K | $2M | — |
|
TSM|Taiwan Semiconductor Manuf ADR
|
BUY | +1.87% | 16.3K | $1M | — |
| 2022-Q2 | |||||
|
MSFT|Microsoft Corp
|
BUY | +3.06% | 3.0M | $782M | — |
|
GOOGL|Alphabet Inc Cap Stk Cl A
|
BUY | +3.10% | 335.1K | $730M | — |
|
PEP|PepsiCo Inc.
|
SELL | -4.22% | 4.8M | $804M | — |
|
AAPL|Apple Inc.
|
BUY | +3.06% | 4.2M | $575M | — |
|
JNJ|Johnson & Johnson
|
SELL | -2.18% | 3.6M | $641M | — |
|
SYK|Stryker Corp
|
BUY | +3.12% | 2.5M | $500M | — |
|
Accenture Plc
|
BUY | +14.58% | 2.0M | $560M | — |
|
UNH|Unitedhealth Group Inc
|
SELL | -3.13% | 1.1M | $572M | — |
|
NKE|Nike Inc Cl B
|
BUY | +3.19% | 4.4M | $445M | — |
|
BDX|Becton Dickinson & Co.
|
BUY | +3.36% | 2.1M | $526M | — |
|
PFE|Pfizer Inc.
|
BUY | +3.42% | 10.0M | $526M | — |
|
ADP|Automatic Data Processing Inc.
|
BUY | +3.09% | 2.3M | $478M | — |
|
MMM|3M Company
|
SELL | -22.83% | 2.5M | $327M | — |
|
CTSH|Cognizant Tech Solutions
|
SELL | -18.34% | 4.1M | $276M | — |
|
INTU|Intuit Inc.
|
BUY | +3.56% | 831.4K | $320M | — |
|
SBUX|Starbucks Corp
|
BUY | +3.03% | 4.3M | $332M | — |
|
PG|Procter & Gamble Co.
|
BUY | +3.24% | 2.4M | $347M | — |
|
MA|Mastercard Inc.
|
BUY | +3.23% | 1.0M | $323M | — |
|
TXN|Texas Instruments Inc
|
BUY | +3.30% | 1.8M | $278M | — |
|
MRSH|Marsh & McLennan Company Inc
|
BUY | +27.50% | 2.0M | $316M | — |
|
EFX|Equifax Inc
|
BUY | +3.09% | 1.4M | $248M | — |
|
UPS|United Parcel Svc Cl B
|
BUY | +3.08% | 1.3M | $232M | — |
|
HD|Home Depot Inc.
|
BUY | +3.30% | 910.8K | $250M | — |
|
BR|Broadridge Financial Solutions
|
BUY | +3.09% | 1.7M | $248M | — |
|
WM|Waste Management
|
BUY | +3.19% | 1.7M | $257M | — |
|
TJX|TJX Companies Inc
|
BUY | +3.21% | 4.3M | $239M | — |
|
BALL|Ball Corporation
|
BUY | NEW | 2.6M | $178M | — |
|
DUT|Moody's Corp.
|
BUY | +23.20% | 632.2K | $172M | — |
|
VRSK|Verisk Analytics Inc
|
BUY | +24.36% | 941.1K | $163M | — |
|
APH|Amphenol Corp.
|
BUY | +26.71% | 2.3M | $150M | — |
|
ADBE|Adobe Systems Inc.
|
SELL | -0.01% | 45.0K | $16M | — |
|
WAT|Waters Corp
|
SELL | -0.20% | 46.8K | $15M | — |
|
ORCL|Oracle Corporation
|
SELL | -0.34% | 178.6K | $12M | — |
|
ECL|Ecolab Inc
|
SELL | -0.63% | 74.2K | $11M | — |
|
ABT|Abbott Laboratories
|
SELL | -0.56% | 106.4K | $12M | — |
|
GIS|General Mills Inc.
|
SELL | -0.05% | 136.5K | $10M | — |
|
EMR|Emerson Electric Co.
|
SELL | -0.23% | 101.9K | $8M | — |
|
CCK|Crown Holdings Inc.
|
BUY | +5.16% | 80.3K | $7M | — |
|
EHC|Encompass Health Corp
|
BUY | +5.15% | 133.0K | $7M | — |
|
GPC|Genuine Parts Company
|
SELL | -18.13% | 55.4K | $7M | — |
|
KR|Kroger Company
|
SELL | -18.97% | 119.1K | $6M | — |
|
KO|Coca-Cola Company
|
BUY | +0.50% | 131.4K | $8M | — |
|
LLY|Laboratory Corp of America
|
BUY | +8.12% | 33.8K | $8M | — |
|
CL|Colgate-Palmolive Co
|
BUY | +0.20% | 102.7K | $8M | — |
|
OMC|Omnicom Group Inc
|
SELL | -1.20% | 90.7K | $6M | — |
|
SMG|The Scotts Miracle-Gro Co.
|
SELL | EXIT | — | — | — |
|
PAYX|Paychex Inc.
|
SELL | -72.49% | 9.8K | $1M | — |
|
G|Genpact Limited
|
BUY | NEW | 106.4K | $5M | — |
|
ABBV|AbbVie Inc.
|
BUY | +1.27% | 24.0K | $4M | — |
|
RMD|Resmed
|
BUY | +17.37% | 18.2K | $4M | — |
|
MLKN|MillerKnoll, Inc.
|
SELL | EXIT | — | — | — |
|
TTC|Toro Company
|
BUY | +48.98% | 38.8K | $3M | — |
|
TSCO|Tractor Supply Co
|
SELL | -52.16% | 5.8K | $1M | — |
|
POOL|Pool Corporation
|
BUY | +24.00% | 6.8K | $2M | — |
|
CRL|Charles River Laboratories
|
BUY | NEW | 8.7K | $2M | — |
|
WSM|Williams Sonoma Inc
|
BUY | NEW | 15.4K | $2M | — |
|
TSM|Taiwan Semiconductor Manuf ADR
|
BUY | +14.41% | 16.0K | $1M | — |
|
RS|Reliance Steel And Aluminum Co
|
SELL | EXIT | — | — | -7.6% |
| 2022-Q1 | |||||
|
MSFT|Microsoft Corp
|
BUY | +0.46% | 3.0M | $911M | — |
|
GOOGL|Alphabet Inc Cap Stk Cl A
|
BUY | +0.71% | 325.0K | $904M | — |
|
PEP|PepsiCo Inc.
|
BUY | +0.64% | 5.0M | $843M | — |
|
AAPL|Apple Inc.
|
BUY | +0.72% | 4.1M | $713M | — |
|
JNJ|Johnson & Johnson
|
SELL | -7.91% | 3.7M | $655M | — |
|
Accenture Plc
|
BUY | +9.08% | 1.8M | $593M | — |
|
SYK|Stryker Corp
|
BUY | +0.69% | 2.4M | $652M | — |
|
UNH|Unitedhealth Group Inc
|
SELL | -8.90% | 1.1M | $586M | — |
|
NKE|Nike Inc Cl B
|
BUY | +21.09% | 4.2M | $568M | — |
|
MMM|3M Company
|
BUY | +0.74% | 3.3M | $488M | — |
|
BDX|Becton Dickinson & Co.
|
SELL | -9.57% | 2.1M | $549M | — |
|
PFE|Pfizer Inc.
|
BUY | +0.76% | 9.7M | $503M | — |
|
ADP|Automatic Data Processing Inc.
|
BUY | +0.69% | 2.2M | $502M | — |
|
INTU|Intuit Inc.
|
BUY | +9.59% | 802.9K | $386M | — |
|
CTSH|Cognizant Tech Solutions
|
BUY | +0.70% | 5.0M | $449M | — |
|
SBUX|Starbucks Corp
|
BUY | +20.46% | 4.2M | $384M | — |
|
PG|Procter & Gamble Co.
|
BUY | +0.63% | 2.3M | $357M | — |
|
EFX|Equifax Inc
|
BUY | +5.88% | 1.3M | $311M | — |
|
MA|Mastercard Inc.
|
BUY | +11.19% | 990.8K | $354M | — |
|
HD|Home Depot Inc.
|
BUY | +4.92% | 881.7K | $264M | — |
|
TXN|Texas Instruments Inc
|
BUY | +13.10% | 1.7M | $321M | — |
|
BR|Broadridge Financial Solutions
|
BUY | +0.77% | 1.7M | $262M | — |
|
TJX|TJX Companies Inc
|
BUY | +13.71% | 4.1M | $251M | — |
|
MRSH|Marsh & McLennan Company Inc
|
BUY | +15.69% | 1.6M | $272M | — |
|
WM|Waste Management
|
BUY | +0.46% | 1.6M | $258M | — |
|
UPS|United Parcel Svc Cl B
|
BUY | +0.65% | 1.2M | $265M | — |
|
GIS|General Mills Inc.
|
SELL | -95.69% | 136.6K | $9M | — |
|
DUT|Moody's Corp.
|
BUY | NEW | 513.2K | $173M | — |
|
VRSK|Verisk Analytics Inc
|
BUY | +0.96% | 756.8K | $162M | — |
|
APH|Amphenol Corp.
|
BUY | +0.94% | 1.8M | $139M | — |
|
ADBE|Adobe Systems Inc.
|
SELL | -1.09% | 45.0K | $20M | — |
|
ECL|Ecolab Inc
|
SELL | -0.42% | 74.6K | $13M | — |
|
WAT|Waters Corp
|
SELL | -0.60% | 46.9K | $15M | — |
|
ORCL|Oracle Corporation
|
SELL | -2.21% | 179.3K | $15M | — |
|
CCK|Crown Holdings Inc.
|
BUY | +12.21% | 76.4K | $10M | — |
|
EHC|Encompass Health Corp
|
BUY | +27.44% | 126.5K | $9M | — |
|
CHD|Church & Dwight Co Inc
|
BUY | +17.04% | 88.2K | $9M | — |
|
MCHP|Microchip Technology Inc
|
BUY | +38.94% | 116.1K | $9M | — |
|
GPC|Genuine Parts Company
|
BUY | +20.36% | 67.7K | $9M | — |
|
KR|Kroger Company
|
SELL | -2.33% | 147.0K | $8M | — |
|
CPRT|Copart Inc. (DE)
|
BUY | +29.22% | 65.8K | $8M | — |
|
LLY|Laboratory Corp of America
|
BUY | +23.11% | 31.3K | $8M | — |
|
BBY|Best Buy Co. Inc.
|
BUY | +41.16% | 88.7K | $8M | — |
|
FDS|FactSet Research Systems Inc.
|
BUY | +9.64% | 17.9K | $8M | — |
|
OMC|Omnicom Group Inc
|
SELL | -2.13% | 91.8K | $8M | — |
|
HAS|Hasbro Inc
|
BUY | +25.40% | 92.8K | $8M | — |
|
SMG|The Scotts Miracle-Gro Co.
|
BUY | +26.50% | 58.5K | $7M | — |
|
LEVI|Levi Strauss & Co
|
BUY | +52.91% | 365.1K | $7M | — |
|
EXPD|Expeditors International of WA
|
BUY | +23.66% | 62.3K | $6M | — |
|
FFIV|F5 Networks Inc.
|
BUY | +13.49% | 31.3K | $7M | — |
|
CDNS|Cadence Design Systems, Inc.
|
BUY | NEW | 35.5K | $6M | — |
|
GNTX|Gentex Corporation
|
BUY | +39.44% | 195.9K | $6M | — |
|
MANH|Manhattan Associates, Inc.
|
BUY | NEW | 39.3K | $5M | — |
|
LSTR|Landstar System Inc.
|
SELL | -44.92% | 16.8K | $3M | +10.2% |
|
PAYX|Paychex Inc.
|
BUY | +6.82% | 35.7K | $5M | — |
|
URI|United Rentals, Inc.
|
BUY | +100.00% | 13.3K | $5M | — |
|
MMS|MAXIMUS, Inc.
|
BUY | +52.89% | 58.3K | $4M | — |
|
LII|Lennox International Inc.
|
BUY | +31.33% | 16.9K | $4M | — |
|
CBRE|CBRE Group Inc.
|
BUY | +5.70% | 38.2K | $3M | — |
|
CRI|Carter's Inc.
|
BUY | +26.53% | 41.6K | $4M | — |
|
RMD|Resmed
|
BUY | +95.23% | 15.5K | $4M | — |
|
KEL|Kellogg Company
|
BUY | +16.80% | 58.1K | $4M | — |
|
MLKN|MillerKnoll, Inc.
|
BUY | +16.08% | 99.0K | $3M | — |
|
TSCO|Tractor Supply Co
|
SELL | -11.13% | 12.1K | $3M | — |
|
CPB|Campbell Soup Company
|
BUY | +9.64% | 67.3K | $3M | — |
|
DCI|Donaldson Co. Inc.
|
BUY | +21.07% | 44.9K | $2M | — |
|
POOL|Pool Corporation
|
BUY | +49.86% | 5.5K | $2M | — |
|
TTC|Toro Company
|
BUY | NEW | 26.0K | $2M | — |
|
RTX|Raytheon Technologies Corp
|
SELL | -2.24% | 21.9K | $2M | +49.4% |
|
TSM|Taiwan Semiconductor Manuf ADR
|
BUY | +8.01% | 14.0K | $1M | — |
|
LIN|Linde plc SH
|
SELL | -0.59% | 4.2K | $1M | +94.2% |
|
GWW|W.W. Grainger Inc.
|
SELL | EXIT | — | — | -49.4% |
|
ON|ON Semiconductor Corp
|
SELL | EXIT | — | — | +3.7% |
|
RS|Reliance Steel And Aluminum Co
|
SELL | -29.38% | 1.5K | $266000 | -17.2% |
| 2021-Q4 | |||||
|
MSFT|Microsoft Corp
|
SELL | -8.63% | 2.9M | $990M | — |
|
GOOGL|Alphabet Inc Cap Stk Cl A
|
SELL | -0.75% | 322.7K | $935M | +6.5% |
|
PEP|PepsiCo Inc.
|
SELL | -0.59% | 5.0M | $869M | — |
|
AAPL|Apple Inc.
|
SELL | -0.79% | 4.1M | $720M | — |
|
JNJ|Johnson & Johnson
|
SELL | -0.72% | 4.0M | $686M | — |
|
Accenture Plc
|
SELL | -8.82% | 1.6M | $669M | — |
|
SYK|Stryker Corp
|
BUY | +4.99% | 2.4M | $648M | — |
|
UNH|Unitedhealth Group Inc
|
SELL | -0.64% | 1.3M | $634M | — |
|
NKE|Nike Inc Cl B
|
SELL | -0.70% | 3.5M | $581M | — |
|
MMM|3M Company
|
SELL | -0.59% | 3.3M | $578M | — |
|
BDX|Becton Dickinson & Co.
|
SELL | -0.71% | 2.3M | $574M | — |
|
PFE|Pfizer Inc.
|
SELL | -9.65% | 9.6M | $569M | +37.6% |
|
ADP|Automatic Data Processing Inc.
|
SELL | -0.69% | 2.2M | $541M | — |
|
INTU|Intuit Inc.
|
SELL | -12.33% | 732.6K | $471M | — |
|
CTSH|Cognizant Tech Solutions
|
SELL | -0.77% | 5.0M | $442M | — |
|
SBUX|Starbucks Corp
|
BUY | +2.73% | 3.5M | $410M | — |
|
PG|Procter & Gamble Co.
|
SELL | -0.71% | 2.3M | $380M | — |
|
EFX|Equifax Inc
|
SELL | -0.69% | 1.2M | $363M | — |
|
HD|Home Depot Inc.
|
SELL | -10.88% | 840.3K | $349M | +36.9% |
|
MA|Mastercard Inc.
|
BUY | +21.27% | 891.1K | $320M | — |
|
BR|Broadridge Financial Solutions
|
SELL | -4.76% | 1.7M | $306M | — |
|
TXN|Texas Instruments Inc
|
BUY | +3.88% | 1.5M | $292M | — |
|
TJX|TJX Companies Inc
|
SELL | -0.79% | 3.6M | $277M | — |
|
WM|Waste Management
|
SELL | -4.40% | 1.6M | $271M | +42.5% |
|
UPS|United Parcel Svc Cl B
|
SELL | -0.72% | 1.2M | $263M | — |
|
MRSH|Marsh & McLennan Company Inc
|
BUY | +15.44% | 1.4M | $240M | — |
|
GIS|General Mills Inc.
|
BUY | +0.89% | 3.2M | $214M | — |
|
VRSK|Verisk Analytics Inc
|
SELL | -0.73% | 749.6K | $171M | +17.1% |
|
APH|Amphenol Corp.
|
SELL | -0.70% | 1.8M | $159M | — |
|
ADBE|Adobe Systems Inc.
|
SELL | -0.22% | 45.5K | $26M | — |
|
ECL|Ecolab Inc
|
SELL | -0.25% | 75.0K | $18M | — |
|
WAT|Waters Corp
|
SELL | -0.18% | 47.2K | $18M | — |
|
ORCL|Oracle Corporation
|
SELL | -0.22% | 183.3K | $16M | — |
|
ABT|Abbott Laboratories
|
SELL | -0.47% | 107.0K | $15M | — |
|
LLY|Laboratory Corp of America
|
BUY | +3.72% | 25.4K | $8M | — |
|
FDS|FactSet Research Systems Inc.
|
SELL | -15.69% | 16.3K | $8M | +39.6% |
|
GPC|Genuine Parts Company
|
BUY | +2.55% | 56.2K | $8M | — |
|
KO|Coca-Cola Company
|
SELL | -0.79% | 130.8K | $8M | — |
|
CHD|Church & Dwight Co Inc
|
BUY | +18.97% | 75.4K | $8M | — |
|
HAS|Hasbro Inc
|
BUY | +3.95% | 74.0K | $8M | — |
|
CCK|Crown Holdings Inc.
|
BUY | +2.66% | 68.0K | $8M | — |
|
SMG|The Scotts Miracle-Gro Co.
|
BUY | +24.82% | 46.3K | $7M | — |
|
MCHP|Microchip Technology Inc
|
BUY | +100.00% | 83.6K | $7M | — |
|
OMC|Omnicom Group Inc
|
SELL | -3.10% | 93.8K | $7M | — |
|
KR|Kroger Company
|
BUY | +7.56% | 150.5K | $7M | — |
|
EHC|Encompass Health Corp
|
BUY | +10.08% | 99.2K | $6M | — |
|
FFIV|F5 Networks Inc.
|
BUY | +19.45% | 27.6K | $7M | — |
|
BBY|Best Buy Co. Inc.
|
BUY | +15.82% | 62.8K | $6M | — |
|
LEVI|Levi Strauss & Co
|
BUY | +33.17% | 238.8K | $6M | — |
|
CBRE|CBRE Group Inc.
|
SELL | -17.76% | 36.1K | $4M | — |
|
MLKN|MillerKnoll, Inc.
|
BUY | +6.14% | 85.3K | $3M | — |
|
CRI|Carter's Inc.
|
BUY | +5.79% | 32.9K | $3M | — |
|
KEL|Kellogg Company
|
BUY | +6.21% | 49.8K | $3M | — |
|
ABBV|AbbVie Inc.
|
SELL | -2.07% | 23.7K | $3M | — |
|
MMS|MAXIMUS, Inc.
|
BUY | +6.90% | 38.1K | $3M | — |
|
CPB|Campbell Soup Company
|
BUY | +7.43% | 61.4K | $3M | — |
|
URI|United Rentals, Inc.
|
BUY | +52.63% | 6.7K | $2M | — |
|
RMD|Resmed
|
BUY | NEW | 8.0K | $2M | — |
|
RTX|Raytheon Technologies Corp
|
SELL | -4.28% | 22.4K | $2M | +39.0% |
|
TSM|Taiwan Semiconductor Manuf
|
BUY | +16.10% | 13.0K | $2M | — |
|
GWW|W.W. Grainger Inc.
|
SELL | -12.63% | 2.5K | $1M | -50.3% |
|
ON|ON Semiconductor Corp
|
SELL | -52.05% | 13.4K | $913000 | +1.6% |
| 2021-Q3 | |||||
|
MSFT|Microsoft Corp
|
SELL | -8.99% | 3.2M | $908M | — |
|
GOOGL|Alphabet Inc Cap Stk Cl A
|
SELL | EXIT | — | — | +16.8% |
|
GOOGL|Alphabet Inc Cap Stk Cl A
|
BUY | NEW | 325.2K | $869M | — |
|
PEP|PepsiCo Inc.
|
SELL | -6.19% | 5.0M | $757M | — |
|
JNJ|Johnson & Johnson
|
SELL | -8.02% | 4.0M | $653M | — |
|
MMM|3M Company
|
SELL | -6.17% | 3.3M | $574M | — |
|
BDX|Becton Dickinson & Co.
|
SELL | -15.02% | 2.3M | $565M | — |
|
SYK|Stryker Corp
|
SELL | -6.10% | 2.3M | $609M | — |
|
Accenture Plc
|
SELL | -14.98% | 1.8M | $566M | — |
|
AAPL|Apple Inc.
|
SELL | -6.15% | 4.1M | $578M | — |
|
NKE|Nike Inc Cl B
|
SELL | -6.15% | 3.5M | $510M | — |
|
UNH|Unitedhealth Group Inc
|
SELL | -6.38% | 1.3M | $496M | — |
|
INTU|Intuit Inc.
|
SELL | -19.37% | 835.6K | $451M | — |
|
PFE|Pfizer Inc.
|
SELL | -6.39% | 10.7M | $459M | +23.1% |
|
ADP|Automatic Data Processing Inc.
|
BUY | +5.42% | 2.2M | $441M | — |
|
SBUX|Starbucks Corp
|
SELL | -6.27% | 3.4M | $376M | +42.5% |
|
CTSH|Cognizant Tech Solutions
|
SELL | -6.12% | 5.0M | $372M | — |
|
PG|Procter & Gamble Co.
|
BUY | +5.70% | 2.3M | $327M | — |
|
HD|Home Depot Inc.
|
SELL | -6.27% | 942.9K | $310M | +20.6% |
|
EFX|Equifax Inc
|
SELL | -5.36% | 1.2M | $317M | — |
|
BR|Broadridge Financial Solutions
|
SELL | -9.88% | 1.8M | $292M | — |
|
TXN|Texas Instruments Inc
|
SELL | -6.21% | 1.5M | $286M | +70.3% |
|
UPS|United Parcel Svc Cl B
|
SELL | -10.36% | 1.2M | $225M | — |
|
MA|Mastercard Inc.
|
SELL | -6.29% | 734.8K | $255M | — |
|
WM|Waste Management
|
SELL | -6.36% | 1.7M | $254M | +32.6% |
|
TJX|TJX Companies Inc
|
BUY | +6.72% | 3.7M | $243M | — |
|
GIS|General Mills Inc.
|
SELL | -5.91% | 3.1M | $188M | — |
|
MRSH|Marsh & McLennan Company Inc
|
BUY | +0.98% | 1.2M | $181M | — |
|
VRSK|Verisk Analytics Inc
|
BUY | +1.00% | 755.1K | $151M | — |
|
APH|Amphenol Corp.
|
BUY | NEW | 1.8M | $134M | — |
|
WAT|Waters Corp
|
SELL | -0.25% | 47.2K | $17M | — |
|
ABT|Abbott Laboratories
|
SELL | -0.23% | 107.5K | $13M | — |
|
EMR|Emerson Electric Co.
|
SELL | -0.24% | 102.1K | $10M | — |
|
OMC|Omnicom Group Inc
|
SELL | -0.67% | 96.8K | $7M | — |
|
FDS|FactSet Research Systems Inc.
|
BUY | +20.99% | 19.3K | $8M | — |
|
CPRT|Copart Inc. (DE)
|
BUY | +15.84% | 50.9K | $7M | — |
|
LLY|Laboratory Corp of America
|
BUY | +21.42% | 24.5K | $7M | — |
|
EHC|Encompass Health Corp
|
BUY | +44.12% | 90.2K | $7M | — |
|
CCK|Crown Holdings Inc.
|
BUY | +29.04% | 66.3K | $7M | — |
|
GPC|Genuine Parts Company
|
BUY | +39.19% | 54.8K | $7M | — |
|
MCHP|Microchip Technology Inc
|
BUY | +26.19% | 41.8K | $6M | — |
|
HAS|Hasbro Inc
|
BUY | +28.98% | 71.2K | $6M | — |
|
EXPD|Expeditors International of WA
|
BUY | +21.31% | 50.4K | $6M | — |
|
BBY|Best Buy Co. Inc.
|
BUY | +35.69% | 54.2K | $6M | — |
|
KR|Kroger Company
|
BUY | +41.17% | 139.9K | $6M | — |
|
HRC|Hill-Rom Holdings Inc.
|
SELL | EXIT | — | — | — |
|
SMG|The Scotts Miracle-Gro Co.
|
BUY | +266.21% | 37.1K | $5M | — |
|
CHD|Church & Dwight Co Inc
|
BUY | +71.54% | 63.4K | $5M | — |
|
LSTR|Landstar System Inc.
|
BUY | +34.71% | 30.4K | $5M | — |
|
GNTX|Gentex Corporation
|
BUY | +42.55% | 140.5K | $5M | — |
|
FFIV|F5 Networks Inc.
|
BUY | +48.20% | 23.1K | $5M | — |
|
LEVI|Levi Strauss & Co
|
BUY | +54.99% | 179.3K | $4M | — |
|
LII|Lennox International Inc.
|
BUY | +20.92% | 12.8K | $4M | — |
|
PAYX|Paychex Inc.
|
BUY | +14.09% | 33.5K | $4M | — |
|
MLKN|Herman Miller Inc.
|
BUY | +20.99% | 80.3K | $3M | — |
|
CRI|Carters Inc
|
BUY | +21.24% | 31.1K | $3M | — |
|
KEL|Kellogg Company
|
BUY | +21.50% | 46.8K | $3M | — |
|
MMS|MAXIMUS, Inc.
|
BUY | +21.17% | 35.7K | $3M | — |
|
TSCO|Tractor Supply Co
|
BUY | +23.36% | 13.6K | $3M | — |
|
DCI|Donaldson Co. Inc.
|
SELL | -14.25% | 37.1K | $2M | +29.8% |
|
ABBV|AbbVie Inc.
|
SELL | -0.41% | 24.2K | $3M | — |
|
CPB|Campbell Soup Company
|
BUY | +21.09% | 57.2K | $2M | — |
|
POOL|Pool Corporation
|
BUY | NEW | 3.7K | $2M | — |
|
URI|United Rentals, Inc.
|
BUY | NEW | 4.4K | $2M | — |
|
TSM|Taiwan Semiconductor Manuf ADR
|
BUY | +14.20% | 11.2K | $1M | — |
|
LIN|Linde plc SH
|
SELL | -1.17% | 4.2K | $1M | +92.2% |
| 2021-Q2 | |||||
|
MSFT|Microsoft Corp
|
SELL | -0.92% | 3.5M | $959M | — |
|
GOOGL|Alphabet Inc Cap Stk Cl A
|
BUY | NEW | 375.0K | $916M | — |
|
GOOGL|Alphabet Inc Cap Stk Cl A
|
SELL | EXIT | — | — | +4.4% |
|
PEP|PepsiCo Inc.
|
SELL | -0.85% | 5.4M | $795M | — |
|
JNJ|Johnson & Johnson
|
SELL | -0.63% | 4.4M | $724M | — |
|
MMM|3M Company
|
SELL | -0.87% | 3.5M | $692M | — |
|
BDX|Becton Dickinson & Co.
|
SELL | -0.68% | 2.7M | $658M | — |
|
SYK|Stryker Corp
|
SELL | -0.66% | 2.5M | $638M | — |
|
Accenture Plc
|
SELL | -3.90% | 2.1M | $613M | — |
|
AAPL|Apple Inc.
|
SELL | -0.86% | 4.4M | $596M | — |
|
NKE|Nike Inc Cl B
|
SELL | -0.24% | 3.7M | $578M | — |
|
UNH|Unitedhealth Group Inc
|
SELL | -6.05% | 1.4M | $543M | — |
|
INTU|Intuit Inc.
|
SELL | -1.90% | 1.0M | $508M | — |
|
PFE|Pfizer Inc.
|
SELL | -0.71% | 11.4M | $446M | +8.2% |
|
CTSH|Cognizant Tech Solutions
|
SELL | -0.88% | 5.3M | $370M | — |
|
GIS|General Mills Inc.
|
SELL | -50.78% | 3.3M | $203M | — |
|
ADP|Automatic Data Processing Inc.
|
SELL | -0.21% | 2.1M | $416M | — |
|
SBUX|Starbucks Corp
|
BUY | +16.82% | 3.6M | $407M | — |
|
HD|Home Depot Inc.
|
SELL | -0.79% | 1.0M | $321M | +16.4% |
|
EFX|Equifax Inc
|
SELL | -16.99% | 1.3M | $316M | — |
|
BR|Broadridge Financial Solutions
|
SELL | -0.78% | 1.9M | $315M | — |
|
TXN|Texas Instruments Inc
|
SELL | -0.98% | 1.6M | $305M | +68.7% |
|
PG|Procter & Gamble Co.
|
SELL | -0.25% | 2.2M | $298M | — |
|
UPS|United Parcel Svc Cl B
|
SELL | -4.90% | 1.4M | $287M | — |
|
MA|Mastercard Inc.
|
SELL | -2.14% | 784.0K | $286M | — |
|
WM|Waste Management
|
SELL | -0.22% | 1.8M | $254M | +23.2% |
|
TJX|TJX Companies Inc
|
SELL | -0.95% | 3.4M | $232M | — |
|
MRSH|Marsh & McLennan Company Inc
|
BUY | NEW | 1.2M | $167M | — |
|
VRSK|Verisk Analytics Inc
|
BUY | +1.37% | 747.6K | $131M | — |
|
ADBE|Adobe Systems Inc.
|
SELL | -0.44% | 45.6K | $27M | — |
|
WAT|Waters Corp
|
SELL | -0.14% | 47.4K | $16M | — |
|
ECL|Ecolab Inc
|
SELL | -0.76% | 75.1K | $15M | — |
|
ORCL|Oracle Corporation
|
SELL | -0.28% | 183.7K | $14M | — |
|
ABT|Abbott Laboratories
|
SELL | -0.37% | 107.8K | $12M | — |
|
EMR|Emerson Electric Co.
|
SELL | -1.56% | 102.4K | $10M | — |
|
APH|Amphenol Corp.
|
SELL | -1.59% | 139.9K | $10M | — |
|
OMC|Omnicom Group Inc
|
SELL | -12.55% | 97.4K | $8M | — |
|
KO|Coca-Cola Company
|
SELL | -1.35% | 131.8K | $7M | — |
|
CPRT|Copart Inc. (DE)
|
BUY | +2.50% | 43.9K | $6M | — |
|
LLY|Laboratory Corp of America
|
BUY | +6.10% | 20.2K | $6M | — |
|
HRC|Hill-Rom Holdings Inc.
|
BUY | +20.75% | 48.9K | $6M | — |
|
FDS|FactSet Research Systems Inc.
|
BUY | +39.88% | 16.0K | $5M | — |
|
EXPD|Expeditors International of WA
|
SELL | -6.00% | 41.5K | $5M | — |
|
CCK|Crown Holdings Inc.
|
BUY | +6.75% | 51.4K | $5M | — |
|
HAS|Hasbro Inc
|
BUY | +17.46% | 55.2K | $5M | — |
|
GPC|Genuine Parts Company
|
SELL | -3.55% | 39.4K | $5M | — |
|
MCHP|Microchip Technology Inc
|
BUY | +43.27% | 33.1K | $5M | — |
|
EHC|Encompass Health Corp
|
BUY | +8.72% | 62.6K | $5M | — |
|
BBY|Best Buy Co. Inc.
|
BUY | +19.63% | 40.0K | $5M | — |
|
KR|Kroger Company
|
BUY | +17.96% | 99.1K | $4M | — |
|
GNTX|Gentex Corporation
|
BUY | NEW | 98.6K | $3M | — |
|
CHD|Church & Dwight Co Inc
|
BUY | +41.77% | 36.9K | $3M | — |
|
MLKN|Herman Miller Inc.
|
BUY | +14.31% | 66.4K | $3M | — |
|
FFIV|F5 Networks Inc.
|
BUY | +18.93% | 15.6K | $3M | — |
|
MMS|MAXIMUS, Inc.
|
SELL | -8.83% | 29.4K | $3M | +25.6% |
|
DCI|Donaldson Co. Inc.
|
BUY | +10.22% | 43.2K | $3M | — |
|
CRI|Carters Inc
|
BUY | +13.89% | 25.7K | $3M | — |
|
KEL|Kellogg Company
|
BUY | +10.90% | 38.5K | $2M | — |
|
RTX|Raytheon Technologies Corp
|
SELL | -3.19% | 23.4K | $2M | +35.0% |
|
SMG|The Scotts Miracle-Gro Co.
|
BUY | +50.82% | 10.1K | $2M | — |
|
BMY|Bristol Myers Squibb Co.
|
SELL | -2.94% | 26.4K | $2M | — |
|
ON|ON Semiconductor Corp
|
SELL | -31.18% | 28.0K | $1M | -34.5% |
|
GWW|W.W. Grainger Inc.
|
SELL | -22.97% | 2.9K | $1M | -53.8% |
|
LIN|Linde plc SH
|
SELL | -5.95% | 4.3K | $1M | +82.3% |
|
TSM|Taiwan Semiconductor Manuf ADR
|
BUY | +10.62% | 9.8K | $1M | — |
|
NTAP|NetApp Inc.
|
SELL | EXIT | — | — | — |
| 2021-Q1 | |||||
|
MSFT|Microsoft Corp
|
SELL | -7.04% | 3.6M | $842M | — |
|
GOOGL|Alphabet Inc Cap Stk Cl A
|
SELL | -9.89% | 387.0K | $798M | -9.3% |
|
PEP|PepsiCo Inc.
|
BUY | +1.64% | 5.4M | $765M | — |
|
JNJ|Johnson & Johnson
|
BUY | +1.93% | 4.4M | $727M | — |
|
MMM|3M Company
|
BUY | +1.61% | 3.5M | $677M | — |
|
BDX|Becton Dickinson & Co.
|
BUY | +1.58% | 2.7M | $662M | — |
|
SYK|Stryker Corp
|
BUY | +1.57% | 2.5M | $603M | — |
|
Accenture Plc
|
BUY | +0.87% | 2.2M | $598M | — |
|
AAPL|Apple Inc.
|
BUY | +0.78% | 4.4M | $536M | — |
|
UNH|Unitedhealth Group Inc
|
BUY | +1.57% | 1.4M | $537M | — |
|
NKE|Nike Inc Cl B
|
BUY | +0.74% | 3.8M | $499M | — |
|
CTSH|Cognizant Tech Solutions
|
BUY | +1.56% | 5.4M | $421M | — |
|
GIS|General Mills Inc.
|
BUY | +1.87% | 6.8M | $416M | — |
|
PFE|Pfizer Inc.
|
BUY | +2.22% | 11.5M | $416M | — |
|
INTU|Intuit Inc.
|
SELL | -3.00% | 1.1M | $405M | — |
|
ADP|Automatic Data Processing Inc.
|
BUY | +15.59% | 2.1M | $395M | — |
|
SBUX|Starbucks Corp
|
BUY | +3.32% | 3.1M | $340M | — |
|
HD|Home Depot Inc.
|
BUY | +2.09% | 1.0M | $310M | — |
|
TXN|Texas Instruments Inc
|
BUY | +1.78% | 1.6M | $303M | — |
|
BR|Broadridge Financial Solutions
|
BUY | +2.03% | 2.0M | $301M | — |
|
PG|Procter & Gamble Co.
|
BUY | +28.59% | 2.2M | $300M | — |
|
MA|Mastercard Inc.
|
SELL | -4.47% | 801.2K | $285M | — |
|
EFX|Equifax Inc
|
BUY | +3.60% | 1.6M | $288M | — |
|
UPS|United Parcel Svc Cl B
|
SELL | -0.12% | 1.5M | $246M | — |
|
WM|Waste Management
|
BUY | +40.43% | 1.8M | $234M | — |
|
TJX|TJX Companies Inc
|
BUY | +1.71% | 3.5M | $230M | — |
|
VFC|V.F. Corp
|
SELL | EXIT | — | — | -5.1% |
|
VRSK|Verisk Analytics Inc
|
BUY | NEW | 737.5K | $130M | — |
|
ADBE|Adobe Systems Inc.
|
SELL | -1.38% | 45.8K | $22M | — |
|
ECL|Ecolab Inc
|
SELL | -0.33% | 75.7K | $16M | — |
|
WAT|Waters Corp
|
SELL | -4.57% | 47.4K | $13M | — |
|
ABT|Abbott Laboratories
|
SELL | -1.14% | 108.2K | $13M | — |
|
ORCL|Oracle Corporation
|
SELL | -4.19% | 184.2K | $13M | — |
|
APH|Amphenol Corp.
|
BUY | +88.43% | 142.2K | $9M | — |
|
EMR|Emerson Electric Co.
|
SELL | -1.56% | 104.0K | $9M | — |
|
CL|Colgate-Palmolive Co
|
SELL | -1.91% | 102.5K | $8M | — |
|
OMC|Omnicom Group Inc
|
SELL | -7.84% | 111.4K | $8M | — |
|
KO|Coca-Cola Company
|
SELL | -0.98% | 133.6K | $7M | — |
|
TROW|T Rowe Price Group Inc
|
SELL | -0.23% | 32.4K | $6M | — |
|
LLY|Laboratory Corp of America
|
BUY | +11.76% | 19.0K | $5M | — |
|
EXPD|Expeditors International of WA
|
BUY | +21.11% | 44.2K | $5M | — |
|
GPC|Genuine Parts Company
|
BUY | +27.90% | 40.9K | $5M | — |
|
EHC|Encompass Health Corp
|
BUY | +40.41% | 57.5K | $5M | — |
|
CCK|Crown Holdings Inc.
|
BUY | +36.90% | 48.1K | $5M | — |
|
CPRT|Copart Inc. (DE)
|
BUY | +69.34% | 42.9K | $5M | — |
|
HAS|Hasbro Inc
|
BUY | +60.17% | 47.0K | $5M | — |
|
HRC|Hill-Rom Holdings Inc.
|
BUY | +32.02% | 40.5K | $4M | — |
|
BBY|Best Buy Co. Inc.
|
BUY | +37.36% | 33.4K | $4M | — |
|
LSTR|Landstar System Inc.
|
BUY | +8.87% | 22.6K | $4M | — |
|
MCHP|Microchip Technology Inc
|
BUY | +4.19% | 23.1K | $4M | — |
|
FDS|FactSet Research Systems Inc.
|
BUY | NEW | 11.4K | $4M | — |
|
CBRE|CBRE Group Inc.
|
BUY | +7.20% | 43.9K | $3M | — |
|
LII|Lennox International Inc.
|
BUY | +11.80% | 10.6K | $3M | — |
|
KR|Kroger Company
|
BUY | +3.81% | 84.0K | $3M | — |
|
MMS|MAXIMUS, Inc.
|
BUY | +8.03% | 32.3K | $3M | — |
|
PAYX|Paychex Inc.
|
SELL | -0.17% | 29.3K | $3M | — |
|
ABBV|AbbVie Inc.
|
SELL | -4.71% | 24.3K | $3M | — |
|
MLKN|Herman Miller Inc.
|
BUY | +97.18% | 58.1K | $2M | — |
|
CPB|Campbell Soup Company
|
BUY | +4.96% | 47.2K | $2M | — |
|
DCI|Donaldson Co. Inc.
|
BUY | +6.26% | 39.2K | $2M | — |
|
CHD|Church & Dwight Co Inc
|
BUY | +5.21% | 26.1K | $2M | — |
|
KEL|Kellogg Company
|
BUY | +5.43% | 34.8K | $2M | — |
|
ON|ON Semiconductor Corp
|
SELL | -36.37% | 40.7K | $2M | -34.7% |
|
CRI|Carters Inc
|
BUY | +8.95% | 22.5K | $2M | — |
|
TSCO|Tractor Supply Co
|
BUY | +9.02% | 11.0K | $2M | — |
|
RTX|Raytheon Technologies Corp
|
SELL | -9.74% | 24.1K | $2M | +15.4% |
|
LIN|Linde plc SH
|
SELL | -1.09% | 4.5K | $1M | +61.6% |
|
NTAP|NetApp Inc.
|
SELL | -17.87% | 14.3K | $1M | — |
|
TSM|Taiwan Semiconductor Manuf ADR
|
BUY | +9.39% | 8.8K | $1M | — |
|
TDC|Teradata Corp
|
SELL | EXIT | — | — | — |
|
RS|Reliance Steel And Aluminum Co
|
SELL | -29.49% | 2.1K | $313000 | -34.8% |
| 2020-Q4 | |||||
|
MSFT|Microsoft Corp
|
BUY | +0.43% | 3.8M | $855M | — |
|
PEP|PepsiCo Inc.
|
BUY | +0.47% | 5.3M | $789M | — |
|
GOOGL|Alphabet Inc Cap Stk Cl A
|
BUY | +0.46% | 429.5K | $753M | — |
|
JNJ|Johnson & Johnson
|
BUY | +0.44% | 4.3M | $683M | — |
|
BDX|Becton Dickinson & Co.
|
BUY | +0.46% | 2.7M | $671M | — |
|
MMM|3M Company
|
BUY | +0.48% | 3.5M | $605M | — |
|
SYK|Stryker Corp
|
BUY | +0.54% | 2.4M | $597M | — |
|
AAPL|Apple Inc.
|
SELL | -3.95% | 4.4M | $578M | — |
|
Accenture Plc
|
SELL | -8.65% | 2.1M | $561M | — |
|
NKE|Nike Inc Cl B
|
SELL | -13.55% | 3.7M | $527M | — |
|
UNH|Unitedhealth Group Inc
|
BUY | +0.42% | 1.4M | $499M | — |
|
CTSH|Cognizant Tech Solutions
|
BUY | +0.43% | 5.3M | $435M | — |
|
INTU|Intuit Inc.
|
BUY | +0.47% | 1.1M | $414M | — |
|
PFE|Pfizer Inc.
|
BUY | +0.49% | 11.2M | $413M | — |
|
GIS|General Mills Inc.
|
BUY | +0.64% | 6.7M | $392M | — |
|
UPS|United Parcel Svc Cl B
|
SELL | -34.04% | 1.5M | $244M | — |
|
SBUX|Starbucks Corp
|
BUY | +0.50% | 3.0M | $323M | — |
|
ADP|Automatic Data Processing Inc.
|
BUY | +0.46% | 1.8M | $320M | — |
|
MA|Mastercard Inc.
|
BUY | +0.47% | 838.6K | $299M | — |
|
EFX|Equifax Inc
|
BUY | +0.84% | 1.5M | $296M | — |
|
BR|Broadridge Financial Solutions
|
BUY | +0.73% | 1.9M | $295M | — |
|
HD|Home Depot Inc.
|
BUY | +22.76% | 993.3K | $264M | — |
|
VFC|V.F. Corp
|
SELL | -48.59% | 1.9M | $165M | -6.1% |
|
PG|Procter & Gamble Co.
|
SELL | -8.08% | 1.7M | $240M | — |
|
TXN|Texas Instruments Inc
|
BUY | +0.48% | 1.6M | $259M | — |
|
TJX|TJX Companies Inc
|
BUY | +0.45% | 3.4M | $233M | — |
|
WM|Waste Management
|
BUY | +31.27% | 1.3M | $153M | — |
|
APH|Amphenol Corp.
|
SELL | -89.91% | 75.5K | $10M | — |
|
OMC|Omnicom Group Inc
|
SELL | -89.95% | 120.9K | $8M | — |
|
ADBE|Adobe Systems Inc.
|
SELL | -0.53% | 46.4K | $23M | — |
|
ECL|Ecolab Inc
|
SELL | -0.03% | 76.0K | $16M | — |
|
WAT|Waters Corp
|
SELL | -0.70% | 49.7K | $12M | — |
|
ABT|Abbott Laboratories
|
BUY | +0.14% | 109.4K | $12M | — |
|
EMR|Emerson Electric Co.
|
SELL | -12.34% | 105.7K | $8M | — |
|
CCK|Crown Holdings Inc.
|
BUY | +12.01% | 35.1K | $4M | — |
|
EXPD|Expeditors International of WA
|
BUY | +69.75% | 36.5K | $3M | — |
|
LLY|Laboratory Corp of America
|
BUY | +53.38% | 17.0K | $3M | — |
|
EHC|Encompass Health Corp
|
BUY | +12.18% | 41.0K | $3M | — |
|
CPRT|Copart Inc. (DE)
|
BUY | +40.22% | 25.3K | $3M | — |
|
GPC|Genuine Parts Company
|
BUY | +53.19% | 31.9K | $3M | — |
|
MCHP|Microchip Technology Inc
|
BUY | +120.92% | 22.2K | $3M | — |
|
HRC|Hill-Rom Holdings Inc.
|
BUY | +33.65% | 30.7K | $3M | — |
|
LSTR|Landstar System Inc.
|
BUY | +76.90% | 20.8K | $3M | — |
|
HAS|Hasbro Inc
|
BUY | +61.00% | 29.4K | $3M | — |
|
PAYX|Paychex Inc.
|
BUY | +0.96% | 29.4K | $3M | — |
|
ABBV|AbbVie Inc.
|
BUY | +0.20% | 25.5K | $3M | — |
|
LII|Lennox International Inc.
|
BUY | +20.74% | 9.5K | $3M | — |
|
KR|Kroger Company
|
BUY | +89.29% | 80.9K | $3M | — |
|
CBRE|CBRE Group Inc.
|
BUY | +0.74% | 41.0K | $3M | — |
|
BBY|Best Buy Co. Inc.
|
BUY | +61.02% | 24.3K | $2M | — |
|
LEVI|Levi Strauss & Co
|
BUY | +9.60% | 115.7K | $2M | — |
|
FFIV|F5 Networks Inc.
|
BUY | +5.99% | 13.1K | $2M | — |
|
MMS|MAXIMUS, Inc.
|
BUY | +78.60% | 29.9K | $2M | — |
|
CPB|Campbell Soup Company
|
BUY | +27.56% | 45.0K | $2M | — |
|
CHD|Church & Dwight Co Inc
|
BUY | +69.71% | 24.8K | $2M | — |
|
ON|ON Semiconductor Corp
|
SELL | -22.31% | 64.0K | $2M | -53.1% |
|
DCI|Donaldson Co. Inc.
|
BUY | +9.95% | 36.9K | $2M | — |
|
KEL|Kellogg Company
|
BUY | +30.16% | 33.0K | $2M | — |
|
RTX|Raytheon Technologies Corp
|
SELL | -23.59% | 26.7K | $2M | +7.6% |
|
CRI|Carters Inc
|
BUY | +37.04% | 20.7K | $2M | — |
|
LIN|Linde plc SH
|
SELL | -42.77% | 4.6K | $1M | +57.0% |
|
TSCO|Tractor Supply Co
|
BUY | +6.21% | 10.1K | $1M | — |
|
MLKN|Herman Miller Inc.
|
BUY | +50.15% | 29.5K | $996000 | — |
|
XLNXEUR|Xilinx Inc
|
SELL | EXIT | — | — | — |
|
TSM|Taiwan Semiconductor Manuf ADR
|
BUY | +21.29% | 8.1K | $882000 | — |
|
TDC|Teradata Corp
|
BUY | +12.43% | 39.1K | $878000 | — |
|
VRSK|Verisk Analytics Inc
|
BUY | +73.42% | 4.1K | $853000 | — |
|
MDT|Medtronic PLC
|
SELL | EXIT | — | — | — |
|
RS|Reliance Steel And Aluminum Co
|
SELL | -30.59% | 2.9K | $349000 | -41.9% |
| 2020-Q3 | |||||
|
MSFT|Microsoft Corp
|
SELL | -6.39% | 3.8M | $805M | — |
|
PEP|PepsiCo Inc.
|
BUY | +0.14% | 5.3M | $734M | — |
|
JNJ|Johnson & Johnson
|
BUY | +0.09% | 4.3M | $643M | — |
|
BDX|Becton Dickinson & Co.
|
SELL | -0.10% | 2.7M | $621M | — |
|
GOOGL|Alphabet Inc Cap Stk Cl A
|
BUY | +0.27% | 427.5K | $627M | — |
|
MMM|3M Company
|
BUY | +0.13% | 3.4M | $552M | — |
|
AAPL|Apple Inc.
|
BUY | +205.74% | 4.5M | $525M | — |
|
NKE|Nike Inc Cl B
|
BUY | +0.27% | 4.3M | $541M | — |
|
Accenture Plc
|
BUY | +0.11% | 2.3M | $531M | — |
|
SYK|Stryker Corp
|
BUY | +5.97% | 2.4M | $505M | — |
|
UNH|Unitedhealth Group Inc
|
SELL | -11.13% | 1.4M | $441M | — |
|
PFE|Pfizer Inc.
|
BUY | +7.32% | 11.2M | $410M | — |
|
GIS|General Mills Inc.
|
BUY | +8.10% | 6.6M | $408M | — |
|
CTSH|Cognizant Tech Solutions
|
SELL | +0.00% | 5.3M | $367M | — |
|
UPS|United Parcel Svc Cl B
|
SELL | -27.10% | 2.2M | $367M | — |
|
INTU|Intuit Inc.
|
BUY | +0.29% | 1.1M | $354M | — |
|
MA|Mastercard Inc.
|
BUY | +0.25% | 834.7K | $282M | — |
|
VFC|V.F. Corp
|
BUY | +0.20% | 3.8M | $263M | — |
|
PG|Procter & Gamble Co.
|
SELL | -4.25% | 1.9M | $261M | — |
|
SBUX|Starbucks Corp
|
BUY | +14.15% | 3.0M | $258M | — |
|
BR|Broadridge Financial Solutions
|
BUY | +0.45% | 1.9M | $252M | — |
|
ADP|Automatic Data Processing Inc.
|
BUY | +29.42% | 1.8M | $252M | — |
|
EFX|Equifax Inc
|
BUY | +12.96% | 1.5M | $239M | — |
|
HD|Home Depot Inc.
|
BUY | NEW | 809.2K | $225M | — |
|
TXN|Texas Instruments Inc
|
BUY | +0.26% | 1.6M | $224M | — |
|
TJX|TJX Companies Inc
|
BUY | +0.17% | 3.4M | $189M | — |
|
ORCL|Oracle Corporation
|
SELL | -94.13% | 192.3K | $11M | — |
|
WM|Waste Management
|
BUY | NEW | 985.8K | $112M | — |
|
OMC|Omnicom Group Inc
|
SELL | -26.93% | 1.2M | $60M | — |
|
EMR|Emerson Electric Co.
|
SELL | -90.77% | 120.5K | $8M | — |
|
APH|Amphenol Corp.
|
SELL | -0.82% | 747.8K | $81M | — |
|
ADBE|Adobe Systems Inc.
|
SELL | -6.55% | 46.7K | $23M | — |
|
ECL|Ecolab Inc
|
SELL | -2.01% | 76.0K | $15M | — |
|
ABT|Abbott Laboratories
|
SELL | -4.29% | 109.3K | $12M | — |
|
WAT|Waters Corp
|
SELL | -10.16% | 50.0K | $10M | — |
|
CL|Colgate-Palmolive Co
|
SELL | -8.09% | 104.5K | $8M | — |
|
CLX|Clorox Company
|
SELL | -8.86% | 29.0K | $6M | — |
|
KO|Coca-Cola Company
|
SELL | -7.40% | 134.9K | $7M | — |
|
RTX|Raytheon Technologies Corp
|
SELL | -10.95% | 35.0K | $2M | -3.3% |
|
CCK|Crown Holdings Inc.
|
BUY | +17.84% | 31.4K | $2M | — |
|
EHC|Encompass Health Corp
|
BUY | +34.90% | 36.5K | $2M | — |
|
PAYX|Paychex Inc.
|
BUY | +5.51% | 29.1K | $2M | — |
|
LLY|Laboratory Corp of America
|
BUY | +11.79% | 11.1K | $2M | — |
|
GPC|Genuine Parts Company
|
BUY | +21.22% | 20.9K | $2M | — |
|
EXPD|Expeditors International of WA
|
BUY | +15.10% | 21.5K | $2M | — |
|
HRC|Hill-Rom Holdings Inc.
|
BUY | +70.53% | 23.0K | $2M | — |
|
CBRE|CBRE Group Inc.
|
BUY | +13.29% | 40.7K | $2M | — |
|
LIN|Linde plc SH
|
SELL | -8.86% | 8.0K | $2M | +53.9% |
|
CPRT|Copart Inc. (DE)
|
BUY | +26.31% | 18.1K | $2M | — |
|
ON|ON Semiconductor Corp
|
BUY | +12.14% | 82.4K | $2M | — |
|
CPB|Campbell Soup Company
|
BUY | +51.05% | 35.3K | $2M | — |
|
BBY|Best Buy Co. Inc.
|
SELL | -2.83% | 15.1K | $2M | — |
|
KEL|Kellogg Company
|
BUY | +48.04% | 25.3K | $2M | — |
|
VAREUR|Varian Medical Systems
|
SELL | EXIT | — | — | — |
|
DCI|Donaldson Co. Inc.
|
BUY | +55.71% | 33.6K | $2M | — |
|
FFIV|F5 Networks Inc.
|
BUY | +48.38% | 12.4K | $2M | — |
|
HAS|Hasbro Inc
|
BUY | +40.66% | 18.2K | $2M | — |
|
KR|Kroger Company
|
BUY | +45.49% | 42.8K | $1M | — |
|
LEVI|Levi Strauss & Co
|
BUY | +80.99% | 105.6K | $1M | — |
|
TSCO|Tractor Supply Co
|
SELL | -6.59% | 9.5K | $1M | — |
|
CRI|Carters Inc
|
BUY | +11.61% | 15.1K | $1M | — |
|
MMS|MAXIMUS, Inc.
|
BUY | NEW | 16.7K | $1M | — |
|
MCHP|Microchip Technology Inc
|
BUY | NEW | 10.0K | $1M | — |
|
XLNXEUR|Xilinx Inc
|
BUY | +36.45% | 8.8K | $913000 | — |
|
TDC|Teradata Corp
|
BUY | +25.44% | 34.8K | $789000 | — |
|
NTAP|NetApp Inc.
|
BUY | +25.72% | 17.4K | $763000 | — |
|
TSM|Taiwan Semiconductor Manuf ADR
|
BUY | +80.76% | 6.7K | $541000 | — |
|
VRSK|Verisk Analytics Inc
|
BUY | NEW | 2.4K | $439000 | — |
|
RS|Reliance Steel And Aluminum Co
|
SELL | -2.55% | 4.2K | $429000 | -48.9% |
| 2020-Q2 | |||||
|
MSFT|Microsoft Corp
|
SELL | -3.16% | 4.1M | $832M | — |
|
PEP|PepsiCo Inc.
|
BUY | +0.20% | 5.3M | $700M | — |
|
BDX|Becton Dickinson & Co.
|
SELL | -0.11% | 2.7M | $639M | — |
|
JNJ|Johnson & Johnson
|
SELL | -0.10% | 4.3M | $607M | — |
|
GOOGL|Alphabet Inc Cap Stk Cl A
|
BUY | +0.21% | 426.4K | $605M | — |
|
AAPL|Apple Inc.
|
SELL | -0.01% | 1.5M | $541M | — |
|
MMM|3M Company
|
BUY | +0.16% | 3.4M | $536M | — |
|
Accenture Plc
|
BUY | +0.16% | 2.3M | $504M | — |
|
UNH|Unitedhealth Group Inc
|
BUY | +5.13% | 1.6M | $470M | — |
|
NKE|Nike Inc Cl B
|
BUY | +0.11% | 4.3M | $421M | — |
|
SYK|Stryker Corp
|
BUY | +26.45% | 2.3M | $412M | — |
|
UTXZ|United Technologies Corp
|
SELL | EXIT | — | — | — |
|
GIS|General Mills Inc.
|
BUY | +7.17% | 6.1M | $377M | — |
|
PFE|Pfizer Inc.
|
BUY | +6.74% | 10.4M | $340M | — |
|
UPS|United Parcel Svc Cl B
|
SELL | -0.73% | 3.0M | $336M | — |
|
INTU|Intuit Inc.
|
BUY | +0.12% | 1.1M | $320M | — |
|
CTSH|Cognizant Tech Solutions
|
SELL | -0.13% | 5.3M | $300M | — |
|
MA|Mastercard Inc.
|
BUY | +0.05% | 832.6K | $246M | — |
|
BR|Broadridge Financial Solutions
|
BUY | +0.16% | 1.9M | $240M | — |
|
PG|Procter & Gamble Co.
|
BUY | +200.32% | 2.0M | $234M | — |
|
EFX|Equifax Inc
|
BUY | +116.95% | 1.3M | $232M | — |
|
VFC|V.F. Corp
|
BUY | +0.18% | 3.7M | $228M | — |
|
ADP|Automatic Data Processing Inc.
|
BUY | +0.21% | 1.4M | $208M | — |
|
TXN|Texas Instruments Inc
|
BUY | +0.25% | 1.6M | $199M | — |
|
OMC|Omnicom Group Inc
|
SELL | -53.34% | 1.6M | $90M | — |
|
SBUX|Starbucks Corp
|
BUY | NEW | 2.6M | $193M | — |
|
ORCL|Oracle Corporation
|
SELL | -0.44% | 3.3M | $181M | — |
|
TJX|TJX Companies Inc
|
BUY | +0.10% | 3.4M | $172M | — |
|
EMR|Emerson Electric Co.
|
SELL | -56.41% | 1.3M | $81M | — |
|
APH|Amphenol Corp.
|
SELL | -0.53% | 754.0K | $72M | — |
|
ECL|Ecolab Inc
|
SELL | -63.22% | 77.6K | $15M | — |
|
WAT|Waters Corp
|
SELL | -2.53% | 55.7K | $10M | — |
|
KO|Coca-Cola Company
|
SELL | -1.72% | 145.7K | $7M | — |
|
RTX|Raytheon Technologies Corp
|
BUY | NEW | 39.3K | $2M | — |
|
PAYX|Paychex Inc.
|
BUY | +5.79% | 27.6K | $2M | — |
|
LII|Lennox International Inc.
|
BUY | +42.91% | 7.9K | $2M | — |
|
CCK|Crown Holdings Inc.
|
BUY | +9.45% | 26.6K | $2M | — |
|
EHC|Encompass Health Corp
|
BUY | +19.24% | 27.1K | $2M | — |
|
LLY|Laboratory Corp of America
|
BUY | +18.38% | 9.9K | $2M | — |
|
CBRE|CBRE Group Inc.
|
BUY | +6.69% | 35.9K | $2M | — |
|
VAREUR|Varian Medical Systems
|
BUY | +13.72% | 13.0K | $2M | — |
|
GPC|Genuine Parts Company
|
BUY | +16.06% | 17.2K | $1M | — |
|
HRC|Hill-Rom Holdings Inc.
|
BUY | +92.70% | 13.5K | $1M | — |
|
ON|ON Semiconductor Corp
|
BUY | +15.03% | 73.5K | $1M | — |
|
EXPD|Expeditors International of WA
|
BUY | +11.60% | 18.7K | $1M | — |
|
BBY|Best Buy Co. Inc.
|
BUY | +0.78% | 15.6K | $1M | — |
|
TSCO|Tractor Supply Co
|
SELL | -30.63% | 10.2K | $1M | — |
|
LSTR|Landstar System Inc.
|
BUY | +3.44% | 11.7K | $1M | — |
|
CPRT|Copart Inc. (DE)
|
BUY | +181.85% | 14.3K | $1M | — |
|
FFIV|F5 Networks Inc.
|
BUY | +45.63% | 8.3K | $1M | — |
|
GWW|W.W. Grainger Inc.
|
BUY | +3.93% | 3.7K | $1M | — |
|
CPB|Campbell Soup Company
|
BUY | +27.46% | 23.4K | $1M | — |
|
KEL|Kellogg Company
|
BUY | +16.00% | 17.1K | $1M | — |
|
CHD|Church & Dwight Co Inc
|
BUY | +181.66% | 14.6K | $1M | — |
|
CRI|Carters Inc
|
BUY | +8.25% | 13.5K | $1M | — |
|
DCI|Donaldson Co. Inc.
|
BUY | +72.34% | 21.6K | $1M | — |
|
KR|Kroger Company
|
BUY | +4.74% | 29.4K | $995000 | — |
|
HAS|Hasbro Inc
|
BUY | +27.31% | 13.0K | $971000 | — |
|
SMG|The Scotts Miracle-Gro Co.
|
SELL | -15.49% | 6.7K | $902000 | — |
|
LEVI|Levi Strauss & Co
|
BUY | NEW | 58.3K | $782000 | — |
|
RS|Reliance Steel And Aluminum Co
|
SELL | -44.09% | 4.3K | $409000 | -55.0% |
|
XLNXEUR|Xilinx Inc
|
BUY | +16.30% | 6.4K | $632000 | — |
|
NTAP|NetApp Inc.
|
BUY | +7.54% | 13.8K | $614000 | — |
|
TDC|Teradata Corp
|
BUY | +6.58% | 27.7K | $576000 | — |
|
CTXSEUR|Citrix Systems Inc.
|
SELL | EXIT | — | — | — |
|
MIDD|Middleby Corporation
|
SELL | EXIT | — | — | -49.3% |
|
HN9|Hanesbrands Inc.
|
SELL | EXIT | — | — | — |
|
WU|Western Union
|
SELL | EXIT | — | — | — |
|
TSM|Taiwan Semiconductor Manuf ADS
|
BUY | NEW | 3.7K | $209000 | — |
| 2020-Q1 | |||||
|
MSFT|Microsoft Corp
|
SELL | -5.64% | 4.2M | $666M | — |
|
BDX|Becton Dickinson & Co.
|
BUY | +6.71% | 2.7M | $615M | — |
|
PEP|PepsiCo Inc.
|
BUY | +10.15% | 5.3M | $634M | — |
|
UTXZ|United Technologies Corp
|
BUY | +1.80% | 4.0M | $380M | — |
|
JNJ|Johnson & Johnson
|
BUY | +10.96% | 4.3M | $566M | — |
|
MMM|3M Company
|
BUY | +11.55% | 3.4M | $469M | — |
|
GOOGL|Alphabet Inc Cap Stk Cl A
|
BUY | +28.09% | 425.5K | $494M | — |
|
AAPL|Apple Inc.
|
SELL | -7.45% | 1.5M | $377M | — |
|
UNH|Unitedhealth Group Inc
|
BUY | +1.71% | 1.5M | $378M | — |
|
Accenture Plc
|
BUY | +15.15% | 2.3M | $383M | — |
|
NKE|Nike Inc Cl B
|
BUY | +23.46% | 4.3M | $355M | — |
|
PFE|Pfizer Inc.
|
BUY | +9.84% | 9.7M | $318M | — |
|
ORCL|Oracle Corporation
|
SELL | -48.39% | 3.3M | $159M | — |
|
VFC|V.F. Corp
|
BUY | +12.23% | 3.7M | $202M | — |
|
UPS|United Parcel Svc Cl B
|
BUY | +12.42% | 3.0M | $284M | — |
|
GIS|General Mills Inc.
|
BUY | +11.07% | 5.7M | $301M | — |
|
SYK|Stryker Corp
|
BUY | +39.57% | 1.8M | $301M | — |
|
CTSH|Cognizant Tech Solutions
|
BUY | +10.59% | 5.3M | $246M | — |
|
OMC|Omnicom Group Inc
|
BUY | +1.59% | 3.5M | $194M | — |
|
INTU|Intuit Inc.
|
BUY | +10.99% | 1.1M | $248M | — |
|
EMR|Emerson Electric Co.
|
BUY | +0.47% | 3.0M | $143M | — |
|
BR|Broadridge Financial Solutions
|
BUY | +14.63% | 1.9M | $180M | — |
|
MA|Mastercard Inc.
|
BUY | +31.93% | 832.2K | $201M | — |
|
ADP|Automatic Data Processing Inc.
|
BUY | NEW | 1.4M | $190M | — |
|
TXN|Texas Instruments Inc
|
BUY | +18.28% | 1.6M | $156M | — |
|
ECL|Ecolab Inc
|
SELL | -75.82% | 210.9K | $33M | — |
|
TJX|TJX Companies Inc
|
BUY | +41.92% | 3.4M | $162M | — |
|
APH|Amphenol Corp.
|
SELL | -18.89% | 758.0K | $55M | — |
|
PG|Procter & Gamble Co.
|
SELL | -10.98% | 652.0K | $72M | — |
|
EFX|Equifax Inc
|
BUY | +430.35% | 621.0K | $74M | — |
|
WAT|Waters Corp
|
SELL | -76.77% | 57.1K | $10M | — |
|
ADBE|Adobe Systems Inc.
|
SELL | -5.17% | 49.9K | $16M | — |
|
ABT|Abbott Laboratories
|
SELL | -0.61% | 114.2K | $9M | — |
|
KO|Coca-Cola Company
|
SELL | -1.22% | 148.3K | $7M | — |
|
CL|Colgate-Palmolive Co
|
BUY | +2.52% | 113.7K | $8M | — |
|
CLX|Clorox Company
|
SELL | -5.63% | 31.8K | $6M | — |
|
TROW|T Rowe Price Group Inc
|
SELL | -0.90% | 32.4K | $3M | — |
|
LIN|Linde plc SH
|
SELL | -50.84% | 8.8K | $2M | +30.2% |
|
CBRE|CBRE Group Inc.
|
BUY | +16.23% | 33.6K | $1M | — |
|
EHC|Encompass Health Corp
|
SELL | -10.34% | 22.7K | $1M | — |
|
ON|ON Semiconductor Corp
|
SELL | -5.80% | 63.9K | $795000 | -65.1% |
|
CCK|Crown Holdings Inc.
|
BUY | +15.75% | 24.3K | $1M | — |
|
BBY|Best Buy Co. Inc.
|
SELL | -7.38% | 15.4K | $880000 | — |
|
GPC|Genuine Parts Company
|
BUY | +8.41% | 14.8K | $998000 | — |
|
LLY|Laboratory Corp of America
|
BUY | +1.21% | 8.4K | $1M | — |
|
CPB|Campbell Soup Company
|
SELL | -20.28% | 18.3K | $846000 | — |
|
KR|Kroger Company
|
SELL | -26.14% | 28.1K | $845000 | — |
|
SMG|The Scotts Miracle-Gro Co.
|
SELL | -21.07% | 7.9K | $813000 | — |
|
LII|Lennox International Inc.
|
BUY | +48.25% | 5.5K | $1M | — |
|
CHH|Choice Hotels Intl
|
SELL | EXIT | — | — | — |
|
RS|Reliance Steel And Aluminum Co
|
SELL | -4.46% | 7.7K | $675000 | -43.2% |
|
MIDD|Middleby Corporation
|
SELL | -10.75% | 7.7K | $439000 | -10.5% |
|
KEL|Kellogg Company
|
BUY | +48.99% | 14.8K | $885000 | — |
|
CTXSEUR|Citrix Systems Inc.
|
SELL | -46.02% | 3.8K | $538000 | — |
|
CBRL|Cracker Barrel Old Country Sto
|
SELL | EXIT | — | — | — |
|
WU|Western Union
|
SELL | -50.04% | 13.5K | $244000 | — |
|
HRC|Hill-Rom Holdings Inc.
|
BUY | NEW | 7.0K | $703000 | — |
|
MLKN|Herman Miller Inc.
|
BUY | +16.51% | 19.6K | $436000 | — |
|
FFIV|F5 Networks Inc.
|
BUY | +18.67% | 5.7K | $610000 | — |
|
HN9|Hanesbrands Inc.
|
BUY | +18.27% | 52.4K | $412000 | — |
|
DCI|Donaldson Co. Inc.
|
BUY | +51.64% | 12.5K | $483000 | — |
|
ROK|Rockwell Automation Inc.
|
SELL | EXIT | — | — | +20.8% |
|
XLNXEUR|Xilinx Inc
|
BUY | NEW | 5.5K | $430000 | — |
|
CPRT|Copart Inc. (DE)
|
BUY | NEW | 5.1K | $347000 | — |
|
CHD|Church & Dwight Co Inc
|
BUY | NEW | 5.2K | $332000 | — |
|
SBUX|Starbucks Corp
|
SELL | EXIT | — | — | +1.8% |
| 2019-Q4 | |||||
|
MSFT|Microsoft Corp
|
SELL | -4.20% | 4.5M | $705M | — |
|
BDX|Becton Dickinson & Co.
|
SELL | -0.03% | 2.5M | $682M | — |
|
PEP|PepsiCo Inc.
|
SELL | -0.02% | 4.8M | $655M | — |
|
UTXZ|United Technologies Corp
|
BUY | +0.06% | 4.0M | $593M | — |
|
JNJ|Johnson & Johnson
|
BUY | +4.02% | 3.9M | $568M | — |
|
MMM|3M Company
|
BUY | +9.25% | 3.1M | $543M | — |
|
AAPL|Apple Inc.
|
BUY | +0.03% | 1.6M | $471M | — |
|
ORCL|Oracle Corporation
|
SELL | -21.62% | 6.4M | $338M | — |
|
GOOGL|Alphabet Inc Cap Stk Cl A
|
BUY | +11.41% | 332.2K | $445M | — |
|
UNH|Unitedhealth Group Inc
|
SELL | -18.78% | 1.5M | $438M | — |
|
Accenture Plc
|
BUY | +5.27% | 2.0M | $428M | — |
|
NKE|Nike Inc Cl B
|
BUY | +25.51% | 3.5M | $352M | — |
|
PFE|Pfizer Inc.
|
BUY | +6.16% | 8.9M | $348M | — |
|
VFC|V.F. Corp
|
BUY | +28.47% | 3.3M | $332M | — |
|
SYK|Stryker Corp
|
SELL | -12.06% | 1.3M | $272M | — |
|
UPS|United Parcel Svc Cl B
|
BUY | +27.84% | 2.7M | $317M | — |
|
CTSH|Cognizant Tech Solutions
|
BUY | +6.95% | 4.8M | $297M | — |
|
OMC|Omnicom Group Inc
|
BUY | +0.04% | 3.5M | $281M | — |
|
GIS|General Mills Inc.
|
BUY | +18.50% | 5.1M | $275M | — |
|
ECL|Ecolab Inc
|
SELL | -34.47% | 872.1K | $168M | — |
|
INTU|Intuit Inc.
|
BUY | +212.49% | 972.6K | $255M | — |
|
EMR|Emerson Electric Co.
|
SELL | -17.77% | 3.0M | $227M | — |
|
BR|Broadridge Financial Solutions
|
BUY | +10.71% | 1.7M | $205M | — |
|
PG|Procter & Gamble Co.
|
SELL | -51.88% | 732.4K | $91M | — |
|
MA|Mastercard Inc.
|
SELL | -4.88% | 630.8K | $188M | — |
|
TJX|TJX Companies Inc
|
SELL | -25.35% | 2.4M | $146M | — |
|
APH|Amphenol Corp.
|
SELL | -47.90% | 934.6K | $101M | — |
|
TXN|Texas Instruments Inc
|
BUY | +12.59% | 1.3M | $169M | — |
|
WAT|Waters Corp
|
SELL | -24.71% | 246.0K | $57M | — |
|
ADP|Automatic Data Processing Inc.
|
SELL | -0.45% | 113.9K | $19M | — |
|
ADBE|Adobe Systems Inc.
|
SELL | -0.08% | 52.6K | $17M | — |
|
EFX|Equifax Inc
|
SELL | -0.18% | 117.1K | $16M | — |
|
KO|Coca-Cola Company
|
SELL | -0.66% | 150.1K | $8M | — |
|
LIN|Linde plc SH
|
SELL | -0.11% | 17.9K | $4M | +27.3% |
|
PAYX|Paychex Inc.
|
BUY | +10.94% | 26.1K | $2M | — |
|
CBRE|CBRE Group Inc.
|
SELL | -3.50% | 28.9K | $2M | — |
|
EHC|Encompass Health Corp
|
BUY | +2.47% | 25.3K | $2M | — |
|
BMY|Bristol Myers Squibb Co.
|
BUY | +4.52% | 27.2K | $2M | — |
|
ON|ON Semiconductor Corp
|
BUY | +13.66% | 67.8K | $2M | — |
|
VAREUR|Varian Medical Systems
|
BUY | +3.25% | 11.4K | $2M | — |
|
CCK|Crown Holdings Inc.
|
BUY | +22.21% | 21.0K | $2M | — |
|
BBY|Best Buy Co. Inc.
|
BUY | +2.15% | 16.7K | $1M | — |
|
GPC|Genuine Parts Company
|
BUY | +24.16% | 13.7K | $1M | — |
|
LLY|Laboratory Corp of America
|
BUY | +13.74% | 8.3K | $1M | — |
|
TSCO|Tractor Supply Co
|
BUY | +29.16% | 14.7K | $1M | — |
|
CRI|Carters Inc
|
BUY | +20.56% | 12.5K | $1M | — |
|
EXPD|Expeditors International of WA
|
BUY | +20.45% | 16.7K | $1M | — |
|
LSTR|Landstar System Inc.
|
BUY | +15.83% | 11.3K | $1M | — |
|
CPB|Campbell Soup Company
|
BUY | +24.69% | 23.0K | $1M | — |
|
MIDD|Middleby Corporation
|
SELL | -8.27% | 8.7K | $947000 | -6.7% |
|
KR|Kroger Company
|
SELL | -9.95% | 38.0K | $1M | — |
|
HAS|Hasbro Inc
|
BUY | +22.21% | 10.2K | $1M | — |
|
RS|Reliance Steel And Aluminum Co
|
SELL | -22.56% | 8.1K | $967000 | -42.1% |
|
TDC|Teradata Corp
|
SELL | -21.04% | 26.0K | $696000 | — |
|
HSY|Hershey Co.
|
SELL | EXIT | — | — | — |
|
NTAP|NetApp Inc.
|
SELL | -22.47% | 12.9K | $801000 | — |
|
ROK|Rockwell Automation Inc.
|
SELL | -51.37% | 2.3K | $466000 | +19.1% |
|
WU|Western Union
|
SELL | -13.69% | 27.0K | $723000 | — |
|
KEL|Kellogg Company
|
BUY | NEW | 9.9K | $685000 | — |
|
FFIV|F5 Networks Inc.
|
BUY | NEW | 4.8K | $673000 | — |
|
HN9|Hanesbrands Inc.
|
BUY | +45.72% | 44.3K | $657000 | — |
|
AMG|Affiliated Managers Group
|
SELL | EXIT | — | — | — |
|
EMN|Eastman Chemical Co.
|
SELL | EXIT | — | — | — |
|
OIEUR|Owens-Illinois Inc.
|
SELL | EXIT | — | — | — |
|
SBUX|Starbucks Corp
|
BUY | NEW | 2.3K | $202000 | — |
| 2019-Q3 | |||||
|
PEP|PepsiCo Inc.
|
BUY | +7.55% | 4.8M | $657M | — |
|
MSFT|Microsoft Corp
|
BUY | +1.81% | 4.7M | $649M | — |
|
BDX|Becton Dickinson & Co.
|
BUY | +8.68% | 2.5M | $634M | — |
|
UTXZ|United Technologies Corp
|
SELL | -0.32% | 4.0M | $540M | — |
|
JNJ|Johnson & Johnson
|
BUY | +28.86% | 3.7M | $484M | — |
|
MMM|3M Company
|
BUY | +22.67% | 2.8M | $463M | — |
|
ORCL|Oracle Corporation
|
BUY | +2.07% | 8.1M | $448M | — |
|
UNH|Unitedhealth Group Inc
|
BUY | +0.93% | 1.8M | $399M | — |
|
SYK|Stryker Corp
|
SELL | -28.78% | 1.5M | $319M | — |
|
ECL|Ecolab Inc
|
SELL | -32.09% | 1.3M | $264M | — |
|
Accenture Plc
|
BUY | +1.84% | 1.9M | $372M | — |
|
GOOGL|Alphabet Inc Cap Stk Cl A
|
BUY | +31.88% | 298.1K | $364M | — |
|
AAPL|Apple Inc.
|
BUY | +1.97% | 1.6M | $359M | — |
|
PFE|Pfizer Inc.
|
BUY | +30.34% | 8.4M | $300M | — |
|
PG|Procter & Gamble Co.
|
SELL | -41.13% | 1.5M | $189M | — |
|
CTSH|Cognizant Tech Solutions
|
BUY | +2.09% | 4.5M | $270M | — |
|
OMC|Omnicom Group Inc
|
BUY | +3.25% | 3.5M | $272M | — |
|
NKE|Nike Inc Cl B
|
BUY | +14.93% | 2.8M | $260M | — |
|
UPS|United Parcel Svc Cl B
|
BUY | +3.46% | 2.1M | $254M | — |
|
EMR|Emerson Electric Co.
|
BUY | +3.84% | 3.6M | $242M | — |
|
GIS|General Mills Inc.
|
BUY | NEW | 4.3M | $239M | — |
|
VFC|V.F. Corp
|
BUY | +51.52% | 2.6M | $231M | — |
|
MA|Mastercard Inc.
|
SELL | -14.94% | 663.1K | $180M | — |
|
BR|Broadridge Financial Solutions
|
BUY | +27.64% | 1.5M | $186M | — |
|
TJX|TJX Companies Inc
|
SELL | -0.46% | 3.2M | $179M | — |
|
APH|Amphenol Corp.
|
BUY | +1.85% | 1.8M | $173M | — |
|
TXN|Texas Instruments Inc
|
BUY | +48.37% | 1.2M | $151M | — |
|
INTU|Intuit Inc.
|
SELL | -37.65% | 311.3K | $83M | — |
|
WAT|Waters Corp
|
SELL | -26.86% | 326.7K | $73M | — |
|
ADP|Automatic Data Processing Inc.
|
SELL | -0.69% | 114.4K | $18M | — |
|
EFX|Equifax Inc
|
SELL | -1.20% | 117.3K | $17M | — |
|
ADBE|Adobe Systems Inc.
|
SELL | -0.81% | 52.7K | $15M | — |
|
ABT|Abbott Laboratories
|
SELL | -2.41% | 114.9K | $10M | — |
|
KO|Coca-Cola Company
|
SELL | -2.73% | 151.1K | $8M | — |
|
CL|Colgate-Palmolive Co
|
SELL | -1.12% | 110.9K | $8M | — |
|
CLX|Clorox Company
|
SELL | -2.18% | 33.7K | $5M | — |
|
LIN|Linde plc SH
|
SELL | -4.32% | 17.9K | $3M | +20.6% |
|
TROW|T Rowe Price Group Inc
|
SELL | -0.15% | 32.7K | $4M | — |
|
PAYX|Paychex Inc.
|
SELL | -3.81% | 23.5K | $2M | — |
|
CBRE|CBRE Group Inc.
|
BUY | +12.95% | 30.0K | $2M | — |
|
EHC|Encompass Health Corp
|
BUY | +12.77% | 24.7K | $2M | — |
|
RS|Reliance Steel And Aluminum Co
|
SELL | -32.86% | 10.4K | $1M | -51.7% |
|
VAREUR|Varian Medical Systems
|
BUY | +105.57% | 11.1K | $1M | — |
|
LLY|Laboratory Corp of America
|
BUY | +39.73% | 7.3K | $1M | — |
|
SMG|The Scotts Miracle-Gro Co.
|
SELL | -15.03% | 10.1K | $1M | — |
|
ON|ON Semiconductor Corp
|
BUY | +28.11% | 59.7K | $1M | — |
|
CCK|Crown Holdings Inc.
|
BUY | +7.70% | 17.2K | $1M | — |
|
BBY|Best Buy Co. Inc.
|
BUY | +29.65% | 16.3K | $1M | — |
|
HSY|Hershey Co.
|
SELL | -30.98% | 5.8K | $894000 | — |
|
MIDD|Middleby Corporation
|
BUY | +17.00% | 9.4K | $1M | — |
|
LSTR|Landstar System Inc.
|
BUY | +10.50% | 9.8K | $1M | — |
|
GPC|Genuine Parts Company
|
BUY | +16.51% | 11.0K | $1M | — |
|
LII|Lennox International Inc.
|
SELL | -6.78% | 3.7K | $901000 | +17.7% |
|
KR|Kroger Company
|
BUY | +5.98% | 42.2K | $1M | — |
|
GWW|W.W. Grainger Inc.
|
BUY | +28.99% | 3.6K | $1M | — |
|
EXPD|Expeditors International of WA
|
BUY | +34.07% | 13.9K | $1M | — |
|
TSCO|Tractor Supply Co
|
BUY | +20.49% | 11.3K | $1M | — |
|
TDC|Teradata Corp
|
BUY | +29.44% | 32.9K | $1M | — |
|
HAS|Hasbro Inc
|
SELL | -8.76% | 8.3K | $989000 | — |
|
CRI|Carters Inc
|
BUY | +23.48% | 10.4K | $945000 | — |
|
NTAP|NetApp Inc.
|
BUY | +10.96% | 16.6K | $872000 | — |
|
CPB|Campbell Soup Company
|
BUY | +23.11% | 18.4K | $865000 | — |
|
CBRL|Cracker Barrel Old Country Sto
|
BUY | +13.44% | 4.8K | $782000 | — |
|
WU|Western Union
|
SELL | -12.41% | 31.3K | $724000 | — |
|
DCI|Donaldson Co. Inc.
|
BUY | NEW | 8.2K | $430000 | — |
|
FHI|Federated Investors Inc.
|
SELL | EXIT | — | — | — |
|
CR|Crane Company
|
SELL | EXIT | — | — | — |
| 2019-Q2 | |||||
|
MSFT|Microsoft Corp
|
BUY | +6.24% | 4.6M | $614M | — |
|
PEP|PepsiCo Inc.
|
BUY | +3.67% | 4.5M | $584M | — |
|
BDX|Becton Dickinson & Co.
|
BUY | +6.89% | 2.3M | $581M | — |
|
UTXZ|United Technologies Corp
|
BUY | +24.68% | 4.0M | $517M | — |
|
ORCL|Oracle Corporation
|
BUY | +6.36% | 8.0M | $454M | — |
|
UNH|Unitedhealth Group Inc
|
BUY | +13.85% | 1.8M | $443M | — |
|
SYK|Stryker Corp
|
SELL | -4.39% | 2.1M | $425M | — |
|
ECL|Ecolab Inc
|
SELL | -16.55% | 2.0M | $387M | — |
|
MMM|3M Company
|
BUY | +15.77% | 2.3M | $398M | — |
|
JNJ|Johnson & Johnson
|
BUY | +23.62% | 2.9M | $404M | — |
|
LIN|Linde plc SH
|
SELL | -99.17% | 18.7K | $4M | +15.2% |
|
Accenture Plc
|
BUY | +1.86% | 1.9M | $351M | — |
|
AAPL|Apple Inc.
|
BUY | +8.72% | 1.6M | $311M | — |
|
PG|Procter & Gamble Co.
|
SELL | -3.67% | 2.6M | $283M | — |
|
PFE|Pfizer Inc.
|
BUY | +24.62% | 6.4M | $278M | — |
|
CTSH|Cognizant Tech Solutions
|
BUY | +23.10% | 4.4M | $278M | — |
|
OMC|Omnicom Group Inc
|
BUY | +23.74% | 3.4M | $276M | — |
|
GOOGL|Alphabet Inc Cap Stk Cl A
|
BUY | +2.11% | 226.1K | $245M | — |
|
EMR|Emerson Electric Co.
|
BUY | +23.66% | 3.5M | $233M | — |
|
MA|Mastercard Inc.
|
SELL | -17.29% | 779.6K | $206M | — |
|
APH|Amphenol Corp.
|
SELL | -21.27% | 1.8M | $169M | — |
|
UPS|United Parcel Svc Cl B
|
BUY | +24.80% | 2.0M | $211M | — |
|
NKE|Nike Inc Cl B
|
BUY | +22.64% | 2.4M | $202M | — |
|
INTU|Intuit Inc.
|
SELL | -33.72% | 499.2K | $130M | — |
|
TJX|TJX Companies Inc
|
BUY | +1.79% | 3.2M | $170M | — |
|
BR|Broadridge Financial Solutions, Inc.
|
BUY | +38.98% | 1.2M | $150M | — |
|
VFC|V.F. Corp
|
BUY | +75.85% | 1.7M | $149M | — |
|
WAT|Waters Corp
|
BUY | +1.36% | 446.6K | $96M | — |
|
TXN|Texas Instruments Inc
|
BUY | +1.37% | 789.4K | $91M | — |
|
ADP|Automatic Data Processing Inc.
|
SELL | -0.82% | 115.2K | $19M | — |
|
EFX|Equifax Inc
|
SELL | -0.05% | 118.7K | $16M | — |
|
ADBE|Adobe Systems Inc.
|
SELL | -0.48% | 53.1K | $16M | — |
|
ABT|Abbott Laboratories
|
SELL | -1.01% | 117.7K | $10M | — |
|
CL|Colgate-Palmolive Co
|
SELL | -0.36% | 112.2K | $8M | — |
|
CLX|Clorox Company
|
SELL | -0.79% | 34.5K | $5M | — |
|
TROW|T Rowe Price Group Inc
|
SELL | -9.22% | 32.8K | $4M | — |
|
ABBV|AbbVie Inc.
|
SELL | -0.78% | 25.4K | $2M | — |
|
RS|Reliance Steel And Aluminum Co
|
SELL | -16.20% | 15.5K | $1M | -55.7% |
|
EHC|Encompass Health Corp
|
BUY | +7.87% | 21.9K | $1M | — |
|
CBRE|CBRE Group Inc.
|
BUY | +7.49% | 26.6K | $1M | — |
|
LII|Lennox International Inc.
|
SELL | -7.87% | 4.0K | $1M | +25.9% |
|
ON|ON Semiconductor Corp
|
SELL | -8.06% | 46.6K | $941000 | -65.7% |
|
ZBH|Zimmer Biomet Holdings Inc
|
SELL | EXIT | — | — | — |
|
NTAP|NetApp Inc.
|
BUY | +11.56% | 15.0K | $923000 | — |
|
TDC|Teradata Corp
|
BUY | +67.15% | 25.4K | $912000 | — |
|
LLY|Laboratory Corp of America
|
BUY | NEW | 5.2K | $901000 | — |
|
KR|Kroger Company
|
BUY | +10.25% | 39.8K | $864000 | — |
|
VAREUR|Varian Medical Systems
|
SELL | -10.91% | 5.4K | $734000 | — |
|
CRI|Carters Inc
|
BUY | +14.15% | 8.4K | $818000 | — |
|
ROK|Rockwell Automation Inc.
|
BUY | NEW | 4.7K | $775000 | — |
|
MLKN|Herman Miller Inc.
|
SELL | -11.37% | 16.8K | $753000 | — |
|
WU|Western Union
|
SELL | -11.99% | 35.7K | $710000 | — |
|
CTXSEUR|Citrix Systems Inc.
|
BUY | +15.60% | 7.0K | $691000 | — |
|
CR|Crane Company
|
SELL | -44.29% | 4.5K | $375000 | — |
|
FHI|Federated Investors Inc.
|
SELL | -42.69% | 11.9K | $388000 | — |
|
TPR|Tapestry, Inc.
|
SELL | EXIT | — | — | — |
| 2019-Q1 | |||||
|
BDX|Becton Dickinson & Co.
|
BUY | +5.68% | 2.2M | $539M | — |
|
PEP|PepsiCo Inc.
|
BUY | +4.98% | 4.3M | $527M | — |
|
MSFT|Microsoft Corp
|
BUY | +4.71% | 4.3M | $509M | — |
|
SYK|Stryker Corp
|
BUY | +0.24% | 2.2M | $427M | — |
|
ECL|Ecolab Inc
|
BUY | +0.08% | 2.3M | $415M | — |
|
MMM|3M Company
|
BUY | +17.07% | 2.0M | $412M | — |
|
UTXZ|United Technologies Corp
|
BUY | +5.29% | 3.2M | $410M | — |
|
ORCL|Oracle Corporation
|
BUY | +5.07% | 7.5M | $403M | — |
|
LIN|Linde plc SH
|
BUY | +0.18% | 2.3M | $397M | — |
|
UNH|Unitedhealth Group Inc
|
BUY | +5.83% | 1.6M | $395M | — |
|
JNJ|Johnson & Johnson
|
BUY | +0.61% | 2.3M | $328M | — |
|
Accenture Plc
|
BUY | +5.13% | 1.9M | $328M | — |
|
PG|Procter & Gamble Co.
|
SELL | -0.20% | 2.7M | $279M | — |
|
AAPL|Apple Inc.
|
BUY | +5.11% | 1.4M | $275M | — |
|
GOOGL|Alphabet Inc Cap Stk Cl A
|
BUY | +0.01% | 221.4K | $261M | — |
|
CTSH|Cognizant Tech Solutions
|
BUY | +24.96% | 3.6M | $258M | — |
|
MA|Mastercard Inc.
|
SELL | -0.21% | 942.6K | $222M | — |
|
PFE|Pfizer Inc.
|
BUY | +6.11% | 5.1M | $219M | — |
|
APH|Amphenol Corp.
|
SELL | -0.59% | 2.2M | $211M | — |
|
INTU|Intuit Inc.
|
SELL | -25.34% | 753.2K | $197M | — |
|
WAT|Waters Corp
|
SELL | -58.13% | 440.7K | $111M | — |
|
OMC|Omnicom Group Inc
|
BUY | +4.87% | 2.7M | $198M | — |
|
EMR|Emerson Electric Co.
|
BUY | +4.69% | 2.8M | $193M | — |
|
UPS|United Parcel Svc Cl B
|
BUY | +5.11% | 1.6M | $183M | — |
|
TJX|TJX Companies Inc
|
SELL | -0.28% | 3.2M | $168M | — |
|
NKE|Nike Inc Cl B
|
SELL | -0.28% | 2.0M | $165M | — |
|
BR|Broadridge Financial Solutions, Inc.
|
BUY | NEW | 843.2K | $87M | — |
|
VFC|V.F. Corp
|
BUY | NEW | 972.5K | $85M | — |
|
TXN|Texas Instruments Inc
|
BUY | +0.95% | 778.7K | $83M | — |
|
ADP|Automatic Data Processing Inc.
|
SELL | -0.95% | 116.1K | $19M | — |
|
ADBE|Adobe Systems Inc.
|
SELL | -2.52% | 53.4K | $14M | — |
|
EFX|Equifax Inc
|
SELL | -1.34% | 118.8K | $14M | — |
|
ABT|Abbott Laboratories
|
SELL | -0.96% | 118.9K | $10M | — |
|
KO|Coca-Cola Company
|
SELL | -10.75% | 155.3K | $7M | — |
|
CL|Colgate-Palmolive Co
|
SELL | -0.73% | 112.6K | $8M | — |
|
CLX|Clorox Company
|
SELL | -1.03% | 34.7K | $6M | — |
|
ABBV|AbbVie Inc.
|
SELL | -5.88% | 25.6K | $2M | — |
|
RS|Reliance Steel And Aluminum Co
|
SELL | -15.47% | 18.5K | $2M | -58.5% |
|
GIS|General Mills Inc.
|
BUY | +18.20% | 24.4K | $1M | — |
|
CBRE|CBRE Group Inc.
|
BUY | +9.92% | 24.7K | $1M | — |
|
EHC|Encompass Health Corp
|
BUY | +18.62% | 20.3K | $1M | — |
|
LII|Lennox International Inc.
|
SELL | -7.30% | 4.3K | $1M | +13.0% |
|
GPC|Genuine Parts Company
|
BUY | +9.63% | 9.4K | $1M | — |
|
MIDD|Middleby Corporation
|
BUY | +19.05% | 8.1K | $1M | — |
|
ON|ON Semiconductor Corp
|
SELL | -14.26% | 50.6K | $1M | -63.5% |
|
ZBH|Zimmer Biomet Holdings Inc
|
BUY | +11.60% | 7.6K | $971000 | — |
|
LSTR|Landstar System Inc.
|
BUY | +8.31% | 8.9K | $969000 | — |
|
HSY|Hershey Co.
|
BUY | +8.29% | 8.4K | $960000 | — |
|
NTAP|NetApp Inc.
|
BUY | +11.47% | 13.4K | $930000 | — |
|
TSCO|Tractor Supply Co
|
BUY | +40.18% | 9.4K | $921000 | — |
|
BBY|Best Buy Co. Inc.
|
BUY | +14.57% | 12.6K | $894000 | — |
|
KR|Kroger Company
|
BUY | +17.51% | 36.1K | $888000 | — |
|
VAREUR|Varian Medical Systems
|
SELL | -9.70% | 6.0K | $857000 | — |
|
GWW|W.W. Grainger Inc.
|
BUY | +21.05% | 2.8K | $831000 | — |
|
EXPD|Expeditors International of WA
|
BUY | +7.58% | 10.4K | $786000 | — |
|
WU|Western Union
|
SELL | -10.84% | 40.5K | $749000 | — |
|
HAS|Hasbro Inc
|
BUY | +20.93% | 9.1K | $776000 | — |
|
CR|Crane Company
|
SELL | -11.91% | 8.1K | $682000 | — |
|
MLKN|Herman Miller Inc.
|
BUY | +26.67% | 19.0K | $668000 | — |
|
TDC|Teradata Corp
|
BUY | +15.65% | 15.2K | $664000 | — |
|
HN9|Hanesbrands Inc.
|
SELL | -41.07% | 30.4K | $543000 | — |
|
CTXSEUR|Citrix Systems Inc.
|
BUY | +9.73% | 6.1K | $607000 | — |
|
EMN|Eastman Chemical Co.
|
BUY | +13.38% | 6.1K | $463000 | — |
|
HI|Hillenbrand Inc.
|
SELL | EXIT | — | — | — |
|
SPY|SPDR S&P 500 ETF Trust
|
SELL | EXIT | — | — | +0.9% |
| 2018-Q4 | |||||
|
BDX|Becton Dickinson & Co.
|
BUY | +4.95% | 2.0M | $460M | — |
|
MSFT|Microsoft Corp
|
BUY | +0.25% | 4.1M | $419M | — |
|
PEP|PepsiCo Inc.
|
SELL | -0.29% | 4.1M | $452M | — |
|
UTXZ|United Technologies Corp
|
SELL | -0.38% | 3.0M | $322M | — |
|
ECL|Ecolab Inc
|
SELL | -9.06% | 2.3M | $346M | — |
|
UNH|Unitedhealth Group Inc
|
SELL | -0.07% | 1.5M | $376M | — |
|
PXGBX|Praxair Inc
|
SELL | EXIT | — | — | — |
|
SYK|Stryker Corp
|
SELL | -0.24% | 2.2M | $338M | — |
|
ORCL|Oracle Corporation
|
BUY | +0.33% | 7.1M | $322M | — |
|
MMM|3M Company
|
SELL | -0.46% | 1.7M | $323M | — |
|
LIN|Linde plc SH
|
BUY | NEW | 2.3M | $351M | — |
|
JNJ|Johnson & Johnson
|
SELL | -0.09% | 2.3M | $301M | — |
|
Accenture Plc
|
BUY | +0.35% | 1.8M | $250M | — |
|
AAPL|Apple Inc.
|
BUY | +9.25% | 1.4M | $217M | — |
|
GOOGL|Alphabet Inc Cap Stk Cl A
|
BUY | +2.06% | 221.4K | $231M | — |
|
PG|Procter & Gamble Co.
|
SELL | -6.99% | 2.7M | $247M | — |
|
TJX|TJX Companies Inc
|
BUY | +45.78% | 3.2M | $142M | — |
|
INTU|Intuit Inc.
|
BUY | +0.39% | 1.0M | $199M | — |
|
CTSH|Cognizant Tech Solutions
|
BUY | +0.33% | 2.8M | $181M | — |
|
PFE|Pfizer Inc.
|
SELL | -0.05% | 4.9M | $212M | +15.0% |
|
APH|Amphenol Corp.
|
BUY | +0.35% | 2.2M | $182M | — |
|
OMC|Omnicom Group Inc
|
SELL | -16.25% | 2.6M | $190M | — |
|
MA|Mastercard Inc.
|
BUY | +0.36% | 944.6K | $178M | — |
|
EMR|Emerson Electric Co.
|
SELL | -0.54% | 2.7M | $161M | — |
|
WAT|Waters Corp
|
SELL | -0.24% | 1.1M | $199M | — |
|
NKE|Nike Inc Cl B
|
SELL | -9.59% | 2.0M | $146M | — |
|
UPS|United Parcel Svc Cl B
|
SELL | -0.56% | 1.6M | $152M | — |
|
TXN|Texas Instruments Inc
|
BUY | NEW | 771.5K | $73M | — |
|
ADP|Automatic Data Processing Inc.
|
SELL | -0.59% | 117.2K | $15M | — |
|
EFX|Equifax Inc
|
SELL | -3.31% | 120.4K | $11M | — |
|
ADBE|Adobe Systems Inc.
|
SELL | -6.28% | 54.7K | $12M | — |
|
ABT|Abbott Laboratories
|
SELL | -0.74% | 120.1K | $9M | — |
|
KO|Coca-Cola Company
|
SELL | -0.53% | 174.0K | $8M | — |
|
CL|Colgate-Palmolive Co
|
SELL | -2.95% | 113.4K | $7M | — |
|
CLX|Clorox Company
|
SELL | -12.40% | 35.1K | $5M | — |
|
TROW|T Rowe Price Group Inc
|
SELL | -9.93% | 36.1K | $3M | — |
|
ABBV|AbbVie Inc.
|
SELL | -0.48% | 27.2K | $3M | — |
|
RS|Reliance Steel And Aluminum Co
|
SELL | -5.55% | 21.9K | $2M | -60.3% |
|
PAYX|Paychex Inc.
|
BUY | +27.59% | 24.4K | $2M | — |
|
EHC|Encompass Health Corp
|
BUY | +16.29% | 17.1K | $1M | — |
|
BR|Broadridge Financial Solutions
|
BUY | +19.88% | 10.2K | $981000 | — |
|
HI|Hillenbrand Inc.
|
SELL | -41.59% | 11.4K | $433000 | — |
|
LII|Lennox International Inc.
|
BUY | +39.52% | 4.7K | $1M | — |
|
ON|ON Semiconductor Corp
|
BUY | +22.56% | 59.1K | $975000 | — |
|
CBRL|Cracker Barrel Old Country Sto
|
SELL | -32.59% | 4.2K | $678000 | — |
|
CBRE|CBRE Group Inc.
|
BUY | +10.14% | 22.5K | $900000 | — |
|
EXPD|Expeditors International of WA
|
SELL | -19.95% | 9.6K | $656000 | — |
|
GIS|General Mills Inc.
|
BUY | +11.31% | 20.7K | $805000 | — |
|
ZBH|Zimmer Biomet Holdings Inc
|
BUY | +11.27% | 6.8K | $706000 | — |
|
NTAP|NetApp Inc.
|
BUY | +65.47% | 12.0K | $718000 | — |
|
MIDD|Middleby Corporation
|
BUY | +27.74% | 6.8K | $695000 | — |
|
AMG|Affiliated Managers Group
|
BUY | +53.81% | 6.9K | $668000 | — |
|
BBY|Best Buy Co. Inc.
|
BUY | +30.71% | 11.0K | $582000 | — |
|
GWW|W.W. Grainger Inc.
|
BUY | +38.18% | 2.3K | $644000 | — |
|
CSGS|CSG Systems Intl Inc
|
SELL | EXIT | — | — | — |
|
CRI|Carters Inc
|
BUY | NEW | 7.3K | $600000 | — |
|
MDT|Medtronic PLC
|
SELL | -15.03% | 5.1K | $463000 | — |
|
CHRW|C.H. Robinson Worldwide Inc.
|
SELL | EXIT | — | — | -3.2% |
|
TSCO|Tractor Supply Co
|
BUY | +15.66% | 6.7K | $561000 | — |
|
SPY|SPDR S&P 500 ETF Trust
|
BUY | NEW | 1.7K | $425000 | — |
|
XLNXEUR|Xilinx Inc
|
SELL | EXIT | — | — | — |
|
RCI|Rockwell Collins Inc
|
SELL | EXIT | — | — | — |
|
DD|DowDuPont Inc.
|
SELL | EXIT | — | — | — |
| 2018-Q3 | |||||
|
BDX|Becton Dickinson & Co.
|
SELL | -0.25% | 1.9M | $508M | — |
|
MSFT|Microsoft Corp
|
SELL | -0.48% | 4.1M | $470M | — |
|
PEP|PepsiCo Inc.
|
BUY | +10.02% | 4.1M | $459M | — |
|
UTXZ|United Technologies Corp
|
BUY | +0.43% | 3.0M | $424M | — |
|
ECL|Ecolab Inc
|
SELL | -0.48% | 2.6M | $405M | — |
|
UNH|Unitedhealth Group Inc
|
SELL | -0.31% | 1.5M | $402M | — |
|
PXGBX|Praxair Inc
|
SELL | -0.29% | 2.4M | $385M | — |
|
SYK|Stryker Corp
|
SELL | -0.34% | 2.2M | $384M | — |
|
ORCL|Oracle Corporation
|
SELL | -0.13% | 7.1M | $367M | — |
|
MMM|3M Company
|
BUY | +12.60% | 1.7M | $359M | — |
|
JNJ|Johnson & Johnson
|
SELL | -0.33% | 2.3M | $323M | — |
|
Accenture Plc
|
SELL | -0.10% | 1.8M | $301M | — |
|
AAPL|Apple Inc.
|
BUY | +0.64% | 1.3M | $284M | — |
|
GOOGL|Alphabet Inc Cap Stk Cl A
|
SELL | -0.12% | 216.9K | $262M | -45.9% |
|
TJX|TJX Companies Inc
|
SELL | -19.55% | 2.2M | $244M | — |
|
PG|Procter & Gamble Co.
|
BUY | +0.48% | 2.9M | $241M | — |
|
OMC|Omnicom Group Inc
|
BUY | +0.47% | 3.1M | $210M | — |
|
NKE|Nike Inc Cl B
|
SELL | -24.28% | 2.2M | $185M | — |
|
INTU|Intuit Inc.
|
SELL | -0.13% | 1.0M | $229M | — |
|
CTSH|Cognizant Tech Solutions
|
SELL | -0.02% | 2.8M | $219M | — |
|
PFE|Pfizer Inc.
|
BUY | +59.66% | 4.9M | $214M | — |
|
APH|Amphenol Corp.
|
SELL | -0.11% | 2.2M | $211M | — |
|
MA|Mastercard Inc.
|
SELL | -0.14% | 941.2K | $210M | — |
|
EMR|Emerson Electric Co.
|
SELL | -0.04% | 2.7M | $208M | — |
|
WAT|Waters Corp
|
SELL | -0.20% | 1.1M | $205M | — |
|
UPS|United Parcel Svc Cl B
|
BUY | +0.48% | 1.6M | $183M | — |
|
KO|Coca-Cola Company
|
SELL | -92.85% | 175.0K | $8M | — |
|
ADP|Automatic Data Processing Inc.
|
SELL | -2.88% | 117.9K | $18M | — |
|
EFX|Equifax Inc
|
SELL | -1.42% | 124.5K | $16M | — |
|
ADBE|Adobe Systems Inc.
|
SELL | -6.97% | 58.4K | $16M | — |
|
ABT|Abbott Laboratories
|
SELL | -1.07% | 121.0K | $9M | — |
|
CL|Colgate-Palmolive Co
|
SELL | -1.31% | 116.8K | $8M | — |
|
CLX|Clorox Company
|
SELL | -2.08% | 40.1K | $6M | — |
|
TROW|T Rowe Price Group Inc
|
BUY | +1.55% | 40.1K | $4M | — |
|
RS|Reliance Steel And Aluminum Co
|
SELL | -18.88% | 23.2K | $2M | -56.3% |
|
PAYX|Paychex Inc.
|
BUY | +24.29% | 19.1K | $1M | — |
|
EHC|Encompass Health Corp
|
SELL | -8.00% | 14.7K | $1M | — |
|
BR|Broadridge Financial Solutions
|
SELL | -0.76% | 8.5K | $1M | — |
|
HI|Hillenbrand Inc.
|
BUY | +3.93% | 19.6K | $1M | — |
|
LSTR|Landstar System Inc.
|
BUY | +13.45% | 8.2K | $998000 | — |
|
HN9|Hanesbrands Inc.
|
BUY | +36.77% | 51.5K | $950000 | — |
|
SMG|The Scotts Miracle-Gro Co.
|
BUY | +30.97% | 11.8K | $932000 | — |
|
CBRL|Cracker Barrel Old Country Sto
|
BUY | +42.31% | 6.3K | $925000 | — |
|
CR|Crane Company
|
BUY | +9.71% | 9.2K | $900000 | — |
|
CBRE|CBRE Group Inc.
|
BUY | +34.99% | 20.4K | $900000 | — |
|
KR|Kroger Company
|
BUY | +36.15% | 30.7K | $895000 | — |
|
WU|Western Union
|
BUY | +4.05% | 45.5K | $867000 | — |
|
ON|ON Semiconductor Corp
|
BUY | +152.30% | 48.2K | $888000 | — |
|
NUS|Nu Skin Enterprises Inc.
|
SELL | EXIT | — | — | — |
|
GPC|Genuine Parts Company
|
BUY | +44.87% | 8.6K | $857000 | — |
|
GIS|General Mills Inc.
|
BUY | +26.43% | 18.6K | $797000 | — |
|
HAS|Hasbro Inc
|
BUY | +13.19% | 7.5K | $794000 | — |
|
HSY|Hershey Co.
|
BUY | +10.60% | 7.7K | $787000 | — |
|
CTXSEUR|Citrix Systems Inc.
|
SELL | -23.13% | 5.5K | $617000 | — |
|
VAREUR|Varian Medical Systems
|
BUY | +48.56% | 6.7K | $750000 | — |
|
LII|Lennox International Inc.
|
BUY | NEW | 3.3K | $729000 | — |
|
MIDD|Middleby Corporation
|
BUY | +74.92% | 5.3K | $686000 | — |
|
MLKN|Herman Miller Inc.
|
SELL | -23.86% | 15.0K | $576000 | — |
|
BBY|Best Buy Co. Inc.
|
BUY | +132.04% | 8.4K | $667000 | — |
|
EMN|Eastman Chemical Co.
|
SELL | -13.37% | 5.4K | $515000 | — |
|
DNB|Dun & Bradstreet Corp
|
SELL | EXIT | — | — | — |
|
TPR|Tapestry, Inc.
|
BUY | +74.18% | 12.3K | $617000 | — |
|
DLX|Deluxe Corporation
|
SELL | EXIT | — | — | — |
|
AMG|Affiliated Managers Group
|
BUY | +33.93% | 4.5K | $610000 | — |
|
HRB|H&R Block Inc.
|
SELL | EXIT | — | — | — |
|
CHRW|C.H. Robinson Worldwide Inc.
|
BUY | +15.29% | 5.7K | $561000 | — |
|
TSCO|Tractor Supply Co
|
BUY | +22.06% | 5.8K | $528000 | — |
|
XLNXEUR|Xilinx Inc
|
SELL | -32.12% | 5.2K | $418000 | — |
|
KMB|Kimberly-Clark Corp.
|
SELL | EXIT | — | — | — |
|
VFC|VF Corp
|
SELL | EXIT | — | — | — |
|
KOP|Koppers Holdings Inc.
|
SELL | EXIT | — | — | — |
|
SONC|Sonic Corp
|
SELL | EXIT | — | — | — |
| 2018-Q2 | |||||
|
BDX|Becton Dickinson & Co.
|
SELL | -11.61% | 2.0M | $467M | — |
|
MSFT|Microsoft Corp
|
SELL | -11.35% | 4.1M | $407M | — |
|
PEP|PepsiCo Inc.
|
SELL | -3.84% | 3.7M | $406M | — |
|
SYK|Stryker Corp
|
SELL | -12.58% | 2.2M | $367M | — |
|
UTXZ|United Technologies Corp
|
SELL | -3.96% | 3.0M | $378M | — |
|
ECL|Ecolab Inc
|
SELL | -8.23% | 2.6M | $364M | — |
|
PXGBX|Praxair Inc
|
SELL | -3.94% | 2.4M | $380M | — |
|
UNH|Unitedhealth Group Inc
|
SELL | -8.88% | 1.5M | $371M | — |
|
ORCL|Oracle Corporation
|
SELL | -3.31% | 7.1M | $314M | — |
|
JNJ|Johnson & Johnson
|
SELL | -4.47% | 2.3M | $284M | — |
|
Accenture Plc
|
SELL | -11.11% | 1.8M | $289M | — |
|
MMM|3M Company
|
BUY | +9.61% | 1.5M | $297M | — |
|
NKE|Nike Inc Cl B
|
SELL | -25.98% | 2.9M | $229M | — |
|
TJX|TJX Companies Inc
|
SELL | -3.93% | 2.7M | $257M | — |
|
OMC|Omnicom Group Inc
|
SELL | -12.96% | 3.1M | $235M | — |
|
GOOGL|Alphabet Inc Cap Stk Cl A
|
SELL | -3.42% | 217.2K | $245M | -51.6% |
|
PG|Procter & Gamble Co.
|
SELL | -3.92% | 2.9M | $225M | — |
|
CTSH|Cognizant Tech Solutions
|
SELL | -3.29% | 2.8M | $224M | — |
|
AAPL|Apple Inc.
|
SELL | -3.28% | 1.3M | $232M | — |
|
MA|Mastercard Inc.
|
SELL | -27.97% | 942.6K | $185M | — |
|
INTU|Intuit Inc.
|
SELL | -3.53% | 1.0M | $206M | — |
|
WAT|Waters Corp
|
BUY | +5.26% | 1.1M | $205M | — |
|
APH|Amphenol Corp.
|
SELL | -3.34% | 2.2M | $196M | — |
|
EMR|Emerson Electric Co.
|
SELL | -3.75% | 2.7M | $188M | — |
|
UPS|United Parcel Svc Cl B
|
SELL | -3.76% | 1.6M | $166M | — |
|
KO|Coca-Cola Company
|
SELL | -17.95% | 2.4M | $107M | — |
|
PFE|Pfizer Inc.
|
BUY | NEW | 3.0M | $110M | — |
|
BR|Broadridge Financial Solutions
|
SELL | -99.04% | 8.6K | $986000 | — |
|
ADP|Automatic Data Processing Inc.
|
SELL | -0.52% | 121.4K | $16M | — |
|
EFX|Equifax Inc
|
SELL | -0.28% | 126.3K | $16M | — |
|
ADBE|Adobe Systems Inc.
|
SELL | -0.94% | 62.8K | $15M | — |
|
CL|Colgate-Palmolive Co
|
SELL | -0.16% | 118.4K | $8M | — |
|
ABT|Abbott Laboratories
|
SELL | -1.14% | 122.3K | $7M | — |
|
CLX|Clorox Company
|
SELL | -0.47% | 40.9K | $6M | — |
|
TROW|T Rowe Price Group Inc
|
SELL | -2.93% | 39.5K | $5M | — |
|
ABBV|AbbVie Inc.
|
SELL | -0.24% | 27.3K | $3M | — |
|
PAYX|Paychex Inc.
|
BUY | +57.14% | 15.4K | $1M | — |
|
TDC|Teradata Corp
|
SELL | -38.42% | 13.2K | $528000 | — |
|
EMN|Eastman Chemical Co.
|
SELL | -21.29% | 6.2K | $621000 | — |
|
HN9|Hanesbrands Inc.
|
BUY | +38.52% | 37.7K | $830000 | — |
|
CBRE|CBRE Group Inc.
|
BUY | +14.11% | 15.1K | $722000 | — |
|
XLNXEUR|Xilinx Inc
|
SELL | -16.86% | 7.7K | $502000 | — |
|
HSY|Hershey Co.
|
BUY | +15.95% | 7.0K | $650000 | — |
|
GIS|General Mills Inc.
|
BUY | +16.32% | 14.7K | $650000 | — |
|
DD|DowDuPont Inc.
|
SELL | -59.89% | 3.7K | $241000 | — |
|
VFC|VF Corp
|
SELL | -28.16% | 5.5K | $449000 | — |
|
MDT|Medtronic PLC
|
SELL | -11.78% | 6.0K | $513000 | — |
|
AMG|Affiliated Managers Group
|
BUY | +19.35% | 3.3K | $495000 | — |
|
FHI|Federated Investors Inc.
|
BUY | +44.09% | 20.9K | $486000 | — |
|
TPR|Tapestry, Inc.
|
SELL | -22.36% | 7.0K | $329000 | — |
|
SAM|Boston Beer
|
SELL | EXIT | — | — | — |
|
VGREUR|Vector Group Ltd
|
SELL | EXIT | — | — | — |
|
SONC|Sonic Corp
|
SELL | -24.44% | 8.5K | $293000 | — |
|
TGT|Target Corp
|
SELL | EXIT | — | — | — |
|
BBBY|Bed Bath & Beyond Inc
|
SELL | EXIT | — | — | — |
| 2018-Q1 | |||||
|
BDX|Becton Dickinson & Co.
|
BUY | +0.43% | 2.2M | $478M | — |
|
MSFT|Microsoft Corp
|
SELL | -14.66% | 4.7M | $425M | — |
|
PEP|PepsiCo Inc.
|
BUY | +0.43% | 3.9M | $424M | — |
|
SYK|Stryker Corp
|
BUY | +0.18% | 2.5M | $400M | — |
|
UTXZ|United Technologies Corp
|
BUY | +0.48% | 3.1M | $396M | — |
|
ECL|Ecolab Inc
|
BUY | +11.47% | 2.8M | $387M | — |
|
PXGBX|Praxair Inc
|
SELL | -0.07% | 2.5M | $361M | — |
|
UNH|Unitedhealth Group Inc
|
BUY | +0.32% | 1.7M | $356M | — |
|
ORCL|Oracle Corporation
|
BUY | +0.02% | 7.4M | $337M | — |
|
JNJ|Johnson & Johnson
|
BUY | +0.25% | 2.5M | $315M | — |
|
MMM|3M Company
|
BUY | +0.23% | 1.4M | $303M | — |
|
Accenture Plc
|
BUY | +0.07% | 2.0M | $305M | — |
|
OMC|Omnicom Group Inc
|
SELL | -12.10% | 3.5M | $257M | — |
|
PG|Procter & Gamble Co.
|
BUY | +0.46% | 3.0M | $237M | — |
|
NKE|Nike Inc Cl B
|
BUY | +0.32% | 3.9M | $258M | — |
|
TJX|TJX Companies Inc
|
SELL | -13.64% | 2.8M | $230M | — |
|
GOOGL|Alphabet Inc Cap Stk Cl A
|
BUY | +0.04% | 224.9K | $233M | — |
|
CTSH|Cognizant Tech Solutions
|
BUY | +0.10% | 2.9M | $236M | — |
|
MA|Mastercard Inc.
|
SELL | -13.83% | 1.3M | $229M | — |
|
AAPL|Apple Inc.
|
BUY | +0.13% | 1.3M | $217M | — |
|
APH|Amphenol Corp.
|
BUY | +0.00% | 2.3M | $200M | — |
|
WAT|Waters Corp
|
SELL | -0.03% | 1.0M | $200M | — |
|
EMR|Emerson Electric Co.
|
BUY | +0.44% | 2.8M | $192M | — |
|
UPS|United Parcel Svc Cl B
|
BUY | +0.39% | 1.6M | $170M | — |
|
INTU|Intuit Inc.
|
BUY | +0.12% | 1.0M | $181M | — |
|
KO|Coca-Cola Company
|
BUY | +0.45% | 3.0M | $129M | — |
|
BR|Broadridge Financial Solutions
|
SELL | -13.22% | 895.2K | $98M | — |
|
EFX|Equifax Inc
|
SELL | -1.24% | 126.7K | $15M | — |
|
ADP|Automatic Data Processing Inc.
|
SELL | -2.01% | 122.1K | $14M | — |
|
ADBE|Adobe Systems Inc.
|
SELL | -0.24% | 63.4K | $14M | — |
|
CL|Colgate-Palmolive Co
|
SELL | -2.55% | 118.6K | $8M | — |
|
ABT|Abbott Laboratories
|
SELL | -0.44% | 123.7K | $7M | — |
|
CLX|Clorox Company
|
BUY | +0.39% | 41.1K | $5M | — |
|
TROW|T Rowe Price Group Inc
|
BUY | +9.03% | 40.7K | $4M | — |
|
ABBV|AbbVie Inc.
|
SELL | -3.86% | 27.4K | $3M | — |
|
BMY|Bristol Myers Squibb Co.
|
SELL | -21.21% | 26.0K | $2M | — |
|
EHC|Encompass Health Corp
|
BUY | +4.64% | 16.0K | $915000 | — |
|
HI|Hillenbrand Inc.
|
BUY | +4.67% | 18.8K | $863000 | — |
|
CCK|Crown Holdings Inc.
|
BUY | +4.65% | 16.0K | $810000 | — |
|
TDC|Teradata Corp
|
BUY | +4.65% | 21.4K | $848000 | — |
|
WU|Western Union
|
BUY | +4.64% | 43.7K | $841000 | — |
|
VAREUR|Varian Medical Systems
|
SELL | -38.05% | 4.5K | $553000 | — |
|
LSTR|Landstar System Inc.
|
BUY | +4.64% | 7.2K | $791000 | — |
|
SMG|The Scotts Miracle-Gro Co.
|
BUY | +28.05% | 9.0K | $775000 | — |
|
CR|Crane Company
|
BUY | +4.64% | 8.3K | $773000 | — |
|
EXPD|Expeditors International of WA
|
BUY | +4.61% | 12.0K | $761000 | — |
|
MLKN|Herman Miller Inc.
|
BUY | +4.68% | 19.7K | $629000 | — |
|
VFC|VF Corp
|
SELL | -22.29% | 7.7K | $569000 | — |
|
PAYX|Paychex Inc.
|
SELL | -7.37% | 9.8K | $604000 | — |
|
OIEUR|Owens-Illinois Inc.
|
BUY | +4.65% | 32.6K | $707000 | — |
|
ZBH|Zimmer Biomet Holdings Inc
|
BUY | +4.62% | 6.1K | $667000 | — |
|
CPB|Campbell Soup Company
|
BUY | +4.69% | 15.0K | $648000 | — |
|
DLX|Deluxe Corporation
|
BUY | +4.63% | 9.3K | $685000 | — |
|
CSGS|CSG Systems Intl Inc
|
BUY | +4.67% | 15.0K | $680000 | — |
|
CTXSEUR|Citrix Systems Inc.
|
BUY | +4.64% | 7.2K | $670000 | — |
|
XLNXEUR|Xilinx Inc
|
BUY | +4.64% | 9.2K | $668000 | — |
|
VGREUR|Vector Group Ltd
|
SELL | -47.68% | 15.6K | $317000 | — |
|
HRB|H&R Block Inc.
|
BUY | +4.66% | 26.0K | $661000 | — |
|
NTAP|NetApp Inc.
|
SELL | -37.86% | 7.3K | $448000 | — |
|
CBRE|CBRE Group Inc.
|
BUY | +25.00% | 13.2K | $626000 | — |
|
SONC|Sonic Corp
|
SELL | -49.60% | 11.2K | $284000 | — |
|
NSRGY|Nestle S.A. ADR
|
SELL | EXIT | — | — | — |
|
HAS|Hasbro Inc
|
BUY | +24.67% | 6.7K | $562000 | — |
|
TPR|Tapestry, Inc.
|
SELL | -28.28% | 9.1K | $478000 | — |
|
KOP|Koppers Holdings Inc.
|
BUY | +4.63% | 11.3K | $464000 | — |
|
HN9|Hanesbrands Inc.
|
BUY | +4.65% | 27.2K | $501000 | — |
|
KR|Kroger Company
|
BUY | +89.82% | 22.6K | $540000 | — |
|
AMG|Affiliated Managers Group
|
BUY | +53.30% | 2.8K | $529000 | — |
|
GWW|W.W. Grainger Inc.
|
SELL | -26.34% | 1.6K | $466000 | -72.6% |
|
FHI|Federated Investors Inc.
|
BUY | +29.20% | 14.5K | $483000 | — |
|
VIAB|VIACOM INC NEW
|
SELL | EXIT | — | — | — |
|
ON|ON Semiconductor Corp
|
SELL | -11.57% | 19.1K | $467000 | -58.7% |
|
CHRW|C.H. Robinson Worldwide Inc.
|
BUY | NEW | 5.0K | $466000 | — |
|
TSCO|Tractor Supply Co
|
SELL | -19.46% | 4.8K | $300000 | — |
|
EAT|BRINKER INTL INC
|
SELL | EXIT | — | — | — |
|
BBY|Best Buy Co. Inc.
|
SELL | -39.97% | 3.6K | $253000 | — |
|
CI|CIGNA CORPORATION
|
SELL | EXIT | — | — | — |
|
TGT|Target Corp
|
SELL | -41.87% | 3.4K | $233000 | — |
|
MIDD|Middleby Corporation
|
BUY | NEW | 3.0K | $375000 | — |
|
TRL|DAVITA INC
|
SELL | EXIT | — | — | — |
|
ENDO INTL PLC
|
SELL | EXIT | — | — | — |
Closed Positions for Jensen Investment Management
|
Stock
Click to search
|
Held Period | Cost Basis | Sale Proceeds | Realized Gain | Return | CAGR |
|---|---|---|---|---|---|---|
|
TECH|Techne Corp
|
2023-Q1 → 2025-Q3 (2.5y) | $4.2M | $3.1M | $-1.1M | -25.9% | -11.3% |
|
SBUX|Starbucks Corp
|
2020-Q2 → 2025-Q2 (5.0y) | $448.3M | $475.8M | $+27.6M | +6.2% | +1.2% |
|
LII|Lennox International Inc.
|
2018-Q3 → 2025-Q2 (6.7y) | $5.7M | $11.1M | $+5.5M | +96.4% | +10.6% |
|
MCHP|Microchip Technology Inc
|
2020-Q3 → 2025-Q2 (4.7y) | $8.7M | $8.2M | $-431.0K | -5.0% | -1.1% |
|
MAR|Marriott International Inc
|
2024-Q3 → 2025-Q2 (0.7y) | $741.5K | $827.4K | $+85.9K | +11.6% | +15.8% |
|
BALL|Ball Corporation
|
2022-Q2 → 2025-Q1 (2.7y) | $225.8M | $199.6M | $-26.2M | -11.6% | -4.4% |
|
MMS|MAXIMUS, Inc.
|
2020-Q3 → 2025-Q1 (4.5y) | $6.5M | $6.4M | $-115.4K | -1.8% | -0.4% |
|
URI|United Rentals, Inc.
|
2021-Q3 → 2024-Q4 (3.2y) | $4.4M | $8.1M | $+3.6M | +82.0% | +20.3% |
|
CRL|Charles River Laboratories
|
2022-Q2 → 2024-Q4 (2.5y) | $5.9M | $5.5M | $-441.8K | -7.5% | -3.1% |
|
ULTA|Ulta Beauty, Inc.
|
2023-Q4 → 2024-Q4 (1.0y) | $4.6M | $4.3M | $-274.6K | -6.0% | -6.0% |
|
POOL|Pool Corporation
|
2021-Q3 → 2024-Q4 (3.2y) | $3.8M | $3.1M | $-632.6K | -16.8% | -5.5% |
|
SOLV|Solventum Corp.
|
2024-Q2 → 2024-Q4 (0.5y) | $411.0K | $464.5K | $+53.5K | +13.0% | +27.8% |
|
WSM|Williams Sonoma Inc
|
2022-Q2 → 2024-Q3 (2.2y) | $1.5M | $2.8M | $+1.4M | +91.9% | +33.7% |
|
LLY|Laboratory Corp of America
|
2019-Q2 → 2024-Q2 (5.0y) | $6.8M | $26.1M | $+19.4M | +286.4% | +31.2% |
|
PFE|Pfizer Inc.
|
2018-Q2 → 2024-Q1 (5.7y) | $527.4M | $425.5M | $-101.8M | -19.3% | -3.7% |
|
CDNS|Cadence Design Systems, Inc.
|
2022-Q1 → 2024-Q1 (2.0y) | $5.4M | $8.8M | $+3.4M | +62.5% | +27.6% |
|
K|Kellanova
|
2023-Q4 → 2024-Q1 (0.2y) | $4.6M | $4.8M | $+231.5K | +5.0% | +5.0% |
|
RMD|Resmed
|
2021-Q4 → 2023-Q4 (2.0y) | $5.7M | $3.9M | $-1.8M | -31.4% | -17.2% |
|
LIN|Linde plc SH
|
2018-Q4 → 2023-Q2 (4.5y) | $359.1M | $414.8M | $+55.7M | +15.5% | +3.3% |
|
CRI|Carter's Inc.
|
2018-Q4 → 2023-Q2 (4.5y) | $3.9M | $2.8M | $-1.1M | -27.5% | -6.9% |
|
RS|Reliance Steel And Aluminum Co
|
2022-Q4 → 2023-Q2 (0.5y) | $231.0K | $280.6K | $+49.7K | +21.5% | +47.8% |
|
SPY|SPDR S&P 500 ETF Trust
|
2022-Q4 → 2023-Q2 (0.5y) | $241.5K | $261.0K | $+19.5K | +8.1% | +16.9% |
|
GOOGL|Alphabet Inc Cap Stk Cl A
|
2021-Q2 → 2021-Q3 (0.2y) | $43.9M | $51.2M | $+7.4M | +16.8% | +16.8% |
|
VFC|V.F. Corp
|
2019-Q1 → 2021-Q1 (2.0y) | $317.6M | $299.8M | $-17.8M | -5.6% | -2.9% |
|
MIDD|Middleby Corporation
|
2018-Q1 → 2020-Q2 (2.2y) | $1.2M | $670.4K | $-484.6K | -42.0% | -21.5% |
|
ROK|Rockwell Automation Inc.
|
2019-Q2 → 2020-Q1 (0.7y) | $770.9K | $924.3K | $+153.4K | +19.9% | +27.5% |
|
CHRW|C.H. Robinson Worldwide Inc.
|
2018-Q1 → 2018-Q4 (0.7y) | $529.2K | $512.4K | $-16.8K | -3.2% | -4.2% |