BRISTOL JOHN W & CO INC /NY/ Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$6.3B

Holdings

58

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (58 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
748,478$387.7B6119.47%
2
METAMETA PLATFORMS INC
482,764$354.5B5596.32%
3
AMZNAMAZON COM INC
1,610,282$353.6B5581.13%
4
ANETARISTA NETWORKS INC
2,373,280$345.8B5458.65%
5
JPMJPMORGAN CHASE & CO.
897,723$283.2B4469.84%
6
AAPLAPPLE INC
1,064,378$271.0B4278.11%
7
GOOGLALPHABET INC
1,063,016$258.4B4079.17%
8
NFLXNETFLIX INC
209,682$251.4B3968.24%
9
MAMASTERCARD INCORPORATED
391,427$222.6B3514.51%
10
NVDANVIDIA CORPORATION
946,183$176.5B2786.68%
11
TMOTHERMO FISHER SCIENTIFIC INC
353,906$171.7B2709.53%
12
CPCANADIAN PACIFIC KANSAS CITY
1,888,498$140.7B2220.55%
13
BRK/BBERKSHIRE HATHAWAY INC DEL
278,715$140.1B2211.82%
14
WDAYWORKDAY INC
570,752$137.4B2168.83%
15
ISRGINTUITIVE SURGICAL INC
299,398$133.9B2113.62%
16
DALDELTA AIR LINES INC DEL
2,346,961$133.2B2102.42%
17
TSLATESLA INC
297,378$132.2B2087.58%
18
T7DTRANSDIGM GROUP INC
88,467$116.6B1840.56%
19
SCHWSCHWAB CHARLES CORP
1,209,333$115.5B1822.47%
20
SBUXSTARBUCKS CORP
1,344,311$113.7B1795.22%
21
MCOMOODYS CORP
237,297$113.1B1784.78%
22
FDXFEDEX CORP
473,427$111.6B1762.23%
23
BDXBECTON DICKINSON & CO
589,386$110.3B1741.34%
24
DEDEERE & CO
240,563$110.0B1736.36%
25
UNHUNITEDHEALTH GROUP INC
315,174$108.8B1717.88%
26
CMGCHIPOTLE MEXICAN GRILL INC
2,745,050$107.6B1698.14%
27
TMUST-MOBILE US INC
430,561$103.1B1626.93%
28
COSTCOSTCO WHSL CORP NEW
109,395$101.3B1598.39%
29
TXNTEXAS INSTRS INC
540,622$99.3B1567.91%
30
APDAIR PRODS & CHEMS INC
354,396$96.7B1525.64%
31
JNJJOHNSON & JOHNSON
485,516$90.0B1421.04%
32
ROSTROSS STORES INC
579,147$88.3B1393.13%
33
SPGIS&P GLOBAL INC
180,790$88.0B1388.97%
34
AONAON PLC
244,744$87.3B1377.58%
35
YUMYUM BRANDS INC
548,295$83.3B1315.54%
36
UBERUBER TECHNOLOGIES INC
843,325$82.6B1304.17%
37
NKENIKE INC
1,172,563$81.8B1290.63%
38
SBACSBA COMMUNICATIONS CORP NEW
400,741$77.5B1223.08%
39
NVSNNOVARTIS AG
581,723$74.6B1177.57%
40
ENQENTEGRIS INC
796,270$73.6B1162.15%
41
UNPUNION PAC CORP
294,615$69.6B1099.24%
42
WABWABTEC
334,315$67.0B1057.92%
43
GOOGALPHABET INC
253,028$61.6B972.76%
44
TJXTJX COS INC NEW
9,049$1.3B20.65%
45
BKNGBOOKING HOLDINGS INC
154$831.5M13.13%
46
ADBEADOBE INC
2,250$793.7M12.53%
47
AXPAMERICAN EXPRESS CO
2,351$780.9M12.33%
48
ORCLORACLE CORP
2,744$771.7M12.18%
49
ECLECOLAB INC
2,746$752.0M11.87%
50
GPCGENUINE PARTS CO
3,552$492.3M7.77%
51
MCDMCDONALDS CORP
1,510$458.9M7.24%
52
DGDOLLAR GEN CORP NEW
4,117$425.5M6.72%
53
ROPROPER TECHNOLOGIES INC
682$340.1M5.37%
54
MCXMCCORMICK & CO INC
4,659$311.7M4.92%
55
NSCNORFOLK SOUTHN CORP
1,035$310.9M4.91%
56
ADPAUTOMATIC DATA PROCESSING IN
962$282.3M4.46%
57
GLWCORNING INC
3,229$264.9M4.18%
58
TPLTEXAS PACIFIC LAND CORPORATI
249$232.5M3.67%