BRISTOL JOHN W & CO INC /NY/ Q4 2019 Filing

Filed January 21, 2020

Portfolio Value

$4.1T

Holdings

68

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (68 positions)

#StockSharesValue% PortfolioType
1
MAMASTERCARD INC
509,481$152.1B3.67%
2
MSFTMICROSOFT CORP
935,593$147.5B3.56%
3
AMZNAMAZON COM INC
75,678$139.8B3.38%
4
JPMJPMORGAN CHASE & CO
1,001,153$139.6B3.37%
5
NKENIKE INC
1,185,295$120.1B2.90%
6
APDAIR PRODS & CHEMS INC
506,927$119.1B2.88%
7
TXNTEXAS INSTRS INC
908,336$116.5B2.81%
8
COSTCOSTCO WHSL CORP NEW
377,708$111.0B2.68%
9
SPGIS&P GLOBAL INC
390,273$106.6B2.57%
10
TMOTHERMO FISHER SCIENTIFIC INC
324,375$105.4B2.54%
11
TJXTJX COS INC NEW
1,716,776$104.8B2.53%
12
AAPLAPPLE INC
356,749$104.8B2.53%
13
PGRPROGRESSIVE CORP OHIO
1,410,958$102.1B2.47%
14
UNHUNITEDHEALTH GROUP INC
345,614$101.6B2.45%
15
JNJJOHNSON & JOHNSON
657,840$96.0B2.32%
16
GOOGALPHABET INC
71,650$95.8B2.31%
17
ROPROPER TECHNOLOGIES INC
265,991$94.2B2.27%
18
NSRGYNESTLE SA ADR
861,384$93.3B2.25%
19
CHTRCHARTER COMMUNICATIONS INC N
187,833$91.1B2.20%
20
METAFACEBOOK INC
441,950$90.7B2.19%
21
ECLECOLAB INC
466,233$90.0B2.17%
22
BDXBECTON DICKINSON & CO
326,426$88.8B2.14%
23
UNPUNION PACIFIC CORP
485,312$87.7B2.12%
24
BKNGBOOKING HLDGS INC
40,660$83.5B2.02%
25
ADBEADOBE INC
252,417$83.3B2.01%
26
VRSKVERISK ANALYTICS INC
553,913$82.7B2.00%
27
DGDOLLAR GEN CORP NEW
501,530$78.2B1.89%
28
NVSNNOVARTIS A G
778,084$73.7B1.78%
29
CSCOCISCO SYS INC
1,535,079$73.6B1.78%
30
ITWILLINOIS TOOL WKS INC
377,918$67.9B1.64%
31
R6C2ROYAL DUTCH SHELL PLC
1,118,361$67.1B1.62%
32
PEPPEPSICO INC
479,521$65.5B1.58%
33
MMM3M CO
365,877$64.5B1.56%
34
WATWATERS CORP
273,955$64.0B1.54%
35
RHHBYROCHE HOLDINGS LTD-SPONS ADR
1,570,476$63.9B1.54%
36
DANOYDANONE-SPONS ADR
3,811,708$62.9B1.52%
37
WDAYWORKDAY INC
376,522$61.9B1.49%
38
CMCSACOMCAST CORP NEW
1,322,714$59.5B1.44%
39
GOOGLALPHABET INC
42,861$57.4B1.39%
40
CRCCANADIAN NAT RES LTD
1,755,839$56.8B1.37%
41
NFLXNETFLIX INC
174,620$56.5B1.36%
42
YUMYUM BRANDS INC
549,234$55.3B1.34%
43
USBUS BANCORP DEL
931,861$55.3B1.33%
44
FDXFEDEX CORP
361,598$54.7B1.32%
45
WFCWELLS FARGO CO NEW
1,008,804$54.3B1.31%
46
NCLHNORWEGIAN CRUISE LINE HLDG L
919,986$53.7B1.30%
47
BWABORGWARNER INC
1,135,766$49.3B1.19%
48
SLBSCHLUMBERGER LTD
1,177,912$47.4B1.14%
49
CMGCHIPOTLE MEXICAN GRILL INC
48,253$40.4B0.97%
50
BRK-BBERKSHIRE HATHAWAY INC DEL
12$4.1B0.10%
51
GLWCORNING INC
42,160$1.2B0.03%
52
DALDELTA AIR LINES INC DEL
16,490$964.0M0.02%
53
BKBANK NEW YORK MELLON CORP
18,887$951.0M0.02%
54
DISDISNEY WALT CO
4,570$661.0M0.02%
55
IBMINTERNATIONAL BUSINESS MACHS
4,430$594.0M0.01%
56
RTN1USDRAYTHEON CO
2,200$483.0M0.01%
57
AXPAMERICAN EXPRESS CO
3,670$457.0M0.01%
58
BRK/BBERKSHIRE HATHAWAY INC DEL
1,725$391.0M0.01%
59
NSCNORFOLK SOUTHERN CORP
2,000$388.0M0.01%
60
AMGNAMGEN INC
1,450$350.0M0.01%
61
GDGENERAL DYNAMICS CORP
1,600$282.0M0.01%
62
INTCINTEL CORP
4,700$281.0M0.01%
63
CNRCANADIAN NATL RY CO
2,000$181.0M0.00%
64
RDS/AROYAL DUTCH SHELL PLC
2,160$127.0M0.00%
65
XOMEXXON MOBIL CORP
1,596$112.0M0.00%
66
UPSUNITED PARCEL SERVICE INC
200$23.0M0.00%
67
KOCOCA COLA CO
200$11.0M0.00%
68
MOALTRIA GROUP INC
200$10.0M0.00%