BRISTOL JOHN W & CO INC /NY/ Q4 2022 Filing

Filed January 18, 2023

Portfolio Value

$4.2T

Holdings

81

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (81 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
978,330$234.6B5.58%
2
TMOTHERMO FISHER SCIENTIFIC INC
304,156$167.5B3.98%
3
MAMASTERCARD INCORPORATED
459,917$159.9B3.80%
4
JPMJPMORGAN CHASE & CO
1,050,625$140.9B3.35%
5
AMZNAMAZON COM INC
1,670,609$140.3B3.34%
6
AAPLAPPLE INC
918,292$119.3B2.84%
7
BRK/BBERKSHIRE HATHAWAY INC DEL
375,986$116.1B2.76%
8
FDXFEDEX CORP
666,898$115.5B2.75%
9
TXNTEXAS INSTRS INC
698,887$115.5B2.75%
10
BDXBECTON DICKINSON & CO
436,281$110.9B2.64%
11
APDAIR PRODS & CHEMS INC
359,739$110.9B2.64%
12
TMUST-MOBILE US INC
761,396$106.6B2.54%
13
JNJJOHNSON & JOHNSON
597,937$105.6B2.51%
14
NKENIKE INC
900,920$105.4B2.51%
15
ANETEURARISTA NETWORKS INC
858,096$104.1B2.48%
16
METAMETA PLATFORMS INC
856,216$103.0B2.45%
17
ROSTROSS STORES INC
878,718$102.0B2.43%
18
UNHUNITEDHEALTH GROUP INC
192,240$101.9B2.42%
19
ISRGINTUITIVE SURGICAL INC
381,529$101.2B2.41%
20
CP.TOCANADIAN PAC RY LTD
1,349,735$100.7B2.40%
21
GOOGALPHABET INC
1,114,763$98.9B2.35%
22
BKNGBOOKING HOLDINGS INC
46,831$94.4B2.25%
23
TJXTJX COS INC NEW
1,177,955$93.8B2.23%
24
COSTCOSTCO WHSL CORP NEW
195,111$89.1B2.12%
25
WDAYWORKDAY INC
531,979$89.0B2.12%
26
CMCSACOMCAST CORP NEW
2,482,828$86.8B2.07%
27
YUMYUM BRANDS INC
636,001$81.5B1.94%
28
GOOGLALPHABET INC
914,662$80.7B1.92%
29
ADIANALOG DEVICES INC
465,840$76.4B1.82%
30
CMGCHIPOTLE MEXICAN GRILL INC
54,935$76.2B1.81%
31
CHTRCHARTER COMMUNICATIONS INC N
222,665$75.5B1.80%
32
PGRPROGRESSIVE CORP
553,772$71.8B1.71%
33
DALDELTA AIR LINES INC DEL
2,084,474$68.5B1.63%
34
DGDOLLAR GEN CORP NEW
275,154$67.8B1.61%
35
T7DTRANSDIGM GROUP INC
103,895$65.4B1.56%
36
NFLXNETFLIX INC
212,875$62.8B1.49%
37
NVSNNOVARTIS AG
683,203$62.0B1.47%
38
SPGIS&P GLOBAL INC
175,207$58.7B1.40%
39
MCOMOODYS CORP
198,946$55.4B1.32%
40
WABWABTEC
518,166$51.7B1.23%
41
SCHWSCHWAB CHARLES CORP
598,115$49.8B1.18%
42
ADBEADOBE SYSTEMS INCORPORATED
136,112$45.8B1.09%
43
ECLECOLAB INC
281,052$40.9B0.97%
44
CRMSALESFORCE INC
265,084$35.1B0.84%
45
DISDISNEY WALT CO
313,231$27.2B0.65%
46
BRK-BBERKSHIRE HATHAWAY INC DEL
10$4.7B0.11%
47
COPCONOCOPHILLIPS
24,620$2.9B0.07%
48
MRKMERCK & CO INC
23,834$2.6B0.06%
49
UNPUNION PAC CORP
10,693$2.2B0.05%
50
LOWLOWES COS INC
7,380$1.5B0.03%
51
ROPROPER TECHNOLOGIES INC
3,324$1.4B0.03%
52
ABTABBOTT LABS
12,917$1.4B0.03%
53
7HPHP INC
50,000$1.3B0.03%
54
PSXPHILLIPS 66
12,500$1.3B0.03%
55
DEDEERE & CO
3,000$1.3B0.03%
56
ILMNILLUMINA INC
5,875$1.2B0.03%
57
GPCGENUINE PARTS CO
5,906$1.0B0.02%
58
SYYSYSCO CORP
12,104$925.4M0.02%
59
BKBANK NEW YORK MELLON CORP
18,887$859.7M0.02%
60
CTVACORTEVA INC
14,101$828.9M0.02%
61
BMYBRISTOL-MYERS SQUIBB CO
11,070$796.5M0.02%
62
MCDMCDONALDS CORP
2,952$777.9M0.02%
63
DOWDOW INC
14,101$710.5M0.02%
64
MCXMCCORMICK & CO INC
7,380$611.7M0.01%
65
PFEPFIZER INC
11,070$567.2M0.01%
66
GLWCORNING INC
17,329$553.5M0.01%
67
INTCINTEL CORP
20,189$533.6M0.01%
68
NSCNORFOLK SOUTHN CORP
2,165$533.5M0.01%
69
MDLZMONDELEZ INTL INC
7,500$499.9M0.01%
70
PEPPEPSICO INC
2,754$497.5M0.01%
71
PCHPOTLATCHDELTIC CORPORATION
11,073$487.1M0.01%
72
HPEHEWLETT PACKARD ENTERPRISE C
30,000$478.8M0.01%
73
WYWEYERHAEUSER CO MTN BE
14,761$457.6M0.01%
74
MMM3M CO
3,692$442.7M0.01%
75
AXPAMERICAN EXPRESS CO
2,939$434.2M0.01%
76
KMBKIMBERLY-CLARK CORP
2,952$400.7M0.01%
77
ADPAUTOMATIC DATA PROCESSING IN
1,491$356.1M0.01%
78
WATWATERS CORP
1,000$342.6M0.01%
79
MLMMARTIN MARIETTA MATLS INC
1,000$338.0M0.01%
80
DDOMINION ENERGY INC
5,000$306.6M0.01%
81
EXPDEXPEDITORS INTL WASH INC
2,000$207.8M0.00%