Sustainable Growth Advisers, LP
CIK: 0001290668SEC EDGAR →
Portfolio Value
$14.4B
Holdings
54
As of
Q4 2025
New Positions
4
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Nvidia Corp | 5,974,213 | $1.1T | 7726.43% |
| 2 | Amazon.com Inc | 4,652,553 | $1.1T | 7447.05% |
| 3 | Microsoft Corp. | 2,055,077 | $993.9B | 6892.09% |
| 4 | Visa Inc | 2,116,769 | $742.4B | 5148.03% |
| 5 | Alphabet Inc CL C | 2,143,689 | $672.7B | 4664.81% |
| 6 | Intuit Inc | 959,601 | $635.7B | 4408.01% |
| 7 | Waste Management Inc | 2,768,350 | $608.2B | 4217.83% |
| 8 | Salesforce Inc | 2,141,335 | $567.3B | 3933.70% |
| 9 | Meta Platforms Inc | 854,425 | $564.0B | 3911.07% |
| 10 | S&P Global Inc | 1,030,292 | $538.4B | 3733.71% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 16 | $5.4T | 37.6% |
| Financial Services | 7 | $2.2T | 15.0% |
| Consumer Cyclical | 7 | $2.1T | 14.8% |
| Communication Services | 5 | $1.5T | 10.3% |
| Healthcare | 5 | $1.5T | 10.2% |
| Industrials | 4 | $1.3T | 9.3% |
| Basic Materials | 2 | $181.6B | 1.3% |
| Unknown | 6 | $172.8B | 1.2% |
| Consumer Defensive | 2 | $44.5B | 0.3% |