Buy quality
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| MSFT | $3.1B | 13% | unchanged |
| SYK | $1.7B | 7% | unchanged |
| META | $1.6B | 7% | unchanged |
| PM | $1.5B | 6% | trimmed |
| IDXX | $1.5B | 6% | unchanged |
| V | $1.4B | 6% | added |
| MKC | $1.3B | 6% | unchanged |
| PEP | $1.2B | 5% | unchanged |
| ADP | $1.2B | 5% | unchanged |
| EL | $1.1B | 4% | unchanged |
| WAT | $1.0B | 4% | added |
| GOOGL | $912M | 4% | unchanged |
| BF.B | $814M | 3% | unchanged |
| MTD | $747M | 3% | unchanged |
| NKE | $741M | 3% | unchanged |
| PG | $736M | 3% | added |
| CHD | $668M | 3% | trimmed |
| OTIS | $575M | 2% | added |
| AAPL | $258M | 1% | unchanged |
| FTNT | $175M | 1% | unchanged |
| VRSN | $152M | 1% | unchanged |
| unlisted | $120M | 1% | trimmed |
| VRSK | $120M | 1% | unchanged |
| EFX | $117M | 0% | unchanged |
| CGNX | $115M | 0% | unchanged |
| GGG | $106M | 0% | added |
| EXPO | $103M | 0% | new |
| MSCI | $99M | 0% | unchanged |
| QLYS | $85M | 0% | unchanged |
| IEX | $84M | 0% | added |
| IPGP | $76M | 0% | trimmed |
| ROL | $74M | 0% | unchanged |
| SABR | $72M | 0% | unchanged |
| PAYC | $52M | 0% | unchanged |
| HD | $46M | 0% | trimmed |
| JNJ | $45M | 0% | unchanged |
| ZTS | $38M | 0% | unchanged |
| MAR | $35M | 0% | added |
| MA | $25M | 0% | added |