Buy quality
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| MSFT | $3.2B | 13% | new |
| META | $2.4B | 9% | new |
| SYK | $2.0B | 8% | new |
| V | $1.6B | 6% | new |
| IDXX | $1.5B | 6% | new |
| ADP | $1.4B | 6% | new |
| PM | $1.4B | 5% | new |
| WAT | $1.3B | 5% | new |
| MAR | $1.1B | 4% | new |
| GOOGL | $1.1B | 4% | new |
| PEP | $1.0B | 4% | new |
| MKC | $939M | 4% | new |
| MTD | $812M | 3% | new |
| PG | $779M | 3% | new |
| CHD | $748M | 3% | new |
| OTIS | $625M | 2% | new |
| NKE | $612M | 2% | new |
| BF.B | $592M | 2% | new |
| FTNT | $558M | 2% | new |
| AAPL | $274M | 1% | new |
| TXN | $194M | 1% | new |
| EFX | $126M | 0% | new |
| VRSN | $122M | 0% | new |
| VRSK | $113M | 0% | new |
| GGG | $110M | 0% | new |
| MSCI | $96M | 0% | new |
| CHH | $96M | 0% | new |
| QLYS | $94M | 0% | new |
| IEX | $91M | 0% | new |
| CLX | $90M | 0% | new |
| EXPO | $87M | 0% | new |
| CGNX | $83M | 0% | new |
| ROL | $76M | 0% | new |
| PAYC | $65M | 0% | new |
| ODD | $58M | 0% | new |
| HD | $56M | 0% | new |
| SABR | $52M | 0% | new |
| ZTS | $39M | 0% | new |
| MA | $31M | 0% | new |
| MCD | $26M | 0% | new |