Buy quality
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| META | $2.7B | 11% | trimmed |
| MSFT | $2.6B | 11% | trimmed |
| SYK | $1.9B | 8% | unchanged |
| ADP | $1.5B | 6% | trimmed |
| V | $1.5B | 6% | trimmed |
| PM | $1.4B | 6% | trimmed |
| WAT | $1.3B | 6% | unchanged |
| GOOGL | $1.3B | 6% | unchanged |
| MAR | $1.2B | 5% | unchanged |
| IDXX | $1.1B | 5% | unchanged |
| PEP | $861M | 4% | unchanged |
| FTNT | $806M | 3% | trimmed |
| PG | $776M | 3% | unchanged |
| MTD | $724M | 3% | unchanged |
| CHD | $718M | 3% | unchanged |
| OTIS | $553M | 2% | trimmed |
| NKE | $464M | 2% | trimmed |
| BF.B | $366M | 2% | trimmed |
| TXN | $319M | 1% | unchanged |
| VRSN | $129M | 1% | unchanged |
| VRSK | $115M | 0% | unchanged |
| CHH | $104M | 0% | unchanged |
| MSCI | $100M | 0% | unchanged |
| CLX | $100M | 0% | unchanged |
| GGG | $96M | 0% | unchanged |
| EFX | $93M | 0% | unchanged |
| SABR | $78M | 0% | unchanged |
| QLYS | $77M | 0% | unchanged |
| IEX | $76M | 0% | unchanged |
| EXPO | $75M | 0% | unchanged |
| ROL | $74M | 0% | unchanged |
| ODD | $68M | 0% | unchanged |
| PAYC | $66M | 0% | unchanged |
| HD | $57M | 0% | unchanged |
| MEDP | $42M | 0% | new |
| DOCS | $38M | 0% | new |
| ZTS | $37M | 0% | unchanged |
| MA | $34M | 0% | unchanged |