Buy quality
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| META | $2.2B | 10% | trimmed |
| MSFT | $2.0B | 9% | trimmed |
| SYK | $1.9B | 9% | trimmed |
| PM | $1.7B | 8% | trimmed |
| V | $1.4B | 7% | trimmed |
| ADP | $1.4B | 6% | trimmed |
| WAT | $1.3B | 6% | unchanged |
| IDXX | $1.1B | 5% | unchanged |
| GOOGL | $1.1B | 5% | unchanged |
| MAR | $1.0B | 5% | unchanged |
| FTNT | $820M | 4% | unchanged |
| PG | $787M | 4% | unchanged |
| CHD | $754M | 3% | unchanged |
| MTD | $698M | 3% | unchanged |
| OTIS | $605M | 3% | unchanged |
| TXN | $490M | 2% | added |
| ZTS | $419M | 2% | added |
| NKE | $389M | 2% | unchanged |
| BF.B | $327M | 1% | unchanged |
| VRSN | $145M | 1% | trimmed |
| INTU | $112M | 1% | new |
| VRSK | $98M | 0% | trimmed |
| CHH | $97M | 0% | unchanged |
| GGG | $95M | 0% | unchanged |
| MSCI | $94M | 0% | unchanged |
| QLYS | $90M | 0% | added |
| PAYC | $90M | 0% | added |
| CLX | $90M | 0% | unchanged |
| ROL | $86M | 0% | unchanged |
| ODD | $70M | 0% | unchanged |
| DOCS | $69M | 0% | added |
| EXPO | $68M | 0% | unchanged |
| SABR | $60M | 0% | unchanged |
| EFX | $57M | 0% | trimmed |
| CPRX | $52M | 0% | new |
| HD | $42M | 0% | trimmed |
| MEDP | $39M | 0% | unchanged |
| MA | $27M | 0% | trimmed |