Buy quality
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| MAR | $1.1B | 9% | trimmed |
| SYK | $1.0B | 8% | trimmed |
| WAT | $957M | 7% | trimmed |
| V | $938M | 7% | trimmed |
| GOOGL | $850M | 7% | trimmed |
| PM | $845M | 7% | trimmed |
| IDXX | $824M | 6% | trimmed |
| ADP | $783M | 6% | trimmed |
| MSFT | $770M | 6% | unchanged |
| META | $756M | 6% | trimmed |
| MTD | $717M | 6% | trimmed |
| CHD | $620M | 5% | unchanged |
| PG | $607M | 5% | unchanged |
| TXN | $509M | 4% | unchanged |
| FTNT | $503M | 4% | trimmed |
| ZTS | $458M | 4% | unchanged |
| OTIS | $211M | 2% | trimmed |
| MSCI | $35M | 0% | trimmed |
| ROL | $33M | 0% | trimmed |
| MEDP | $30M | 0% | trimmed |
| VRSN | $28M | 0% | trimmed |
| PAYC | $27M | 0% | trimmed |
| CLX | $27M | 0% | trimmed |
| VRT | $23M | 0% | trimmed |
| NTNX | $22M | 0% | trimmed |
| BMI | $22M | 0% | new |
| CPRX | $21M | 0% | trimmed |
| QLYS | $20M | 0% | trimmed |
| DOCS | $16M | 0% | trimmed |
| MANH | $16M | 0% | trimmed |
| NSSC | $15M | 0% | trimmed |
| ADMA | $15M | 0% | trimmed |
| SABR | $13M | 0% | trimmed |
| HD | $9M | 0% | trimmed |