| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 31 | 2,183,601 | CARR, SHW, MCO, MSCI | 13F-HR | 11/12/2024 | 000106299324018888 |
| Q2 2024 | 31 | 2,018,381 | MSFT, MCK, MCO, CARR | 13F-HR | 8/12/2024 | 000106299324014864 |
| Q1 2024 | 30 | 2,129,072 | CTAS, SHW, MA, AMAT | 13F-HR | 5/10/2024 | 000106299324009897 |
| Q4 2023 | 32 | 2,004,713 | CTAS, AVGO, AMAT, ROP | 13F-HR | 2/12/2024 | 000106299324002832 |
| Q3 2023 | 31 | 1,794,144 | ATVI, ROP, AMAT, CTAS | 13F-HR | 11/13/2023 | 000106299323020565 |
| Q2 2023 | 31 | 1,901,653 | AVGO, MCHP, AMAT, ATVI | 13F-HR | 8/10/2023 | 000106299323016139 |
| Q1 2023 | 32 | 1,846,609 | ATVI, AMAT, MCHP, MSCI | 13F-HR | 5/10/2023 | 000106299323010650 |
| Q4 2022 | 33 | 1,750,575 | AVGO, CTAS, ATVI, TMO | 13F-HR | 2/13/2023 | 000106299323002857 |
| Q3 2022 | 32 | 1,627,865 | DG, SBUX, ATVI, TMO | 13F-HR | 11/10/2022 | 000106299322021821 |
| Q2 2022 | 32 | 1,767,634 | DG, ATVI, CTAS, AMT | 13F-HR | 8/15/2022 | 000106299322017907 |
| Q1 2022 | 32 | 2,040,487 | UNH, AVGO, CTAS, MSFT | 13F-HR | 5/12/2022 | 000106299322012209 |
| Q4 2021 | 33 | 2,223,736 | ZTS, TMO, SHW, AVGO | 13F-HR | 2/14/2022 | 000106299322004076 |
| Q3 2021 | 31 | 1,947,392 | INTU, ZTS, TMO, MCO | 13F-HR | 11/12/2021 | 000106299321010664 |
| Q2 2021 | 31 | 1,908,954 | ZTS, INTU, MCO, AMT | 13F-HR | 8/13/2021 | 000106299321007467 |
| Q1 2021 | 32 | 1,675,718 | AMAT, TXN, HD, AMT | 13F-HR | 5/13/2021 | 000106299321004523 |
| Q4 2020 | 34 | 1,506,519 | SBUX, UNH, AVGO, INTU | 13F-HR | 2/12/2021 | 000106299321001393 |
| Q3 2020 | 33 | 1,324,245 | UNH, INTU, DHR, MCO | 13F-HR | 11/9/2020 | 000106299320005444 |
| Q2 2020 | 33 | 1,174,316 | ALLE, MCO, INTU, UNH | 13F-HR | 8/13/2020 | 000095015920000199 |
| Q1 2020 | 33 | 851,442 | ROST, AVGO, UNH, ZTS | 13F-HR | 5/15/2020 | 000095015920000133 |
| Q4 2019 | 36 | 1,008,290 | ZTS, UNH, TXN, AMT | 13F-HR | 2/13/2020 | 000095015920000040 |
| Q3 2019 | 33 | 881,747 | NTAP, BAC, LUV, SHW | 13F-HR | 11/12/2019 | 000156761919020985 |
| Q2 2019 | 33 | 841,186 | BA, HD, EL, DHR | 13F-HR | 8/14/2019 | 000156761919016894 |
| Q1 2019 | 33 | 786,056 | AVGO, AMT, ZTS, NTAP | 13F-HR | 5/15/2019 | 000156761919011103 |
| Q4 2018 | 34 | 666,655 | AVGO, ROST, TFCFA, AMT | 13F-HR | 2/13/2019 | 000156761919003661 |
| Q3 2018 | 34 | 752,176 | AVGO, ORCL, BA, SBUX | 13F-HR | 11/13/2018 | 000156761918005841 |
| Q2 2018 | 25 | 702,134 | TFCFA, AMT, LUV, ROST | 13F-HR | 8/13/2018 | 000156761918000562 |
| Q1 2018 | 22 | 694,063 | AMT, HRL, ROP, SBUX | 13F-HR | 5/15/2018 | 000114036118023689 |
| Q4 2017 | 22 | 715,179 | ROST, TFCFA, LUV, HD | 13F-HR | 2/7/2018 | 000114036118005483 |
| Q3 2017 | 21 | 659,513 | ROST, CTAS, LUV, CSCO | 13F-HR | 11/6/2017 | 000114036117041153 |
| Q2 2017 | 22 | 652,945 | LUV, UNH, ROP, HD | 13F-HR | 8/4/2017 | 000114036117030220 |
| Q1 2017 | 22 | 645,956 | CTAS, TFCFA, SBUX, A | 13F-HR | 5/10/2017 | 000114036117019218 |
| Q4 2016 | 22 | 607,127 | SYK, TSN, HRL, KR | 13F-HR | 2/8/2017 | 000114036117005006 |
| Q3 2016 | 21 | 580,673 | UNH, ROST, ROP, TSN | 13F-HR | 11/3/2016 | 000114036116084690 |
| Q2 2016 | 21 | 559,314 | TSN, ROST, HRL, CTAS | 13F-HR | 7/29/2016 | 000114036116073785 |
| Q1 2016 | 21 | 540,671 | ROP, LUV, UNH, AON | 13F-HR | 5/11/2016 | 000114036116064550 |
| Q4 2015 | 22 | 514,531 | ABC, UNH, AMGN, KR | 13F-HR | 2/8/2016 | 000114036116050628 |
| Q3 2015 | 22 | 438,542 | HRL, SBUX, UNP, HD | 13F-HR | 11/3/2015 | 000114036115039421 |
| Q2 2015 | 22 | 461,057 | DIS, CVS, UNH, TJX | 13F-HR | 8/14/2015 | 000114036115031899 |
| Q1 2015 | 19 | 183,304 | MCO, UNH, M, TJX | 13F-HR | 8/14/2015 | 000114036115031897 |
| Q4 2014 | 22 | 189,665 | TJX, HD, FAST, CVS | 13F-HR | 8/14/2015 | 000114036115031895 |