Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BRISTOL JOHN W & CO INC /NY/ (CIK 276101) reported $6.76B across 62 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ANET ($373.2M, 5.52%), AMZN ($351.9M, 5.20%), AAPL ($345.1M, 5.10%), GOOGL ($338.8M, 5.01%), MSFT ($267.0M, 3.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ANET | ARISTA NETWORKS INC | $373.2M | 5.52% | 2.2M | Trimmed |
| 2 | AMZN | AMAZON COM INC | $351.9M | 5.20% | 1.5M | Trimmed |
| 3 | AAPL | APPLE INC | $345.1M | 5.10% | 1.2M | Trimmed |
| 4 | GOOGL | ALPHABET INC | $338.8M | 5.01% | 948,035 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $267.0M | 3.95% | 715,730 | Trimmed |
| 6 | META | META PLATFORMS INC | $261.2M | 3.86% | 463,636 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION | $243.8M | 3.61% | 1.2M | Added |
| 8 | IFNNY | INFINEON TECHNOLOGIES-ADR | $212.2M | 3.14% | 2.3M | Trimmed |
| 9 | JPM | JPMORGAN CHASE & CO | $196.2M | 2.90% | 599,431 | Trimmed |
| 10 | MA | MASTERCARD INCORPORATED | $192.8M | 2.85% | 375,416 | Trimmed |
| 11 | TMO | THERMO FISHER SCIENTIFIC INC | $169.9M | 2.51% | 338,876 | Trimmed |
| 12 | CP | CANADIAN PACIFIC KANSAS CITY | $157.0M | 2.32% | 1.8M | Trimmed |
| 13 | TXN | TEXAS INSTRS INC | $154.6M | 2.29% | 518,704 | Trimmed |
| 14 | ISRG | INTUITIVE SURGICAL INC | $153.7M | 2.27% | 386,569 | Added |
| 15 | DAL | DELTA AIR LINES INC | $146.7M | 2.17% | 1.6M | Trimmed |
| 16 | DE | DEERE & CO | $146.2M | 2.16% | 230,553 | Trimmed |
| 17 | TDG | TRANSDIGM GROUP INC | $144.5M | 2.14% | 108,456 | Trimmed |
| 18 | NFLX | NETFLIX INC. | $143.7M | 2.13% | 2.0M | Trimmed |
| 19 | ENTG | ENTEGRIS INC | $137.8M | 2.04% | 766,013 | Trimmed |
| 20 | BRKB | BERKSHIRE HATHAWAY INC DEL | $134.1M | 1.98% | 267,976 | Trimmed |
| 21 | SBUX | STARBUCKS CORP | $132.1M | 1.95% | 1.3M | Trimmed |
| 22 | MRVL | MARVELL TECHNOLOGY INC | $120.5M | 1.78% | 404,529 | New |
| 23 | VRSK | VERISK ANALYTICS INC | $117.0M | 1.73% | 651,868 | Added |
| 24 | UNP | UNION PAC CORP | $112.5M | 1.66% | 413,762 | Trimmed |
| 25 | FDX | FEDEX CORP | $108.6M | 1.61% | 346,694 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30