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 $6.08B across 61 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMZN ($341.7M, 5.62%), AAPL ($304.9M, 5.02%), GOOGL ($294.5M, 4.85%), ANET ($281.5M, 4.63%), MSFT ($267.7M, 4.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $341.7M | 5.62% | 1.6M | Added |
| 2 | AAPL | APPLE INC | $304.9M | 5.02% | 1.2M | Added |
| 3 | GOOGL | ALPHABET INC | $294.5M | 4.85% | 1.0M | Trimmed |
| 4 | ANET | ARISTA NETWORKS INC | $281.5M | 4.63% | 2.3M | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $267.7M | 4.41% | 723,057 | Trimmed |
| 6 | META | META PLATFORMS INC | $267.9M | 4.41% | 468,242 | Trimmed |
| 7 | NFLX | NETFLIX INC. | $195.6M | 3.22% | 2.0M | Trimmed |
| 8 | MA | MASTERCARD INCORPORATED | $189.7M | 3.12% | 379,695 | Trimmed |
| 9 | JPM | JPMORGAN CHASE & CO | $177.7M | 2.93% | 604,237 | Trimmed |
| 10 | TMO | THERMO FISHER SCIENTIFIC INC | $168.5M | 2.77% | 342,765 | Trimmed |
| 11 | ISRG | INTUITIVE SURGICAL INC | $166.3M | 2.74% | 360,734 | Trimmed |
| 12 | NVDA | NVIDIA CORPORATION | $160.2M | 2.64% | 918,433 | Trimmed |
| 13 | CP | CANADIAN PACIFIC KANSAS CITY | $144.1M | 2.37% | 1.8M | Trimmed |
| 14 | IFNNY | INFINEON TECHNOLOGIES-ADR | $134.6M | 2.21% | 3.0M | Trimmed |
| 15 | DE | DEERE & CO | $131.4M | 2.16% | 233,300 | Trimmed |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $129.5M | 2.13% | 270,322 | Trimmed |
| 17 | TDG | TRANSDIGM GROUP INC | $126.9M | 2.09% | 109,511 | Trimmed |
| 18 | FDX | FEDEX CORP | $124.5M | 2.05% | 349,480 | Trimmed |
| 19 | SBUX | STARBUCKS CORP | $116.7M | 1.92% | 1.3M | Trimmed |
| 20 | TMUS | T-MOBILE US INC | $115.1M | 1.89% | 547,863 | Trimmed |
| 21 | SCHW | SCHWAB CHARLES CORP | $110.3M | 1.82% | 1.2M | Trimmed |
| 22 | DAL | DELTA AIR LINES INC | $105.0M | 1.73% | 1.6M | Trimmed |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $105.2M | 1.73% | 105,530 | Trimmed |
| 24 | UNP | UNION PAC CORP | $101.3M | 1.67% | 417,394 | Trimmed |
| 25 | TXN | TEXAS INSTRS INC | $101.7M | 1.67% | 523,650 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31