Holders — by stockHoldings — by fund
BRISTOL JOHN W & CO INC /NY/
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000276101
$6.76B
disclosed book value
62
positions
5.5%
largest position share
Positions, as of 2026-06-30
top 62 of 62 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ANETARISTA NETWORKS INC | 2.2M | $373.2M | 5.5% |
| 2 | AMZNAMAZON COM INC | 1.5M | $351.9M | 5.2% |
| 3 | AAPLAPPLE INC | 1.2M | $345.1M | 5.1% |
| 4 | GOOGLALPHABET INC | 948,035 | $338.8M | 5% |
| 5 | MSFTMICROSOFT CORP | 715,730 | $267.0M | 3.9% |
| 6 | METAMETA PLATFORMS INC | 463,636 | $261.2M | 3.9% |
| 7 | NVDANVIDIA CORPORATION | 1.2M | $243.8M | 3.6% |
| 8 | IFNNYINFINEON TECHNOLOGIES-ADR | 2.3M | $212.2M | 3.1% |
| 9 | JPMJPMORGAN CHASE & CO | 599,431 | $196.2M | 2.9% |
| 10 | MAMASTERCARD INCORPORATED | 375,416 | $192.8M | 2.9% |
| 11 | TMOTHERMO FISHER SCIENTIFIC INC | 338,876 | $169.9M | 2.5% |
| 12 | CPCANADIAN PACIFIC KANSAS CITY | 1.8M | $157.0M | 2.3% |
| 13 | TXNTEXAS INSTRS INC | 518,704 | $154.6M | 2.3% |
| 14 | ISRGINTUITIVE SURGICAL INC | 386,569 | $153.7M | 2.3% |
| 15 | DALDELTA AIR LINES INC | 1.6M | $146.7M | 2.2% |
| 16 | DEDEERE & CO | 230,553 | $146.2M | 2.2% |
| 17 | TDGTRANSDIGM GROUP INC | 108,456 | $144.5M | 2.1% |
| 18 | NFLXNETFLIX INC. | 2.0M | $143.7M | 2.1% |
| 19 | ENTGENTEGRIS INC | 766,013 | $137.8M | 2% |
| 20 | BRK/BBERKSHIRE HATHAWAY INC DEL | 267,976 | $134.1M | 2% |
| 21 | SBUXSTARBUCKS CORP | 1.3M | $132.1M | 2% |
| 22 | MRVLMARVELL TECHNOLOGY INC | 404,529 | $120.5M | 1.8% |
| 23 | VRSKVERISK ANALYTICS INC | 651,868 | $117.0M | 1.7% |
| 24 | UNPUNION PAC CORP | 413,762 | $112.5M | 1.7% |
| 25 | FDXFEDEX CORP | 346,694 | $108.6M | 1.6% |
| 26 | SCHWSCHWAB CHARLES CORP | 1.2M | $107.3M | 1.6% |
| 27 | MCOMOODYS CORP | 228,446 | $103.5M | 1.5% |
| 28 | NSRGYNESTLE SA ADR | 990,558 | $101.7M | 1.5% |
| 29 | APDAIR PRODUCTS AND CHEMICALS I | 341,235 | $100.0M | 1.5% |
| 30 | COSTCOSTCO WHOLESALE CORPORATION | 104,081 | $97.4M | 1.4% |
| 31 | AON PLC | 279,586 | $92.7M | 1.4% |
| 32 | UNHUNITEDHEALTH GROUP INC | 221,607 | $92.1M | 1.4% |
| 33 | TMUST-MOBILE US INC | 543,987 | $91.2M | 1.3% |
| 34 | CMGCHIPOTLE MEXICAN GRILL INC | 2.6M | $89.7M | 1.3% |
| 35 | JNJJOHNSON & JOHNSON | 348,528 | $88.5M | 1.3% |
| 36 | WDAYWORKDAY INC | 721,421 | $88.3M | 1.3% |
| 37 | NVSNOVARTIS AG | 557,777 | $87.4M | 1.3% |
| 38 | BDXBECTON DICKINSON & CO | 567,338 | $85.9M | 1.3% |
| 39 | YUMYUM BRANDS INC | 527,241 | $84.3M | 1.2% |
| 40 | WATWATERS CORP | 197,905 | $74.2M | 1.1% |
| 41 | SPGIS&P GLOBAL INC | 174,336 | $71.0M | 1.1% |
| 42 | TSLATESLA INC | 148,181 | $62.3M | 0.9% |
| 43 | SHWSHERWIN WILLIAMS CO | 175,746 | $60.5M | 0.9% |
| 44 | SAIASAIA INC | 140,806 | $59.3M | 0.9% |
| 45 | COFCAPITAL ONE FINL CORP | 279,263 | $56.0M | 0.8% |
| 46 | NKENIKE INC | 1.1M | $46.2M | 0.7% |
| 47 | SBACSBA COMMUNICATIONS CORP | 228,211 | $40.3M | 0.6% |
| 48 | GOOGALPHABET INC | 102,331 | $36.2M | 0.5% |
| 49 | SHOPSHOPIFY INC | 252,988 | $28.9M | 0.4% |
| 50 | FDXFFEDEX FGHT HLDG CO INC | 173,397 | $26.2M | 0.4% |
| 51 | NOWSERVICENOW INC | 250,338 | $24.9M | 0.4% |
| 52 | GLWCORNING INC | 3,229 | $824,783 | 0% |
| 53 | AXPAMERICAN EXPRESS CO | 2,351 | $795,226 | 0% |
| 54 | KLACKLA CORP | 1,820 | $549,112 | 0% |
| 55 | TJXTJX COS INC NEW | 3,223 | $488,285 | 0% |
| 56 | ORCLORACLE CORP | 2,744 | $402,133 | 0% |
| 57 | ECLECOLAB INC | 1,442 | $401,756 | 0% |
| 58 | MCDMCDONALDS CORP | 1,290 | $348,700 | 0% |
| 59 | GPCGENUINE PARTS CO | 2,933 | $346,035 | 0% |
| 60 | TPLTEXAS PACIFIC LAND CORPORATI | 710 | $310,724 | 0% |
| 61 | SDZNYSANDOZ GROUP AG-ADR | 445 | $40,268 | 0% |
| 62 | RHHBYROCHE HOLDINGS LTD-SPONS ADR | 275 | $14,121 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.