Institutional manager
BRISTOL JOHN W & CO INC /NY/
Holds positions in 52 of the S&P 500, worth $5.49bn as reported for the quarter ended 31-mar-2026.
Positions held52of 488 index companies covered
Reported value$5.49bnS&P 500 positions only
Top ten weight46%how concentrated the book is
Filing entities1single filer
Largest positions
The 52 biggest by reported value.
Alphabet Inc. (Class A)GOOGL1.2m$352mCommunication ServicesAmazonAMZN1.6m$342mConsumer DiscretionaryApple Inc.AAPL1.2m$305mInformation TechnologyArista NetworksANET2.3m$281mInformation TechnologyMeta PlatformsMETA468,242$268mCommunication ServicesMicrosoftMSFT723,057$268mInformation TechnologyNetflixNFLX2.0m$196mCommunication ServicesMastercardMA379,695$190mFinancialsJPMorgan ChaseJPM604,237$178mFinancialsThermo Fisher ScientificTMO342,765$168mHealth CareIntuitive SurgicalISRG360,734$166mHealth CareNvidiaNVDA918,433$160mInformation TechnologyDeere & CompanyDE233,300$131mIndustrialsBerkshire HathawayBRK.B270,322$130mFinancialsTransDigm GroupTDG109,511$127mIndustrialsFedExFDX349,480$124mIndustrialsStarbucksSBUX1.3m$117mConsumer DiscretionaryT-Mobile USTMUS547,863$115mCommunication ServicesCharles Schwab CorporationSCHW1.2m$110mFinancialsCostcoCOST105,530$105mConsumer StaplesDelta Air LinesDAL1.6m$105mIndustrialsTexas InstrumentsTXN523,650$102mInformation TechnologyUnion Pacific CorporationUNP417,394$101mIndustrialsMoody's CorporationMCO230,261$100mFinancialsAir ProductsAPD343,636$100mMaterialsWorkday, Inc.WDAY727,404$95mInformation TechnologyAon plcAON283,054$91mFinancialsBecton DickinsonBDX571,820$90mHealth CareJohnson & JohnsonJNJ351,933$86mHealth CareChipotle Mexican GrillCMG2.7m$85mConsumer DiscretionaryYum! BrandsYUM531,880$83mConsumer DiscretionaryUnitedHealth GroupUNH304,877$82mHealth CareS&P GlobalSPGI175,660$75mFinancialsSBA CommunicationsSBAC387,360$67mReal EstateNike, Inc.NKE1.1m$60mConsumer DiscretionaryWaters CorporationWAT199,532$59mHealth CareSherwin-WilliamsSHW178,104$57mMaterialsTesla, Inc.TSLA149,312$56mConsumer DiscretionaryVerisk AnalyticsVRSK287,556$55mIndustrialsRoss StoresROST245,133$53mConsumer DiscretionaryCapital OneCOF282,709$52mFinancialsTJX CompaniesTJX5,399$862,220Consumer DiscretionaryAmerican ExpressAXP2,351$711,130FinancialsCorning Inc.GLW3,229$439,047Information TechnologyOracle CorporationORCL2,744$403,670Information TechnologyMcDonald'sMCD1,290$400,919Consumer DiscretionaryEcolabECL1,442$383,601MaterialsTexas Pacific Land CorporationTPL747$354,496EnergyGenuine Parts CompanyGPC2,933$310,165Consumer DiscretionaryNorfolk SouthernNSC1,035$297,045IndustrialsBooking HoldingsBKNG67$282,091Consumer DiscretionaryKLA CorporationKLAC182$267,979Information Technology
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.