Institutions / Bristol John W & Co Inc /Ny

Bristol John W & Co Inc /Ny

CIK 276101 · Institution · as of Dec 31, 2025
Portfolio value
$6.50B
Positions
62
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 62 →
CompanyClassValueShares% of portfolio
Microsoft Corp$354.85M733,7415.5%
Amazon.com Inc$347.79M1,506,7565.3%
Alphabet Inc.$324.28M1,036,0545.0%
Meta Platforms Inc$312.84M473,9294.8%
Arista Networks, Inc.ANETCommon Stock$305.16M2,328,9274.7%
Apple Inc.$284.15M1,045,1914.4%
JPMorgan Chase & Co$247.06M766,7323.8%
Mastercard Inc$219.37M384,2753.4%
Intuitive Surgical Inc$206.70M364,9693.2%
Thermo Fisher Scientific Inc.$201.08M347,0253.1%
Netflix Inc$192.99M2,058,3743.0%
NVIDIA Corp$173.36M929,5652.7%
Delta Air Lines, Inc.$159.88M2,303,7552.5%
TransDigm Group Inc.$147.30M110,7652.3%
Warren E. Buffett$137.43M273,4132.1%
Canadian Pacific Kansas City$136.49M1,853,7952.1%
FedEx Corp$134.01M463,9142.1%
Infineon Technologies-Adr$132.50M3,012,6212.0%
Workday Inc$120.39M560,5241.9%
Moody's Corp$119.05M233,0421.8%
Schwab Charles Corp$118.69M1,187,9891.8%
Starbucks Corp$116.05M1,378,1571.8%
T-Mobile US, Inc.TMUSCommon Stock$112.21M552,6341.7%
Becton Dickinson & Co$112.08M577,5311.7%
Deere & Co$110.07M236,4231.7%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.