Green Valley Investors as of Sept. 30, 2017
Portfolio Holdings for Green Valley Investors
Green Valley Investors holds 30 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Express Scripts Holding | 11.8 | $243M | 3.8M | 63.32 | |
| Celgene Corporation | 10.0 | $205M | 1.4M | 145.82 | |
| Amazon (AMZN) | 6.7 | $138M | 143k | 961.35 | |
| LKQ Corporation (LKQ) | 6.1 | $124M | 3.5M | 35.99 | |
| Abbott Laboratories (ABT) | 5.5 | $113M | 2.1M | 53.36 | |
| Johnson & Johnson (JNJ) | 5.0 | $103M | 789k | 130.01 | |
| Danaher Corporation (DHR) | 4.7 | $96M | 1.1M | 85.78 | |
| UnitedHealth (UNH) | 4.2 | $87M | 443k | 195.85 | |
| Walt Disney Company (DIS) | 4.2 | $86M | 872k | 98.57 | |
| Home Depot (HD) | 4.0 | $82M | 499k | 163.56 | |
| Stryker Corporation (SYK) | 3.9 | $81M | 569k | 142.02 | |
| Marriott International (MAR) | 3.5 | $71M | 647k | 110.26 | |
| Wal-Mart Stores (WMT) | 3.2 | $66M | 846k | 78.14 | |
| Henry Schein (HSIC) | 2.6 | $54M | 653k | 81.99 | |
| Nike (NKE) | 2.4 | $49M | 941k | 51.85 | |
| TJX Companies (TJX) | 2.2 | $46M | 617k | 73.73 | |
| EXACT Sciences Corporation (EXAS) | 2.2 | $46M | 965k | 47.12 | |
| Air Products & Chemicals (APD) | 2.2 | $44M | 293k | 151.22 | |
| Praxair | 2.0 | $42M | 298k | 139.74 | |
| O'reilly Automotive (ORLY) | 2.0 | $41M | 189k | 215.37 | |
| Kraft Heinz (KHC) | 1.8 | $38M | 483k | 77.55 | |
| Thermo Fisher Scientific (TMO) | 1.7 | $35M | 187k | 189.20 | |
| International Flavors & Fragrances (IFF) | 1.6 | $32M | 227k | 142.91 | |
| Costco Wholesale Corporation (COST) | 1.5 | $30M | 182k | 164.29 | |
| Dowdupont | 1.4 | $28M | 405k | 69.23 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.0 | $20M | 130k | 152.04 | |
| Mednax (MD) | 0.9 | $19M | 439k | 43.12 | |
| Gilead Sciences (GILD) | 0.9 | $18M | 227k | 81.02 | |
| Tractor Supply Company (TSCO) | 0.6 | $13M | 198k | 63.29 | |
| Colgate-Palmolive Company (CL) | 0.3 | $5.7M | 79k | 72.85 |
