Green Valley Investors as of Sept. 30, 2018
Portfolio Holdings for Green Valley Investors
Green Valley Investors holds 32 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Express Scripts Holding | 13.0 | $292M | 3.1M | 95.01 | |
| Amazon (AMZN) | 11.2 | $250M | 125k | 2003.00 | |
| UnitedHealth (UNH) | 5.8 | $130M | 487k | 266.04 | |
| Abbott Laboratories (ABT) | 5.6 | $125M | 1.7M | 73.36 | |
| Celgene Corporation | 4.5 | $101M | 1.1M | 89.49 | |
| Danaher Corporation (DHR) | 4.0 | $91M | 834k | 108.66 | |
| Walt Disney Company (DIS) | 4.0 | $89M | 760k | 116.94 | |
| LKQ Corporation (LKQ) | 3.9 | $88M | 2.8M | 31.67 | |
| Johnson & Johnson (JNJ) | 3.9 | $87M | 633k | 138.17 | |
| Home Depot (HD) | 3.7 | $83M | 400k | 207.15 | |
| EXACT Sciences Corporation (EXAS) | 3.6 | $82M | 1.0M | 78.92 | |
| Stryker Corporation (SYK) | 3.1 | $69M | 388k | 177.68 | |
| Nike (NKE) | 2.9 | $64M | 755k | 84.72 | |
| Wal-Mart Stores (WMT) | 2.9 | $64M | 679k | 93.91 | |
| TJX Companies (TJX) | 2.5 | $55M | 495k | 112.02 | |
| O'reilly Automotive (ORLY) | 2.4 | $53M | 152k | 347.32 | |
| Centene Corporation (CNC) | 2.3 | $51M | 353k | 144.78 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.1 | $46M | 240k | 192.74 | |
| Marriott International (MAR) | 2.0 | $44M | 335k | 132.03 | |
| Thermo Fisher Scientific (TMO) | 1.8 | $40M | 163k | 244.08 | |
| Air Products & Chemicals (APD) | 1.8 | $39M | 235k | 167.05 | |
| Praxair | 1.7 | $38M | 239k | 160.73 | |
| Costco Wholesale Corporation (COST) | 1.7 | $37M | 159k | 234.88 | |
| Henry Schein (HSIC) | 1.6 | $36M | 422k | 85.03 | |
| Dowdupont | 1.6 | $35M | 546k | 64.31 | |
| Merck & Co (MRK) | 1.4 | $31M | 443k | 70.94 | |
| FMC Corporation (FMC) | 1.3 | $30M | 340k | 87.18 | |
| Sherwin-Williams Company (SHW) | 1.0 | $23M | 49k | 455.22 | |
| International Flavors & Fragrances (IFF) | 0.9 | $21M | 154k | 139.12 | |
| Teladoc (TDOC) | 0.8 | $19M | 219k | 86.35 | |
| Alnylam Pharmaceuticals (ALNY) | 0.7 | $15M | 169k | 87.52 | |
| Intuitive Surgical (ISRG) | 0.5 | $12M | 21k | 573.97 |
