Sustainable Growth Advisers
Latest statistics and disclosures from Sustainable Growth Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, GOOG, AAPL, AMZN, and represent 38.95% of Sustainable Growth Advisers's stock portfolio.
- Added to shares of these 8 stocks: NVDA (+$215M), TSM (+$161M), PWR (+$117M), ETN (+$86M), TJX (+$86M), ECL (+$67M), AAPL (+$39M), LIN.
- Started 3 new stock positions in PWR, TJX, ETN.
- Reduced shares in these 10 stocks: YUM (-$134M), NFLX (-$110M), CP (-$106M), SPGI (-$100M), NKE (-$100M), DHR (-$93M), V (-$93M), MA (-$88M), GWW (-$82M), CMG (-$74M).
- Sold out of its position in NKE.
- Sustainable Growth Advisers was a net seller of stock by $-715M.
- Sustainable Growth Advisers has $9.9B in assets under management (AUM), dropping by -2.37%.
- Central Index Key (CIK): 0001290668
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Portfolio Holdings for Sustainable Growth Advisers
Sustainable Growth Advisers holds 49 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 13.0 | $1.3B | +19% | 5.7M | 228.38 |
|
| Microsoft Corporation (MSFT) | 7.3 | $729M | -5% | 1.4M | 512.90 |
|
| Alphabet Inc Class C cs (GOOG) | 7.2 | $717M | 2.1M | 340.74 |
|
|
| Apple (AAPL) | 6.2 | $621M | +6% | 1.9M | 333.02 |
|
| Amazon (AMZN) | 5.2 | $516M | -9% | 2.1M | 249.15 |
|
| Visa (V) | 4.3 | $425M | -17% | 1.2M | 359.33 |
|
| Broadcom (AVGO) | 4.3 | $424M | -5% | 1.2M | 351.19 |
|
| Facebook Inc cl a (META) | 4.1 | $409M | -7% | 564k | 725.18 |
|
| Waste Management (WM) | 4.0 | $402M | -4% | 2.0M | 203.92 |
|
| Synopsys (SNPS) | 3.4 | $338M | -3% | 777k | 434.94 |
|
| Equinix (EQIX) | 3.4 | $334M | -4% | 331k | 1011.58 |
|
| Ecolab (ECL) | 3.2 | $322M | +26% | 1.2M | 274.58 |
|
| American Express Company (AXP) | 2.9 | $287M | -4% | 943k | 304.10 |
|
| salesforce (CRM) | 2.9 | $285M | -17% | 1.2M | 229.57 |
|
| Danaher Corporation (DHR) | 2.4 | $236M | -28% | 1.1M | 221.55 |
|
| Yum! Brands (YUM) | 2.1 | $207M | -39% | 1.5M | 136.34 |
|
| Taiwan Semiconductor Mfg (TSM) | 2.0 | $203M | +390% | 444k | 456.19 |
|
| Arista Networks (ANET) | 1.8 | $178M | -4% | 872k | 203.59 |
|
| Servicenow (NOW) | 1.8 | $177M | 1.3M | 134.01 |
|
|
| Netflix (NFLX) | 1.7 | $173M | -38% | 2.5M | 69.58 |
|
| Canadian Pacific Kansas City (CP) | 1.7 | $171M | -38% | 2.0M | 85.10 |
|
| W.W. Grainger (GWW) | 1.6 | $163M | -33% | 131k | 1245.76 |
|
| S&p Global (SPGI) | 1.6 | $161M | -38% | 409k | 394.47 |
|
| Chipotle Mexican Grill (CMG) | 1.5 | $145M | -33% | 4.5M | 31.95 |
|
| MasterCard Incorporated (MA) | 1.2 | $122M | -41% | 220k | 551.47 |
|
| Quanta Services (PWR) | 1.2 | $117M | NEW | 182k | 642.51 |
|
| Arm Holdings (ARM) | 0.9 | $92M | -17% | 319k | 289.66 |
|
| Eaton (ETN) | 0.9 | $86M | NEW | 200k | 429.71 |
|
| TJX Companies (TJX) | 0.9 | $86M | NEW | 646k | 132.31 |
|
| Cooper Cos (COO) | 0.8 | $84M | -23% | 1.5M | 56.53 |
|
| Linde (LIN) | 0.7 | $72M | 152k | 474.65 |
|
|
| HDFC Bank (HDB) | 0.7 | $67M | -20% | 3.0M | 22.34 |
|
| Steris Plc Ord equities (STE) | 0.5 | $50M | -36% | 238k | 210.01 |
|
| Aon (AON) | 0.5 | $46M | -31% | 167k | 276.77 |
|
| MercadoLibre (MELI) | 0.4 | $42M | -28% | 24k | 1728.53 |
|
| Sap (SAP) | 0.4 | $40M | -45% | 192k | 208.48 |
|
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.3 | $29M | -25% | 300k | 97.36 |
|
| Alibaba Group Holding (BABA) | 0.2 | $19M | -12% | 174k | 107.54 |
|
| Grab Holdings Limited Class A Ord (GRAB) | 0.1 | $13M | -9% | 4.2M | 3.11 |
|
| Waste Connections (WCN) | 0.1 | $12M | -27% | 79k | 153.93 |
|
| Unilever (UL) | 0.1 | $12M | -36% | 196k | 60.73 |
|
| Alcon (ALC) | 0.1 | $10M | -30% | 155k | 64.75 |
|
| Fomento Economico Mexicano SAB (FMX) | 0.1 | $9.9M | -20% | 84k | 118.56 |
|
| Xp Inc cl a (XP) | 0.1 | $8.4M | -18% | 398k | 21.00 |
|
| Shopify Inc cl a (SHOP) | 0.1 | $6.5M | -40% | 44k | 148.30 |
|
| Nu Hldgs Ltd Ord Shs Cl A (NU) | 0.1 | $5.9M | 469k | 12.66 |
|
|
| Spotify Technology Sa (SPOT) | 0.0 | $4.2M | -42% | 8.6k | 487.38 |
|
| Infosys Technologies (INFY) | 0.0 | $2.4M | -75% | 219k | 10.76 |
|
| Adyen N V Unsponsred Ads (ADYEY) | 0.0 | $103k | 10k | 9.82 |
|
Past Filings by Sustainable Growth Advisers
SEC 13F filings are viewable for Sustainable Growth Advisers going back to 2012
- Sustainable Growth Advisers 2026 Q3 filed Oct. 15, 2026
- Sustainable Growth Advisers 2026 Q2 filed Aug. 10, 2026
- Sustainable Growth Advisers 2026 Q1 filed May 11, 2026
- Sustainable Growth Advisers 2025 Q4 filed Feb. 10, 2026
- Sustainable Growth Advisers 2025 Q3 filed Nov. 14, 2025
- Sustainable Growth Advisers 2025 Q2 filed Aug. 8, 2025
- Sustainable Growth Advisers 2025 Q1 filed May 6, 2025
- Sustainable Growth Advisers 2024 Q4 filed Feb. 10, 2025
- Sustainable Growth Advisers 2024 Q3 filed Nov. 5, 2024
- Sustainable Growth Advisers 2024 Q2 restated filed Aug. 8, 2024
- Sustainable Growth Advisers 2024 Q2 filed Aug. 8, 2024
- Sustainable Growth Advisers 2024 Q1 filed May 7, 2024
- Sustainable Growth Advisers 2023 Q4 filed Feb. 6, 2024
- Sustainable Growth Advisers 2023 Q3 filed Nov. 9, 2023
- Sustainable Growth Advisers 2023 Q2 filed Aug. 8, 2023
- Sustainable Growth Advisers 2022 Q4 restated filed May 12, 2023