Bristol John W & Co as of June 30, 2026
Portfolio Holdings for Bristol John W & Co
Bristol John W & Co holds 62 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Arista Networks Com Shs (ANET) | 5.5 | $373M | 2.2M | 169.88 | |
| Amazon (AMZN) | 5.2 | $352M | 1.5M | 238.34 | |
| Apple (AAPL) | 5.1 | $345M | 1.2M | 289.36 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.0 | $339M | 948k | 357.37 | |
| Microsoft Corporation (MSFT) | 3.9 | $267M | 716k | 373.02 | |
| Meta Platforms Cl A (META) | 3.9 | $261M | 464k | 563.29 | |
| NVIDIA Corporation (NVDA) | 3.6 | $244M | 1.2M | 200.09 | |
| Infineon Technologies- Common Stocks (IFNNY) | 3.1 | $212M | 2.3M | 93.96 | |
| JPMorgan Chase & Co. (JPM) | 2.9 | $196M | 599k | 327.33 | |
| Mastercard Incorporated Cl A (MA) | 2.9 | $193M | 375k | 513.60 | |
| Thermo Fisher Scientific (TMO) | 2.5 | $170M | 339k | 501.36 | |
| Canadian Pacific Kansas City (CP) | 2.3 | $157M | 1.8M | 86.65 | |
| Texas Instruments Incorporated (TXN) | 2.3 | $155M | 519k | 298.07 | |
| Intuitive Surgical Com New (ISRG) | 2.3 | $154M | 387k | 397.68 | |
| Delta Air Lines Com New (DAL) | 2.2 | $147M | 1.6M | 93.66 | |
| Deere & Company (DE) | 2.2 | $146M | 231k | 634.33 | |
| TransDigm Group Incorporated (TDG) | 2.1 | $145M | 109k | 1332.04 | |
| Netflix (NFLX) | 2.1 | $144M | 2.0M | 71.40 | |
| Entegris (ENTG) | 2.0 | $138M | 766k | 179.86 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $134M | 268k | 500.39 | |
| Starbucks Corporation (SBUX) | 2.0 | $132M | 1.3M | 102.19 | |
| Marvell Technology (MRVL) | 1.8 | $121M | 405k | 297.89 | |
| Verisk Analytics (VRSK) | 1.7 | $117M | 652k | 179.53 | |
| Union Pacific Corporation (UNP) | 1.7 | $113M | 414k | 272.00 | |
| FedEx Corporation (FDX) | 1.6 | $109M | 347k | 313.13 | |
| Charles Schwab Corporation (SCHW) | 1.6 | $107M | 1.2M | 92.27 | |
| Moody's Corporation (MCO) | 1.5 | $104M | 228k | 452.92 | |
| Nestle Sa Common Stocks (NSRGY) | 1.5 | $102M | 991k | 102.69 | |
| Air Products & Chemicals (APD) | 1.5 | $100M | 341k | 293.18 | |
| Costco Wholesale Corporation (COST) | 1.4 | $97M | 104k | 935.47 | |
| Aon Shs Cl A (AON) | 1.4 | $93M | 280k | 331.69 | |
| UnitedHealth (UNH) | 1.4 | $92M | 222k | 415.63 | |
| Metropcs Communications (TMUS) | 1.3 | $91M | 544k | 167.73 | |
| Chipotle Mexican Grill (CMG) | 1.3 | $90M | 2.6M | 34.00 | |
| Johnson & Johnson (JNJ) | 1.3 | $89M | 349k | 253.97 | |
| Workday Cl A (WDAY) | 1.3 | $88M | 721k | 122.42 | |
| Novartis Sponsored Adr (NVS) | 1.3 | $87M | 558k | 156.72 | |
| Becton, Dickinson and (BDX) | 1.3 | $86M | 567k | 151.33 | |
| Yum! Brands (YUM) | 1.2 | $84M | 527k | 159.86 | |
| Waters Corporation (WAT) | 1.1 | $74M | 198k | 375.04 | |
| S&p Global (SPGI) | 1.1 | $71M | 174k | 407.26 | |
| Tesla Motors (TSLA) | 0.9 | $62M | 148k | 420.60 | |
| Sherwin-Williams Company (SHW) | 0.9 | $61M | 176k | 344.32 | |
| Saia (SAIA) | 0.9 | $59M | 141k | 421.16 | |
| Capital One Financial (COF) | 0.8 | $56M | 279k | 200.62 | |
| Nike CL B (NKE) | 0.7 | $46M | 1.1M | 41.05 | |
| Sba Communications Corp Cl A (SBAC) | 0.6 | $40M | 228k | 176.46 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $36M | 102k | 353.33 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.4 | $29M | 253k | 114.18 | |
| Fedex Fght Hldg Common Stock (FDXF) | 0.4 | $26M | 173k | 151.00 | |
| Servicenow (NOW) | 0.4 | $25M | 250k | 99.28 | |
| Corning Incorporated (GLW) | 0.0 | $825k | 3.2k | 255.43 | |
| American Express Company (AXP) | 0.0 | $795k | 2.4k | 338.25 | |
| Kla Corp Com New (KLAC) | 0.0 | $549k | 1.8k | 301.71 | |
| TJX Companies (TJX) | 0.0 | $488k | 3.2k | 151.50 | |
| Oracle Corporation (ORCL) | 0.0 | $402k | 2.7k | 146.55 | |
| Ecolab (ECL) | 0.0 | $402k | 1.4k | 278.61 | |
| McDonald's Corporation (MCD) | 0.0 | $349k | 1.3k | 270.31 | |
| Genuine Parts Company (GPC) | 0.0 | $346k | 2.9k | 117.98 | |
| Texas Pacific Land Corp (TPL) | 0.0 | $311k | 710.00 | 437.64 | |
| Sandoz Group Ag- Common Stocks (SDZNY) | 0.0 | $40k | 445.00 | 90.49 | |
| Roche Holdings Ltd-spons Common Stocks (RHHBY) | 0.0 | $14k | 275.00 | 51.35 |