Green Valley Investors as of March 31, 2014
Portfolio Holdings for Green Valley Investors
Green Valley Investors holds 27 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Express Scripts Holding | 15.6 | $680M | 9.1M | 75.09 | |
| Johnson & Johnson (JNJ) | 8.2 | $356M | 3.6M | 98.23 | |
| Celgene Corporation | 7.4 | $321M | 2.3M | 139.60 | |
| Wal-Mart Stores (WMT) | 5.3 | $229M | 3.0M | 76.43 | |
| Potash Corp. Of Saskatchewan I | 4.4 | $190M | 5.3M | 36.22 | |
| TJX Companies (TJX) | 4.2 | $182M | 3.0M | 60.65 | |
| SYSCO Corporation (SYY) | 4.1 | $180M | 5.0M | 36.13 | |
| Stryker Corporation (SYK) | 4.1 | $179M | 2.2M | 81.47 | |
| Thermo Fisher Scientific (TMO) | 4.0 | $174M | 1.4M | 120.24 | |
| International Flavors & Fragrances (IFF) | 3.7 | $163M | 1.7M | 95.67 | |
| Marriott International (MAR) | 3.4 | $148M | 2.6M | 56.02 | |
| Comcast Corporation (CMCSA) | 3.3 | $145M | 2.9M | 50.04 | |
| LKQ Corporation (LKQ) | 3.2 | $140M | 5.3M | 26.35 | |
| Bed Bath & Beyond | 3.2 | $138M | 2.0M | 68.80 | |
| Abbvie (ABBV) | 3.2 | $138M | 2.7M | 51.40 | |
| Dow Chemical Company | 2.8 | $122M | 2.5M | 48.59 | |
| Procter & Gamble Company (PG) | 2.5 | $111M | 1.4M | 80.60 | |
| Henry Schein (HSIC) | 2.5 | $107M | 900k | 119.37 | |
| Abbott Laboratories (ABT) | 2.4 | $103M | 2.7M | 38.51 | |
| Walt Disney Company (DIS) | 2.0 | $88M | 1.1M | 80.07 | |
| Gilead Sciences (GILD) | 1.9 | $85M | 1.2M | 70.86 | |
| Air Products & Chemicals (APD) | 1.9 | $83M | 700k | 119.04 | |
| Mosaic (MOS) | 1.7 | $74M | 1.5M | 50.00 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.6 | $71M | 1.0M | 70.72 | |
| Monsanto Company | 1.3 | $57M | 500k | 113.77 | |
| Colgate-Palmolive Company (CL) | 1.0 | $45M | 700k | 64.87 | |
| Target Corporation (TGT) | 1.0 | $45M | 750k | 60.51 |
