Green Valley Investors as of June 30, 2014
Portfolio Holdings for Green Valley Investors
Green Valley Investors holds 25 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Express Scripts Holding | 14.6 | $627M | 9.1M | 69.33 | |
| Celgene Corporation | 9.2 | $395M | 4.6M | 85.88 | |
| Johnson & Johnson (JNJ) | 8.8 | $379M | 3.6M | 104.62 | |
| Wal-Mart Stores (WMT) | 5.2 | $225M | 3.0M | 75.07 | |
| Gilead Sciences (GILD) | 4.8 | $207M | 2.5M | 82.91 | |
| Potash Corp. Of Saskatchewan I | 4.6 | $199M | 5.3M | 37.96 | |
| Stryker Corporation (SYK) | 4.3 | $186M | 2.2M | 84.32 | |
| International Flavors & Fragrances (IFF) | 4.1 | $177M | 1.7M | 104.28 | |
| Marriott International (MAR) | 3.9 | $169M | 2.6M | 64.10 | |
| TJX Companies (TJX) | 3.7 | $160M | 3.0M | 53.15 | |
| Comcast Corporation (CMCSA) | 3.6 | $156M | 2.9M | 53.68 | |
| Abbvie (ABBV) | 3.5 | $151M | 2.7M | 56.44 | |
| LKQ Corporation (LKQ) | 3.3 | $142M | 5.3M | 26.69 | |
| Thermo Fisher Scientific (TMO) | 3.3 | $142M | 1.2M | 118.00 | |
| Abbott Laboratories (ABT) | 2.9 | $123M | 3.0M | 40.90 | |
| Bed Bath & Beyond | 2.7 | $115M | 2.0M | 57.38 | |
| SYSCO Corporation (SYY) | 2.5 | $109M | 2.9M | 37.45 | |
| Procter & Gamble Company (PG) | 2.5 | $109M | 1.4M | 78.59 | |
| Henry Schein (HSIC) | 2.5 | $107M | 900k | 118.66 | |
| Walt Disney Company (DIS) | 2.2 | $94M | 1.1M | 85.74 | |
| Air Products & Chemicals (APD) | 2.1 | $90M | 700k | 128.62 | |
| Dow Chemical Company | 1.9 | $82M | 1.6M | 51.46 | |
| Monsanto Company | 1.4 | $62M | 500k | 124.74 | |
| Colgate-Palmolive Company (CL) | 1.1 | $48M | 700k | 68.18 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.1 | $47M | 500k | 94.68 |
