Green Valley Investors as of March 31, 2015
Portfolio Holdings for Green Valley Investors
Green Valley Investors holds 25 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Express Scripts Holding | 15.8 | $785M | 9.1M | 86.77 | |
| Celgene Corporation | 10.7 | $530M | 4.6M | 115.28 | |
| Johnson & Johnson (JNJ) | 7.3 | $365M | 3.6M | 100.60 | |
| Gilead Sciences (GILD) | 5.9 | $294M | 3.0M | 98.13 | |
| Wal-Mart Stores (WMT) | 5.0 | $247M | 3.0M | 82.25 | |
| Marriott International (MAR) | 4.2 | $212M | 2.6M | 80.32 | |
| TJX Companies (TJX) | 4.2 | $210M | 3.0M | 70.05 | |
| Stryker Corporation (SYK) | 4.1 | $203M | 2.2M | 92.25 | |
| LKQ Corporation (LKQ) | 4.0 | $199M | 7.8M | 25.56 | |
| Walt Disney Company (DIS) | 3.6 | $178M | 1.7M | 104.89 | |
| International Flavors & Fragrances (IFF) | 3.5 | $176M | 1.5M | 117.40 | |
| Potash Corp. Of Saskatchewan I | 3.4 | $169M | 5.3M | 32.25 | |
| Comcast Corporation (CMCSA) | 3.3 | $164M | 2.9M | 56.47 | |
| Thermo Fisher Scientific (TMO) | 3.2 | $161M | 1.2M | 134.34 | |
| Valeant Pharmaceuticals Int | 3.2 | $159M | 800k | 198.62 | |
| Abbvie (ABBV) | 3.1 | $157M | 2.7M | 58.54 | |
| Abbott Laboratories (ABT) | 2.8 | $139M | 3.0M | 46.33 | |
| Procter & Gamble Company (PG) | 2.3 | $113M | 1.4M | 81.94 | |
| Henry Schein (HSIC) | 2.2 | $112M | 800k | 139.62 | |
| Air Products & Chemicals (APD) | 1.8 | $91M | 600k | 151.28 | |
| Dow Chemical Company | 1.5 | $77M | 1.6M | 47.98 | |
| SYSCO Corporation (SYY) | 1.5 | $76M | 2.0M | 37.73 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.2 | $59M | 500k | 117.97 | |
| Monsanto Company | 1.1 | $56M | 500k | 112.54 | |
| Colgate-Palmolive Company (CL) | 1.0 | $49M | 700k | 69.34 |
