Green Valley Investors as of June 30, 2018
Portfolio Holdings for Green Valley Investors
Green Valley Investors holds 34 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Express Scripts Holding | 12.0 | $256M | 3.3M | 77.21 | |
| Amazon (AMZN) | 10.7 | $229M | 134k | 1699.80 | |
| UnitedHealth (UNH) | 6.0 | $129M | 525k | 245.34 | |
| Abbott Laboratories (ABT) | 5.2 | $112M | 1.8M | 60.99 | |
| Celgene Corporation | 4.5 | $97M | 1.2M | 79.42 | |
| LKQ Corporation (LKQ) | 4.5 | $95M | 3.0M | 31.90 | |
| Danaher Corporation (DHR) | 4.2 | $89M | 899k | 98.68 | |
| Walt Disney Company (DIS) | 4.0 | $86M | 819k | 104.81 | |
| Home Depot (HD) | 4.0 | $84M | 432k | 195.10 | |
| Johnson & Johnson (JNJ) | 3.9 | $83M | 682k | 121.34 | |
| Stryker Corporation (SYK) | 3.3 | $71M | 418k | 168.86 | |
| Nike (NKE) | 3.0 | $65M | 814k | 79.68 | |
| Wal-Mart Stores (WMT) | 2.9 | $63M | 732k | 85.65 | |
| EXACT Sciences Corporation (EXAS) | 2.4 | $52M | 863k | 59.79 | |
| TJX Companies (TJX) | 2.4 | $51M | 534k | 95.18 | |
| Marriott International (MAR) | 2.3 | $49M | 388k | 126.60 | |
| Centene Corporation (CNC) | 2.2 | $47M | 381k | 123.21 | |
| O'reilly Automotive (ORLY) | 2.1 | $45M | 164k | 273.57 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.1 | $44M | 258k | 169.96 | |
| Praxair | 1.9 | $41M | 257k | 158.15 | |
| Air Products & Chemicals (APD) | 1.9 | $39M | 253k | 155.73 | |
| Dowdupont | 1.8 | $39M | 589k | 65.92 | |
| Thermo Fisher Scientific (TMO) | 1.7 | $36M | 176k | 207.14 | |
| Costco Wholesale Corporation (COST) | 1.7 | $36M | 171k | 208.98 | |
| FMC Corporation (FMC) | 1.5 | $33M | 367k | 89.21 | |
| Henry Schein (HSIC) | 1.4 | $31M | 422k | 72.64 | |
| Kraft Heinz (KHC) | 1.2 | $26M | 418k | 62.82 | |
| Sherwin-Williams Company (SHW) | 1.0 | $22M | 53k | 407.57 | |
| International Flavors & Fragrances (IFF) | 1.0 | $21M | 166k | 123.96 | |
| Gilead Sciences (GILD) | 1.0 | $21M | 290k | 70.84 | |
| Alnylam Pharmaceuticals (ALNY) | 0.8 | $18M | 182k | 98.49 | |
| Mednax (MD) | 0.6 | $13M | 305k | 43.28 | |
| Intuitive Surgical (ISRG) | 0.5 | $11M | 23k | 478.48 | |
| Colgate-Palmolive Company (CL) | 0.2 | $4.4M | 68k | 64.81 |
