Sustainable Growth Advisers as of Sept. 30, 2025
Portfolio Holdings for Sustainable Growth Advisers
Sustainable Growth Advisers holds 59 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.8 | $1.3B | 2.6M | 517.95 | |
| NVIDIA Corporation (NVDA) | 7.0 | $1.2B | 6.4M | 186.58 | |
| Amazon (AMZN) | 7.0 | $1.2B | 5.4M | 219.57 | |
| Visa (V) | 5.1 | $879M | 2.6M | 341.38 | |
| Intuit (INTU) | 5.0 | $852M | 1.2M | 682.91 | |
| Facebook Inc cl a (META) | 4.6 | $777M | 1.1M | 734.38 | |
| Waste Management (WM) | 4.2 | $720M | 3.3M | 220.83 | |
| Synopsys (SNPS) | 3.9 | $663M | 1.3M | 493.39 | |
| S&p Global (SPGI) | 3.7 | $630M | 1.3M | 486.71 | |
| Alphabet Inc Class C cs (GOOG) | 3.5 | $593M | 2.4M | 243.55 | |
| Servicenow (NOW) | 3.4 | $578M | 628k | 920.28 | |
| Canadian Pacific Kansas City (CP) | 3.3 | $569M | 7.6M | 74.49 | |
| UnitedHealth (UNH) | 3.3 | $566M | 1.6M | 345.30 | |
| Chipotle Mexican Grill (CMG) | 2.9 | $490M | 13M | 39.19 | |
| salesforce (CRM) | 2.8 | $482M | 2.0M | 237.00 | |
| Aon (AON) | 2.8 | $470M | 1.3M | 356.58 | |
| Yum! Brands (YUM) | 2.4 | $416M | 2.7M | 152.00 | |
| Arm Holdings (ARM) | 2.4 | $408M | 2.9M | 141.49 | |
| Gartner (IT) | 2.3 | $386M | 1.5M | 262.87 | |
| Danaher Corporation (DHR) | 2.2 | $380M | 1.9M | 198.26 | |
| HDFC Bank (HDB) | 2.2 | $373M | 11M | 34.16 | |
| Apple (AAPL) | 2.0 | $336M | 1.3M | 254.63 | |
| Cooper Cos (COO) | 1.7 | $283M | 4.1M | 68.56 | |
| American Express Company (AXP) | 1.6 | $269M | 809k | 332.16 | |
| Steris Plc Ord equities (STE) | 1.5 | $264M | 1.1M | 247.44 | |
| W.W. Grainger (GWW) | 1.4 | $240M | 251k | 952.96 | |
| Alcon (ALC) | 1.4 | $240M | 3.2M | 74.51 | |
| Sap (SAP) | 1.3 | $225M | 842k | 267.21 | |
| MercadoLibre (MELI) | 1.3 | $218M | 93k | 2336.94 | |
| Ecolab (ECL) | 1.1 | $191M | 696k | 273.86 | |
| Nike (NKE) | 1.1 | $190M | 2.7M | 69.73 | |
| Netflix (NFLX) | 1.1 | $188M | 157k | 1198.92 | |
| Infosys Technologies (INFY) | 1.0 | $177M | 11M | 16.27 | |
| Taiwan Semiconductor Mfg (TSM) | 0.5 | $79M | 282k | 279.29 | |
| Alibaba Group Holding (BABA) | 0.3 | $50M | 278k | 178.73 | |
| Unilever (UL) | 0.2 | $26M | 444k | 59.28 | |
| Fomento Economico Mexicano SAB (FMX) | 0.1 | $20M | 201k | 98.63 | |
| Waste Connections (WCN) | 0.1 | $15M | 86k | 175.80 | |
| Shopify Inc cl a (SHOP) | 0.1 | $14M | 91k | 148.61 | |
| Linde (LIN) | 0.1 | $13M | 28k | 475.00 | |
| Atlassian Corporation Cl A (TEAM) | 0.1 | $12M | 76k | 159.70 | |
| Grab Holdings Limited Class A Ord (GRAB) | 0.1 | $12M | 2.0M | 6.02 | |
| Universal Music Group Nv Un (UNVGY) | 0.1 | $10M | 721k | 14.43 | |
| Xp Inc cl a (XP) | 0.1 | $10M | 535k | 18.79 | |
| Workday Inc cl a (WDAY) | 0.1 | $9.2M | 38k | 240.73 | |
| Tencent Music Entertco L spon ad (TME) | 0.1 | $8.7M | 375k | 23.34 | |
| Experian (EXPGY) | 0.0 | $7.6M | 152k | 50.21 | |
| Aia Group Ltd-sp (AAGIY) | 0.0 | $6.3M | 165k | 38.43 | |
| Adyen N V Unsponsred Ads (ADYEY) | 0.0 | $6.1M | 383k | 15.99 | |
| Fast Retailing Co Ltd - (FRCOY) | 0.0 | $5.8M | 192k | 30.27 | |
| Makemytrip Limited Mauritius (MMYT) | 0.0 | $5.6M | 60k | 93.60 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $2.6M | 11k | 243.10 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $1.4M | 3.0k | 468.41 | |
| Autodesk (ADSK) | 0.0 | $574k | 1.8k | 317.67 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $428k | 883.00 | 485.02 | |
| Msci (MSCI) | 0.0 | $423k | 745.00 | 567.41 | |
| Novo Nordisk A/S (NVO) | 0.0 | $309k | 5.6k | 55.49 | |
| Starbucks Corporation (SBUX) | 0.0 | $277k | 3.3k | 84.60 | |
| Sherwin-Williams Company (SHW) | 0.0 | $202k | 583.00 | 346.26 |
