Sustainable Growth Advisers as of Dec. 31, 2025
Portfolio Holdings for Sustainable Growth Advisers
Sustainable Growth Advisers holds 54 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.7 | $1.1B | 6.0M | 186.50 | |
| Amazon (AMZN) | 7.4 | $1.1B | 4.7M | 230.82 | |
| Microsoft Corporation (MSFT) | 6.9 | $994M | 2.1M | 483.62 | |
| Visa (V) | 5.1 | $742M | 2.1M | 350.71 | |
| Alphabet Inc Class C cs (GOOG) | 4.7 | $673M | 2.1M | 313.80 | |
| Intuit (INTU) | 4.4 | $636M | 960k | 662.42 | |
| Waste Management (WM) | 4.2 | $608M | 2.8M | 219.71 | |
| salesforce (CRM) | 3.9 | $567M | 2.1M | 264.91 | |
| Facebook Inc cl a (META) | 3.9 | $564M | 854k | 660.09 | |
| S&p Global (SPGI) | 3.7 | $538M | 1.0M | 522.59 | |
| Synopsys (SNPS) | 3.7 | $528M | 1.1M | 469.72 | |
| Canadian Pacific Kansas City (CP) | 3.4 | $483M | 6.6M | 73.63 | |
| UnitedHealth (UNH) | 3.3 | $470M | 1.4M | 330.11 | |
| Aon (AON) | 3.0 | $431M | 1.2M | 352.88 | |
| Yum! Brands (YUM) | 2.6 | $378M | 2.5M | 151.28 | |
| Danaher Corporation (DHR) | 2.5 | $366M | 1.6M | 228.92 | |
| Chipotle Mexican Grill (CMG) | 2.5 | $358M | 9.7M | 37.00 | |
| Apple (AAPL) | 2.3 | $332M | 1.2M | 271.86 | |
| Gartner (IT) | 2.2 | $314M | 1.2M | 252.28 | |
| Arm Holdings (ARM) | 2.0 | $292M | 2.7M | 109.31 | |
| Cooper Cos (COO) | 1.9 | $276M | 3.4M | 81.96 | |
| Netflix (NFLX) | 1.7 | $242M | 2.6M | 93.76 | |
| W.W. Grainger (GWW) | 1.6 | $232M | 230k | 1009.05 | |
| American Express Company (AXP) | 1.6 | $229M | 618k | 369.95 | |
| Broadcom (AVGO) | 1.6 | $224M | 648k | 346.10 | |
| HDFC Bank (HDB) | 1.4 | $209M | 5.7M | 36.54 | |
| Steris Plc Ord equities (STE) | 1.3 | $192M | 759k | 253.52 | |
| Nike (NKE) | 1.2 | $178M | 2.8M | 63.71 | |
| Servicenow (NOW) | 1.2 | $175M | 1.1M | 153.19 | |
| Ecolab (ECL) | 1.2 | $169M | 645k | 262.52 | |
| Alcon (ALC) | 1.2 | $168M | 2.1M | 78.81 | |
| Sap (SAP) | 1.2 | $167M | 687k | 242.91 | |
| MercadoLibre (MELI) | 1.1 | $156M | 77k | 2014.26 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.7 | $97M | 760k | 127.57 | |
| Alibaba Group Holding (BABA) | 0.3 | $41M | 280k | 146.58 | |
| Taiwan Semiconductor Mfg (TSM) | 0.3 | $41M | 134k | 303.89 | |
| Unilever (UL) | 0.2 | $29M | 440k | 65.40 | |
| Grab Holdings Limited Class A Ord (GRAB) | 0.1 | $19M | 3.9M | 4.99 | |
| Fomento Economico Mexicano SAB (FMX) | 0.1 | $16M | 155k | 101.07 | |
| Waste Connections (WCN) | 0.1 | $15M | 85k | 175.36 | |
| Linde (LIN) | 0.1 | $12M | 29k | 426.39 | |
| Xp Inc cl a (XP) | 0.1 | $11M | 680k | 16.37 | |
| Shopify Inc cl a (SHOP) | 0.1 | $9.8M | 61k | 160.97 | |
| Workday Inc cl a (WDAY) | 0.1 | $7.8M | 36k | 214.78 | |
| Makemytrip Limited Mauritius (MMYT) | 0.1 | $7.5M | 91k | 82.12 | |
| Infosys Technologies (INFY) | 0.0 | $6.2M | 350k | 17.82 | |
| Tencent Music Entertco L spon ad (TME) | 0.0 | $6.0M | 341k | 17.53 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $4.7M | 10k | 473.30 | |
| Universal Music Group Nv Un (UNVGY) | 0.0 | $4.5M | 343k | 13.04 | |
| Adyen N V Unsponsred Ads (ADYEY) | 0.0 | $3.6M | 228k | 15.97 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $3.3M | 11k | 313.00 | |
| Experian (EXPGY) | 0.0 | $3.3M | 72k | 45.17 | |
| Aia Group Ltd-sp (AAGIY) | 0.0 | $2.9M | 71k | 41.03 | |
| Fast Retailing Co Ltd - (FRCOY) | 0.0 | $2.8M | 78k | 36.20 |
