Sustainable Growth Advisers as of March 31, 2026
Portfolio Holdings for Sustainable Growth Advisers
Sustainable Growth Advisers holds 51 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.0 | $846M | 4.8M | 174.40 | |
| Amazon (AMZN) | 6.4 | $681M | 3.3M | 208.27 | |
| Microsoft Corporation (MSFT) | 5.5 | $581M | 1.6M | 370.17 | |
| Alphabet Inc Class C cs (GOOG) | 5.1 | $543M | 1.9M | 286.86 | |
| Visa (V) | 5.0 | $529M | 1.8M | 302.24 | |
| Waste Management (WM) | 4.4 | $465M | 2.0M | 229.79 | |
| Broadcom (AVGO) | 4.3 | $453M | 1.5M | 309.51 | |
| Canadian Pacific Kansas City (CP) | 3.9 | $410M | 5.2M | 78.66 | |
| Facebook Inc cl a (META) | 3.8 | $399M | 697k | 572.13 | |
| Apple (AAPL) | 3.6 | $387M | 1.5M | 253.79 | |
| Synopsys (SNPS) | 3.4 | $357M | 901k | 396.48 | |
| Yum! Brands (YUM) | 3.3 | $351M | 2.3M | 155.48 | |
| Aon (AON) | 3.2 | $340M | 1.1M | 322.78 | |
| American Express Company (AXP) | 3.2 | $339M | 1.1M | 302.48 | |
| Netflix (NFLX) | 3.1 | $328M | 3.4M | 96.15 | |
| salesforce (CRM) | 3.1 | $325M | 1.7M | 186.67 | |
| S&p Global (SPGI) | 3.0 | $322M | 757k | 425.34 | |
| Danaher Corporation (DHR) | 2.9 | $310M | 1.6M | 189.60 | |
| Arm Holdings (ARM) | 2.9 | $304M | 2.0M | 151.28 | |
| Intuit (INTU) | 2.6 | $275M | 636k | 432.38 | |
| Chipotle Mexican Grill (CMG) | 2.4 | $250M | 7.8M | 32.01 | |
| W.W. Grainger (GWW) | 2.2 | $230M | 211k | 1090.81 | |
| Ecolab (ECL) | 2.1 | $225M | 847k | 266.02 | |
| MasterCard Incorporated (MA) | 1.8 | $188M | 376k | 499.66 | |
| Cooper Cos (COO) | 1.4 | $147M | 2.1M | 71.50 | |
| Nike (NKE) | 1.3 | $136M | 2.6M | 52.82 | |
| HDFC Bank (HDB) | 1.2 | $130M | 5.2M | 24.88 | |
| Steris Plc Ord equities (STE) | 1.1 | $121M | 547k | 221.13 | |
| Servicenow (NOW) | 1.0 | $105M | 1.0M | 104.55 | |
| MercadoLibre (MELI) | 0.9 | $91M | 53k | 1729.02 | |
| Alcon (ALC) | 0.8 | $83M | 1.1M | 75.35 | |
| Sap (SAP) | 0.8 | $81M | 474k | 171.21 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.5 | $52M | 630k | 82.81 | |
| Taiwan Semiconductor Mfg (TSM) | 0.4 | $44M | 130k | 337.95 | |
| Alibaba Group Holding (BABA) | 0.3 | $34M | 274k | 125.46 | |
| Unilever (UL) | 0.2 | $23M | 406k | 56.97 | |
| Grab Holdings Limited Class A Ord (GRAB) | 0.2 | $21M | 5.8M | 3.66 | |
| Fomento Economico Mexicano SAB (FMX) | 0.2 | $18M | 165k | 111.06 | |
| Waste Connections (WCN) | 0.2 | $16M | 98k | 162.44 | |
| Infosys Technologies (INFY) | 0.1 | $16M | 1.2M | 13.51 | |
| Xp Inc cl a (XP) | 0.1 | $13M | 697k | 19.04 | |
| Linde (LIN) | 0.1 | $12M | 25k | 495.76 | |
| Shopify Inc cl a (SHOP) | 0.1 | $9.6M | 81k | 118.62 | |
| Spotify Technology Sa (SPOT) | 0.1 | $7.2M | 15k | 484.91 | |
| Tencent Music Entertco L spon ad (TME) | 0.0 | $4.7M | 504k | 9.28 | |
| Makemytrip Limited Mauritius (MMYT) | 0.0 | $4.6M | 123k | 37.29 | |
| Universal Music Group Nv Un (UNVGY) | 0.0 | $3.3M | 343k | 9.60 | |
| Aia Group Ltd-sp (AAGIY) | 0.0 | $3.2M | 71k | 44.53 | |
| Adyen N V Unsponsred Ads (ADYEY) | 0.0 | $2.9M | 295k | 9.97 | |
| Experian (EXPGY) | 0.0 | $2.5M | 72k | 34.94 | |
| Fast Retailing Co Ltd - (FRCOY) | 0.0 | $2.5M | 63k | 39.67 |
