Sustainable Growth Advisers as of June 30, 2026
Portfolio Holdings for Sustainable Growth Advisers
Sustainable Growth Advisers holds 47 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 9.3 | $945M | 4.7M | 200.09 | |
| Alphabet Inc Class C cs (GOOG) | 7.4 | $753M | 2.1M | 353.33 | |
| Microsoft Corporation (MSFT) | 5.5 | $561M | 1.5M | 373.02 | |
| Amazon (AMZN) | 5.3 | $544M | 2.3M | 238.34 | |
| Apple (AAPL) | 5.0 | $506M | 1.7M | 289.36 | |
| Visa (V) | 4.9 | $495M | 1.4M | 343.09 | |
| Broadcom (AVGO) | 4.7 | $482M | 1.3M | 377.75 | |
| Waste Management (WM) | 4.5 | $460M | 2.1M | 222.88 | |
| Yum! Brands (YUM) | 3.9 | $399M | 2.5M | 159.86 | |
| Equinix (EQIX) | 3.5 | $362M | 347k | 1042.39 | |
| Synopsys (SNPS) | 3.5 | $360M | 807k | 446.07 | |
| Facebook Inc cl a (META) | 3.4 | $345M | 612k | 563.29 | |
| American Express Company (AXP) | 3.3 | $334M | 988k | 338.25 | |
| Netflix (NFLX) | 2.8 | $290M | 4.1M | 71.40 | |
| Danaher Corporation (DHR) | 2.8 | $283M | 1.5M | 190.48 | |
| Canadian Pacific Kansas City (CP) | 2.8 | $281M | 3.2M | 86.65 | |
| S&p Global (SPGI) | 2.7 | $270M | 663k | 407.26 | |
| W.W. Grainger (GWW) | 2.6 | $267M | 196k | 1360.40 | |
| Ecolab (ECL) | 2.5 | $259M | 928k | 278.61 | |
| salesforce (CRM) | 2.3 | $236M | 1.5M | 156.66 | |
| Chipotle Mexican Grill (CMG) | 2.3 | $234M | 6.9M | 34.00 | |
| MasterCard Incorporated (MA) | 1.9 | $195M | 380k | 513.60 | |
| Arista Networks (ANET) | 1.5 | $154M | 909k | 169.88 | |
| Cooper Cos (COO) | 1.4 | $140M | 1.9M | 71.71 | |
| Arm Holdings (ARM) | 1.3 | $137M | 386k | 354.57 | |
| Servicenow (NOW) | 1.3 | $132M | 1.3M | 99.28 | |
| Nike (NKE) | 1.0 | $100M | 2.4M | 41.05 | |
| HDFC Bank (HDB) | 1.0 | $98M | 3.8M | 25.83 | |
| Aon (AON) | 0.8 | $80M | 242k | 331.69 | |
| Steris Plc Ord equities (STE) | 0.8 | $79M | 375k | 210.57 | |
| Linde (LIN) | 0.8 | $79M | 152k | 518.94 | |
| MercadoLibre (MELI) | 0.6 | $57M | 34k | 1697.39 | |
| Sap (SAP) | 0.5 | $54M | 352k | 154.11 | |
| Taiwan Semiconductor Mfg (TSM) | 0.4 | $43M | 91k | 477.57 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.4 | $38M | 400k | 95.83 | |
| Alibaba Group Holding (BABA) | 0.2 | $19M | 199k | 95.98 | |
| Unilever (UL) | 0.2 | $19M | 311k | 60.12 | |
| Waste Connections (WCN) | 0.2 | $18M | 110k | 166.69 | |
| Grab Holdings Limited Class A Ord (GRAB) | 0.2 | $17M | 4.6M | 3.77 | |
| Alcon (ALC) | 0.1 | $15M | 225k | 67.10 | |
| Fomento Economico Mexicano SAB (FMX) | 0.1 | $14M | 105k | 127.90 | |
| Infosys Technologies (INFY) | 0.1 | $9.2M | 882k | 10.49 | |
| Shopify Inc cl a (SHOP) | 0.1 | $8.5M | 74k | 114.18 | |
| Xp Inc cl a (XP) | 0.1 | $8.0M | 490k | 16.26 | |
| Spotify Technology Sa (SPOT) | 0.1 | $6.8M | 15k | 459.13 | |
| Nu Hldgs Ltd Ord Shs Cl A (NU) | 0.1 | $6.3M | 469k | 13.36 | |
| Adyen N V Unsponsred Ads (ADYEY) | 0.0 | $97k | 10k | 9.31 |
