Sustainable Growth Advisers as of Sept. 30, 2026
Portfolio Holdings for Sustainable Growth Advisers
Sustainable Growth Advisers holds 49 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 13.0 | $1.3B | 5.7M | 228.38 | |
| Microsoft Corporation (MSFT) | 7.3 | $729M | 1.4M | 512.90 | |
| Alphabet Inc Class C cs (GOOG) | 7.2 | $717M | 2.1M | 340.74 | |
| Apple (AAPL) | 6.2 | $621M | 1.9M | 333.02 | |
| Amazon (AMZN) | 5.2 | $516M | 2.1M | 249.15 | |
| Visa (V) | 4.3 | $425M | 1.2M | 359.33 | |
| Broadcom (AVGO) | 4.3 | $424M | 1.2M | 351.19 | |
| Facebook Inc cl a (META) | 4.1 | $409M | 564k | 725.18 | |
| Waste Management (WM) | 4.0 | $402M | 2.0M | 203.92 | |
| Synopsys (SNPS) | 3.4 | $338M | 777k | 434.94 | |
| Equinix (EQIX) | 3.4 | $334M | 331k | 1011.58 | |
| Ecolab (ECL) | 3.2 | $322M | 1.2M | 274.58 | |
| American Express Company (AXP) | 2.9 | $287M | 943k | 304.10 | |
| salesforce (CRM) | 2.9 | $285M | 1.2M | 229.57 | |
| Danaher Corporation (DHR) | 2.4 | $236M | 1.1M | 221.55 | |
| Yum! Brands (YUM) | 2.1 | $207M | 1.5M | 136.34 | |
| Taiwan Semiconductor Mfg (TSM) | 2.0 | $203M | 444k | 456.19 | |
| Arista Networks (ANET) | 1.8 | $178M | 872k | 203.59 | |
| Servicenow (NOW) | 1.8 | $177M | 1.3M | 134.01 | |
| Netflix (NFLX) | 1.7 | $173M | 2.5M | 69.58 | |
| Canadian Pacific Kansas City (CP) | 1.7 | $171M | 2.0M | 85.10 | |
| W.W. Grainger (GWW) | 1.6 | $163M | 131k | 1245.76 | |
| S&p Global (SPGI) | 1.6 | $161M | 409k | 394.47 | |
| Chipotle Mexican Grill (CMG) | 1.5 | $145M | 4.5M | 31.95 | |
| MasterCard Incorporated (MA) | 1.2 | $122M | 220k | 551.47 | |
| Quanta Services (PWR) | 1.2 | $117M | 182k | 642.51 | |
| Arm Holdings (ARM) | 0.9 | $92M | 319k | 289.66 | |
| Eaton (ETN) | 0.9 | $86M | 200k | 429.71 | |
| TJX Companies (TJX) | 0.9 | $86M | 646k | 132.31 | |
| Cooper Cos (COO) | 0.8 | $84M | 1.5M | 56.53 | |
| Linde (LIN) | 0.7 | $72M | 152k | 474.65 | |
| HDFC Bank (HDB) | 0.7 | $67M | 3.0M | 22.34 | |
| Steris Plc Ord equities (STE) | 0.5 | $50M | 238k | 210.01 | |
| Aon (AON) | 0.5 | $46M | 167k | 276.77 | |
| MercadoLibre (MELI) | 0.4 | $42M | 24k | 1728.53 | |
| Sap (SAP) | 0.4 | $40M | 192k | 208.48 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.3 | $29M | 300k | 97.36 | |
| Alibaba Group Holding (BABA) | 0.2 | $19M | 174k | 107.54 | |
| Grab Holdings Limited Class A Ord (GRAB) | 0.1 | $13M | 4.2M | 3.11 | |
| Waste Connections (WCN) | 0.1 | $12M | 79k | 153.93 | |
| Unilever (UL) | 0.1 | $12M | 196k | 60.73 | |
| Alcon (ALC) | 0.1 | $10M | 155k | 64.75 | |
| Fomento Economico Mexicano SAB (FMX) | 0.1 | $9.9M | 84k | 118.56 | |
| Xp Inc cl a (XP) | 0.1 | $8.4M | 398k | 21.00 | |
| Shopify Inc cl a (SHOP) | 0.1 | $6.5M | 44k | 148.30 | |
| Nu Hldgs Ltd Ord Shs Cl A (NU) | 0.1 | $5.9M | 469k | 12.66 | |
| Spotify Technology Sa (SPOT) | 0.0 | $4.2M | 8.6k | 487.38 | |
| Infosys Technologies (INFY) | 0.0 | $2.4M | 219k | 10.76 | |
| Adyen N V Unsponsred Ads (ADYEY) | 0.0 | $103k | 10k | 9.82 |
