Nicolai Tangen - AKO Capital LLP
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    27
Portfolio value:    $5,108,383,000
Holdings Activity Buys Sells    History
History Stock Activity ▼ Share change % change to portfolio
Q1 2026
☰ LIN - Linde plc Add 899.04% 121,155 1.18
☰ MA - Mastercard Inc. Add 55.42% 55,483 0.54
☰ ALC - Alcon Inc. Add 21.31% 1,637,956 2.39
☰ BKNG - Booking Holdings Inc. Add 16.64% 178,050 0.59
☰ CRM - Salesforce.com Add 13.50% 42,197 0.15
☰ FICO - Fair Isaac Corp. Add 12.79% 14,427 0.30
☰ WAT - Waters Corp. Add 8.42% 63,474 0.37
☰ SUNB - Sunbelt Rentals Holdings, Inc. Buy 3,185,284 4.06
☰ WMB - Williams Cos. Buy 1,775,909 2.53
☰ SYK - Stryker Corp. Buy 249,883 1.61
☰ APD - Air Products & Chemicals Buy 233,356 1.33
☰ CSL - Carlisle Companies Buy 201,377 1.32
☰ RELX - RELX plc Buy 23,447 0.02
☰ AMZN - Amazon.com Inc. Reduce 0.37% 6,433 0.02
☰ RACE - Ferrari NV Reduce 1.94% 18,344 0.10
☰ CSCO - Cisco Systems Reduce 2.25% 70,069 0.08
☰ CP - Canadian Pacific Kansas City Ltd. Reduce 7.09% 209,566 0.24
☰ GE - GE Aerospace Reduce 10.14% 112,542 0.53
☰ ICE - Intercontinental Exchange Inc. Reduce 10.39% 216,636 0.53
☰ V - Visa Inc. Reduce 17.46% 251,036 1.34
☰ ADI - Analog Devices Reduce 17.51% 218,486 0.90
☰ MSFT - Microsoft Corp. Reduce 27.97% 285,501 2.10
☰ MCO - Moody's Corp. Reduce 30.65% 225,744 1.76
☰ EFX - Equifax Inc. Reduce 47.28% 362,181 1.20
☰ MRSH - Marsh Reduce 82.39% 1,223,333 3.45
☰ FLUT - Flutter Entertainment Plc Reduce 84.34% 2,622,399 8.60
☰ CPRT - Copart Inc. Reduce 95.44% 5,736,076 3.42
☰ INTU - Intuit Inc. Sell 100.00% 238,876 2.41
Q4 2025
☰ CP - Canadian Pacific Kansas City Ltd. Add 269.87% 2,157,801 2.42
☰ RACE - Ferrari NV Add 49.28% 311,907 1.77
☰ CPRT - Copart Inc. Add 8.74% 482,889 0.29
☰ ADI - Analog Devices Add 2.03% 24,862 0.10
☰ ICE - Intercontinental Exchange Inc. Add 0.01% 184 0.00
☰ CSCO - Cisco Systems Buy 3,113,706 3.65
☰ MA - Mastercard Inc. Buy 100,109 0.87
☰ FLUT - Flutter Entertainment Plc Reduce 0.34% 10,690 0.04
☰ ALC - Alcon Inc. Reduce 3.61% 287,664 0.30
☰ AMZN - Amazon.com Inc. Reduce 3.90% 70,430 0.22
☰ MCO - Moody's Corp. Reduce 3.99% 30,575 0.21
☰ CRM - Salesforce.com Reduce 4.15% 13,520 0.05
☰ MSFT - Microsoft Corp. Reduce 4.52% 48,281 0.36
☰ WAT - Waters Corp. Reduce 6.63% 53,493 0.23
☰ FICO - Fair Isaac Corp. Reduce 8.78% 10,861 0.23
☰ V - Visa Inc. Reduce 9.27% 146,890 0.71
☰ GE - GE Aerospace Reduce 16.01% 211,487 0.90
☰ MRSH - Marsh Reduce 17.50% 314,893 0.90
☰ EFX - Equifax Inc. Reduce 18.37% 172,393 0.63
☰ BKNG - Booking Holdings Inc. Reduce 33.76% 545,425 1.67
☰ INTU - Intuit Inc. Reduce 64.58% 435,549 4.23
☰ LIN - Linde plc Reduce 82.96% 65,609 0.44
☰ ZTS - Zoetis Inc. Sell 100.00% 683,704 1.42
☰ CDNS - Cadence Design Systems Sell 100.00% 168,767 0.84
☰ BAH - Booz Allen Hamilton Hldg Corp. Sell 100.00% 86,866 0.12
Q3 2025
☰ CDNS - Cadence Design Systems Add 28.04% 36,960 0.18
☰ AMZN - Amazon.com Inc. Add 23.78% 347,385 1.08
☰ FLUT - Flutter Entertainment Plc Add 4.94% 146,906 0.53
☰ CPRT - Copart Inc. Add 3.49% 186,270 0.12
☰ ALC - Alcon Inc. Add 3.38% 260,958 0.28
☰ EFX - Equifax Inc. Add 2.91% 26,528 0.10
☰ WAT - Waters Corp. Add 2.49% 19,602 0.08
☰ MRSH - Marsh Add 0.98% 17,553 0.05
☰ CP - Canadian Pacific Kansas City Ltd. Buy 799,560 0.85
☰ INTU - Intuit Inc. Reduce 0.20% 1,358 0.01
☰ RACE - Ferrari NV Reduce 2.03% 13,146 0.08
☰ LIN - Linde plc Reduce 3.50% 2,868 0.02
☰ BAH - Booz Allen Hamilton Hldg Corp. Reduce 3.52% 3,167 0.00
☰ ADI - Analog Devices Reduce 3.54% 44,843 0.13
☰ V - Visa Inc. Reduce 3.56% 58,516 0.26
☰ ICE - Intercontinental Exchange Inc. Reduce 4.91% 107,656 0.25
☰ BKNG - Booking Holdings Inc. Reduce 6.50% 112,225 0.33
☰ MCO - Moody's Corp. Reduce 7.30% 60,411 0.38
☰ MSFT - Microsoft Corp. Reduce 16.00% 203,561 1.28
☰ FICO - Fair Isaac Corp. Reduce 19.33% 29,627 0.68
☰ CRM - Salesforce.com Reduce 30.50% 143,126 0.49
☰ GE - GE Aerospace Reduce 35.97% 742,130 2.41
☰ ZTS - Zoetis Inc. Reduce 54.75% 827,222 1.63
☰ ILMN - Illumina Inc. Sell 100.00% 533,954 0.64
☰ TMO - Thermo Fisher Scientific Sell 100.00% 26,427 0.14
☰ CNI - Canadian Natl Railway Co. Sell 100.00% 19,073 0.03
Q2 2025
☰ CRM - Salesforce.com Add 30.38% 109,346 0.38
☰ INTU - Intuit Inc. Add 21.59% 119,972 1.19
☰ EFX - Equifax Inc. Add 19.52% 148,915 0.49
☰ FLUT - Flutter Entertainment Plc Add 14.77% 382,537 1.38
☰ RACE - Ferrari NV Add 10.42% 60,988 0.38
☰ ALC - Alcon Inc. Add 8.40% 597,835 0.67
☰ CPRT - Copart Inc. Add 5.11% 259,830 0.16
☰ ADI - Analog Devices Add 1.94% 24,143 0.07
☰ MSFT - Microsoft Corp. Add 1.75% 21,839 0.14
☰ FICO - Fair Isaac Corp. Add 1.73% 2,613 0.06
☰ AMZN - Amazon.com Inc. Add 1.58% 22,740 0.06
☰ MCO - Moody's Corp. Add 0.10% 820 0.01
☰ ZTS - Zoetis Inc. Reduce 0.86% 13,034 0.03
☰ LIN - Linde plc Reduce 3.57% 3,038 0.02
☰ BAH - Booz Allen Hamilton Hldg Corp. Reduce 3.68% 3,439 0.00
☰ ICE - Intercontinental Exchange Inc. Reduce 3.98% 90,770 0.20
☰ CDNS - Cadence Design Systems Reduce 4.08% 5,602 0.02
☰ BKNG - Booking Holdings Inc. Reduce 4.09% 73,625 0.18
☰ V - Visa Inc. Reduce 7.47% 132,600 0.60
☰ WAT - Waters Corp. Reduce 11.26% 99,869 0.48
☰ MRSH - Marsh Reduce 16.00% 339,530 1.08
☰ GE - GE Aerospace Reduce 16.35% 403,261 1.05
☰ ILMN - Illumina Inc. Reduce 39.99% 355,760 0.37
☰ TMO - Thermo Fisher Scientific Reduce 92.06% 306,418 1.98
☰ ACN - Accenture Sell 100.00% 1,238,638 5.01
Q1 2025
☰ ILMN - Illumina Inc. Add 79.64% 394,428 0.41
☰ CNI - Canadian Natl Railway Co. Add 73.52% 8,081 0.01
☰ MCO - Moody's Corp. Add 26.53% 173,347 1.05
☰ ALC - Alcon Inc. Add 21.09% 1,239,291 1.52
☰ CPRT - Copart Inc. Add 15.71% 689,683 0.51
☰ MSFT - Microsoft Corp. Add 9.45% 107,983 0.53
☰ WAT - Waters Corp. Add 8.81% 71,836 0.34
☰ ADI - Analog Devices Add 6.56% 76,623 0.20
☰ TMO - Thermo Fisher Scientific Add 6.07% 19,061 0.12
☰ EFX - Equifax Inc. Add 5.05% 36,659 0.12
☰ MRSH - Marsh Add 2.86% 58,902 0.19
☰ AMZN - Amazon.com Inc. Add 2.10% 29,593 0.07
☰ FICO - Fair Isaac Corp. Add 1.38% 2,058 0.05
☰ ZTS - Zoetis Inc. Add 1.20% 18,022 0.04
☰ V - Visa Inc. Add 1.07% 18,828 0.09
☰ BAH - Booz Allen Hamilton Hldg Corp. Add 1.06% 982 0.00
☰ FLUT - Flutter Entertainment Plc Buy 2,590,673 7.42
☰ CRM - Salesforce.com Buy 359,908 1.25
☰ BKNG - Booking Holdings Inc. Reduce 0.58% 10,450 0.03
☰ ACN - Accenture Reduce 5.55% 72,827 0.35
☰ RACE - Ferrari NV Reduce 5.58% 34,604 0.20
☰ INTU - Intuit Inc. Reduce 6.50% 38,668 0.34
☰ GE - GE Aerospace Reduce 8.42% 226,790 0.52
☰ ICE - Intercontinental Exchange Inc. Reduce 12.40% 323,230 0.67
☰ LIN - Linde plc Reduce 33.63% 43,071 0.25
☰ CDNS - Cadence Design Systems Reduce 38.64% 86,535 0.36
☰ PG - Procter & Gamble Sell 100.00% 1,172,423 2.72
☰ WMG - Warner Music Group Corp. CL A Sell 100.00% 4,323,994 1.85
☰ MSCI - MSCI Inc. Sell 100.00% 208,903 1.73
Q4 2024
☰ EFX - Equifax Inc. Add 32.09% 176,434 0.62
☰ CPRT - Copart Inc. Add 21.12% 765,698 0.61
☰ CDNS - Cadence Design Systems Add 12.77% 25,366 0.11
☰ ACN - Accenture Add 11.59% 136,236 0.66
☰ CNI - Canadian Natl Railway Co. Add 10.91% 1,081 0.00
☰ PG - Procter & Gamble Add 10.81% 114,397 0.27
☰ INTU - Intuit Inc. Add 8.31% 45,603 0.40
☰ MRSH - Marsh Add 4.54% 89,594 0.26
☰ ADI - Analog Devices Add 3.82% 42,938 0.13
☰ WAT - Waters Corp. Add 3.19% 25,172 0.13
☰ GE - GE Aerospace Add 1.69% 44,811 0.10
☰ MSCI - MSCI Inc. Add 1.36% 2,807 0.02
☰ ZTS - Zoetis Inc. Add 0.92% 13,800 0.03
☰ ILMN - Illumina Inc. Buy 495,286 0.91
☰ BAH - Booz Allen Hamilton Hldg Corp. Buy 92,490 0.16
☰ V - Visa Inc. Reduce 1.88% 33,630 0.12
☰ BKNG - Booking Holdings Inc. Reduce 4.11% 77,725 0.17
☰ MCO - Moody's Corp. Reduce 4.40% 30,073 0.19
☰ ALC - Alcon Inc. Reduce 4.57% 281,535 0.37
☰ RACE - Ferrari NV Reduce 4.61% 29,934 0.18
☰ AMZN - Amazon.com Inc. Reduce 5.37% 79,966 0.19
☰ MSFT - Microsoft Corp. Reduce 9.68% 122,525 0.69
☰ ICE - Intercontinental Exchange Inc. Reduce 12.55% 373,931 0.78
☰ TMO - Thermo Fisher Scientific Reduce 25.90% 109,689 0.88
☰ FICO - Fair Isaac Corp. Reduce 33.12% 73,574 1.86
☰ WMG - Warner Music Group Corp. CL A Reduce 36.99% 2,538,131 1.04
☰ LIN - Linde plc Reduce 63.78% 225,547 1.40
Q3 2024
☰ AMZN - Amazon.com Inc. Add 58.83% 551,277 1.34
☰ CPRT - Copart Inc. Add 53.02% 1,256,264 0.86
☰ V - Visa Inc. Add 34.65% 460,821 1.65
☰ MRSH - Marsh Add 32.70% 486,253 1.41
☰ ADI - Analog Devices Add 21.03% 195,366 0.59
☰ ICE - Intercontinental Exchange Inc. Add 11.56% 308,800 0.65
☰ MSFT - Microsoft Corp. Add 4.47% 54,157 0.30
☰ CNI - Canadian Natl Railway Co. Add 2.62% 253 0.00
☰ ZTS - Zoetis Inc. Reduce 0.20% 3,050 0.01
☰ LIN - Linde plc Reduce 0.26% 932 0.01
☰ PG - Procter & Gamble Reduce 0.27% 2,858 0.01
☰ ALC - Alcon Inc. Reduce 3.35% 213,488 0.26
☰ ACN - Accenture Reduce 3.66% 44,707 0.19
☰ RACE - Ferrari NV Reduce 3.77% 25,434 0.14
☰ GE - GE Aerospace Reduce 7.05% 200,838 0.44
☰ INTU - Intuit Inc. Reduce 7.68% 45,631 0.41
☰ WMG - Warner Music Group Corp. CL A Reduce 8.06% 601,682 0.25
☰ MCO - Moody's Corp. Reduce 8.48% 63,320 0.37
☰ WAT - Waters Corp. Reduce 10.07% 88,445 0.35
☰ BKNG - Booking Holdings Inc. Reduce 12.33% 265,650 0.58
☰ TMO - Thermo Fisher Scientific Reduce 19.22% 100,775 0.77
☰ EFX - Equifax Inc. Reduce 21.00% 146,154 0.49
☰ FICO - Fair Isaac Corp. Reduce 30.07% 95,557 1.95
☰ CDNS - Cadence Design Systems Reduce 34.55% 104,831 0.44
☰ MSCI - MSCI Inc. Reduce 55.36% 255,586 1.69
☰ EL - Estee Lauder Cos. Sell 100.00% 1,409,881 2.06
Q2 2024
☰ ACN - Accenture Add 143.38% 718,691 3.00
☰ ADI - Analog Devices Add 27.99% 203,121 0.64
☰ FICO - Fair Isaac Corp. Add 27.42% 68,371 1.40
☰ MRSH - Marsh Add 16.62% 211,930 0.61
☰ GE - GE Aerospace Add 15.63% 385,150 0.84
☰ WMG - Warner Music Group Corp. CL A Add 14.35% 936,417 0.39
☰ TMO - Thermo Fisher Scientific Add 13.92% 64,065 0.49
☰ INTU - Intuit Inc. Add 13.80% 72,097 0.65
☰ MSFT - Microsoft Corp. Add 8.31% 92,874 0.57
☰ EFX - Equifax Inc. Add 4.84% 32,154 0.11
☰ MCO - Moody's Corp. Add 4.77% 34,011 0.20
☰ V - Visa Inc. Add 4.76% 60,473 0.22
☰ WAT - Waters Corp. Add 4.76% 39,889 0.16
☰ MSCI - MSCI Inc. Add 4.74% 20,898 0.14
☰ PG - Procter & Gamble Add 4.73% 47,925 0.11
☰ LIN - Linde plc Add 2.84% 9,775 0.06
☰ BKNG - Booking Holdings Inc. Add 0.59% 12,550 0.03
☰ ICE - Intercontinental Exchange Inc. Add 0.30% 8,074 0.02
☰ AMZN - Amazon.com Inc. Buy 937,004 2.49
☰ CNI - Canadian Natl Railway Co. Buy 9,658 0.02
☰ ALC - Alcon Inc. Reduce 1.92% 124,854 0.15
☰ RACE - Ferrari NV Reduce 2.01% 13,878 0.09
☰ CDNS - Cadence Design Systems Reduce 2.30% 7,140 0.03
☰ ZTS - Zoetis Inc. Reduce 13.83% 239,942 0.58
☰ CPRT - Copart Inc. Reduce 15.42% 431,899 0.35
☰ EL - Estee Lauder Cos. Reduce 47.97% 1,299,976 2.84
☰ NKE - NIKE Inc. Sell 100.00% 1,498,301 1.99
☰ OTIS - Otis Worldwide Corp. Sell 100.00% 761,938 1.07
☰ MAR - Marriott Int'l. Sell 100.00% 261,008 0.93
Q1 2024
☰ MSCI - MSCI Inc. Add 384.31% 349,772 2.78
☰ TMO - Thermo Fisher Scientific Add 180.71% 296,246 2.44
☰ WMG - Warner Music Group Corp. CL A Add 75.02% 2,797,836 1.31
☰ EL - Estee Lauder Cos. Add 44.83% 838,783 1.83
☰ ZTS - Zoetis Inc. Add 41.42% 508,238 1.22
☰ CPRT - Copart Inc. Add 32.32% 684,287 0.56
☰ PG - Procter & Gamble Add 28.88% 226,994 0.52
☰ WAT - Waters Corp. Add 8.66% 66,841 0.33
☰ MRSH - Marsh Add 7.94% 93,809 0.27
☰ INTU - Intuit Inc. Add 4.60% 22,992 0.21
☰ MAR - Marriott Int'l. Add 0.65% 1,684 0.01
☰ MSFT - Microsoft Corp. Add 0.24% 2,677 0.02
☰ GE - GE Aerospace Add 0.10% 2,539 0.01
☰ ADI - Analog Devices Buy 725,799 2.03
☰ MCO - Moody's Corp. Reduce 0.00% 24 0.00
☰ EFX - Equifax Inc. Reduce 0.42% 2,816 0.01
☰ RACE - Ferrari NV Reduce 1.24% 8,636 0.04
☰ ALC - Alcon Inc. Reduce 1.53% 100,907 0.11
☰ FICO - Fair Isaac Corp. Reduce 10.79% 30,148 0.50
☰ ICE - Intercontinental Exchange Inc. Reduce 16.78% 537,045 0.98
☰ NKE - NIKE Inc. Reduce 19.72% 368,155 0.57
☰ V - Visa Inc. Reduce 23.01% 379,443 1.41
☰ BKNG - Booking Holdings Inc. Reduce 26.16% 759,000 1.53
☰ LIN - Linde plc Reduce 36.51% 198,227 1.16
☰ OTIS - Otis Worldwide Corp. Reduce 48.22% 709,471 0.90
☰ CDNS - Cadence Design Systems Reduce 48.46% 291,941 1.13
☰ ACN - Accenture Reduce 57.82% 687,202 3.43
☰ ANSS - Ansys Inc Sell 100.00% 971,461 5.02
☰ URI - United Rentals Sell 100.00% 253,099 2.07
☰ ALLE - Allegion Plc Sell 100.00% 234,045 0.42
Q4 2023
☰ EL - Estee Lauder Cos. Add 304.84% 1,408,897 2.93
☰ WMG - Warner Music Group Corp. CL A Add 83.15% 1,693,259 0.86
☰ WAT - Waters Corp. Add 63.62% 300,158 1.41
☰ MRSH - Marsh Add 34.65% 303,967 0.82
☰ EFX - Equifax Inc. Add 30.78% 156,892 0.55
☰ GE - GE Aerospace Add 26.42% 514,369 0.93
☰ ZTS - Zoetis Inc. Add 26.27% 255,237 0.72
☰ MSFT - Microsoft Corp. Add 13.53% 132,936 0.71
☰ ANSS - Ansys Inc Add 9.53% 84,508 0.44
☰ ALC - Alcon Inc. Add 1.11% 72,370 0.08
☰ NKE - NIKE Inc. Buy 1,866,456 2.88
☰ MSCI - MSCI Inc. Buy 91,012 0.73
☰ MAR - Marriott Int'l. Reduce 2.49% 6,633 0.02
☰ MCO - Moody's Corp. Reduce 2.55% 18,636 0.10
☰ URI - United Rentals Reduce 2.55% 6,626 0.05
☰ CDNS - Cadence Design Systems Reduce 2.57% 15,913 0.06
☰ LIN - Linde plc Reduce 9.38% 56,179 0.34
☰ BKNG - Booking Holdings Inc. Reduce 11.51% 377,450 0.76
☰ ICE - Intercontinental Exchange Inc. Reduce 12.69% 464,905 0.83
☰ V - Visa Inc. Reduce 13.05% 247,542 0.93
☰ RACE - Ferrari NV Reduce 13.65% 110,305 0.53
☰ INTU - Intuit Inc. Reduce 13.77% 79,753 0.67
☰ PG - Procter & Gamble Reduce 14.75% 135,981 0.32
☰ ACN - Accenture Reduce 17.97% 260,322 1.30
☰ FICO - Fair Isaac Corp. Reduce 20.37% 71,514 1.01
☰ OTIS - Otis Worldwide Corp. Reduce 33.34% 736,011 0.96
☰ TMO - Thermo Fisher Scientific Reduce 51.56% 174,490 1.44
☰ CPRT - Copart Inc. Reduce 61.86% 3,433,998 2.41
☰ ALLE - Allegion Plc Reduce 81.08% 1,002,800 1.70
Q3 2023
☰ ZTS - Zoetis Inc. Add 122.66% 535,270 1.52
☰ CPRT - Copart Inc. Add 121.35% 3,043,292 2.14
☰ INTU - Intuit Inc. Add 22.84% 107,701 0.90
☰ MRSH - Marsh Add 22.56% 161,498 0.50
☰ ANSS - Ansys Inc Add 6.56% 54,576 0.27
☰ ALC - Alcon Inc. Add 0.09% 5,560 0.01
☰ GE - GE Aerospace Buy 1,947,026 3.51
☰ CDNS - Cadence Design Systems Buy 618,403 2.36
☰ WAT - Waters Corp. Buy 471,764 2.11
☰ WMG - Warner Music Group Corp. CL A Buy 2,036,295 1.04
☰ PG - Procter & Gamble Reduce 1.87% 17,596 0.04
☰ URI - United Rentals Reduce 1.88% 4,968 0.03
☰ V - Visa Inc. Reduce 1.88% 36,303 0.13
☰ FICO - Fair Isaac Corp. Reduce 1.89% 6,756 0.08
☰ MCO - Moody's Corp. Reduce 1.89% 14,068 0.07
☰ TMO - Thermo Fisher Scientific Reduce 2.07% 7,146 0.06
☰ MSFT - Microsoft Corp. Reduce 8.74% 94,066 0.48
☰ ICE - Intercontinental Exchange Inc. Reduce 12.04% 501,795 0.86
☰ RACE - Ferrari NV Reduce 12.95% 120,186 0.59
☰ OTIS - Otis Worldwide Corp. Reduce 14.60% 377,483 0.51
☰ ACN - Accenture Reduce 20.18% 366,386 1.71
☰ EL - Estee Lauder Cos. Reduce 21.67% 127,827 0.38
☰ EFX - Equifax Inc. Reduce 34.82% 272,276 0.97
☰ BKNG - Booking Holdings Inc. Reduce 37.74% 1,987,275 3.25
☰ MAR - Marriott Int'l. Reduce 41.49% 188,586 0.52
☰ ALLE - Allegion Plc Reduce 44.05% 973,692 1.77
☰ LIN - Linde plc Reduce 51.90% 646,532 3.73
☰ DG - Dollar General Sell 100.00% 450,666 1.16
Q2 2023
☰ MCO - Moody's Corp. Add 82.62% 337,280 1.77
☰ CPRT - Copart Inc. Add 54.98% 889,656 1.23
☰ URI - United Rentals Add 32.06% 64,260 0.43
☰ INTU - Intuit Inc. Add 17.00% 68,506 0.48
☰ ANSS - Ansys Inc Add 10.81% 81,217 0.41
☰ LIN - Linde plc Buy 1,245,704 7.18
☰ MRSH - Marsh Buy 715,777 2.04
☰ ICE - Intercontinental Exchange Inc. Reduce 0.20% 8,308 0.01
☰ ALC - Alcon Inc. Reduce 1.29% 85,028 0.09
☰ RACE - Ferrari NV Reduce 1.47% 13,842 0.06
☰ ACN - Accenture Reduce 3.00% 56,157 0.24
☰ EL - Estee Lauder Cos. Reduce 3.12% 18,976 0.07
☰ EFX - Equifax Inc. Reduce 4.25% 34,723 0.11
☰ ALLE - Allegion Plc Reduce 4.29% 99,016 0.16
☰ PG - Procter & Gamble Reduce 4.29% 42,153 0.10
☰ OTIS - Otis Worldwide Corp. Reduce 4.30% 116,218 0.15
☰ ZTS - Zoetis Inc. Reduce 4.31% 19,655 0.05
☰ FICO - Fair Isaac Corp. Reduce 4.32% 16,171 0.17
☰ V - Visa Inc. Reduce 5.04% 102,486 0.35
☰ MSFT - Microsoft Corp. Reduce 18.16% 238,941 1.05
☰ MAR - Marriott Int'l. Reduce 28.34% 179,792 0.45
☰ BKNG - Booking Holdings Inc. Reduce 39.02% 3,370,050 5.44
☰ TMO - Thermo Fisher Scientific Reduce 43.74% 268,711 2.36
☰ DG - Dollar General Reduce 55.99% 573,449 1.84
☰ LINEUR - Linde Plc Sell 100.00% 945,222 5.11
☰ ADBE - Adobe Inc. Sell 100.00% 216,689 1.27
Q1 2023
☰ MCO - Moody's Corp. Add 99.71% 203,808 0.95
☰ MSFT - Microsoft Corp. Add 58.60% 486,111 2.13
☰ ZTS - Zoetis Inc. Add 25.69% 93,218 0.24
☰ INTU - Intuit Inc. Add 23.84% 77,568 0.53
☰ ALC - Alcon Inc. Add 17.26% 972,228 1.05
☰ ANSS - Ansys Inc Add 13.40% 88,786 0.45
☰ LINEUR - Linde Plc Add 10.28% 88,102 0.48
☰ DG - Dollar General Add 9.54% 89,187 0.29
☰ CPRT - Copart Inc. Buy 1,618,162 1.85
☰ URI - United Rentals Buy 200,433 1.21
☰ RACE - Ferrari NV Reduce 1.06% 10,094 0.03
☰ ACN - Accenture Reduce 2.52% 48,418 0.21
☰ PG - Procter & Gamble Reduce 4.37% 44,855 0.11
☰ ICE - Intercontinental Exchange Inc. Reduce 4.40% 192,287 0.32
☰ MAR - Marriott Int'l. Reduce 4.40% 29,205 0.07
☰ FICO - Fair Isaac Corp. Reduce 4.42% 17,307 0.17
☰ OTIS - Otis Worldwide Corp. Reduce 4.43% 125,323 0.16
☰ TMO - Thermo Fisher Scientific Reduce 5.11% 33,059 0.29
☰ BKNG - Booking Holdings Inc. Reduce 7.21% 670,825 0.87
☰ V - Visa Inc. Reduce 8.27% 183,589 0.62
☰ ALLE - Allegion Plc Reduce 10.82% 280,225 0.48
☰ EL - Estee Lauder Cos. Reduce 30.36% 265,536 1.07
☰ EFX - Equifax Inc. Reduce 32.15% 387,024 1.22
☰ ADBE - Adobe Inc. Reduce 67.11% 442,062 2.40
☰ GOOG - Alphabet Inc. CL C Sell 100.00% 3,511,205 5.03
Q4 2022
☰ INTU - Intuit Inc. Add 75.03% 139,483 0.88
☰ MSFT - Microsoft Corp. Add 67.64% 334,692 1.30
☰ GOOG - Alphabet Inc. CL C Add 10.09% 321,865 0.46
☰ ANSS - Ansys Inc Add 7.51% 46,269 0.18
☰ BKNG - Booking Holdings Inc. Add 1.47% 135,075 0.18
☰ ICE - Intercontinental Exchange Inc. Add 0.28% 12,113 0.02
☰ FICO - Fair Isaac Corp. Reduce 1.00% 3,949 0.03
☰ ACN - Accenture Reduce 1.24% 24,012 0.10
☰ ALC - Alcon Inc. Reduce 2.07% 119,022 0.12
☰ RACE - Ferrari NV Reduce 2.24% 21,834 0.07
☰ LINEUR - Linde Plc Reduce 3.19% 28,267 0.13
☰ MAR - Marriott Int'l. Reduce 3.37% 23,148 0.05
☰ PG - Procter & Gamble Reduce 3.39% 36,048 0.07
☰ MCO - Moody's Corp. Reduce 3.47% 7,356 0.03
☰ OTIS - Otis Worldwide Corp. Reduce 3.60% 105,512 0.11
☰ ALLE - Allegion Plc Reduce 3.82% 102,780 0.15
☰ V - Visa Inc. Reduce 9.20% 224,738 0.66
☰ ADBE - Adobe Inc. Reduce 16.59% 131,047 0.60
☰ DG - Dollar General Reduce 20.98% 248,163 0.98
☰ EL - Estee Lauder Cos. Reduce 24.32% 281,008 1.00
☰ TMO - Thermo Fisher Scientific Reduce 29.94% 276,688 2.31
☰ EFX - Equifax Inc. Reduce 40.98% 835,708 2.36
☰ ZTS - Zoetis Inc. Reduce 70.51% 867,406 2.12
☰ NKE - NIKE Inc. Sell 100.00% 1,419,705 1.95
Q3 2022
☰ GOOG - Alphabet Inc. CL C Add 7,007.48% 3,144,467 4.99
☰ ALC - Alcon Inc. Add 22.62% 1,060,800 1.03
☰ ALLE - Allegion Plc Add 9.04% 223,117 0.33
☰ BKNG - Booking Holdings Inc. Add 6.26% 540,225 0.59
☰ ICE - Intercontinental Exchange Inc. Add 5.77% 237,680 0.35
☰ ADBE - Adobe Inc. Add 3.29% 25,186 0.11
☰ RACE - Ferrari NV Add 1.98% 18,941 0.06
☰ V - Visa Inc. Add 0.86% 20,914 0.06
☰ MAR - Marriott Int'l. Add 0.57% 3,905 0.01
☰ ANSS - Ansys Inc Add 0.56% 3,431 0.01
☰ MSFT - Microsoft Corp. Buy 494,820 1.90
☰ INTU - Intuit Inc. Buy 185,913 1.19
☰ EFX - Equifax Inc. Reduce 8.23% 182,922 0.47
☰ DG - Dollar General Reduce 8.91% 115,749 0.40
☰ EL - Estee Lauder Cos. Reduce 11.06% 143,750 0.51
☰ PG - Procter & Gamble Reduce 11.72% 141,033 0.28
☰ ACN - Accenture Reduce 15.16% 347,411 1.35
☰ ZTS - Zoetis Inc. Reduce 15.81% 230,981 0.56
☰ OTIS - Otis Worldwide Corp. Reduce 16.19% 566,576 0.56
☰ LINEUR - Linde Plc Reduce 17.28% 184,961 0.74
☰ FICO - Fair Isaac Corp. Reduce 19.50% 95,728 0.54
☰ TMO - Thermo Fisher Scientific Reduce 23.79% 288,469 2.20
☰ NKE - NIKE Inc. Reduce 25.80% 493,763 0.71
☰ MCO - Moody's Corp. Reduce 29.03% 86,637 0.33
☰ DEO - Diageo ADR Sell 100.00% 1,705,411 4.16
☰ CHTR - Charter Communications Sell 100.00% 255,191 1.67
☰ EBAY - eBay Inc. Sell 100.00% 2,139,984 1.25
Q2 2022
☰ V - Visa Inc. Add 84.42% 1,109,007 3.06
☰ DG - Dollar General Add 50.95% 438,407 1.51
☰ ALLE - Allegion Plc Add 37.74% 676,606 0.93
☰ FICO - Fair Isaac Corp. Add 26.46% 102,724 0.58
☰ ANSS - Ansys Inc Add 21.12% 106,852 0.36
☰ ICE - Intercontinental Exchange Inc. Add 12.22% 448,394 0.59
☰ EFX - Equifax Inc. Add 8.02% 164,972 0.42
☰ ADBE - Adobe Inc. Add 3.94% 28,960 0.15
☰ MAR - Marriott Int'l. Add 1.53% 10,278 0.02
☰ DEO - Diageo ADR Add 1.41% 23,737 0.06
☰ TMO - Thermo Fisher Scientific Add 0.49% 5,962 0.05
☰ EL - Estee Lauder Cos. Add 0.45% 5,852 0.02
☰ ACN - Accenture Add 0.34% 7,779 0.03
☰ RACE - Ferrari NV Add 0.32% 3,044 0.01
☰ OTIS - Otis Worldwide Corp. Reduce 10.05% 390,916 0.32
☰ BKNG - Booking Holdings Inc. Reduce 10.88% 1,054,000 1.07
☰ ALC - Alcon Inc. Reduce 12.30% 657,631 0.57
☰ ZTS - Zoetis Inc. Reduce 15.96% 277,443 0.56
☰ CHTR - Charter Communications Reduce 16.13% 49,067 0.29
☰ NKE - NIKE Inc. Reduce 30.30% 831,658 1.21
☰ PG - Procter & Gamble Reduce 38.69% 759,400 1.25
☰ LINEUR - Linde Plc Reduce 46.26% 921,356 3.19
☰ MCO - Moody's Corp. Reduce 55.16% 367,136 1.33
☰ EBAY - eBay Inc. Reduce 55.44% 2,662,047 1.65
☰ GOOG - Alphabet Inc. CL C Reduce 74.59% 131,743 3.98
Q1 2022
☰ V - Visa Inc. Add 126.40% 733,422 1.75
☰ ADBE - Adobe Inc. Add 96.43% 361,134 1.78
☰ CHTR - Charter Communications Add 80.35% 135,554 0.80
☰ ALLE - Allegion Plc Add 55.03% 636,425 0.75
☰ FICO - Fair Isaac Corp. Add 52.68% 133,949 0.67
☰ ANSS - Ansys Inc Add 47.58% 163,085 0.56
☰ EFX - Equifax Inc. Add 25.27% 415,080 1.06
☰ NKE - NIKE Inc. Add 15.34% 365,077 0.53
☰ GOOG - Alphabet Inc. CL C Add 9.83% 15,810 0.48
☰ OTIS - Otis Worldwide Corp. Add 4.44% 165,193 0.14
☰ EL - Estee Lauder Cos. Add 1.20% 15,308 0.04
☰ MAR - Marriott Int'l. Add 1.16% 7,701 0.01
☰ ALC - Alcon Inc. Add 0.50% 26,710 0.02
☰ RACE - Ferrari NV Add 0.50% 4,746 0.01
☰ DG - Dollar General Buy 860,433 2.07
☰ TMO - Thermo Fisher Scientific Reduce 1.90% 23,361 0.15
☰ EBAY - eBay Inc. Reduce 2.64% 130,064 0.08
☰ ZTS - Zoetis Inc. Reduce 2.98% 53,316 0.13
☰ DEO - Diageo ADR Reduce 3.26% 56,615 0.12
☰ ICE - Intercontinental Exchange Inc. Reduce 4.17% 159,587 0.21
☰ MCO - Moody's Corp. Reduce 7.08% 50,675 0.19
☰ ACN - Accenture Reduce 7.72% 191,118 0.77
☰ PG - Procter & Gamble Reduce 21.61% 541,187 0.86
☰ BKNG - Booking Holdings Inc. Reduce 25.99% 3,401,375 3.18
☰ LINEUR - Linde Plc Reduce 30.52% 874,936 2.96
Q4 2021
☰ BKNG - Booking Holdings Inc. Add 36.53% 3,501,750 3.27
☰ ICE - Intercontinental Exchange Inc. Add 35.05% 993,677 1.32
☰ PG - Procter & Gamble Add 28.61% 557,113 0.89
☰ DEO - Diageo ADR Add 21.40% 306,394 0.66
☰ ANSS - Ansys Inc Add 15.58% 46,188 0.18
☰ ACN - Accenture Add 10.13% 227,692 0.92
☰ TMO - Thermo Fisher Scientific Add 7.65% 87,438 0.57
☰ EFX - Equifax Inc. Add 6.46% 99,709 0.28
☰ EL - Estee Lauder Cos. Add 6.24% 75,039 0.27
☰ FICO - Fair Isaac Corp. Add 4.10% 10,005 0.04
☰ ADBE - Adobe Inc. Add 4.09% 14,706 0.08
☰ RACE - Ferrari NV Reduce 4.02% 39,705 0.09
☰ ALC - Alcon Inc. Reduce 4.05% 224,341 0.19
☰ NKE - NIKE Inc. Reduce 10.61% 282,576 0.43
☰ MAR - Marriott Int'l. Reduce 16.80% 134,217 0.21
☰ ZTS - Zoetis Inc. Reduce 16.90% 364,332 0.73
☰ OTIS - Otis Worldwide Corp. Reduce 22.34% 1,071,186 0.91
☰ LINEUR - Linde Plc Reduce 24.63% 936,707 2.87
☰ MCO - Moody's Corp. Reduce 24.68% 234,684 0.86
☰ GOOG - Alphabet Inc. CL C Reduce 25.67% 55,537 1.54
☰ CHTR - Charter Communications Reduce 32.45% 81,039 0.61
☰ EBAY - eBay Inc. Reduce 32.95% 2,424,155 1.75
☰ ALLE - Allegion Plc Reduce 41.91% 834,320 1.14
☰ V - Visa Inc. Reduce 54.86% 705,277 1.63
☰ PINS - Pinterest Inc. Sell 100.00% 1,595,883 0.84
Q3 2021
☰ BKNG - Booking Holdings Inc. Add 57.37% 3,494,275 3.44
☰ ICE - Intercontinental Exchange Inc. Add 47.09% 907,484 1.08
☰ TMO - Thermo Fisher Scientific Add 16.05% 158,024 0.94
☰ EFX - Equifax Inc. Add 13.20% 179,853 0.47
☰ DEO - Diageo ADR Add 11.68% 149,706 0.30
☰ PINS - Pinterest Inc. Add 2.73% 42,384 0.02
☰ ANSS - Ansys Inc Add 2.36% 6,843 0.02
☰ GOOG - Alphabet Inc. CL C Add 2.33% 4,921 0.14
☰ EBAY - eBay Inc. Add 2.27% 163,562 0.12
☰ ALLE - Allegion Plc Add 2.19% 42,733 0.06
☰ PG - Procter & Gamble Add 2.19% 41,743 0.06
☰ ACN - Accenture Buy 2,246,800 7.45
☰ CHTR - Charter Communications Buy 249,743 1.88
☰ MCO - Moody's Corp. Reduce 0.31% 2,971 0.01
☰ OTIS - Otis Worldwide Corp. Reduce 3.33% 165,052 0.15
☰ FICO - Fair Isaac Corp. Reduce 5.11% 13,144 0.07
☰ MAR - Marriott Int'l. Reduce 6.06% 51,577 0.08
☰ ALC - Alcon Inc. Reduce 7.29% 436,165 0.34
☰ RACE - Ferrari NV Reduce 7.54% 80,483 0.19
☰ LINEUR - Linde Plc Reduce 9.05% 378,596 1.23
☰ ZTS - Zoetis Inc. Reduce 11.34% 275,903 0.58
☰ EL - Estee Lauder Cos. Reduce 13.54% 188,483 0.68
☰ NKE - NIKE Inc. Reduce 16.63% 530,989 0.92
☰ ADBE - Adobe Inc. Reduce 23.85% 112,676 0.74
☰ V - Visa Inc. Reduce 35.27% 700,489 1.84
☰ LYFT - Lyft Inc. Sell 100.00% 1,953,088 1.33
☰ ABEV - Ambev S.A. Sell 100.00% 33,058,851 1.28
☰ CLB - Core Laboratories Inc. Sell 100.00% 1,365,005 0.60
Q2 2021
☰ EFX - Equifax Inc. Add 197.17% 904,198 2.44
☰ DEO - Diageo ADR Add 71.23% 533,371 1.15
☰ ZTS - Zoetis Inc. Add 52.87% 841,224 1.77
☰ CLB - Core Laboratories Inc. Add 34.19% 347,797 0.15
☰ TMO - Thermo Fisher Scientific Add 33.78% 248,578 1.41
☰ NKE - NIKE Inc. Add 33.36% 798,909 1.39
☰ MCO - Moody's Corp. Add 26.05% 197,134 0.80
☰ ABEV - Ambev S.A. Add 0.70% 230,876 0.01
☰ GOOG - Alphabet Inc. CL C Add 0.70% 1,476 0.04
☰ PG - Procter & Gamble Add 0.70% 13,277 0.02
☰ V - Visa Inc. Add 0.70% 13,891 0.04
☰ ICE - Intercontinental Exchange Inc. Add 0.63% 12,045 0.02
☰ PINS - Pinterest Inc. Buy 1,553,499 1.38
☰ LINEUR - Linde Plc Reduce 0.93% 39,270 0.14
☰ EL - Estee Lauder Cos. Reduce 1.73% 24,554 0.09
☰ RACE - Ferrari NV Reduce 4.49% 50,226 0.13
☰ ALC - Alcon Inc. Reduce 4.53% 283,586 0.25
☰ FICO - Fair Isaac Corp. Reduce 8.44% 23,733 0.14
☰ MAR - Marriott Int'l. Reduce 9.44% 88,674 0.16
☰ OTIS - Otis Worldwide Corp. Reduce 10.36% 573,521 0.49
☰ BKNG - Booking Holdings Inc. Reduce 11.11% 761,300 0.88
☰ ANSS - Ansys Inc Reduce 21.08% 77,392 0.32
☰ EBAY - eBay Inc. Reduce 22.92% 2,138,741 1.62
☰ LYFT - Lyft Inc. Reduce 23.06% 585,410 0.46
☰ ALLE - Allegion Plc Reduce 24.37% 627,786 0.97
☰ ADBE - Adobe Inc. Reduce 26.23% 168,006 0.99
☰ UAA - Under Armour Inc. Sell 100.00% 6,124,357 1.68
☰ VRSK - Verisk Analytics Inc. Sell 100.00% 724,504 1.58
Q1 2021
☰ ALC - Alcon Inc. Add 41.47% 1,836,655 1.59
☰ TMO - Thermo Fisher Scientific Add 39.03% 206,585 1.17
☰ ADBE - Adobe Inc. Add 38.95% 179,530 1.05
☰ MCO - Moody's Corp. Add 28.82% 169,316 0.62
☰ ALLE - Allegion Plc Add 20.69% 441,525 0.69
☰ OTIS - Otis Worldwide Corp. Add 18.80% 875,893 0.74
☰ LINEUR - Linde Plc Add 14.44% 532,641 1.85
☰ ICE - Intercontinental Exchange Inc. Add 9.93% 172,930 0.24
☰ ZTS - Zoetis Inc. Add 0.08% 1,316 0.00
☰ LYFT - Lyft Inc. Buy 2,538,498 1.98
☰ DEO - Diageo ADR Buy 748,818 1.52
☰ EFX - Equifax Inc. Buy 458,577 1.03
☰ BKNG - Booking Holdings Inc. Reduce 0.10% 6,825 0.01
☰ ABEV - Ambev S.A. Reduce 0.16% 53,241 0.00
☰ GOOG - Alphabet Inc. CL C Reduce 2.14% 4,595 0.10
☰ NKE - NIKE Inc. Reduce 5.70% 144,621 0.26
☰ EL - Estee Lauder Cos. Reduce 10.08% 158,683 0.54
☰ PG - Procter & Gamble Reduce 14.23% 313,790 0.56
☰ EBAY - eBay Inc. Reduce 15.08% 1,657,495 1.07
☰ V - Visa Inc. Reduce 15.67% 366,448 1.03
☰ ANSS - Ansys Inc Reduce 17.39% 77,252 0.36
☰ UAA - Under Armour Inc. Reduce 20.13% 1,543,179 0.34
☰ RACE - Ferrari NV Reduce 23.20% 337,671 1.00
☰ FICO - Fair Isaac Corp. Reduce 24.25% 89,982 0.59
☰ VRSK - Verisk Analytics Inc. Reduce 27.52% 275,123 0.73
☰ CLB - Core Laboratories Inc. Reduce 35.05% 548,878 0.19
☰ MAR - Marriott Int'l. Reduce 51.75% 1,007,379 1.71
☰ CHKP - Check Point Software Technologies Ltd. Sell 100.00% 1,413,618 2.42
☰ RMD - ResMed Inc. Sell 100.00% 356,305 0.98
Q4 2020
☰ BKNG - Booking Holdings Inc. Add 155.30% 4,172,600 4.79
☰ ALC - Alcon Inc. Add 37.85% 1,215,957 1.04
☰ TMO - Thermo Fisher Scientific Add 21.57% 93,897 0.56
☰ EBAY - eBay Inc. Add 21.46% 1,941,535 1.26
☰ ICE - Intercontinental Exchange Inc. Add 18.33% 269,933 0.40
☰ GOOG - Alphabet Inc. CL C Add 13.62% 25,724 0.58
☰ V - Visa Inc. Add 11.62% 243,500 0.69
☰ NKE - NIKE Inc. Add 7.53% 177,791 0.32
☰ CLB - Core Laboratories Inc. Add 6.48% 95,333 0.03
☰ ALLE - Allegion Plc Add 5.86% 118,140 0.18
☰ FICO - Fair Isaac Corp. Add 2.60% 9,403 0.06
☰ OTIS - Otis Worldwide Corp. Add 2.60% 118,199 0.10
☰ MCO - Moody's Corp. Add 2.59% 14,824 0.06
☰ PG - Procter & Gamble Add 2.59% 55,731 0.10
☰ ZTS - Zoetis Inc. Add 2.59% 40,129 0.09
☰ ADBE - Adobe Inc. Add 2.58% 11,574 0.07
☰ VRSK - Verisk Analytics Inc. Add 2.57% 25,021 0.07
☰ RMD - ResMed Inc. Buy 356,305 0.98
☰ LINEUR - Linde Plc Reduce 0.60% 22,416 0.08
☰ EL - Estee Lauder Cos. Reduce 2.96% 48,039 0.16
☰ MAR - Marriott Int'l. Reduce 9.14% 195,721 0.28
☰ RACE - Ferrari NV Reduce 19.46% 351,634 1.01
☰ UAA - Under Armour Inc. Reduce 24.18% 2,444,755 0.43
☰ CHKP - Check Point Software Technologies Ltd. Reduce 25.76% 490,378 0.93
☰ ANSS - Ansys Inc Reduce 28.39% 176,168 0.91
☰ ABEV - Ambev S.A. Reduce 33.56% 16,612,266 0.59
Q3 2020
☰ NKE - NIKE Inc. Add 32.57% 580,158 1.14
☰ ALLE - Allegion Plc Add 29.72% 461,899 0.72
☰ PG - Procter & Gamble Add 14.04% 264,778 0.58
☰ CLB - Core Laboratories Inc. Add 10.64% 141,453 0.03
☰ CHKP - Check Point Software Technologies Ltd. Add 10.33% 178,191 0.34
☰ ZTS - Zoetis Inc. Add 7.10% 102,740 0.27
☰ MCO - Moody's Corp. Add 7.00% 37,472 0.17
☰ EBAY - eBay Inc. Add 6.97% 589,663 0.48
☰ MAR - Marriott Int'l. Add 6.93% 138,802 0.20
☰ VRSK - Verisk Analytics Inc. Add 3.12% 29,482 0.09
☰ BKNG - Booking Holdings Inc. Add 2.27% 59,600 0.06
☰ GOOG - Alphabet Inc. CL C Add 1.95% 3,619 0.08
☰ V - Visa Inc. Add 1.90% 38,989 0.12
☰ EL - Estee Lauder Cos. Add 1.57% 25,109 0.09
☰ ALC - Alcon Inc. Add 0.71% 22,795 0.02
☰ TMO - Thermo Fisher Scientific Buy 435,377 3.02
☰ ICE - Intercontinental Exchange Inc. Buy 1,472,385 2.31
☰ UAA - Under Armour Inc. Buy 10,112,291 1.78
☰ ADBE - Adobe Inc. Reduce 1.25% 5,678 0.04
☰ FICO - Fair Isaac Corp. Reduce 2.01% 7,437 0.05
☰ RACE - Ferrari NV Reduce 4.47% 84,467 0.25
☰ ABEV - Ambev S.A. Reduce 4.50% 2,329,849 0.11
☰ LINEUR - Linde Plc Reduce 10.46% 433,406 1.60
☰ ANSS - Ansys Inc Reduce 10.73% 74,598 0.38
☰ OTIS - Otis Worldwide Corp. Reduce 15.19% 813,149 0.81
☰ GRFS - Grifols SA Sell 100.00% 12,273,278 3.91
☰ CME - CME Group Sell 100.00% 638,179 1.81
Q2 2020
☰ BKNG - Booking Holdings Inc. Add 112.54% 1,391,075 1.55
☰ EBAY - eBay Inc. Add 49.71% 2,808,388 2.57
☰ ADBE - Adobe Inc. Add 40.23% 130,551 0.99
☰ EL - Estee Lauder Cos. Add 37.52% 435,932 1.44
☰ MAR - Marriott Int'l. Add 37.33% 544,603 0.82
☰ NKE - NIKE Inc. Add 19.61% 292,104 0.50
☰ GOOG - Alphabet Inc. CL C Add 17.30% 27,320 0.67
☰ V - Visa Inc. Add 14.64% 262,531 0.88
☰ ALC - Alcon Inc. Add 12.94% 365,418 0.37
☰ CHKP - Check Point Software Technologies Ltd. Add 10.77% 167,784 0.31
☰ ABEV - Ambev S.A. Add 10.10% 4,755,800 0.22
☰ LINEUR - Linde Plc Add 9.85% 371,462 1.37
☰ ZTS - Zoetis Inc. Add 5.67% 77,644 0.19
☰ VRSK - Verisk Analytics Inc. Add 4.54% 41,046 0.12
☰ FICO - Fair Isaac Corp. Add 3.19% 11,421 0.08
☰ OTIS - Otis Worldwide Corp. Buy 5,353,071 5.31
☰ CLB - Core Laboratories Inc. Buy 1,329,300 0.47
☰ MCO - Moody's Corp. Reduce 0.35% 1,901 0.01
☰ GRFS - Grifols SA Reduce 7.31% 968,555 0.41
☰ PG - Procter & Gamble Reduce 9.32% 193,814 0.45
☰ ANSS - Ansys Inc Reduce 14.25% 115,546 0.57
☰ CME - CME Group Reduce 14.46% 107,880 0.39
☰ ALLE - Allegion Plc Reduce 16.16% 299,532 0.58
☰ RACE - Ferrari NV Reduce 25.91% 661,502 2.16
☰ UTX - United Technologies Corp Sell 100.00% 2,983,253 5.93
☰ EW - Edwards Lifesciences Corp. Sell 100.00% 753,568 3.00
☰ AXP - American Express Sell 100.00% 1,526,357 2.75
Q1 2020
☰ CHKP - Check Point Software Technologies Ltd. Add 99.37% 776,543 1.64
☰ UTX - United Technologies Corp Add 61.32% 1,134,015 2.25
☰ LINEUR - Linde Plc Add 44.07% 1,154,087 4.27
☰ V - Visa Inc. Add 31.29% 427,498 1.45
☰ PG - Procter & Gamble Add 29.21% 470,065 1.09
☰ EL - Estee Lauder Cos. Add 23.71% 222,680 0.75
☰ AXP - American Express Add 20.49% 259,564 0.47
☰ ABEV - Ambev S.A. Add 20.40% 7,975,590 0.39
☰ ZTS - Zoetis Inc. Add 13.38% 161,532 0.40
☰ MCO - Moody's Corp. Add 12.27% 58,701 0.26
☰ GRFS - Grifols SA Add 6.73% 835,287 0.35
☰ RACE - Ferrari NV Add 4.15% 101,747 0.33
☰ CME - CME Group Add 1.39% 10,219 0.04
☰ ALC - Alcon Inc. Add 0.55% 15,442 0.02
☰ EBAY - eBay Inc. Buy 5,649,338 3.58
☰ MAR - Marriott Int'l. Buy 1,458,967 2.30
☰ ADBE - Adobe Inc. Buy 324,517 2.18
☰ BKNG - Booking Holdings Inc. Buy 1,236,075 1.40
☰ ANSS - Ansys Inc Reduce 5.27% 45,086 0.25
☰ ALLE - Allegion Plc Reduce 5.51% 108,078 0.29
☰ VRSK - Verisk Analytics Inc. Reduce 7.20% 70,120 0.23
☰ EW - Edwards Lifesciences Corp. Reduce 9.04% 74,855 0.38
☰ FICO - Fair Isaac Corp. Reduce 12.64% 51,779 0.42
☰ GOOG - Alphabet Inc. CL C Reduce 13.33% 24,290 0.70
☰ NKE - NIKE Inc. Reduce 41.49% 1,056,035 2.30
Q4 2019
☰ ZTS - Zoetis Inc. Add 58.28% 444,675 1.27
☰ ALC - Alcon Inc. Add 33.07% 698,118 0.85
☰ EW - Edwards Lifesciences Corp. Add 28.74% 184,924 0.93
☰ GOOG - Alphabet Inc. CL C Add 23.10% 34,186 0.98
☰ UTX - United Technologies Corp Add 20.14% 310,046 1.00
☰ ABEV - Ambev S.A. Add 12.62% 4,382,063 0.44
☰ V - Visa Inc. Add 11.16% 137,145 0.55
☰ ANSS - Ansys Inc Add 10.09% 78,455 0.43
☰ NKE - NIKE Inc. Add 4.47% 108,850 0.24
☰ MCO - Moody's Corp. Add 4.43% 20,296 0.10
☰ PG - Procter & Gamble Add 4.42% 68,066 0.18
☰ VRSK - Verisk Analytics Inc. Add 4.42% 41,231 0.13
☰ ALLE - Allegion Plc Add 4.41% 82,906 0.22
☰ CME - CME Group Add 4.05% 28,655 0.12
☰ GRFS - Grifols SA Add 2.03% 246,903 0.12
☰ CHKP - Check Point Software Technologies Ltd. Buy 781,478 1.87
☰ LINEUR - Linde Plc Reduce 1.76% 47,027 0.22
☰ FICO - Fair Isaac Corp. Reduce 3.30% 13,984 0.10
☰ EL - Estee Lauder Cos. Reduce 3.79% 36,972 0.18
☰ RACE - Ferrari NV Reduce 4.20% 107,386 0.40
☰ AXP - American Express Reduce 13.24% 193,272 0.56
☰ MAR - Marriott Int'l. Sell 100.00% 1,253,498 3.80
Q3 2019
☰ ZTS - Zoetis Inc. Add 151.70% 459,826 1.39
☰ LINEUR - Linde Plc Add 35.80% 702,716 3.32
☰ UTX - United Technologies Corp Add 23.44% 292,309 0.97
☰ NKE - NIKE Inc. Add 22.25% 443,437 1.01
☰ GOOG - Alphabet Inc. CL C Add 19.37% 24,017 0.71
☰ PG - Procter & Gamble Add 16.75% 221,102 0.67
☰ EW - Edwards Lifesciences Corp. Add 12.84% 73,245 0.39
☰ ABEV - Ambev S.A. Add 7.26% 2,348,948 0.26
☰ ALLE - Allegion Plc Add 6.30% 111,351 0.28
☰ MCO - Moody's Corp. Add 2.15% 9,654 0.05
☰ MAR - Marriott Int'l. Add 1.42% 17,546 0.05
☰ AXP - American Express Reduce 2.18% 32,493 0.10
☰ VRSK - Verisk Analytics Inc. Reduce 2.70% 25,875 0.10
☰ V - Visa Inc. Reduce 2.89% 36,515 0.16
☰ GRFS - Grifols SA Reduce 3.21% 403,280 0.22
☰ ALC - Alcon Inc. Reduce 13.28% 323,227 0.51
☰ ANSS - Ansys Inc Reduce 13.54% 121,705 0.63
☰ RACE - Ferrari NV Reduce 14.49% 433,707 1.79
☰ FICO - Fair Isaac Corp. Reduce 16.09% 81,229 0.65
☰ EL - Estee Lauder Cos. Reduce 16.68% 195,439 0.91
☰ CME - CME Group Reduce 24.39% 228,079 1.13
Q2 2019
☰ CME - CME Group Add 54.60% 330,305 1.63
☰ VRSK - Verisk Analytics Inc. Add 36.10% 254,336 0.95
☰ EW - Edwards Lifesciences Corp. Add 24.41% 111,903 0.53
☰ ABEV - Ambev S.A. Add 22.22% 5,882,307 0.70
☰ PG - Procter & Gamble Add 9.28% 112,063 0.31
☰ GRFS - Grifols SA Add 5.50% 654,497 0.35
☰ V - Visa Inc. Add 4.60% 55,692 0.25
☰ AXP - American Express Add 4.36% 62,372 0.20
☰ MAR - Marriott Int'l. Add 1.83% 22,173 0.08
☰ NKE - NIKE Inc. Add 1.80% 35,166 0.07
☰ GOOG - Alphabet Inc. CL C Add 1.30% 1,595 0.04
☰ ALLE - Allegion Plc Add 0.74% 12,909 0.04
☰ ALC - Alcon Inc. Buy 2,434,011 3.83
☰ ZTS - Zoetis Inc. Buy 303,117 0.87
☰ EL - Estee Lauder Cos. Reduce 2.36% 28,255 0.14
☰ LINEUR - Linde Plc Reduce 3.08% 62,450 0.33
☰ ANSS - Ansys Inc Reduce 4.48% 42,152 0.23
☰ RACE - Ferrari NV Reduce 6.13% 195,499 0.79
☰ UTX - United Technologies Corp Reduce 10.42% 145,096 0.56
☰ MCO - Moody's Corp. Reduce 13.80% 71,806 0.39
☰ FICO - Fair Isaac Corp. Reduce 14.68% 86,815 0.71
Q1 2019
☰ EW - Edwards Lifesciences Corp. Add 64.77% 180,170 1.04
☰ ABEV - Ambev S.A. Add 57.30% 9,645,604 1.25
☰ UTX - United Technologies Corp Add 53.17% 483,206 1.88
☰ PG - Procter & Gamble Add 51.19% 408,966 1.28
☰ ANSS - Ansys Inc Add 49.16% 310,181 1.71
☰ MAR - Marriott Int'l. Add 42.30% 360,836 1.36
☰ AXP - American Express Add 41.96% 422,711 1.40
☰ GOOG - Alphabet Inc. CL C Add 39.07% 34,378 1.22
☰ V - Visa Inc. Add 34.33% 309,158 1.46
☰ NKE - NIKE Inc. Add 31.51% 469,131 1.19
☰ MCO - Moody's Corp. Add 25.76% 106,562 0.58
☰ CME - CME Group Add 21.91% 108,713 0.54
☰ ALLE - Allegion Pub Ltd Co Add 20.55% 299,089 0.82
☰ EL - Estee Lauder Cos. Add 14.19% 149,106 0.75
☰ FICO - Fair Isaac Corp. Add 11.87% 62,761 0.51
☰ LINEUR - Linde Plc Add 6.35% 120,910 0.64
☰ RACE - Ferrari NV Add 4.34% 132,631 0.54
☰ VRSK - Verisk Analytics Inc. Buy 704,506 2.83
☰ GRFS - Grifols SA Reduce 3.05% 375,047 0.31
☰ CTSH - Cognizant Technology Solutions Corp. Sell 100.00% 121,197 0.35
Q4 2018
☰ ABEV - Ambev S.A. Add 86.46% 7,805,336 1.38
☰ ANSS - Ansys Inc Add 85.76% 291,295 1.88
☰ GOOG - Alphabet Inc. CL C Add 44.89% 27,263 1.27
☰ AXP - American Express Add 44.29% 309,238 1.33
☰ FICO - Fair Isaac Corp. Add 38.95% 148,234 1.25
☰ EL - Estee Lauder Cos. Add 37.99% 289,254 1.70
☰ NKE - NIKE Inc. Add 37.61% 406,860 1.36
☰ MCO - Moody's Corp. Add 34.82% 106,834 0.67
☰ ALLE - Allegion Pub Ltd Co Add 31.62% 349,663 1.26
☰ V - Visa Inc. Add 31.58% 216,151 1.29
☰ UTX - United Technologies Corp Add 31.41% 217,239 1.04
☰ EW - Edwards Lifesciences Corp. Add 27.72% 60,369 0.42
☰ GRFS - Grifols SA Add 24.74% 2,436,502 2.02
☰ MAR - Marriott Int'l. Add 22.63% 157,418 0.77
☰ CME - CME Group Add 9.48% 42,962 0.36
☰ LINEUR - Linde Plc Buy 1,904,696 13.55
☰ PG - Procter & Gamble Buy 798,918 3.31
☰ RACE - Ferrari NV Reduce 8.91% 298,725 2.10
☰ CTSH - Cognizant Technology Solutions Corp. Reduce 77.48% 417,066 1.64
☰ PX - Praxair Inc Sell 100.00% 553,146 4.54
☰ CL - Colgate-Palmolive Sell 100.00% 879,383 3.00
Q3 2018
☰ MAR - Marriott Int'l. Add 26.15% 144,183 0.97
☰ ABEV - Ambev S.A. Add 22.72% 1,671,617 0.39
☰ UTX - United Technologies Corp Add 22.35% 126,314 0.90
☰ NKE - NIKE Inc. Add 19.62% 177,452 0.77
☰ CME - CME Group Add 16.83% 65,285 0.57
☰ CL - Colgate-Palmolive Add 16.59% 125,124 0.43
☰ MCO - Moody's Corp. Add 14.49% 38,816 0.33
☰ ALLE - Allegion Pub Ltd Co Add 14.17% 137,251 0.63
☰ ANSS - Ansys Inc Add 9.35% 29,036 0.28
☰ PX - Praxair Inc Add 8.37% 42,741 0.35
☰ EL - Estee Lauder Cos. Add 6.13% 43,960 0.33
☰ AXP - American Express Buy 698,237 3.79
☰ GOOG - Alphabet Inc. CL C Reduce 0.10% 61 0.00
☰ FICO - Fair Isaac Corp. Reduce 5.80% 23,437 0.25
☰ V - Visa Inc. Reduce 7.55% 55,892 0.41
☰ RACE - Ferrari NV Reduce 8.30% 303,620 2.27
☰ GRFS - Grifols SA Reduce 8.48% 912,666 1.08
☰ EW - Edwards Lifesciences Corp. Reduce 10.49% 25,524 0.00
☰ CTSH - Cognizant Technology Solutions Corp. Reduce 42.72% 401,384 1.75
☰ USB - U.S. Bancorp Sell 100.00% 1,001,075 2.76
Q2 2018
☰ NKE - NIKE Inc. Add 70.66% 374,448 1.64
☰ GOOG - Alphabet Inc. CL C Add 15.56% 8,186 0.50
☰ UTX - United Technologies Corp Add 14.96% 73,534 0.51
☰ FICO - Fair Isaac Corp. Add 14.79% 52,052 0.56
☰ EL - Estee Lauder Cos. Add 14.23% 89,364 0.70
☰ ALLE - Allegion Pub Ltd Co Add 12.53% 107,892 0.46
☰ ABEV - Ambev S.A. Add 9.10% 613,699 0.16
☰ CL - Colgate-Palmolive Add 9.10% 62,927 0.23
☰ CME - CME Group Add 9.10% 32,369 0.29
☰ CTSH - Cognizant Technology Solutions Corp. Add 9.10% 78,393 0.34
☰ MAR - Marriott Int'l. Add 9.10% 45,998 0.32
☰ PX - Praxair Inc Add 9.10% 42,582 0.37
☰ V - Visa Inc. Add 9.10% 61,761 0.45
☰ ANSS - Ansys Inc Add 9.07% 25,843 0.25
☰ EW - Edwards Lifesciences Corp. Buy 243,336 0.00
☰ USB - U.S. Bancorp Reduce 7.30% 78,839 0.24
☰ GRFS - Grifols SA Reduce 7.64% 889,997 1.12
☰ RACE - Ferrari NV Reduce 7.68% 304,338 2.16
☰ MCO - Moody's Corp. Reduce 8.95% 26,327 0.25
Q1 2018
☰ UTX - United Technologies Corp Add 50.30% 164,540 1.22
☰ ABEV - Ambev S.A. Add 25.34% 1,363,099 0.59
☰ CME - CME Group Add 22.18% 64,553 0.62
☰ ALLE - Allegion Pub Ltd Co Add 15.35% 114,541 0.58
☰ CL - Colgate-Palmolive Add 13.82% 83,960 0.36
☰ CTSH - Cognizant Technology Solutions Corp. Add 12.85% 98,102 0.47
☰ NKE - NIKE Inc. Add 10.25% 49,290 0.19
☰ PX - Praxair Inc Add 10.25% 43,511 0.37
☰ USB - U.S. Bancorp Add 10.25% 100,438 0.30
☰ MAR - Marriott Int'l. Add 10.10% 46,352 0.37
☰ V - Visa Inc. Add 10.07% 62,068 0.44
☰ GRFS - Grifols SA Add 2.62% 296,973 0.37
☰ FICO - Fair Isaac Corp. Reduce 0.43% 1,520 0.02
☰ ANSS - Ansys Inc Reduce 3.10% 9,119 0.10
☰ EL - Estee Lauder Cos. Reduce 3.74% 24,434 0.24
☰ MCO - Moody's Corp. Reduce 5.81% 18,154 0.21
☰ RACE - Ferrari NV Reduce 6.68% 283,757 2.25
☰ GOOG - Alphabet Inc. CL C Reduce 7.47% 4,246 0.35
☰ ECL - Ecolab Inc. Sell 100.00% 205,311 2.14
Q4 2017
☰ ECL - Ecolab Inc. Add 38.44% 57,006 0.59
☰ ABEV - Ambev S.A. Add 18.37% 834,801 0.00
☰ CL - Colgate-Palmolive Add 17.92% 92,292 0.54
☰ RACE - Ferrari NV Add 1.38% 57,711 0.46
☰ GOOG - Alphabet Inc. CL C Add 1.00% 561 0.05
☰ ALLE - Allegion Pub Ltd Co Add 0.19% 1,450 0.01
☰ PX - Praxair Inc Add 0.19% 817 0.01
☰ NKE - NIKE Inc. Add 0.10% 482 0.00
☰ CME - CME Group Buy 291,077 3.30
☰ UTX - United Technologies Corp Buy 327,146 3.24
☰ GRFS - Grifols SA Reduce 0.98% 111,899 0.01
☰ FICO - Fair Isaac Corp. Reduce 2.19% 7,907 0.09
☰ CTSH - Cognizant Technology Solutions Corp. Reduce 6.84% 56,035 0.33
☰ EL - Estee Lauder Cos. Reduce 7.53% 53,111 0.47
☰ MAR - Marriott Int'l. Reduce 7.82% 38,920 0.35
☰ USB - U.S. Bancorp Reduce 11.09% 122,179 0.54
☰ MCO - Moody's Corp. Reduce 12.10% 43,006 0.49
☰ ANSS - Ansys Inc Reduce 13.82% 47,133 0.47
☰ V - Visa Inc. Reduce 16.68% 123,378 1.06
☰ MOO - Monsanto Co New Sell 100.00% 248,452 2.44
Q3 2017
☰ MOO - Monsanto Co New Add 14.93% 32,276 0.32
☰ CTSH - Cognizant Technology Solutions Corp. Add 14.84% 105,850 0.63
☰ PX - Praxair Inc Add 9.68% 37,378 0.43
☰ USB - U.S. Bancorp Add 9.45% 95,106 0.42
☰ GOOG - Alphabet Inc. CL C Add 9.04% 4,665 0.37
☰ ALLE - Allegion Pub Ltd Co Add 6.85% 47,741 0.34
☰ ANSS - Ansys Inc Add 5.50% 17,781 0.18
☰ V - Visa Inc. Add 4.10% 29,108 0.25
☰ EL - Estee Lauder Cos. Add 3.70% 25,156 0.22
☰ MAR - Marriott Int'l. Add 2.31% 11,261 0.10
☰ CL - Colgate-Palmolive Add 2.29% 11,512 0.07
☰ MCO - Moody's Corp. Add 2.29% 7,943 0.09
☰ FICO - Fair Isaac Corp. Add 0.92% 3,290 0.04
☰ ECL - Ecolab Inc. Buy 148,305 1.56
☰ ABEV - Ambev S.A. Buy 4,544,467 0.08
☰ GRFS - Grifols SA Reduce 7.10% 876,803 0.06
☰ RACE - Ferrari NV Reduce 13.56% 656,831 4.90
☰ NKE - NIKE Inc. Reduce 43.84% 374,842 1.96
☰ CLB - Core Laboratories Inc. Sell 100.00% 310,226 2.79
Q2 2017
☰ CTSH - Cognizant Technology Solutions Corp. Add 31.11% 169,280 1.00
☰ EL - Estee Lauder Cos. Add 29.30% 154,206 1.31
☰ USB - U.S. Bancorp Add 29.18% 227,362 1.05
☰ NKE - NIKE Inc. Add 17.98% 130,276 0.68
☰ GOOG - Alphabet Inc. CL C Add 6.80% 3,289 0.27
☰ PX - Praxair Inc Add 6.23% 22,639 0.27
☰ GRFS - Grifols SA Add 5.71% 667,174 0.04
☰ CLB - Core Laboratories Inc. Add 2.87% 8,664 0.08
☰ MCO - Moody's Corp. Add 1.57% 5,385 0.06
☰ CL - Colgate-Palmolive Reduce 0.63% 3,208 0.02
☰ FICO - Fair Isaac Corp. Reduce 3.49% 12,945 0.15
☰ V - Visa Inc. Reduce 6.92% 52,826 0.42
☰ ANSS - Ansys Inc Reduce 8.24% 29,010 0.28
☰ RACE - Ferrari NV Reduce 10.96% 596,567 3.94
☰ MOO - Monsanto Co New Reduce 11.32% 27,589 0.28
☰ MAR - Marriott Int'l. Reduce 13.35% 75,004 0.63
☰ ALLE - Allegion Pub Ltd Co Reduce 18.63% 159,621 1.09
☰ HOG - Harley-Davidson Sell 100.00% 435,298 2.37
Q1 2017
☰ GOOG - Alphabet Inc. CL C Add 122.84% 26,645 1.98
☰ RACE - Ferrari NV Add 31.07% 1,289,839 8.52
☰ NKE - NIKE Inc. Add 27.99% 158,503 0.79
☰ USB - U.S. Bancorp Add 24.18% 151,716 0.70
☰ PX - Praxair Inc Add 23.89% 70,094 0.75
☰ EL - Estee Lauder Cos. Add 22.95% 98,245 0.75
☰ ALLE - Allegion Pub Ltd Co Add 16.01% 118,229 0.80
☰ CLB - Core Laboratories Inc. Add 16.01% 41,619 0.43
☰ MAR - Marriott Int'l. Add 16.01% 77,516 0.66
☰ MCO - Moody's Corp. Add 16.01% 47,216 0.47
☰ MOO - Monsanto Co New Add 16.01% 33,641 0.34
☰ ANSS - Ansys Inc Add 12.59% 39,387 0.38
☰ V - Visa Inc. Add 11.57% 79,186 0.63
☰ FICO - Fair Isaac Corp. Add 4.01% 14,316 0.17
☰ GRFS - Grifols SA Buy 11,674,189 3.32
☰ HOG - Harley-Davidson Buy 435,298 2.37
☰ CTSH - Cognizant Technology Solutions Corp. Reduce 10.76% 65,631 0.47
☰ CL - Colgate-Palmolive Reduce 13.11% 76,447 0.64
☰ WFC - Wells Fargo Sell 100.00% 482,479 3.41
Q4 2016
☰ RACE - Ferrari NV Buy 4,151,324 31.06
☰ V - Visa Inc. Buy 684,386 6.85
☰ ALLE - Allegion Pub Ltd Co Buy 738,428 6.07
☰ FICO - Fair Isaac Corp. Buy 356,692 5.46
☰ MAR - Marriott Int'l. Buy 484,139 5.14
☰ CL - Colgate-Palmolive Buy 583,223 4.90
☰ PX - Praxair Inc Buy 293,384 4.41
☰ CTSH - Cognizant Technology Solutions Corp. Buy 609,688 4.39
☰ EL - Estee Lauder Cos. Buy 428,033 4.20
☰ USB - U.S. Bancorp Buy 627,471 4.14
☰ CLB - Core Laboratories Inc. Buy 259,943 4.01
☰ ANSS - Ansys Inc Buy 312,889 3.71
☰ NKE - NIKE Inc. Buy 566,255 3.69
☰ MCO - Moody's Corp. Buy 294,909 3.57
☰ WFC - Wells Fargo Buy 482,479 3.41
☰ MOO - Monsanto Co New Buy 210,124 2.84
☰ GOOG - Alphabet Inc. CL C Buy 21,690 2.15
Home Help notes Contact Terms of Service Privacy