10,000+ stock pitches from top investors available on joinyellowbrick.com
BRISTOL JOHN W & CO INC /NY/ 13F Holdings
Holdings from the most recent 13F from BRISTOL JOHN W & CO INC /NY/
Filed: 2024-11-14 (Q3 2024) | Holdings: 104 | Value: $6.3B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| MSFT - MICROSOFT CORP | 5.51% | $345.1M | -12.04% | -2.23% | |||
| META - META PLATFORMS INC | Reduce 1% $(3.5M) | 5.35% | $335.1M | -12.06% | +25.51% | ||
| AMZN - AMAZON COM INC | Reduce 1% $(3.5M) | 5.11% | $320.2M | -16.52% | +9.62% | ||
| AAPL - APPLE INC | Add 3% ($8.5M) | 4.24% | $265.6M | -12.90% | +8.10% | ||
| ANET - ARISTA NETWORKS INC | Reduce 1% $(2.7M) | 4.23% | $264.9M | -25.81% | +15.72% | ||
| MA - MASTERCARD INCORPORATED | Reduce 1% $(1.7M) | 3.24% | $203.2M | +0.08% | +9.82% | ||
| JPM - JPMORGAN CHASE & CO. | Reduce 1% $(2.8M) | 3.19% | $199.7M | -2.84% | +16.54% | ||
| GOOGL - ALPHABET INC | 3.05% | $191.2M | -12.79% | +5.90% | |||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 1% $(2.3M) | 2.88% | $180.4M | -19.12% | -1.12% | ||
| NFLX - NETFLIX INC | Reduce 1% $(2.1M) | 2.81% | $176.0M | +16.95% | +24.50% | ||
| ISRG - INTUITIVE SURGICAL INC | Reduce 1% $(1.6M) | 2.70% | $169.2M | -9.47% | +12.69% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 1% $(1.3M) | 2.57% | $161.1M | +11.03% | +3.45% | ||
| WAB - WABTEC | Reduce 1% $(1.7M) | 2.54% | $159.1M | -12.40% | -3.64% | ||
| TMUS - T-MOBILE US INC | Reduce 1% $(1.6M) | 2.25% | $140.9M | +10.81% | +10.94% | ||
| FDX - FEDEX CORP | Reduce 1% $(1.1M) | 2.17% | $136.0M | -27.92% | -7.62% | ||
| GOOG - ALPHABET INC | Add 4% ($5.3M) | 2.16% | $135.2M | -12.49% | +5.90% | ||
| COST - COSTCO WHSL CORP NEW | Reduce 1% $(1.3M) | 2.13% | $133.6M | +8.48% | +15.20% | ||
| TDG - TRANSDIGM GROUP INC | Reduce 1% $(1.4M) | 2.12% | $133.0M | +5.71% | +2.69% | ||
| UNH - UNITEDHEALTH GROUP INC | Reduce 1% $(1.3M) | 2.07% | $129.9M | -22.66% | -15.08% | ||
| TXN - TEXAS INSTRS INC | Reduce 1% $(1.4M) | 1.88% | $117.7M | -26.64% | -7.85% | ||
| WDAY - WORKDAY INC | Reduce 1% $(1.3M) | 1.88% | $117.5M | -17.15% | -0.39% | ||
| CMG - CHIPOTLE MEXICAN GRILL INC | Reduce 1% $(1.2M) | 1.87% | $116.9M | -18.73% | -8.06% | ||
| N/A - NESTLE SA ADR | Reduce 1% $(1.0M) | 1.76% | $110.5M | ||||
| APD - AIR PRODS & CHEMS INC | Reduce 1% $(926.3K) | 1.76% | $110.5M | -15.64% | +1.10% | ||
| NKE - NIKE INC | Reduce 1% $(810.6K) | 1.75% | $109.5M | -25.88% | +2.61% | ||
| BDX - BECTON DICKINSON & CO | Reduce 1% $(1.2M) | 1.68% | $105.2M | -11.65% | -0.35% | ||
| CP - CANADIAN PACIFIC KANSAS CITY | Reduce 1% $(1.2M) | 1.67% | $104.6M | -0.73% | +5.43% | ||
| SBAC - SBA COMMUNICATIONS CORP NEW | Reduce 1% $(955.8K) | 1.65% | $103.3M | +5.18% | -5.71% | ||
| SBUX - STARBUCKS CORP | Add 45% ($31.1M) | 1.61% | $101.0M | -17.31% | +14.68% | ||
| DAL - DELTA AIR LINES INC DEL | Reduce 1% $(1.3M) | 1.52% | $95.1M | -37.42% | -1.68% | ||
| ADI - ANALOG DEVICES INC | Reduce 1% $(1.0M) | 1.52% | $95.1M | -14.84% | +5.93% | ||
| ROST - ROSS STORES INC | Reduce 1% $(953.2K) | 1.48% | $93.0M | -1.35% | -2.05% | ||
| NVDA - NVIDIA CORPORATION | Reduce 1% $(705.1K) | 1.46% | $91.5M | -29.93% | -3.77% | ||
| MCO - MOODYS CORP | Reduce 1% $(1.1M) | 1.37% | $86.0M | -10.98% | +8.67% | ||
| TSLA - TESLA INC | Reduce 1% $(743.6K) | 1.36% | $85.2M | -22.28% | +14.02% | ||
| JNJ - JOHNSON & JOHNSON | Reduce 69% $(185.6M) | 1.31% | $81.8M | +6.03% | +4.36% | ||
| YUM - YUM BRANDS INC | Reduce 1% $(615.4K) | 1.28% | $80.0M | +6.43% | +8.76% | ||
| IFNNY - INFINEON TECHNOLOGIES-ADR | Reduce 1% $(746.5K) | 1.28% | $79.9M | -4.40% | +24.16% | ||
| SPGI - S&P GLOBAL INC | Reduce 1% $(673.7K) | 1.25% | $78.6M | -8.22% | +7.62% | ||
| NVS - NOVARTIS AG | Reduce 1% $(511.1K) | 1.14% | $71.3M | +10.21% | +3.59% | ||
| UBER - UBER TECHNOLOGIES INC | Reduce 1% $(518.2K) | 1.08% | $67.6M | +4.36% | +13.02% | ||
| CHTR - CHARTER COMMUNICATIONS INC N | Reduce 1% $(538.9K) | 1.04% | $65.4M | -14.12% | -8.35% | ||
| CMCSA - COMCAST CORP NEW | Reduce 1% $(516.6K) | 1.02% | $63.6M | -20.41% | -15.70% | ||
| DG - DOLLAR GEN CORP NEW | Reduce 1% $(548.3K) | 1.01% | $63.1M | +22.70% | -1.72% | ||
| SCHW - SCHWAB CHARLES CORP | Reduce 1% $(424.4K) | 0.94% | $58.8M | -4.68% | +2.00% | ||
| DE - DEERE & CO | New Purchase | 0.77% | $48.2M | +15.97% | +28.22% | ||
| TJX - TJX COS INC NEW | Reduce 100% | 0.00% | $0.00 | ||||
| VXF - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||