BRISTOL JOHN W & CO INC /NY/ 13F Holdings

CIK 0000276101 · NEW YORK, NY

As of Sep 30, 2025, BRISTOL JOHN W & CO INC /NY/ reported 58 positions worth $6.3B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology748,478$387.7M6.12%
META PLATFORMS INCMETACommunication Services482,764$354.5M5.60%
AMAZON.COM INCAMZNEquity1,610,282$353.6M5.58%
ARISTA NETWORKS INCANETTechnology2,373,280$345.8M5.46%
JPMORGAN CHASE & COJPMFinancial Services897,723$283.2M4.47%
APPLE INCAAPLTechnology1,064,378$271.0M4.28%
ALPHABET INCGOOGLEquity1,063,016$258.4M4.08%
NETFLIX INCNFLXCommunication Services209,682$251.4M3.97%
MASTERCARD INCMAFinancial Services391,427$222.6M3.51%
NVIDIA CORPNVDATechnology946,183 76.5M2.79%
THERMO FISHER SCIENTIFIC INCTMOHealthcare353,906 71.7M2.71%
CANADIAN PACIFIC KANSAS CITY LTDCPIndustrials1,888,498 40.7M2.22%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services278,715 40.1M2.21%
WORKDAY INCWDAYTechnology570,752 37.4M2.17%
INTUITIVE SURGICAL INCISRGHealthcare299,398 33.9M2.11%
DELTA AIR LINES INCDALIndustrials2,346,961 33.2M2.10%
TESLA INCTSLAConsumer Cyclical297,378 32.2M2.09%
TRANSDIGM GROUP INCTDGIndustrials88,467 16.6M1.84%
SCHWAB CHARLES CORPSCHWEquity1,209,333 15.5M1.82%
STARBUCKS CORPSBUXConsumer Cyclical1,344,311 13.7M1.80%
MOODYS CORPMCOFinancial Services237,297 13.1M1.78%
FEDEX CORPFDXIndustrials473,427 11.6M1.76%
BECTON DICKINSON & COBDXHealthcare589,386 10.3M1.74%
DEERE & CODEIndustrials240,563 10.0M1.74%
UNITEDHEALTH GROUP INCUNHHealthcare315,174 08.8M1.72%