| 公司 | 股票代码 | 2022 Q2 | 2022 Q3 | 2022 Q4 | 2023 Q1 | 2023 Q2 | 2023 Q3 | 2023 Q4 | 2024 Q1 |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | 242607 | 9144742 | 9416453159 | 11320004361 | 13371190722 | 12404608178 | 14368815179 | 15356110450 |
| WASTE MANAGEMENT INC | WM | 2850579 | 5644894 | 5527563887 | 5749187910 | 6110339936 | 5371123399 | 6310471010 | 7510200424 |
| Berkshire Hathaway Inc. New Common Stock | BRK.B | 9471021 | 7927782 | 7626693121 | 6079633441 | 8573712873 | 7892119230 | 7103365034 | 7276298350 |
| CANADIAN NATIONAL RAILWAY CO | CNI | 1156038 | 5920745 | 6517808320 | 6467915944 | 6637878981 | 5939385727 | 6887889125 | 7221235984 |
| CATERPILLAR INC | CAT | 1314532 | 1206581 | 1761631770 | 1682801028 | 1809356725 | 2007536622 | 2174243051 | 2694584778 |
| DEERE & CO | DE | 269420 | 1308079 | 1679750051 | 1617537086 | 1587410027 | 1478458984 | 1422488741 | 1461157440 |
| ECOLAB INC. | ECL | 671382 | 702809 | 759538485 | 863742823 | 974156634 | 883936654 | 1034999027 | 1204846360 |
| COCA COLA FEMSA SAB DE CV | KOF | 343550 | 362877 | 421855126 | 500098438 | 517748240 | 487482558 | 588161006 | 604070687 |
| Walmart Inc. | WMT | 367276 | 391805 | 428327598 | 445425660 | 474818618 | 484613329 | 477704566 | 546974001 |
| FEDEX CORP | FDX | 121145 | 227807 | 265751498 | 350586373 | 380368340 | 406483181 | 388147555 | 444566046 |
| Waste Connections, Inc. | WCN | 290418 | 284894638 | 298885767 | 307181583 | 288634203 | 320807352 | 369679592 | |
| Schrodinger, Inc. | SDGR | 184386 | 174402 | 130487300 | 183827213 | 348524667 | 197371641 | 249943571 | 188504928 |
| Coupang, Inc. | CPNG | 72857 | 154165 | 136038742 | 147968720 | 160915983 | 157216765 | 149725849 | 164522721 |
| CROWN CASTLE INC. | CCI | 239112 | 205271 | 192618566 | 190062436 | 161803004 | 130689226 | 163578094 | 150286220 |
| UNITED PARCEL SERVICE INC | UPS | 135205 | 119651 | 128761376 | 143686259 | 132768503 | 117695722 | 118722643 | 112228878 |
| Madison Square Garden Sports Corp. | MSGw | 89453 | 80958 | 108605792 | 115430309 | 111401948 | 104441178 | 107717183 | 109310755 |
| Anheuser-Busch InBev SA/NV | BUD | 96594160 | 94175900 | 110047860 | 103508340 | ||||
| Kraft Heinz Co | KHC | 87464 | 106766046 | 101415942 | 93102300 | 88224264 | 96983748 | 96773940 | |
| DANAHER CORP /DE/ | DHR | 99001660 | 94010920 | 89520000 | 92541300 | 86289820 | 93145560 | ||
| HORMEL FOODS CORP /DE/ | HRL | 99995460 | 87548165 | 88294564 | 83486879 | 70490762 | 76593668 | ||
| CARVANA CO. | CVNA | 11742 | 10556 | 2464800 | 5090800 | 13478400 | 21829600 | 27528800 | 45713200 |
| On Holding AG | ONON | 8845 | 8025 | 8580000 | 15515000 | 16500000 | 13910000 | 13485000 | 17690000 |
| Vroom, Inc. | VRM | 3125 | 2900 | 2550000 | 2246750 | 3600000 | 2800000 | 1506250 | |
| Apple Inc. | AAPL | 9042456 | |||||||
| Meta Platforms Inc. - Class A Common Stock | META | 8116177 | |||||||
| AMAZON COM INC | AMZN | 5593280 | |||||||
| Eaton Corp plc | ETN | 5566608 | |||||||
| Broadcom Inc. | AVGO | 5398770 | |||||||
| Booking Holdings Inc. | BKNG | 5088518 | |||||||
| Alphabet Inc. | GOOGL | 5025024 | |||||||
| JPMORGAN CHASE & CO | JPM | 4292592 | |||||||
| ORACLE CORP | ORCL | 4215616 | |||||||
| AMERIPRISE FINANCIAL INC | AMP | 4088032 | |||||||
| NVIDIA CORP | NVDA | 3986683 | |||||||
| PULTEGROUP INC/MI/ | PHM | 3961675 | |||||||
| TJX COMPANIES INC /DE/ | TJX | 3777400 | |||||||
| Anthem Inc. Common Stock | ANTM | 3701070 | |||||||
| CHEVRON CORP | CVX | 3625330 | |||||||
| UNILEVER PLC | UL | 3586934 | |||||||
| PROCTER & GAMBLE Co | PG | 3351134 | |||||||
| CISCO SYSTEMS, INC. | CSCO | 3333120 | |||||||
| Trane Technologies plc | TT | 3226269 | |||||||
| VISA INC. | V | 3220140 | |||||||
| APPLIED MATERIALS INC /DE | AMAT | 3156660 | |||||||
| AMGEN INC | AMGN | 2969798 | |||||||
| THERMO FISHER SCIENTIFIC INC. | TMO | 2872515 | |||||||
| UNITEDHEALTH GROUP INC | UNH | 2856236 | |||||||
| ADOBE INC. | ADBE | 2796802 | |||||||
| SCHLUMBERGER LIMITED/NV | SLB | 2740392 | |||||||
| LOCKHEED MARTIN CORP | LMT | 2412864 | |||||||
| JOHNSON & JOHNSON | JNJ | 2327684 | |||||||
| NORFOLK SOUTHERN CORP | NSC | 2304081 | |||||||
| GOLDMAN SACHS GROUP INC | GS | 2284404 | |||||||
| MORGAN STANLEY | MS | 2276960 | |||||||
| CVS HEALTH Corp | CVS | 2269150 | |||||||
| PFIZER INC | PFE | 2255560 | |||||||
| PNC FINANCIAL SERVICES GROUP, INC. | PNC | 2136198 | |||||||
| Chubb Ltd | CB | 2133845 | |||||||
| Invesco KBW Bank ETF | KBWB | 2014319 | |||||||
| EXXON MOBIL CORP | XOM | 1998860 | |||||||
| EASTMAN CHEMICAL CO | EMN | 1918000 | |||||||
| LOWES COMPANIES INC | LOW | 1867027 | |||||||
| Alphabet Inc. | GOOG | 1845900 | |||||||
| Merck & Co., Inc. | MRK | 1826333 | |||||||
| AMERICAN TOWER CORP /MA/ | AMT | 1808950 | |||||||
| HOME DEPOT, INC. | HD | 1719895 | |||||||
| PEPSICO INC | PEP | 1643568 | |||||||
| Walt Disney Co | DIS | 1361640 | |||||||
| Weber Inc. | WEBR | 18025 | 16425 | 20125000 | |||||
| SAFM | 112989 |
