{"url":"https://nivawealth.com/firms/sumitomo-mitsui-ds-asset-management-company-limited-301509","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/301509","regulatoryAum":177713000000,"crd":"301509","secFileNumber":"801-116710","legalName":"Sumitomo Mitsui DS Asset Management Company, Limited","displayName":"Sumitomo Mitsui DS Asset Management Company, Limited","website":null,"linkedinUrl":"https://www.linkedin.com/company/sumitomo-ds-asset-management/","founded":null,"organization":"corporation organized in Japan","fiscalYearEnd":"March","headquarters":{"street":"Toranomon Hills Business Tower 26f, 1-17-1 Toranomon","city":"Minato-Ku, Tokyo","state":"","stateName":"","country":"Japan","postalCode":"105-6426"},"tradeNames":[],"registration":{"secApproved":"28 May 2019","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":1022,"advisory":213,"brokerDealerReps":20,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":167613000000,"discretionaryAccounts":1320,"nonDiscretionary":10100000000,"nonDiscretionaryAccounts":20,"wrapProgram":null,"nonUsClientsPct":99,"nonAumClients":0},"clientTypes":[{"label":"Banking or thrift institutions","clients":40,"regulatoryAum":15546000000},{"label":"Pooled investment vehicles","clients":823,"regulatoryAum":105497000000},{"label":"Pension and profit-sharing plans","clients":370,"regulatoryAum":35096000000},{"label":"Corporations and other businesses","clients":107,"regulatoryAum":21574000000}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Sumitomo Mitsui DS Asset Management Company, Limited does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Tsuneto Iki","title":"Deputy President Excutive Officer and COO","crd":"7100318"},{"name":"Wataru Ogihara","title":"Representative Director, President and CEO","crd":"7147385"},{"name":"Shiko Yanagisawa","title":"Director and Deputy President Executive Officer","crd":"1763767"},{"name":"Tomonobu Matsui","title":"Chief Compliance Officer, Director and Manading Executive Offier","crd":"7529390"},{"name":"Yasuhiro Harada","title":"Executive Officer","crd":"7890499"},{"name":"Tomonori Hori","title":"Executive Officer","crd":"7711973"},{"name":"Koichi Kinoshita","title":"Managing Executive Officer","crd":"7100327"},{"name":"Yasuko Kito","title":"Executive Officer","crd":"7890496"},{"name":"Ryota Kurashige","title":"Executive Officer","crd":"8054944"},{"name":"Naruaki Matsumoto","title":"Executive Officer","crd":"8271379"},{"name":"Kuniaki Matsuo","title":"Executive Officer","crd":"8271377"},{"name":"Naoto Nagai","title":"Senior Managing Executive Officer","crd":"7657398"},{"name":"Tsuyoshi Niijima","title":"Executive Officer","crd":"7359710"},{"name":"Miki Oikawa","title":"Director (outside)","crd":"8121516"},{"name":"Katsuro Okuzumi","title":"Executive Officer","crd":"8054941"},{"name":"Naoya Orime","title":"Director(ourside)","crd":"1336767"},{"name":"Yasunori Saga","title":"Executive Officer","crd":"8271378"},{"name":"Hiroko Sasaki","title":"Director (outside)","crd":"7657396"},{"name":"Kenji Sonoda","title":"Executive Officer","crd":"7890497"},{"name":"Takenari Suzuki","title":"Managing Executive Officer","crd":"7247100"},{"name":"Yoshiharu Takeda","title":"Executive Officer","crd":"8054940"},{"name":"Yuko Tsuchiya","title":"Managing Executive Officer","crd":"7890500"},{"name":"Osamu Ueyama","title":"Director and Senior Managing Executive Officer","crd":"7100324"},{"name":"Kenji Umaoka","title":"Executive Officer","crd":"8054943"},{"name":"Tetsuji Yasunaga","title":"Managing Executive Officer","crd":"8271376"}],"ownership":[{"label":"Daiwa Securities Group Inc.","detail":"Shareholder in the 10% to 25% ownership band, since April 1999."},{"label":"Sumitomo Mitsui Financial Group, Inc.","detail":"Parent company in the 50% to 75% ownership band and a control person, since February 2003."},{"label":"Mitsui Sumitomo Insurance Company, Limited","detail":"Shareholder in the 10% to 25% ownership band, since December 2002."},{"label":"Sumitomo Life Insurance Company","detail":"Shareholder in the 10% to 25% ownership band, since December 2002."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"81362050200","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":52},{"label":"U.S. state and local bonds","percent":1},{"label":"Sovereign bonds","percent":16},{"label":"Cash and cash equivalents","percent":3},{"label":"Other","percent":27,"detail":"Alternative"}],"privateFunds":0},"sources":{"adv1FilingDate":"20 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/301509/PDF/301509.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Sumitomo Mitsui DS Asset Management Company, Limited have?","answer":"Sumitomo Mitsui DS Asset Management Company, Limited has 1,340 clients and manages $177.7 billion for them, as of August 2026. They include 823 pooled investment vehicles, 370 pension and profit-sharing plans and 107 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 20 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Sumitomo Mitsui DS Asset Management Company, Limited offer?","answer":"Sumitomo Mitsui DS Asset Management Company, Limited provides portfolio management for pooled vehicles and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Sumitomo Mitsui DS Asset Management Company, Limited have?","answer":"Sumitomo Mitsui DS Asset Management Company, Limited has 0 investment adviser representatives registered with state securities authorities, out of 1,022 employees, and 213 perform investment advisory functions. 20 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Sumitomo Mitsui DS Asset Management Company, Limited invest in?","answer":"At the end of its last fiscal year, Sumitomo Mitsui DS Asset Management Company, Limited’s separately managed accounts held 52% exchange-traded equities, 27% alternative, 16% sovereign bonds, 3% cash and equivalents and 1% state and local bonds. It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Sumitomo Mitsui DS Asset Management Company, Limited?","answer":"Sumitomo Mitsui DS Asset Management Company, Limited’s direct owners are Daiwa Securities Group Inc. (10% to 25%), Sumitomo Mitsui Financial Group, Inc. (50% to 75%), Mitsui Sumitomo Insurance Company, Limited (10% to 25%) and Sumitomo Life Insurance Company (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 20 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Sumitomo Mitsui DS Asset Management Company, Limited get paid?","answer":"Sumitomo Mitsui DS Asset Management Company, Limited is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/sumitomo-mitsui-ds-asset-management-company-limited-301509/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-22","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1411530/000119312526311231/0001193125-26-311231-index.html","totalValue":14489715878,"positionCount":767,"top10Share":0.2983174865811541,"top10":[{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":813812651,"shares":4067233,"shareType":"SH","priorValue":719395640,"priorShares":4124975},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":685255697,"shares":2368177,"shareType":"SH","priorValue":591659612,"priorShares":2331296},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":528104930,"shares":1415755,"shareType":"SH","priorValue":511455745,"priorShares":1381678},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":455245423,"shares":1273877,"shareType":"SH","priorValue":292467499,"priorShares":1017066},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":415648038,"shares":1743929,"shareType":"SH","priorValue":336098837,"priorShares":1613765},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":333419125,"shares":313099,"shareType":"SH","priorValue":224039140,"priorShares":316234},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":291091502,"shares":287819,"shareType":"SH","priorValue":246283763,"priorShares":291119},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":285654172,"shares":756199,"shareType":"SH","priorValue":228404143,"priorShares":737954},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":284560322,"shares":805367,"shareType":"SH","priorValue":238125928,"priorShares":830112},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":229743762,"shares":701872,"shareType":"SH","priorValue":207067166,"priorShares":703927}],"positionsListed":200,"positions":[{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":813812651,"shares":4067233,"shareType":"SH","priorValue":719395640,"priorShares":4124975},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":685255697,"shares":2368177,"shareType":"SH","priorValue":591659612,"priorShares":2331296},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":528104930,"shares":1415755,"shareType":"SH","priorValue":511455745,"priorShares":1381678},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":455245423,"shares":1273877,"shareType":"SH","priorValue":292467499,"priorShares":1017066},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":415648038,"shares":1743929,"shareType":"SH","priorValue":336098837,"priorShares":1613765},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":333419125,"shares":313099,"shareType":"SH","priorValue":224039140,"priorShares":316234},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":291091502,"shares":287819,"shareType":"SH","priorValue":246283763,"priorShares":291119},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":285654172,"shares":756199,"shareType":"SH","priorValue":228404143,"priorShares":737954},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":284560322,"shares":805367,"shareType":"SH","priorValue":238125928,"priorShares":830112},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":229743762,"shares":701872,"shareType":"SH","priorValue":207067166,"priorShares":703927},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":205947268,"shares":178419,"shareType":"SH","priorValue":55059812,"priorShares":162976},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":203627645,"shares":361497,"shareType":"SH","priorValue":208348577,"priorShares":364163},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":178283275,"shares":148640,"shareType":"SH","priorValue":136227135,"priorShares":148110},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":169911464,"shares":403974,"shareType":"SH","priorValue":147919697,"priorShares":397901},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":168682600,"shares":491657,"shareType":"SH","priorValue":148860152,"priorShares":492523},{"issuer":"WORLD GOLD TR","titleOfClass":"SPDR GLD MINIS","cusip":"98149E303","value":167479943,"shares":2108788,"shareType":"SH","priorValue":148629342,"priorShares":1603510},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":154579447,"shares":371916,"shareType":"SH","priorValue":100820752,"priorShares":372596},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":154232186,"shares":265501,"shareType":"SH","priorValue":55623458,"priorShares":273428},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":152434826,"shares":600208,"shareType":"SH","priorValue":146128676,"priorShares":597810},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":136995019,"shares":388440,"shareType":"SH","priorValue":127912885,"priorShares":388923},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":122386630,"shares":361823,"shareType":"SH","priorValue":110920323,"priorShares":366703},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":118569901,"shares":1376479,"shareType":"SH","priorValue":103134855,"priorShares":236120},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":117846737,"shares":540755,"shareType":"SH","priorValue":102727377,"priorShares":523585},{"issuer":"AMGEN INC","titleOfClass":"COM","cusip":"031162100","value":116492918,"shares":321697,"shareType":"SH","priorValue":114162307,"priorShares":324463},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":110247486,"shares":938596,"shareType":"SH","priorValue":64458358,"priorShares":830756},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":107350168,"shares":214533,"shareType":"SH","priorValue":100003769,"priorShares":208689},{"issuer":"ISHARES INC","titleOfClass":"MSCI WORLD ETF","cusip":"464286392","value":106689555,"shares":526498,"shareType":"SH","priorValue":73445820,"priorShares":407987},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EUROPE ETF","cusip":"922042874","value":106596671,"shares":1203938,"shareType":"SH","priorValue":97878371,"priorShares":1187412},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":106337312,"shares":378142,"shareType":"SH","priorValue":91871143,"priorShares":379022},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":105805889,"shares":757759,"shareType":"SH","priorValue":35745609,"priorShares":810007},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"TOTAL BND MRKT","cusip":"921937835","value":101374659,"shares":1380938,"shareType":"SH","priorValue":27902711,"priorShares":378907},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":100555173,"shares":887826,"shareType":"SH","priorValue":109052344,"priorShares":877473},{"issuer":"SHERWIN WILLIAMS CO","titleOfClass":"COM","cusip":"824348106","value":95650719,"shares":277796,"shareType":"SH","priorValue":90026468,"priorShares":280850},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":95518093,"shares":353365,"shareType":"SH","priorValue":115483970,"priorShares":371582},{"issuer":"TRAVELERS COMPANIES INC","titleOfClass":"COM","cusip":"89417E109","value":91573968,"shares":277396,"shareType":"SH","priorValue":82262802,"priorShares":282031},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":90507546,"shares":661992,"shareType":"SH","priorValue":120857131,"priorShares":712349},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":90031881,"shares":543146,"shareType":"SH","priorValue":122464110,"priorShares":591900},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":89283728,"shares":694815,"shareType":"SH","priorValue":83181257,"priorShares":691506},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":85852881,"shares":585467,"shareType":"SH","priorValue":84774003,"priorShares":586915},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":84389283,"shares":116721,"shareType":"SH","priorValue":39032076,"priorShares":114199},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":83501170,"shares":1465447,"shareType":"SH","priorValue":71618918,"priorShares":1469106},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":81670014,"shares":324551,"shareType":"SH","priorValue":69848436,"priorShares":321157},{"issuer":"LAM RESEARCH CORP","titleOfClass":"COM NEW","cusip":"512807306","value":78049666,"shares":180116,"shareType":"SH","priorValue":37896874,"priorShares":177370},{"issuer":"KLA CORP","titleOfClass":"COM NEW","cusip":"482480100","value":77251337,"shares":256045,"shareType":"SH","priorValue":37310869,"priorShares":25340},{"issuer":"BOEING CO","titleOfClass":"COM","cusip":"097023105","value":75070064,"shares":346792,"shareType":"SH","priorValue":69696922,"priorShares":350183},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":70923516,"shares":872690,"shareType":"SH","priorValue":62331569,"priorShares":819613},{"issuer":"WELLTOWER INC","titleOfClass":"COM","cusip":"95040Q104","value":64300147,"shares":283298,"shareType":"SH","priorValue":54505681,"priorShares":275685},{"issuer":"PHILIP MORRIS INTL INC","titleOfClass":"COM","cusip":"718172109","value":62014682,"shares":342793,"shareType":"SH","priorValue":55757443,"priorShares":337229},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":61749101,"shares":120228,"shareType":"SH","priorValue":60360927,"priorShares":120804},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":60448200,"shares":64618,"shareType":"SH","priorValue":63286259,"priorShares":63513},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"EM MK GOV BD ETF","cusip":"921946885","value":60073359,"shares":893417,"shareType":"SH","priorValue":42094021,"priorShares":640798},{"issuer":"AMPHENOL CORP","titleOfClass":"CL A","cusip":"032095101","value":57702483,"shares":327260,"shareType":"SH","priorValue":41483864,"priorShares":328325},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":57682983,"shares":154344,"shareType":"SH","priorValue":43571181,"priorShares":153544},{"issuer":"SALESFORCE INC","titleOfClass":"COM","cusip":"79466L302","value":56417183,"shares":360125,"shareType":"SH","priorValue":70311309,"priorShares":376661},{"issuer":"ISHARES TR","titleOfClass":"U.S. REAL ES ETF","cusip":"464287739","value":55809379,"shares":545813,"shareType":"SH"},{"issuer":"SEAGATE TECHNOLOGY HLDNGS PL","titleOfClass":"ORD SHS","cusip":"G7997R103","value":53003590,"shares":54926,"shareType":"SH","priorValue":25431884,"priorShares":64917},{"issuer":"EQUINIX INC","titleOfClass":"COM","cusip":"29444U700","value":52001710,"shares":49887,"shareType":"SH","priorValue":50500004,"priorShares":51518},{"issuer":"3M CO","titleOfClass":"COM","cusip":"88579Y101","value":50943362,"shares":314640,"shareType":"SH","priorValue":46072765,"priorShares":317240},{"issuer":"MARVELL TECHNOLOGY INC","titleOfClass":"COM","cusip":"573874104","value":49787845,"shares":167135,"shareType":"SH","priorValue":8775434,"priorShares":88596},{"issuer":"PALANTIR TECHNOLOGIES INC","titleOfClass":"CL A","cusip":"69608A108","value":49714720,"shares":426114,"shareType":"SH","priorValue":55531838,"priorShares":379627},{"issuer":"PROLOGIS INC.","titleOfClass":"COM","cusip":"74340W103","value":48225017,"shares":355983,"shareType":"SH","priorValue":45163395,"priorShares":341681},{"issuer":"DISNEY WALT CO","titleOfClass":"COM","cusip":"254687106","value":48089676,"shares":499633,"shareType":"SH","priorValue":48413987,"priorShares":502324},{"issuer":"NEXTERA ENERGY INC","titleOfClass":"COM","cusip":"65339F101","value":47797260,"shares":544574,"shareType":"SH","priorValue":48576704,"priorShares":523005},{"issuer":"CROWDSTRIKE HLDGS INC","titleOfClass":"CL A","cusip":"22788C105","value":47074291,"shares":61685,"shareType":"SH","priorValue":25033089,"priorShares":64120},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":46882664,"shares":319909,"shareType":"SH","priorValue":43551621,"priorShares":296048},{"issuer":"WESTERN DIGITAL CORP","titleOfClass":"COM","cusip":"958102105","value":46684045,"shares":73090,"shareType":"SH","priorValue":23614859,"priorShares":87304},{"issuer":"GE VERNOVA INC","titleOfClass":"COM","cusip":"36828A101","value":46337653,"shares":39441,"shareType":"SH","priorValue":34237757,"priorShares":39223},{"issuer":"BANK OF NY MELLON CORP","titleOfClass":"COM","cusip":"064058100","value":44760121,"shares":309523,"shareType":"SH","priorValue":39139359,"priorShares":329928},{"issuer":"ARISTA NETWORKS INC","titleOfClass":"COM SHS","cusip":"040413205","value":44489364,"shares":261887,"shareType":"SH","priorValue":33040466,"priorShares":269103},{"issuer":"NETFLIX INC.","titleOfClass":"COM","cusip":"64110L106","value":43795546,"shares":613383,"shareType":"SH","priorValue":58108156,"priorShares":604349},{"issuer":"EATON CORP PLC","titleOfClass":"SHS","cusip":"G29183103","value":41728653,"shares":97927,"shareType":"SH","priorValue":35542383,"priorShares":99372},{"issuer":"ISHARES INC","titleOfClass":"CORE MSCI EMKT","cusip":"46434G103","value":40323695,"shares":486766,"shareType":"SH","priorValue":13284376,"priorShares":190457},{"issuer":"CORNING INC","titleOfClass":"COM","cusip":"219350105","value":40110173,"shares":157030,"shareType":"SH","priorValue":15702088,"priorShares":115482},{"issuer":"PALO ALTO NETWORKS INC","titleOfClass":"COM","cusip":"697435105","value":39750314,"shares":116563,"shareType":"SH","priorValue":18098685,"priorShares":112891},{"issuer":"TEXAS INSTRS INC","titleOfClass":"COM","cusip":"882508104","value":38837627,"shares":130297,"shareType":"SH","priorValue":25062697,"priorShares":129096},{"issuer":"MORGAN STANLEY","titleOfClass":"COM NEW","cusip":"617446448","value":37686358,"shares":180283,"shareType":"SH","priorValue":29106838,"priorShares":176866},{"issuer":"HONEYWELL INTL INC","titleOfClass":"COM","cusip":"438516205","value":37368910,"shares":166900,"shareType":"SH"},{"issuer":"WELLS FARGO & CO","titleOfClass":"COM","cusip":"949746101","value":37340058,"shares":451840,"shareType":"SH","priorValue":35913743,"priorShares":451121},{"issuer":"HONEYWELL AEROSPACE INC","titleOfClass":"COM","cusip":"43849R105","value":36898252,"shares":166900,"shareType":"SH"},{"issuer":"TJX COS INC NEW","titleOfClass":"COM","cusip":"872540109","value":36794048,"shares":242865,"shareType":"SH","priorValue":38920168,"priorShares":243708},{"issuer":"WILLIAMS COS INC","titleOfClass":"COM","cusip":"969457100","value":36346387,"shares":488921,"shareType":"SH","priorValue":38883734,"priorShares":534264},{"issuer":"VANGUARD CHARLOTTE FDS","titleOfClass":"TOTAL INT BD ETF","cusip":"92203J407","value":36315671,"shares":749859,"shareType":"SH","priorValue":48432046,"priorShares":1007951},{"issuer":"VERTIV HOLDINGS CO","titleOfClass":"COM CL A","cusip":"92537N108","value":36135783,"shares":107926,"shareType":"SH","priorValue":30958407,"priorShares":123547},{"issuer":"CITIGROUP INC","titleOfClass":"COM NEW","cusip":"172967424","value":35759780,"shares":255500,"shareType":"SH","priorValue":29853935,"priorShares":263239},{"issuer":"LINDE PLC","titleOfClass":"SHS","cusip":"G54950103","value":34683874,"shares":66836,"shareType":"SH","priorValue":32679012,"priorShares":65917},{"issuer":"RTX CORPORATION","titleOfClass":"COM","cusip":"75513E101","value":34299200,"shares":180779,"shareType":"SH","priorValue":34362820,"priorShares":178138},{"issuer":"TRANE TECHNOLOGIES PLC","titleOfClass":"SHS","cusip":"G8994E103","value":33960276,"shares":69143,"shareType":"SH","priorValue":31611396,"priorShares":75854},{"issuer":"QUANTA SVCS INC","titleOfClass":"COM","cusip":"74762E102","value":33702192,"shares":46806,"shareType":"SH","priorValue":29115080,"priorShares":53031},{"issuer":"DATADOG INC","titleOfClass":"CL A COM","cusip":"23804L103","value":32073488,"shares":123189,"shareType":"SH","priorValue":15241790,"priorShares":129113},{"issuer":"VERTEX PHARMACEUTICALS INC","titleOfClass":"COM","cusip":"92532F100","value":31457911,"shares":63330,"shareType":"SH","priorValue":28499076,"priorShares":63822},{"issuer":"INTUITIVE SURGICAL INC","titleOfClass":"COM NEW","cusip":"46120E602","value":31379338,"shares":78906,"shareType":"SH","priorValue":33179755,"priorShares":71975},{"issuer":"PARKER-HANNIFIN CORP","titleOfClass":"COM","cusip":"701094104","value":30561359,"shares":31245,"shareType":"SH","priorValue":30826694,"priorShares":34434},{"issuer":"ANALOG DEVICES INC","titleOfClass":"COM","cusip":"032654105","value":29911270,"shares":75311,"shareType":"SH","priorValue":23505138,"priorShares":73883},{"issuer":"APPLOVIN CORP","titleOfClass":"COM CL A","cusip":"03831W108","value":29416026,"shares":57093,"shareType":"SH","priorValue":23007186,"priorShares":57807},{"issuer":"FORTINET INC","titleOfClass":"COM","cusip":"34959E109","value":28830480,"shares":187674,"shareType":"SH","priorValue":18462673,"priorShares":225926},{"issuer":"S&P GLOBAL INC","titleOfClass":"COM","cusip":"78409V104","value":28767625,"shares":70637,"shareType":"SH","priorValue":28626658,"priorShares":67303},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":28670273,"shares":211745,"shareType":"SH","priorValue":30638251,"priorShares":197297},{"issuer":"QUALCOMM INC","titleOfClass":"COM","cusip":"747525103","value":28415713,"shares":153773,"shareType":"SH","priorValue":19167100,"priorShares":148836},{"issuer":"SERVICENOW INC","titleOfClass":"COM","cusip":"81762P102","value":27897978,"shares":281003,"shareType":"SH","priorValue":27752275,"priorShares":265445},{"issuer":"SIMON PPTY GROUP INC NEW","titleOfClass":"COM","cusip":"828806109","value":27566875,"shares":123259,"shareType":"SH","priorValue":22926775,"priorShares":122912},{"issuer":"THERMO FISHER SCIENTIFIC INC","titleOfClass":"COM","cusip":"883556102","value":27080960,"shares":54015,"shareType":"SH","priorValue":26482653,"priorShares":53878},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":27032535,"shares":379404,"shareType":"SH"},{"issuer":"STRYKER CORPORATION","titleOfClass":"COM","cusip":"863667101","value":26960694,"shares":85633,"shareType":"SH","priorValue":25091790,"priorShares":76362},{"issuer":"DIGITAL RLTY TR INC","titleOfClass":"COM","cusip":"253868103","value":26840206,"shares":149461,"shareType":"SH","priorValue":29616072,"priorShares":164342},{"issuer":"VERIZON COMMUNICATIONS INC","titleOfClass":"COM","cusip":"92343V104","value":26342593,"shares":622168,"shareType":"SH","priorValue":43572947,"priorShares":867987},{"issuer":"SANDISK CORP","titleOfClass":"COM","cusip":"80004C200","value":26197917,"shares":11522,"shareType":"SH","priorValue":2810744,"priorShares":4424},{"issuer":"ROYAL CARIBBEAN GROUP","titleOfClass":"COM","cusip":"V7780T103","value":25743745,"shares":81075,"shareType":"SH","priorValue":15731215,"priorShares":57167},{"issuer":"SYNOPSYS INC","titleOfClass":"COM","cusip":"871607107","value":25475058,"shares":57110,"shareType":"SH","priorValue":21561772,"priorShares":54383},{"issuer":"COMFORT SYS USA INC","titleOfClass":"COM","cusip":"199908104","value":25390761,"shares":12811,"shareType":"SH","priorValue":19827118,"priorShares":14378},{"issuer":"ARES MANAGEMENT CORPORATION","titleOfClass":"CL A COM STK","cusip":"03990B101","value":24033499,"shares":215915,"shareType":"SH","priorValue":19433110,"priorShares":178122},{"issuer":"UNION PAC CORP","titleOfClass":"COM","cusip":"907818108","value":23936544,"shares":88002,"shareType":"SH","priorValue":20599166,"priorShares":84903},{"issuer":"GILEAD SCIENCES INC","titleOfClass":"COM","cusip":"375558103","value":23813069,"shares":188484,"shareType":"SH","priorValue":25580806,"priorShares":183546},{"issuer":"MARSH & MCLENNAN COS INC","titleOfClass":"COM","cusip":"571748102","value":23382634,"shares":140293,"shareType":"SH","priorValue":21172521,"priorShares":122067},{"issuer":"ISHARES GOLD TR","titleOfClass":"ISHARES NEW","cusip":"464285204","value":23192519,"shares":307145,"shareType":"SH","priorValue":11114067,"priorShares":126067},{"issuer":"ISHARES TR","titleOfClass":"JPMORGAN USD EMG","cusip":"464288281","value":23050028,"shares":239009,"shareType":"SH","priorValue":21641942,"priorShares":230405},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST BLOO HIGH ETF","cusip":"78468R622","value":22956876,"shares":238216,"shareType":"SH","priorValue":39287604,"priorShares":410443},{"issuer":"DEERE & CO","titleOfClass":"COM","cusip":"244199105","value":22807335,"shares":35955,"shareType":"SH","priorValue":20506373,"priorShares":36404},{"issuer":"ABBOTT LABORATORIES","titleOfClass":"COM","cusip":"002824100","value":22635547,"shares":249455,"shareType":"SH","priorValue":25366677,"priorShares":247070},{"issuer":"ECOLAB INC","titleOfClass":"COM","cusip":"278865100","value":22432563,"shares":80516,"shareType":"SH","priorValue":22643888,"priorShares":85121},{"issuer":"REALTY INCOME CORP","titleOfClass":"COM","cusip":"756109104","value":22368923,"shares":361022,"shareType":"SH","priorValue":21567296,"priorShares":352522},{"issuer":"AT&T INC","titleOfClass":"COM","cusip":"00206R102","value":22208471,"shares":1072873,"shareType":"SH","priorValue":31082237,"priorShares":1072171},{"issuer":"CONSTELLATION ENERGY CORP","titleOfClass":"COM","cusip":"21037T109","value":21947215,"shares":88365,"shareType":"SH","priorValue":25257325,"priorShares":90447},{"issuer":"MSCI INC","titleOfClass":"COM","cusip":"55354G100","value":21836520,"shares":38991,"shareType":"SH","priorValue":21116256,"priorShares":39176},{"issuer":"SCHWAB CHARLES CORP","titleOfClass":"COM","cusip":"808513105","value":21748593,"shares":235706,"shareType":"SH","priorValue":22054569,"priorShares":234673},{"issuer":"BOOKING HOLDINGS INC","titleOfClass":"COM","cusip":"09857L108","value":21107716,"shares":118423,"shareType":"SH","priorValue":32764710,"priorShares":7782},{"issuer":"WASTE MGMT INC DEL","titleOfClass":"COM","cusip":"94106L109","value":21051908,"shares":94454,"shareType":"SH","priorValue":20225886,"priorShares":88019},{"issuer":"PFIZER INC","titleOfClass":"COM","cusip":"717081103","value":21020275,"shares":872935,"shareType":"SH","priorValue":24215574,"priorShares":862378},{"issuer":"BLACKROCK INC","titleOfClass":"COM","cusip":"09290D101","value":20528344,"shares":21349,"shareType":"SH","priorValue":20434414,"priorShares":21248},{"issuer":"DELL TECHNOLOGIES INC","titleOfClass":"CL C","cusip":"24703L202","value":19867870,"shares":46048,"shareType":"SH","priorValue":7798801,"priorShares":47516},{"issuer":"UBER TECHNOLOGIES INC","titleOfClass":"COM","cusip":"90353T100","value":19770397,"shares":273980,"shareType":"SH","priorValue":21020248,"priorShares":292232},{"issuer":"PUBLIC STORAGE","titleOfClass":"COM","cusip":"74460D109","value":19731400,"shares":61988,"shareType":"SH","priorValue":16149324,"priorShares":59618},{"issuer":"CVS HEALTH CORP","titleOfClass":"COM","cusip":"126650100","value":19661707,"shares":190060,"shareType":"SH","priorValue":12935644,"priorShares":180112},{"issuer":"MOTOROLA SOLUTIONS INC","titleOfClass":"COM NEW","cusip":"620076307","value":19556837,"shares":47092,"shareType":"SH","priorValue":12096480,"priorShares":27874},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":19323265,"shares":323727,"shareType":"SH","priorValue":17647379,"priorShares":326501},{"issuer":"AMERICAN WTR WKS CO INC NEW","titleOfClass":"COM","cusip":"030420103","value":19132127,"shares":145403,"shareType":"SH","priorValue":24631882,"priorShares":180997},{"issuer":"ACCENTURE PLC IRELAND","titleOfClass":"SHS CLASS A","cusip":"G1151C101","value":19013810,"shares":152795,"shareType":"SH","priorValue":24361909,"priorShares":122860},{"issuer":"ALTRIA GROUP INC","titleOfClass":"COM","cusip":"02209S103","value":18932635,"shares":263136,"shareType":"SH","priorValue":17384274,"priorShares":263438},{"issuer":"PROGRESSIVE CORP","titleOfClass":"COM","cusip":"743315103","value":18718107,"shares":85686,"shareType":"SH","priorValue":17102958,"priorShares":86274},{"issuer":"CONOCOPHILLIPS","titleOfClass":"COM","cusip":"20825C104","value":18624226,"shares":179148,"shareType":"SH","priorValue":23544444,"priorShares":178367},{"issuer":"CHUBB LIMITED","titleOfClass":"COM","cusip":"H1467J104","value":18510701,"shares":54325,"shareType":"SH","priorValue":18094330,"priorShares":55516},{"issuer":"INTERACTIVE BROKERS GROUP IN","titleOfClass":"COM CL A","cusip":"45841N107","value":18477460,"shares":212287,"shareType":"SH","priorValue":18867260,"priorShares":281307},{"issuer":"TELEDYNE TECHNOLOGIES INC","titleOfClass":"COM","cusip":"879360105","value":18305071,"shares":27448,"shareType":"SH","priorValue":13384031,"priorShares":22122},{"issuer":"BRISTOL-MYERS SQUIBB CO","titleOfClass":"COM","cusip":"110122108","value":18082308,"shares":313820,"shareType":"SH","priorValue":18017114,"priorShares":297067},{"issuer":"HOWMET AEROSPACE INC","titleOfClass":"COM","cusip":"443201108","value":18045077,"shares":67117,"shareType":"SH","priorValue":15306923,"priorShares":66419},{"issuer":"CAPITAL ONE FINL CORP","titleOfClass":"COM","cusip":"14040H105","value":17852371,"shares":88986,"shareType":"SH","priorValue":17182899,"priorShares":94189},{"issuer":"LOWES COS INC","titleOfClass":"COM","cusip":"548661107","value":17761351,"shares":80554,"shareType":"SH","priorValue":18960052,"priorShares":80244},{"issuer":"DANAHER CORP DEL","titleOfClass":"COM","cusip":"235851102","value":17385872,"shares":91274,"shareType":"SH","priorValue":17217197,"priorShares":90808},{"issuer":"NIKE INC","titleOfClass":"CL B","cusip":"654106103","value":16989528,"shares":413874,"shareType":"SH","priorValue":21936727,"priorShares":415311},{"issuer":"NEWMONT CORP","titleOfClass":"COM","cusip":"651639106","value":16772398,"shares":179576,"shareType":"SH","priorValue":19664262,"priorShares":181656},{"issuer":"SOUTHERN CO","titleOfClass":"COM","cusip":"842587107","value":16696610,"shares":174450,"shareType":"SH","priorValue":16749888,"priorShares":173538},{"issuer":"STARBUCKS CORP","titleOfClass":"COM","cusip":"855244109","value":16642766,"shares":162861,"shareType":"SH","priorValue":13913148,"priorShares":155298},{"issuer":"VENTAS INC","titleOfClass":"COM","cusip":"92276F100","value":16359002,"shares":184223,"shareType":"SH","priorValue":14523228,"priorShares":177589},{"issuer":"ISHARES TR","titleOfClass":"MSCI SAUDI ARBIA","cusip":"46434V423","value":16049120,"shares":430156,"shareType":"SH","priorValue":16525546,"priorShares":415737},{"issuer":"SPOTIFY TECHNOLOGY S A","titleOfClass":"SHS","cusip":"L8681T102","value":15998385,"shares":34845,"shareType":"SH","priorValue":19596668,"priorShares":40413},{"issuer":"DARDEN RESTAURANTS INC","titleOfClass":"COM","cusip":"237194105","value":15763679,"shares":76519,"shareType":"SH","priorValue":16376593,"priorShares":83537},{"issuer":"VANGUARD WORLD FD","titleOfClass":"INF TECH ETF","cusip":"92204A702","value":15557560,"shares":130167,"shareType":"SH","priorValue":8681032,"priorShares":12442},{"issuer":"DUKE ENERGY CORP NEW","titleOfClass":"COM NEW","cusip":"26441C204","value":15497822,"shares":122435,"shareType":"SH","priorValue":15367904,"priorShares":117366},{"issuer":"ROCKWELL AUTOMATION INC","titleOfClass":"COM","cusip":"773903109","value":15316785,"shares":30938,"shareType":"SH","priorValue":5990066,"priorShares":16691},{"issuer":"CADENCE DESIGN SYSTEM INC","titleOfClass":"COM","cusip":"127387108","value":15105879,"shares":40248,"shareType":"SH","priorValue":11097572,"priorShares":39938},{"issuer":"TKO GROUP HOLDINGS INC","titleOfClass":"CL A","cusip":"87256C101","value":14631613,"shares":72682,"shareType":"SH","priorValue":16034401,"priorShares":79516},{"issuer":"SNOWFLAKE INC","titleOfClass":"COM SHS","cusip":"833445109","value":14629933,"shares":57485,"shareType":"SH","priorValue":11032785,"priorShares":73152},{"issuer":"LOCKHEED MARTIN CORP","titleOfClass":"COM","cusip":"539830109","value":14547121,"shares":28554,"shareType":"SH","priorValue":17036545,"priorShares":28188},{"issuer":"BAKER HUGHES COMPANY","titleOfClass":"CL A","cusip":"05722G100","value":14396312,"shares":259393,"shareType":"SH","priorValue":16113720,"priorShares":263943},{"issuer":"TRADEWEB MKTS INC","titleOfClass":"CL A","cusip":"892672106","value":14333600,"shares":143825,"shareType":"SH","priorValue":17519221,"priorShares":148897},{"issuer":"PNC FINL SVCS GROUP INC","titleOfClass":"COM","cusip":"693475105","value":14291347,"shares":58043,"shareType":"SH","priorValue":11531307,"priorShares":55415},{"issuer":"IRON MTN INC DEL","titleOfClass":"COM","cusip":"46284V101","value":14251178,"shares":112827,"shareType":"SH","priorValue":11207005,"priorShares":109722},{"issuer":"MEDTRONIC PLC","titleOfClass":"SHS","cusip":"G5960L103","value":14178640,"shares":181243,"shareType":"SH","priorValue":15455934,"priorShares":178372},{"issuer":"CSX CORP","titleOfClass":"COM","cusip":"126408103","value":13974961,"shares":294024,"shareType":"SH","priorValue":12015294,"priorShares":292699},{"issuer":"US BANCORP","titleOfClass":"COM NEW","cusip":"902973304","value":13848210,"shares":229275,"shareType":"SH","priorValue":13202686,"priorShares":253849},{"issuer":"COMCAST CORP NEW","titleOfClass":"CL A","cusip":"20030N101","value":13753106,"shares":560208,"shareType":"SH","priorValue":15681718,"priorShares":546211},{"issuer":"CME GROUP INC","titleOfClass":"COM","cusip":"12572Q105","value":13700514,"shares":62041,"shareType":"SH","priorValue":16422346,"priorShares":55603},{"issuer":"CUMMINS INC","titleOfClass":"COM","cusip":"231021106","value":13169423,"shares":18465,"shareType":"SH","priorValue":9821555,"priorShares":18255},{"issuer":"MCKESSON CORP","titleOfClass":"COM","cusip":"58155Q103","value":13059035,"shares":17283,"shareType":"SH","priorValue":14983708,"priorShares":17315},{"issuer":"FREEPORT MCMORAN INC","titleOfClass":"CL B","cusip":"35671D857","value":12948108,"shares":205885,"shareType":"SH","priorValue":11875500,"priorShares":202033},{"issuer":"JOHNSON CONTROLS INTERNATION","titleOfClass":"SHS","cusip":"G51502105","value":12826705,"shares":87788,"shareType":"SH","priorValue":11385448,"priorShares":86945},{"issuer":"HILTON WORLDWIDE HLDGS INC","titleOfClass":"COM","cusip":"43300A203","value":12569377,"shares":38036,"shareType":"SH","priorValue":11671807,"priorShares":38384},{"issuer":"T-MOBILE US INC","titleOfClass":"COM","cusip":"872590104","value":12434160,"shares":74132,"shareType":"SH","priorValue":15642404,"priorShares":74477},{"issuer":"ISHARES TR","titleOfClass":"GLOBAL REIT ETF","cusip":"46434V647","value":12402071,"shares":449025,"shareType":"SH","priorValue":35335926,"priorShares":1405007},{"issuer":"ISHARES TR","titleOfClass":"MSCI ACWI ETF","cusip":"464288257","value":12379282,"shares":78864,"shareType":"SH","priorValue":8227203,"priorShares":59458},{"issuer":"AUTOMATIC DATA PROCESSING IN","titleOfClass":"COM","cusip":"053015103","value":12333374,"shares":55072,"shareType":"SH","priorValue":10588523,"priorShares":52114},{"issuer":"KEYSIGHT TECHNOLOGIES INC","titleOfClass":"COM","cusip":"49338L103","value":12077065,"shares":34499,"shareType":"SH","priorValue":9334023,"priorShares":33056},{"issuer":"UNITED PARCEL SVCS INC","titleOfClass":"CL B","cusip":"911312106","value":12006675,"shares":111690,"shareType":"SH","priorValue":10782645,"priorShares":109602},{"issuer":"VALERO ENERGY CORP","titleOfClass":"COM","cusip":"91913Y100","value":11895597,"shares":45675,"shareType":"SH","priorValue":11245352,"priorShares":45513},{"issuer":"TERADYNE INC","titleOfClass":"COM","cusip":"880770102","value":11875369,"shares":24544,"shareType":"SH","priorValue":6832810,"priorShares":23048},{"issuer":"MARRIOTT INTL INC NEW","titleOfClass":"CL A","cusip":"571903202","value":11865921,"shares":32019,"shareType":"SH","priorValue":10519225,"priorShares":32162},{"issuer":"ELEVANCE HEALTH INC FORMERLY","titleOfClass":"COM","cusip":"036752103","value":11828911,"shares":30587,"shareType":"SH","priorValue":8930632,"priorShares":30506},{"issuer":"OREILLY AUTOMOTIVE INC","titleOfClass":"COM","cusip":"67103H107","value":11791848,"shares":128047,"shareType":"SH","priorValue":11822696,"priorShares":128076},{"issuer":"BLACKSTONE INC","titleOfClass":"COM","cusip":"09260D107","value":11769471,"shares":100021,"shareType":"SH","priorValue":11056289,"priorShares":96150},{"issuer":"AMERICAN ELEC PWR CO INC","titleOfClass":"COM","cusip":"025537101","value":11712578,"shares":85612,"shareType":"SH","priorValue":10452712,"priorShares":79743},{"issuer":"GENERAL DYNAMICS CORP","titleOfClass":"COM","cusip":"369550108","value":11665832,"shares":32932,"shareType":"SH","priorValue":10565341,"priorShares":30783},{"issuer":"ASTERA LABS INC","titleOfClass":"COM","cusip":"04626A103","value":11619529,"shares":24056,"shareType":"SH","priorValue":1633259,"priorShares":14902},{"issuer":"ROYALTY PHARMA PLC","titleOfClass":"SHS CLASS A","cusip":"G7709Q104","value":11593314,"shares":206765,"shareType":"SH","priorValue":6853858,"priorShares":142878},{"issuer":"ADOBE INC","titleOfClass":"COM","cusip":"00724F101","value":11499367,"shares":56089,"shareType":"SH","priorValue":13549036,"priorShares":55739},{"issuer":"COLGATE PALMOLIVE CO","titleOfClass":"COM","cusip":"194162103","value":11401141,"shares":124358,"shareType":"SH","priorValue":16250378,"priorShares":190665},{"issuer":"MONDELEZ INTL INC","titleOfClass":"CL A","cusip":"609207105","value":11354281,"shares":196305,"shareType":"SH","priorValue":11340094,"priorShares":196740},{"issuer":"AMERICAN TOWER CORP","titleOfClass":"COM","cusip":"03027X100","value":11338182,"shares":69317,"shareType":"SH","priorValue":11933907,"priorShares":69150},{"issuer":"WATSCO INC","titleOfClass":"COM","cusip":"942622200","value":11318804,"shares":27161,"shareType":"SH","priorValue":10863133,"priorShares":29861},{"issuer":"EXTRA SPACE STORAGE INC","titleOfClass":"COM","cusip":"30225T102","value":11280075,"shares":77633,"shareType":"SH","priorValue":10026987,"priorShares":76466},{"issuer":"EOG RES INC","titleOfClass":"COM","cusip":"26875P101","value":11275483,"shares":86915,"shareType":"SH","priorValue":19264386,"priorShares":133253},{"issuer":"ROBINHOOD MKTS INC","titleOfClass":"COM CL A","cusip":"770700102","value":11229655,"shares":111983,"shareType":"SH","priorValue":7714337,"priorShares":111318}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}