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MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Reilly Herbert Faulkner III INSTITUTION : Reilly Herbert Faulkner III
Reilly Herbert Faulkner III Latest Top 20 Portfolio Holdings: (Filing Date: 2019-11-04) --- full portfolio
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
CINTAS CORP    (COM) CTAS 9,487,000 35,385 3.98%
PROCTER AND GAMBLE CO    (COM) PG 8,800,000 70,747 3.69%
WEC ENERGY GROUP INC    (COM) 8,108,000 85,256 3.40%
APPLE INC    (COM) AAPL 8,047,000 35,929 3.37%
NEXTERA ENERGY INC    (COM) NEE 7,740,000 33,220 3.24%
VISA INC    (COM CL A) V 7,699,000 44,756 3.23%
MCCORMICK & CO INC    (COM NON VTG) MKC 7,460,000 47,730 3.13%
AUTOMATIC DATA PROCESSING INC    (COM) ADP 7,359,000 45,588 3.08%
COSTCO WHSL CORP NEW    (COM) COST 7,265,000 25,216 3.05%
TJX COS INC NEW    (COM) TJX 7,260,000 130,250 3.04%
AIR PRODUCTS & CHEMICALS INC    (COM) APD 7,239,000 32,629 3.03%
DANAHER CORP DEL    (COM) DHR 6,979,000 48,323 2.93%
AMAZON COM INC    (COM) AMZN 6,959,000 4,009 2.92%
UNION PAC CORP    (COM) UNP 6,955,000 42,935 2.92%
POOL CORPORATION    (COM) POOL 6,865,000 34,034 2.88%
BARRICK GOLD CORP    (COM) ABX 6,718,000 387,650 2.82%
AMPHENOL CORP NEW    (CL A) APH 6,463,000 66,972 2.71%
INTUIT    (COM) INTU 6,400,000 24,065 2.68%
AMGEN INC    (COM) AMGN 6,301,000 32,560 2.64%
CLOROX CO DEL    (COM) CLX 6,203,000 40,846 2.60%


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