| Fastenal |
FAST |
Industrial Distribution |
7.2% |
25.0 |
2.8% |
99% |
97 |
100 |
6.6% |
| FactSet Research |
FDS |
Financial Data & Stock... |
8.0% |
25.0 |
1.3% |
99% |
99 |
95 |
5.9% |
| Qualcomm |
QCOM |
Semiconductors |
5.9% |
25.0 |
1.9% |
87% |
66 |
81 |
6.4% |
| Alphabet (Google) |
GOOG |
Internet Content & Inf... |
15.7% |
31.0 |
0.0% |
98% |
96 |
99 |
14.2% |
| Costco Wholesale |
COST |
Discount Stores |
7.3% |
35.0 |
0.9% |
100% |
92 |
88 |
5.2% |
| NextGen Healthcare |
NXGN |
Health Information Ser... |
3.4% |
16.0 |
0.0% |
41% |
41 |
33 |
-0.8% |
| Exxon Mobil |
XOM |
Oil & Gas Integrated |
1.4% |
16.6 |
4.8% |
83% |
33 |
56 |
6.3% |
| Schlumberger |
SLB |
Oil & Gas Equipment & ... |
6.2% |
24.0 |
1.3% |
52% |
33 |
56 |
15.5% |
| Oracle Corp. |
ORCL |
Software - Infrastructure |
4.3% |
12.0 |
1.6% |
98% |
100 |
94 |
6.8% |
| Gilead Sciences |
GILD |
Drug Manufacturers - G... |
0.3% |
12.0 |
3.5% |
89% |
56 |
67 |
8.0% |
| Cognizant Technology |
CTSH |
Information Technology... |
8.3% |
16.0 |
1.1% |
97% |
93 |
95 |
6.9% |
| Cisco Systems |
CSCO |
Communication Equipment |
1.9% |
13.0 |
3.1% |
88% |
97 |
95 |
6.0% |
| Coca-Cola |
KO |
Beverages - Non-Alcoholic |
6.2% |
22.0 |
3.2% |
90% |
92 |
98 |
8.2% |
| Lowe's |
LOW |
Home Improvement Retail |
5.5% |
19.0 |
1.7% |
99% |
81 |
83 |
8.4% |
| Walgreen |
WBA |
Pharmaceutical Retailers |
3.6% |
8.9 |
3.0% |
84% |
70 |
77 |
14.0% |
| LKQ Corp |
LKQ |
Auto Parts |
4.1% |
14.0 |
0.0% |
85% |
99 |
90 |
4.0% |
| Forward Air |
FWRD |
Integrated Freight & L... |
6.8% |
21.0 |
1.0% |
94% |
67 |
92 |
1.9% |
| Starbucks |
SBUX |
Restaurants |
9.9% |
30.0 |
1.8% |
95% |
87 |
97 |
5.6% |
| Pepsi |
PEP |
Beverages - Non-Alcoholic |
3.4% |
21.0 |
2.8% |
96% |
97 |
84 |
4.7% |
| Simulations Plus* |
SLP |
Health Information Ser... |
17.9% |
97.0 |
1.5% |
63% |
70 |
84 |
15.9% |
| Veeva Systems |
VEEV |
Health Information Ser... |
20.6% |
50.0 |
0.0% |
81% |
60 |
93 |
2.9% |
| F5 Networks |
FFIV |
Software - Infrastructure |
6.5% |
21.0 |
0.0% |
96% |
94 |
85 |
6.0% |
| Procter & Gamble |
PG |
Household & Personal P... |
3.7% |
21.0 |
2.6% |
98% |
94 |
97 |
5.2% |
| Skyworks Solutions |
SWKS |
Semiconductors |
6.8% |
16.0 |
2.1% |
79% |
57 |
85 |
5.4% |
| Abbott Labs |
ABT |
Medical Devices |
7.3% |
25.0 |
1.6% |
90% |
94 |
91 |
6.9% |
| Wells Fargo |
WFC |
Banks - Diversified |
5.2% |
13.0 |
4.0% |
93% |
42 |
63 |
14.9% |
| PRA Group* |
PRAA |
Credit Services |
7.9% |
19.0 |
0.0% |
40% |
33 |
31 |
5.6% |
| Johnson & Johnson |
JNJ |
Drug Manufacturers - G... |
4.2% |
17.0 |
2.6% |
100% |
92 |
91 |
8.2% |
| Five Below |
FIVE |
Specialty Retail |
15.5% |
39.0 |
0.0% |
81% |
77 |
98 |
6.9% |
| Stryker |
SYK |
Medical Devices |
7.0% |
22.0 |
1.2% |
99% |
77 |
90 |
3.5% |
| Under Armour C |
UA |
Apparel Manufacturing |
2.4% |
34.0 |
0.0% |
59% |
22 |
30 |
1.1% |
| Intel |
INTC |
Semiconductors |
4.3% |
11.0 |
1.5% |
99% |
86 |
93 |
12.7% |
| Aaron's |
AAN |
Rental & Leasing Services |
7.7% |
14.0 |
0.3% |
83% |
85 |
92 |
9.0% |
| Bank of Nova Scotia |
BNS-TO |
Banks - Diversified |
6.0% |
11.0 |
4.4% |
91% |
81 |
86 |
7.8% |
| Wal-Mart |
WMT |
Discount Stores |
2.7% |
22.0 |
1.8% |
77% |
86 |
64 |
1.8% |
| Microsoft |
MSFT |
Software - Infrastructure |
9.7% |
36.0 |
1.3% |
97% |
93 |
96 |
11.9% |
| AFLAC |
AFL |
Insurance - Life |
9.1% |
9.5 |
2.5% |
67% |
51 |
77 |
9.6% |
| Pfizer |
PFE |
Drug Manufacturers - G... |
3.3% |
13.0 |
3.5% |
93% |
57 |
80 |
8.6% |
| Biogen |
BIIB |
Drug Manufacturers - G... |
4.0% |
13.0 |
0.0% |
68% |
84 |
76 |
13.1% |
| Price T. Rowe |
TROW |
Asset Management |
9.1% |
16.0 |
2.9% |
95% |
88 |
98 |
9.6% |
| Home Depot |
HD |
Home Improvement Retail |
5.7% |
21.0 |
2.8% |
98% |
75 |
89 |
7.2% |
| Apple |
AAPL |
Consumer Electronics |
9.2% |
22.0 |
1.2% |
97% |
98 |
99 |
5.0% |
| Medtronic |
MDT |
Medical Devices |
2.3% |
19.0 |
2.2% |
94% |
99 |
89 |
2.2% |
| Align Technology |
ALGN |
Medical Devices |
21.5% |
49.0 |
0.0% |
76% |
91 |
97 |
6.3% |
| Jazz Pharmaceuticals |
JAZZ |
Biotechnology |
10.4% |
9.0 |
0.0% |
81% |
95 |
88 |
10.7% |
| General Electric |
GE |
Specialty Industrial M... |
5.9% |
12.0 |
1.3% |
4% |
38 |
32 |
4.3% |
| AT&T Inc |
T |
Telecom Services |
3.5% |
7.9 |
4.3% |
73% |
92 |
90 |
11.1% |
| CVS Health |
CVS |
Healthcare Plans |
2.1% |
10.0 |
2.7% |
95% |
99 |
79 |
7.6% |
| Akamai Technologies |
AKAM |
Software - Infrastructure |
8.4% |
32.0 |
0.0% |
95% |
55 |
70 |
8.8% |
| Danaher |
DHR |
Diagnostics & Research |
4.9% |
31.0 |
0.7% |
92% |
81 |
82 |
0.9% |
| Magellan Midstream Prtnrs |
MMP |
Oil & Gas Midstream |
5.3% |
13.0 |
6.6% |
60% |
77 |
92 |
14.6% |
