13F HOLDINGS REPORT
Railway Pension Investments Ltd
Quarter ended Q1 2025 · Filed May 12, 2025 · Accession 0001658020-25-000005
Total Value
$7.05B
Positions
212
Other Managers
0
Confidential Omitted
No
Holdings (212)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GILEAD SCIENCES INC | GILD | 1,432,065 | $160.5M | 2.28% |
| 2 | VISA INC | V | 455,939 | $159.8M | 2.27% |
| 3 | ABBVIE INC | ABBV | 720,349 | $150.9M | 2.14% |
| 4 | MICROSOFT CORP | MSFT | 393,500 | $147.7M | 2.10% |
| 5 | APPLE INC | AAPL | 570,452 | $126.7M | 1.80% |
| 6 | OREILLY AUTOMOTIVE INC | 67103H107 | 84,921 | $121.7M | 1.73% |
| 7 | META PLATFORMS INC | META | 204,820 | $118.1M | 1.68% |
| 8 | JOHNSON & JOHNSON | JNJ | 707,236 | $117.3M | 1.66% |
| 9 | ACCENTURE PLC IRELAND | ACN | 366,582 | $114.4M | 1.62% |
| 10 | PROCTER AND GAMBLE CO | 742718109 | 665,499 | $113.4M | 1.61% |
| 11 | ALTRIA GROUP INC | MO | 1,844,800 | $110.7M | 1.57% |
| 12 | CHENIERE ENERGY INC | LNG | 477,700 | $110.5M | 1.57% |
| 13 | S&P GLOBAL INC | SPGI | 215,700 | $109.6M | 1.56% |
| 14 | ALPHABET INC | GOOG | 700,220 | $108.3M | 1.54% |
| 15 | AMAZON COM INC | AMZN | 546,900 | $104.1M | 1.48% |
| 16 | AUTOZONE INC | AZO | 25,902 | $98.8M | 1.40% |
| 17 | EQUINIX INC | EQIX | 115,269 | $94.0M | 1.33% |
| 18 | NEXTERA ENERGY INC | NEE-PW | 1,321,232 | $93.7M | 1.33% |
| 19 | MCKESSON CORP | MCK | 137,922 | $92.8M | 1.32% |
| 20 | PALO ALTO NETWORKS INC | PANW | 528,106 | $90.1M | 1.28% |
| 21 | CISCO SYS INC | CSCO | 1,452,076 | $89.6M | 1.27% |
| 22 | SERVICENOW INC | NOW | 111,000 | $88.4M | 1.25% |
| 23 | KROGER CO | KR | 1,263,310 | $85.5M | 1.21% |
| 24 | CENTERPOINT ENERGY INC | CNP | 2,299,745 | $83.3M | 1.18% |
| 25 | MERCK & CO INC | MRK | 905,215 | $81.3M | 1.15% |
| 26 | PHILIP MORRIS INTL INC | 718172109 | 510,840 | $81.1M | 1.15% |
| 27 | COLGATE PALMOLIVE CO | CL | 864,409 | $81.0M | 1.15% |
| 28 | CONSTELLATION ENERGY CORP | CEG | 394,900 | $79.6M | 1.13% |
| 29 | FASTENAL CO | FAST | 1,004,355 | $77.9M | 1.11% |
| 30 | EQT CORP | EQT | 1,443,300 | $77.1M | 1.09% |
| 31 | TEXAS INSTRS INC | 882508104 | 410,086 | $73.7M | 1.05% |
| 32 | WALMART INC | WMT | 836,639 | $73.4M | 1.04% |
| 33 | PUBLIC SVC ENTERPRISE GRP IN | 744573106 | 867,300 | $71.4M | 1.01% |
| 34 | FREEPORT-MCMORAN INC | FCX | 1,882,400 | $71.3M | 1.01% |
| 35 | BROADCOM INC | AVGO | 425,492 | $71.2M | 1.01% |
| 36 | CAMECO CORP | CCJ | 1,706,900 | $70.3M | 1.00% |
| 37 | GRAINGER W W INC | 384802104 | 70,788 | $69.9M | 0.99% |
| 38 | IDEXX LABS INC | 45168D104 | 165,130 | $69.3M | 0.98% |
| 39 | BOOKING HOLDINGS INC | BKNG | 14,900 | $68.6M | 0.97% |
| 40 | TECK RESOURCES LTD | TCKRF | 1,768,600 | $64.4M | 0.91% |
| 41 | DOORDASH INC | DASH | 344,212 | $62.9M | 0.89% |
| 42 | THERMO FISHER SCIENTIFIC INC | TMO | 125,370 | $62.4M | 0.89% |
| 43 | DANAHER CORPORATION | 235851102 | 300,199 | $61.5M | 0.87% |
| 44 | COSTCO WHSL CORP NEW | 22160K105 | 63,042 | $59.6M | 0.85% |
| 45 | OTIS WORLDWIDE CORP | OTIS | 526,000 | $54.3M | 0.77% |
| 46 | EOG RES INC | EOG | 420,300 | $53.9M | 0.76% |
| 47 | HOME DEPOT INC | HD | 142,758 | $52.3M | 0.74% |
| 48 | CMS ENERGY CORP | CMS-PC | 681,200 | $51.2M | 0.73% |
| 49 | FAIR ISAAC CORP | FICO | 27,090 | $50.0M | 0.71% |
| 50 | ROBINHOOD MKTS INC | 770700102 | 1,197,336 | $49.8M | 0.71% |
| 51 | FORTINET INC | FTNT | 517,425 | $49.8M | 0.71% |
| 52 | GARTNER INC | IT | 112,978 | $47.4M | 0.67% |
| 53 | CINTAS CORP | CTAS | 223,296 | $45.9M | 0.65% |
| 54 | MOTOROLA SOLUTIONS INC | MSI | 104,700 | $45.8M | 0.65% |
| 55 | ROLLINS INC | ROL | 810,817 | $43.8M | 0.62% |
| 56 | HP INC | HPQ | 1,524,515 | $42.2M | 0.60% |
| 57 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 540,780 | $41.4M | 0.59% |
| 58 | CHECK POINT SOFTWARE TECH LT | M22465104 | 179,129 | $40.8M | 0.58% |
| 59 | HESS CORP | HESM | 255,400 | $40.8M | 0.58% |
| 60 | REPUBLIC SVCS INC | 760759100 | 168,121 | $40.7M | 0.58% |
| 61 | NASDAQ INC | NDAQ | 535,200 | $40.6M | 0.58% |
| 62 | INTERNATIONAL BUSINESS MACHS | INTR | 162,000 | $40.3M | 0.57% |
| 63 | CROWDSTRIKE HLDGS INC | CRWD | 111,020 | $39.1M | 0.56% |
| 64 | CHURCH & DWIGHT CO INC | CHD | 355,199 | $39.1M | 0.55% |
| 65 | CHEVRON CORP NEW | CVX | 231,100 | $38.7M | 0.55% |
| 66 | TJX COS INC NEW | 872540109 | 315,500 | $38.4M | 0.55% |
| 67 | DATADOG INC | DDOG | 371,761 | $36.9M | 0.52% |
| 68 | VERALTO CORP | VLTO | 373,299 | $36.4M | 0.52% |
| 69 | JPMORGAN CHASE & CO. | VYLD | 148,064 | $36.3M | 0.52% |
| 70 | HCA HEALTHCARE INC | HCA | 104,467 | $36.1M | 0.51% |
| 71 | NUTANIX INC | NTNX | 511,641 | $35.7M | 0.51% |
| 72 | KIMBERLY-CLARK CORP | KMB | 247,001 | $35.1M | 0.50% |
| 73 | AUTOMATIC DATA PROCESSING IN | ADP | 106,300 | $32.5M | 0.46% |
| 74 | ABBOTT LABS | ABLZF | 230,900 | $30.6M | 0.43% |
| 75 | SOLVENTUM CORP | SOLV | 399,861 | $30.4M | 0.43% |
| 76 | VERIZON COMMUNICATIONS INC | VZ | 660,100 | $29.9M | 0.42% |
| 77 | WASTE MGMT INC DEL | 94106L109 | 125,276 | $29.0M | 0.41% |
| 78 | COMCAST CORP NEW | CCZ | 783,400 | $28.9M | 0.41% |
| 79 | ELEVANCE HEALTH INC | ELV | 65,728 | $28.6M | 0.41% |
| 80 | LOWES COS INC | 548661107 | 122,383 | $28.5M | 0.41% |
| 81 | PTC INC | PTC | 182,326 | $28.3M | 0.40% |
| 82 | NETAPP INC | NTAP | 318,250 | $28.0M | 0.40% |
| 83 | BOSTON SCIENTIFIC CORP | BSX | 276,500 | $27.9M | 0.40% |
| 84 | MASTERCARD INCORPORATED | MA | 49,500 | $27.1M | 0.39% |
| 85 | GUARDANT HEALTH INC | GH | 620,878 | $26.4M | 0.38% |
| 86 | LINDE PLC | LIN | 56,600 | $26.4M | 0.37% |
| 87 | SNAP ON INC | SNA | 75,800 | $25.5M | 0.36% |
| 88 | BLUE OWL CAPITAL INC | OWL | 1,268,900 | $25.4M | 0.36% |
| 89 | LULULEMON ATHLETICA INC | LULU | 89,800 | $25.4M | 0.36% |
| 90 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 415,800 | $25.4M | 0.36% |
| 91 | BILL HOLDINGS INC | BILL | 549,946 | $25.2M | 0.36% |
| 92 | LPL FINL HLDGS INC | 50212V100 | 76,500 | $25.0M | 0.36% |
| 93 | OKTA INC | OKTA | 225,296 | $23.7M | 0.34% |
| 94 | ARGENX SE | ARGX | 39,500 | $23.4M | 0.33% |
| 95 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 220,500 | $23.1M | 0.33% |
| 96 | ILLINOIS TOOL WKS INC | 452308109 | 91,763 | $22.8M | 0.32% |
| 97 | NVENT ELECTRIC PLC | NVT | 431,481 | $22.6M | 0.32% |
| 98 | MARSH & MCLENNAN COS INC | 571748102 | 90,800 | $22.2M | 0.31% |
| 99 | UNITED THERAPEUTICS CORP DEL | UTHR | 70,600 | $21.8M | 0.31% |
| 100 | EATON CORP PLC | ETN | 79,500 | $21.6M | 0.31% |
| 101 | AMGEN INC | AMGN | 68,700 | $21.4M | 0.30% |
| 102 | PROGRESSIVE CORP | 743315103 | 75,000 | $21.2M | 0.30% |
| 103 | CALIFORNIA RES CORP | CRC | 472,828 | $20.8M | 0.30% |
| 104 | UNITEDHEALTH GROUP INC | UNH | 38,956 | $20.4M | 0.29% |
| 105 | TWILIO INC | TWLO | 199,727 | $19.6M | 0.28% |
| 106 | BLOCK INC | BSQKZ | 354,123 | $19.2M | 0.27% |
| 107 | ROPER TECHNOLOGIES INC | ROP | 32,600 | $19.2M | 0.27% |
| 108 | GLOBANT S A | GLOB | 162,500 | $19.1M | 0.27% |
| 109 | UNIVERSAL HLTH SVCS INC | 913903100 | 97,500 | $18.3M | 0.26% |
| 110 | PAYCHEX INC | PAYX | 116,937 | $18.0M | 0.26% |
| 111 | BALL CORP | BALL | 345,768 | $18.0M | 0.26% |
| 112 | GEN DIGITAL INC | GENVR | 676,300 | $17.9M | 0.25% |
| 113 | LAUDER ESTEE COS INC | 518439104 | 271,500 | $17.9M | 0.25% |
| 114 | COGNEX CORP | CGNX | 581,600 | $17.3M | 0.25% |
| 115 | PEPSICO INC | PEP | 109,722 | $16.5M | 0.23% |
| 116 | MOLSON COORS BEVERAGE CO | TAP-A | 260,300 | $15.8M | 0.22% |
| 117 | BLACKROCK INC | BLK | 16,700 | $15.8M | 0.22% |
| 118 | MOLINA HEALTHCARE INC | MOH | 47,800 | $15.7M | 0.22% |
| 119 | TENABLE HLDGS INC | 88025T102 | 449,732 | $15.7M | 0.22% |
| 120 | ALBERTSONS COS INC | 013091103 | 714,600 | $15.7M | 0.22% |
| 121 | COCA COLA CO | KO | 217,800 | $15.6M | 0.22% |
| 122 | GENERAL MLS INC | 370334104 | 254,290 | $15.2M | 0.22% |
| 123 | STRYKER CORPORATION | SYK | 40,500 | $15.1M | 0.21% |
| 124 | AIRBNB INC | ABNB | 122,077 | $14.6M | 0.21% |
| 125 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 927,400 | $14.3M | 0.20% |
| 126 | GALLAGHER ARTHUR J & CO | 363576109 | 41,300 | $14.3M | 0.20% |
| 127 | CHUBB LIMITED | CB | 47,200 | $14.3M | 0.20% |
| 128 | TRANE TECHNOLOGIES PLC | TT | 41,800 | $14.1M | 0.20% |
| 129 | INTUIT | INTU | 22,700 | $13.9M | 0.20% |
| 130 | PULTE GROUP INC | 745867101 | 134,539 | $13.8M | 0.20% |
| 131 | DAVITA INC | DVA | 88,856 | $13.6M | 0.19% |
| 132 | RYAN SPECIALTY HOLDINGS INC | RYAN | 183,600 | $13.6M | 0.19% |
| 133 | BIO-TECHNE CORP | TECH | 226,700 | $13.3M | 0.19% |
| 134 | VERISK ANALYTICS INC | VRSK | 44,200 | $13.2M | 0.19% |
| 135 | PARKER-HANNIFIN CORP | PH | 21,300 | $12.9M | 0.18% |
| 136 | TRANSDIGM GROUP INC | TDG | 9,200 | $12.7M | 0.18% |
| 137 | CBRE GROUP INC | CBRE | 97,200 | $12.7M | 0.18% |
| 138 | RELIANCE INC | RS | 42,300 | $12.2M | 0.17% |
| 139 | ETSY INC | ETSY | 251,170 | $11.9M | 0.17% |
| 140 | MCDONALDS CORP | MCD | 36,400 | $11.4M | 0.16% |
| 141 | PACKAGING CORP AMER | 695156109 | 57,000 | $11.3M | 0.16% |
| 142 | AFLAC INC | AFL | 98,600 | $11.0M | 0.16% |
| 143 | LENNAR CORP | LEN-B | 93,900 | $10.8M | 0.15% |
| 144 | VERISIGN INC | VRSN | 41,700 | $10.6M | 0.15% |
| 145 | BUILDERS FIRSTSOURCE INC | BLDR | 84,300 | $10.5M | 0.15% |
| 146 | ELECTRONIC ARTS INC | EA | 71,001 | $10.3M | 0.15% |
| 147 | HOLOGIC INC | HOLX | 157,200 | $9.7M | 0.14% |
| 148 | EXPEDITORS INTL WASH INC | 302130109 | 75,800 | $9.1M | 0.13% |
| 149 | EMCOR GROUP INC | EME | 24,561 | $9.1M | 0.13% |
| 150 | YUM BRANDS INC | YUM | 55,900 | $8.8M | 0.12% |
| 151 | AMPHENOL CORP NEW | 032095101 | 133,700 | $8.8M | 0.12% |
| 152 | RPM INTL INC | 749685103 | 74,800 | $8.7M | 0.12% |
| 153 | MASCO CORP | MAS | 123,650 | $8.6M | 0.12% |
| 154 | NVR INC | NVR | 1,134 | $8.2M | 0.12% |
| 155 | AUTODESK INC | ADSK | 31,292 | $8.2M | 0.12% |
| 156 | HILTON WORLDWIDE HLDGS INC | HLT | 35,200 | $8.0M | 0.11% |
| 157 | WILLIAMS SONOMA INC | WSM | 50,400 | $8.0M | 0.11% |
| 158 | HERSHEY CO | HSY | 43,541 | $7.4M | 0.11% |
| 159 | FIDELITY NATIONAL FINANCIAL | FNF | 114,200 | $7.4M | 0.11% |
| 160 | ADOBE INC | ADBE | 18,800 | $7.2M | 0.10% |
| 161 | SOUTHERN CO | SOMN | 76,200 | $7.0M | 0.10% |
| 162 | WASTE CONNECTIONS INC | WCN | 35,800 | $7.0M | 0.10% |
| 163 | LOEWS CORP | L | 75,500 | $6.9M | 0.10% |
| 164 | QUALCOMM INC | QCOM | 44,300 | $6.8M | 0.10% |
| 165 | DECKERS OUTDOOR CORP | DECK | 57,500 | $6.4M | 0.09% |
| 166 | F5 INC | FFIV | 24,130 | $6.4M | 0.09% |
| 167 | REDDIT INC | RDDT | 60,700 | $6.4M | 0.09% |
| 168 | BANK NEW YORK MELLON CORP | 064058100 | 74,100 | $6.2M | 0.09% |
| 169 | AMERIPRISE FINL INC | 03076C106 | 12,800 | $6.2M | 0.09% |
| 170 | MOODYS CORP | MCO | 13,300 | $6.2M | 0.09% |
| 171 | AMETEK INC | AME | 35,872 | $6.2M | 0.09% |
| 172 | KRAFT HEINZ CO | KHC | 190,200 | $5.8M | 0.08% |
| 173 | IDEX CORP | 45167R104 | 30,761 | $5.6M | 0.08% |
| 174 | HENRY JACK & ASSOC INC | 426281101 | 27,807 | $5.1M | 0.07% |
| 175 | TRAVELERS COMPANIES INC | TRV | 18,000 | $4.8M | 0.07% |
| 176 | AT&T INC | T-PC | 168,100 | $4.8M | 0.07% |
| 177 | GARMIN LTD | GRMN | 21,700 | $4.7M | 0.07% |
| 178 | GODADDY INC | GDDY | 25,400 | $4.6M | 0.06% |
| 179 | HARTFORD INSURANCE GROUP INC | HIG-PG | 32,900 | $4.1M | 0.06% |
| 180 | MEDTRONIC PLC | MDT | 45,200 | $4.1M | 0.06% |
| 181 | LENNOX INTL INC | 526107107 | 7,234 | $4.1M | 0.06% |
| 182 | T-MOBILE US INC | TMUSZ | 13,500 | $3.6M | 0.05% |
| 183 | RAYMOND JAMES FINL INC | 754730109 | 25,100 | $3.5M | 0.05% |
| 184 | SALESFORCE INC | CRM | 11,700 | $3.1M | 0.04% |
| 185 | SEI INVTS CO | 784117103 | 39,900 | $3.1M | 0.04% |
| 186 | NRG ENERGY INC | NRG | 31,800 | $3.0M | 0.04% |
| 187 | HUBBELL INC | HUBB | 8,600 | $2.8M | 0.04% |
| 188 | CUMMINS INC | CMI | 8,900 | $2.8M | 0.04% |
| 189 | ECOLAB INC | ECL | 10,600 | $2.7M | 0.04% |
| 190 | PFIZER INC | PFE | 89,900 | $2.3M | 0.03% |
| 191 | EXPEDIA GROUP INC | EXPE | 12,800 | $2.2M | 0.03% |
| 192 | KEURIG DR PEPPER INC | KDP | 57,700 | $2.0M | 0.03% |
| 193 | ROSS STORES INC | ROST | 14,300 | $1.8M | 0.03% |
| 194 | BERKLEY W R CORP | WRB-PH | 22,950 | $1.6M | 0.02% |
| 195 | COPART INC | CPRT | 28,100 | $1.6M | 0.02% |
| 196 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 6,400 | $1.6M | 0.02% |
| 197 | KEYSIGHT TECHNOLOGIES INC | KEYS | 9,600 | $1.4M | 0.02% |
| 198 | MILLROSE PPTYS INC | 601137102 | 46,950 | $1.2M | 0.02% |
| 199 | QUEST DIAGNOSTICS INC | DGX | 7,100 | $1.2M | 0.02% |
| 200 | SYNCHRONY FINANCIAL | SYF-PB | 22,400 | $1.2M | 0.02% |
| 201 | DOMINOS PIZZA INC | DPZ | 2,400 | $1.1M | 0.02% |
| 202 | DOCUSIGN INC | DOCU | 13,103 | $1.1M | 0.02% |
| 203 | METTLER TOLEDO INTERNATIONAL | MTD | 900 | $1.1M | 0.02% |
| 204 | FIRSTENERGY CORP | FE | 25,500 | $1.0M | 0.01% |
| 205 | KENVUE INC | KVUE | 40,100 | $961,598 | 0.01% |
| 206 | FORTIVE CORP | FTV | 12,200 | $892,796 | 0.01% |
| 207 | MANHATTAN ASSOCIATES INC | MANH | 4,796 | $829,900 | 0.01% |
| 208 | FERGUSON ENTERPRISES INC | FERG | 5,100 | $817,173 | 0.01% |
| 209 | CONAGRA BRANDS INC | CAG | 21,700 | $578,739 | 0.01% |
| 210 | RESMED INC | RSMDF | 2,405 | $538,359 | 0.01% |
| 211 | SMITH A O CORP | AOS | 8,200 | $535,952 | 0.01% |
| 212 | CLOROX CO DEL | CLX | 3,460 | $509,485 | 0.01% |