The following is my 'best businesses' list from A-Z:

Activision ($ATVI)
Adobe Systems ($ADBE)
Align Technology ($ALGN)
Amazon ($AMZN)
Ansys ($ANSS)
Arista Networks ($ANET)
Aspen Technology ($AZPN)
Atlassian ($TEAM)
Autodesk ($ADSK)
Autozone ($AZO)
Broadcom ($AVGO)
Broadridge ($BR)
Brown Forman ($BF.A)
CDW ($CDW)
Charter ($CHTR)
Cintas ($CTAS)
Cognex ($CGNX)
Comcast ($CMCSA)
Costar Group ($CSGP)
Costco Wholesale ($COST)
Danaher ($DHR)
Delta Airlines ($DAL)
Descartes Systems ($DSGX)
Diageo ($DEO)
Dollar Tree ($DLTR)
Dominos Pizza ($DPZ)
Edwards Lifesciences ($EW)
Electronic Arts ($EA)
Estee Lauder ($EL)
Factset ($FDS)
Fair Isaac ($FICO)
FirstService ($FSV)
Fiserv ($FISV)
Hilton ($HLT)
Home Depot ($HD)
IAC Interactive ($IAC)
Illumina ($ILMN)
Intuit ($INTU)
Intuitive Surgical ($ISRG)
JP Morgan Chase ($JPM)
Jack Henry ($JKHY)
L'Oreal ($LRLCY)
Lululemon Athletica ($LULU)
Manhattan Associates ($MANH)
Markel ($MKL)
Marketaxess ($MKTX)
Masimo ($MASI)
Match Group ($MTCH)
McCormick ($MKC)
Mettler-Toledo ($MTD)
Microsoft ($MSFT)
Monster Energy ($MNST)
Moody's ($MCO)
NVR ($NVR)
Nike ($NKE)
Novo Nordisk ($NVO)
O'Reilly Automotive ($ORLY)
Otis Worldwide ($OTIS)
Palo Alto Networks ($PANW)
Paycom Software ($PAYC)
Paypal Holdings ($PYPL)
Pepsi ($PEP)
Philip Morris ($PM)
Pool Corp ($POOL)
Rollins ($ROL)
Roper Industries ($ROP)
SS&C Technologies ($SSNC)
Salesforce ($CRM)
Sherwin-Williams ($SHW)
A.O. Smith ($AOS)
Southwest Airlines ($LUV)
Square ($SQ)
Starbucks ($SBUX)
Stryker ($SYK)
Teledyne ($TDY)
Temenos ($TMSNY)
Teradyne ($TER)
Thermo Fisher Scientific ($TMO)
Tractor Supply Company ($TSCO)
Transdigm ($TDG)
Tyler Technologies ($TYL)
Ubiquiti Networks ($UI)
Union Pacific ($UNP)
UnitedHealth Group ($UNH)
Veeva Systems ($VEEV)
Verisign ($VRSN)
Verisk ($VRSK)
Visa ($V)
WD40 Company ($WDFC)
Walt Disney Company ($DIS)
Waters Corp ($WAT)
Workday ($WDAY)
Compounders in my portfolio are the following:

Alphabet ($GOOGL)
American Tower ($AMT)
Berkshire Hathaway ($BRK.B)
Booking Holdings ($BKNG)
Constellation Software ($CNSWF)
Copart ($CRPT)
Etsy ($ETSY)
Facebook ($FB)
Heico ($HEI.A)
MSCI ($MSCI)
Mastercard ($MA)
S&P Global ($SPGI)
You can follow @jj_shipley.
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