Terry Smith (Fundsmith) and Polen Capital Management bought shares of $PAYC Paycom in Q1 2024. Free cash flow per share growth has grown at a CAGR of 47% over the past decade.
Hello friends, Some cash came into the portfolio today. Below are the allocations. All of the new cash is probably going into $SCHG and perhaps a little more into $PAYC to bump it up to the 4% range where I like my small holdings