Fund HoldingsLazard Freres Gestion S.A.S.

Total Portfolio Value
$3.26M
Total Bought
$446.4K
Total Sold
$312.5K
Net Transaction
+$133.9K
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
RAYTHEON TECH(RTX)01,182,032+1,182,03201133.46%+113
MICROSOFT CORP(MSFT)965,834958,752-7,0822433179.72%+73
AMAZON.COM INC(AMZN)1,608,1831,654,499+46,3161442116.46%+66
MERCK & CO/U(MRK)1,566,2961,590,615+24,3191451795.50%+35
ALPHABET INC A(GOOG)1,481,4191,433,026-48,3931361645.04%+28
VISA INC(V)797,264797,594+3301571845.64%+26
ACCENTURE PLC
SHS CLASS A
489,479490,015+5361221474.52%+25
BECTON DICKIN/U(BDX)534,381539,648+5,2671151394.27%+25
ALPHABET INC C(GOOG)805,454775,411-30,04371942.88%+23
APPLIED MATLS I70,912191,590+120,6788270.81%+19
PARKER HANNIFIN(PH)311,142290,158-20,984911103.37%+18
OTIS WORLDWIDE(OTIS)1,120,6421,107,887-12,75582962.95%+14
ADOBE INC(ADBE)127,763126,741-1,02245581.78%+13
ZOETIS INC(ZTS)472,610481,562+8,95269812.47%+12
ECOLAB INC(ECL)333,486335,721+2,23549601.85%+11
BALL CORP/U953,3921,005,501+52,10946561.73%+10
MEDTRONIC PLC(MDT)678,302700,489+22,18749591.80%+10
HONEYWELL INTL(HON)264,019274,101+10,08245541.66%+9
CHEVRON CORP/U(CVX)671,136677,007+5,871951043.19%+9
APPLE INC/U(AAPL)159,329158,982-34722300.93%+8
KLA CORP(KLAC)67,63669,965+2,32924320.99%+8
JOHN & JOHN COM(JNJ)240,688240,178-51032401.22%+8
INTERCONTINEN(ICE)521,833519,123-2,71048561.72%+8
COSTCO WHOLE(COST)105,177105,143-3447541.66%+7
PROCTER & GAM/U(PG)260,979261,827+84833401.22%+7
MOTOROLA SOL(MSI)238,195245,444+7,24961682.08%+6
AMPHENOL CORP601,890616,536+14,64644501.54%+6
ROSS STORES INC(ROST)503,375505,853+2,47848541.65%+6
COLGATE PALMO/U(CL)327,035375,202+48,16722270.84%+5
ESTEE LAUDER(EL)382,723455,982+73,25982872.68%+5
MONDELEZ INTL/U(MDLZ)541,676567,871+26,19534391.21%+5
BERKSHR HAT B/U49,57351,974+2,40113180.54%+5
PEPSICO INC(PEP)202,788210,245+7,45733371.14%+4
SPDR S&P 500(SPY)36,54937,555+1,00613170.51%+4
WALT DISNEY CO(DIS)508,788566,947+58,15945491.50%+4
T-MOBIL US INC(TMUS)242,765256,219+13,45431341.04%+2
HOME DEPOT INC(HD)30,44530,647+202790.29%+2
WELLS FARGO CO(WFC)998,539867,818-130,72133351.08%+2
CVS HEALTH CORP(CVS)4,08128,556+24,475020.06%+2
BERKSHIRE-HAT A10100450.16%+1
EOG RESOURCES/U(EOG)289,653281,760-7,89330310.94%+1
SALESFORCE INC(CRM)19,46420,109+645340.13%+1
IPG PHOTONICS(IPGP)20,97022,770+1,800230.09%+1
SCHWAB CHARLES(SCHW)34,65133,880-771220.06%0
BORG-WARNER INC49,32049,3200220.07%0
LILLY ELI & CO(LLY)1,7861,7860110.03%0
FACEBOOK INC/U(META)01,000+1,000000.01%0
ORACLE CORP/U(ORCL)02,400+2,400000.01%0
CARRIER GLOBAL(CARR)23,68523,210-475110.04%0
INTEL CORP/U(INTC)07,159+7,159000.01%0
NVIDIA CORP(NVDA)1,4441,379-65010.02%0
AMER EXPRESS CO(AXP)8,8158,285-530110.04%0
INVESCO QQQ0575+575000.01%0
TESLA INC(TSLA)2,0691,994-75010.02%0
BANK OF AMERICA1,592,5981,511,175-81,42341411.26%0
STRYKER CORP(SYK)2,0002,0000010.02%0
NETFLIX INC(NFLX)871828-43000.01%0
JUMIA TECHN-ADR(JMIA)102,900102,9000000.01%0
SCHLUMBERGER LT(SLB)6,0906,0900000.01%0
JPMORGAN CHA/U(JPM)2,1631,864-299000.01%0
THERMO FISHER(TMO)5445440000.01%0
ABBOTT LABS/U3,0002,500-500000.01%0
NEWMONT GOLDCO(NEM)14,00014,0000110.02%0
COCA COLA CO(KO)9,2348,170-1,064000.02%0
PFIZER INC(PFE)7,8237,573-250000.01%0
S&P GLOBAL INC(SPGI)1,5901,5900110.02%-0
MASTERCARD INC(MA)940660-280000.01%-0
CIGNA GROUP/THE(CI)1,7211,7210000.01%-0
CISCO SYS INC(CSCO)5,6084,116-1,492000.01%-0
EMBECTA CORP21,73820,980-758100.01%-0
INTERPUBLIC GRO17,15017,1500110.02%-0
HILTON WORLD(HLT)5,1355,1350110.02%-0
AUTOMATIC DATA3,0473,0470110.02%-0
CME(CME)3,2503,2500110.02%-0
JOHNSON CTRL IN
SHS
12,87511,175-1,700110.02%-0
EXXON MOBIL/U
COM
2,7000-2,70000-0
3M CO/U(MMM)18,18213,212-4,970210.04%-0
BARRICK GOLD CO30,0000-30,00000-0
TEXAS INSTR/U(TXN)304,373303,369-1,00452511.56%-1
iSHR CORE S&P3,1380-3,13810-1
NIKE INC CL B(NKE)311,228309,254-1,97434321.00%-2
MORGAN STANLEY(MS)546,768508,931-37,83743411.26%-2
RAYTHEON TECH1,166,2940-1,166,2941000-100
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