Fund HoldingsBank Julius Baer & Co. Ltd, Zurich

Total Portfolio Value
$4.61B
Total Bought
$745.42M
Total Sold
$3.85B
Net Transaction
-$3.11B
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)073,102+73,1020279,4286.06%+279,428
ALPHABET INC(GOOG)6,883,8951,572,559-5,311,336901219,6714.76%+218,770
NVIDIA CORPORATION(NVDA)1,373,44440,298-1,333,146597168,7163.66%+168,118
APPLE INC(AAPL)0779,981+779,9810150,1703.26%+150,170
UNITEDHEALTH GROUP INC(UNH)1,095,03030,342-1,064,688552130,6282.83%+130,076
VISA INC(V)2,151,53149,953-2,101,578495122,3242.65%+121,829
META PLATFORMS INC(META)854,813303,193-551,620257107,3182.33%+107,062
BROADCOM INC(AVGO)256,07792,724-163,353213103,5032.24%+103,290
MASTERCARD INCORPORATED(MA)866,64820,164-846,48434396,6432.10%+96,300
ADOBE INC(ADBE)614,762160,921-453,84131396,0062.08%+95,692
AMAZON COM INC(AMZN)3,376,685579,852-2,796,83342988,1031.91%+87,674
JOHNSON & JOHNSON(JNJ)052,417+52,417087,1351.89%+87,135
ELI LILLY & CO(LLY)494,46411,491-482,97326674,0771.61%+73,812
ACCENTURE PLC IRELAND
SHS CLASS A
2,900188,312+185,412166,0811.43%+66,080
JPMORGAN CHASE & CO(JPM)2,123,15068,006-2,055,14430863,3711.37%+63,063
ORACLE CORP(ORCL)0570,639+570,639060,1621.30%+60,162
INTUITIVE SURGICAL INC776,907168,823-608,08422756,9541.24%+56,727
KLA CORP(KLAC)04,882+4,882052,9071.15%+52,907
HOME DEPOT INC(HD)915,907130,573-785,33427745,2500.98%+44,973
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0424,121+424,121044,1510.96%+44,151
EXXON MOBIL CORP1,089,822442,765-647,05712844,2680.96%+44,139
THERMO FISHER SCIENTIFIC INC(TMO)431,81513,125-418,69021944,3110.96%+44,092
APPLIED MATLS INC0263,722+263,722042,7410.93%+42,741
MICROCHIP TECHNOLOGY INC.(MCHP)0465,269+465,269041,9580.91%+41,958
BOOKING HOLDINGS INC(BKNG)19,12011,698-7,4225941,4960.90%+41,437
BOOZ ALLEN HAMILTON HLDG COR905,655318,668-586,9879940,7610.88%+40,662
HONEYWELL INTL INC(HON)0188,998+188,998039,6350.86%+39,635
CONOCOPHILLIPS(COP)1,387,532339,331-1,048,20116639,3860.85%+39,220
S&P GLOBAL INC(SPGI)088,759+88,759039,1000.85%+39,100
CADENCE DESIGN SYSTEM INC(CDNS)745,992142,036-603,95617538,6860.84%+38,512
NASDAQ INC(NDAQ)2,497,47051,868-2,445,60212135,6960.77%+35,574
CATERPILLAR INC(CAT)0118,374+118,374035,0000.76%+35,000
DANAHER CORPORATION(DHR)1,231,639151,999-1,079,64030635,1640.76%+34,858
DISNEY WALT CO(DIS)971,693386,096-585,5977934,8610.76%+34,782
MARKEL GROUP INC(MKL)51,43424,504-26,9307634,7940.75%+34,718
CISCO SYS INC(CSCO)1,732,742686,270-1,046,4729334,6700.75%+34,577
FISERV INC(FISV)0260,380+260,380034,5890.75%+34,589
LAUDER ESTEE COS INC(EL)0233,510+233,510034,1510.74%+34,151
NIKE INC(NKE)0309,044+309,044033,5530.73%+33,553
COCA COLA CO(KO)0567,875+567,875033,4650.73%+33,465
NXP SEMICONDUCTORS N V
COM
0143,681+143,681033,0010.72%+33,001
MERCK & CO INC(MRK)08,966+8,966033,1830.72%+33,183
VERISK ANALYTICS INC(VRSK)524,962134,989-389,97312432,2430.70%+32,119
TEXAS INSTRS INC(TXN)0188,480+188,480032,1280.70%+32,128
EOG RES INC(EOG)577,139262,568-314,5717331,7580.69%+31,684
AMETEK INC0185,535+185,535030,5930.66%+30,593
PUBLIC STORAGE(PSA)150,61799,266-51,3514030,2760.66%+30,237
COSTCO WHSL CORP NEW(COST)5,90045,799+39,899330,2310.66%+30,228
AMGEN INC(AMGN)331,114105,039-226,0758930,2530.66%+30,164
INTUIT(INTU)189,7112,183-187,5289729,5360.64%+29,439
VERTEX PHARMACEUTICALS INC(VRTX)185,63071,741-113,8896529,1910.63%+29,126
PROGRESSIVE CORP(PGR)693,616176,882-516,7349728,1740.61%+28,077
LAM RESEARCH CORP(LRCX)035,611+35,611027,8930.60%+27,893
ANALOG DEVICES INC(ADI)0139,045+139,045027,6090.60%+27,609
ALTRIA GROUP INC(MO)0679,443+679,443027,4090.59%+27,409
ELECTRONIC ARTS INC(EA)0197,644+197,644027,0400.59%+27,040
ROPER TECHNOLOGIES INC(ROP)199,58849,652-149,9369727,0690.59%+26,972
MEDTRONIC PLC(MDT)0317,478+317,478026,1540.57%+26,154
TE CONNECTIVITY LTD(TEL)0183,314+183,314025,7560.56%+25,756
US BANCORP DEL(USB)711,611591,510-120,1012425,6010.56%+25,577
QUALCOMM INC(QCOM)0174,803+174,803025,2820.55%+25,282
EATON CORP PLC(ETN)16,768104,235+87,467425,1020.54%+25,098
ROCKWELL AUTOMATION INC(ROK)079,400+79,400024,6520.53%+24,652
GALLAGHER ARTHUR J & CO(AJG)357,974108,976-248,9988224,5070.53%+24,425
MOSAIC CO NEW(MOS)0681,478+681,478024,3490.53%+24,349
UNION PAC CORP(UNP)353,22794,391-258,8367223,1840.50%+23,112
IDEXX LABS INC(IDXX)040,411+40,411022,4300.49%+22,430
INFOSYS LTD(INFY)01,192,651+1,192,651021,9210.48%+21,921
REGENERON PHARMACEUTICALS(REGN)84,1012,216-81,8856921,8910.47%+21,822
HUNTINGTON BANCSHARES INC(HBAN)01,693,985+1,693,985021,5470.47%+21,547
GILEAD SCIENCES INC(GILD)417,319265,444-151,8753121,5040.47%+21,472
AFLAC INC(AFL)0260,560+260,560021,4960.47%+21,496
SYNOPSYS INC(SNPS)44,77241,340-3,4322121,2860.46%+21,266
CANADIAN PACIFIC KANSAS CITY(CP)0271,353+271,353021,2030.46%+21,203
YUM CHINA HLDGS INC(YUMC)0496,955+496,955021,0860.46%+21,086
ELEVANCE HEALTH INC(ELV)86,59144,217-42,3743820,8510.45%+20,813
WARNER BROS DISCOVERY INC(WBD)01,782,327+1,782,327020,2830.44%+20,283
CENTENE CORP DEL(CNC)488,120272,900-215,2203420,2520.44%+20,218
BRISTOL-MYERS SQUIBB CO(BMY)0390,942+390,942020,0590.44%+20,059
ZOETIS INC(ZTS)501,74997,601-404,1488719,2630.42%+19,176
SERVICENOW INC(NOW)026,548+26,548018,7560.41%+18,756
STELLANTIS NV(STLA)0764,179+764,179017,9370.39%+17,937
HENRY JACK & ASSOC INC(JKHY)0109,524+109,524017,8970.39%+17,897
CANADIAN NATL RY CO(CNI)0138,679+138,679017,2150.37%+17,215
FERRARI NV
COM
048,916+48,916016,5680.36%+16,568
CITIGROUP INC(C)0311,584+311,584016,0280.35%+16,028
PEPSICO INC(PEP)035,867+35,867015,8510.34%+15,851
CORTEVA INC(CTVA)411,547327,896-83,6512115,7130.34%+15,692
FEDEX CORP(FDX)059,977+59,977015,1720.33%+15,172
CROWDSTRIKE HLDGS INC(CRWD)66,97657,490-9,4861114,6780.32%+14,667
MCDONALDS CORP(MCD)048,216+48,216014,2960.31%+14,296
REPUBLIC SVCS INC(RSG)084,426+84,426013,9230.30%+13,923
SYSCO CORP(SYY)0188,101+188,101013,7560.30%+13,756
HDFC BANK LTD(HDB)0197,493+197,493013,2540.29%+13,254
KEYSIGHT TECHNOLOGIES INC(KEYS)080,839+80,839012,8610.28%+12,861
FORTINET INC(FTNT)0216,677+216,677012,6820.28%+12,682
EDWARDS LIFESCIENCES CORP0166,350+166,350012,6840.28%+12,684
CF INDS HLDGS INC(CF)121,473156,994+35,5211012,4810.27%+12,471
VERIZON COMMUNICATIONS INC(VZ)0325,994+325,994012,2900.27%+12,290
PFIZER INC(PFE)0414,825+414,825011,9430.26%+11,943
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