Fund HoldingsCovea Finance

Total Portfolio Value
$2.05B
Total Bought
$192.52M
Total Sold
$87.82M
Net Transaction
+$104.70M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ADOBE INC(ADBE)17,92860,328+42,4009,14135,9921.75%+26,850
MICROSOFT CORP(MSFT)391,862391,8620123,730147,3567.18%+23,625
DISNEY WALT CO(DIS)184,371364,071+179,70014,94332,8721.60%+17,929
AMAZON COM INC(AMZN)355,369394,949+39,58045,17560,0092.93%+14,834
ZIMMER BIOMET HOLDINGS INC(ZBH)29,500143,300+113,8003,31017,4400.85%+14,129
LOWES COS INC(LOW)63,830120,530+56,70013,26626,8241.31%+13,558
WALMART INC(WMT)162,610247,910+85,30026,00639,0831.91%+13,077
HONEYWELL INTL INC(HON)137,191173,311+36,12025,34536,3451.77%+11,000
MONDELEZ INTL INC(MDLZ)0145,500+145,500010,5390.51%+10,539
APPLE INC(AAPL)414,740414,740071,00879,8503.89%+8,842
DEXCOM INC(DXCM)249,840253,940+4,10023,31031,5111.54%+8,201
AMERICAN WTR WKS CO INC NEW231,293278,493+47,20028,64136,7581.79%+8,117
NETFLIX INC(NFLX)102,55095,750-6,80038,72346,6192.27%+7,896
ITT INC(ITT)064,900+64,90007,7440.38%+7,744
HOWMET AEROSPACE INC(HWM)645,250694,050+48,80029,84337,5621.83%+7,719
OREILLY AUTOMOTIVE INC(ORLY)30,94737,047+6,10028,12635,1981.72%+7,071
NVIDIA CORPORATION(NVDA)116,903116,903050,85257,8932.82%+7,041
COSTCO WHSL CORP NEW(COST)84,23081,930-2,30047,58754,0802.64%+6,494
WASTE MGMT INC DEL(WM)233,430233,430035,58441,8072.04%+6,223
ZOETIS INC(ZTS)250,324250,324043,55149,4062.41%+5,855
ROPER TECHNOLOGIES INC(ROP)68,89871,798+2,90033,36639,1421.91%+5,776
CMS ENERGY CORP(CMS)55,500140,800+85,3002,9488,1760.40%+5,229
VISA INC(V)167,027167,027038,41843,4852.12%+5,068
KEYSIGHT TECHNOLOGIES INC(KEYS)175,918175,918023,27627,9871.36%+4,711
PROLOGIS INC.(PLD)223,119223,119025,03629,7421.45%+4,706
INTUITIVE SURGICAL INC89,09889,098026,04230,0581.47%+4,016
THERMO FISHER SCIENTIFIC INC(TMO)64,61169,111+4,50032,70436,6831.79%+3,979
AMPHENOL CORP NEW314,240303,029-11,21126,39330,0391.46%+3,646
ADVANCED MICRO DEVICES INC(AMD)114,900103,400-11,50011,81415,2420.74%+3,428
UNITEDHEALTH GROUP INC(UNH)38,90043,400+4,50019,61322,8491.11%+3,236
AMETEK INC171,211171,211025,29828,2311.38%+2,933
AMERICAN TOWER CORP NEW(AMT)54,76954,76909,00711,8240.58%+2,817
ROCKWELL AUTOMATION INC(ROK)113,758113,758032,52035,3201.72%+2,800
ABBOTT LABS459,905428,305-31,60044,54247,1442.30%+2,602
SHERWIN WILLIAMS CO(SHW)42,18642,186010,76013,1580.64%+2,398
WABTEC(WAB)115,448115,448012,26914,6500.71%+2,382
PARKER-HANNIFIN CORP(PH)46,94544,745-2,20018,28620,6141.00%+2,328
XYLEM INC(XYL)91,62291,62208,34010,4780.51%+2,138
MARTIN MARIETTA MATLS INC(MLM)29,80028,800-1,00012,23214,3690.70%+2,136
ECOLAB INC(ECL)72,99572,995012,36514,4790.71%+2,113
COHERENT CORP(COHR)048,000+48,00002,0890.10%+2,089
ROLLINS INC(ROL)848,245772,245-76,00031,66533,7241.64%+2,059
CADENCE DESIGN SYSTEM INC(CDNS)52,54452,544012,31114,3110.70%+2,000
ESSENTIAL UTILS INC(WTRG)48,00096,000+48,0001,6483,5860.17%+1,938
DEERE & CO(DE)80,16980,169030,25432,0571.56%+1,803
AEROVIRONMENT INC014,000+14,00001,7650.09%+1,765
ILLINOIS TOOL WKS INC(ITW)54,99054,990012,66514,4040.70%+1,739
DOLLAR GEN CORP NEW(DG)54,68054,68005,7857,4340.36%+1,649
MARKETAXESS HLDGS INC(MKTX)10,00012,800+2,8002,1363,7480.18%+1,612
ENBRIDGE INC(ENB)576,200576,200019,32920,7421.01%+1,413
ALPHABET INC(GOOG)158,720158,720020,77022,1721.08%+1,401
VERALTO CORP(VLTO)016,797+16,79701,3820.07%+1,382
LULULEMON ATHLETICA INC(LULU)19,59017,290-2,3007,5548,8400.43%+1,286
GENTEX CORP(GNTX)037,000+37,00001,2080.06%+1,208
CURTISS WRIGHT CORP(CW)34,10035,300+1,2006,6717,8640.38%+1,194
EQUINIX INC(EQIX)14,88914,889010,81311,9910.58%+1,178
NEXTERA ENERGY INC(NEE)286,988286,988016,44217,4320.85%+990
DATADOG INC(DDOG)32,10032,10002,9243,8960.19%+972
NIKE INC(NKE)72,71672,71606,9537,8950.38%+942
MARVELL TECHNOLOGY INC(MRVL)146,578146,57807,9348,8400.43%+906
MARRIOTT INTL INC NEW(MAR)30,86030,86006,0666,9590.34%+893
SERVICENOW INC(NOW)5,7005,70003,1864,0270.20%+841
MOTOROLA SOLUTIONS INC(MSI)108,29096,790-11,50029,48130,3041.48%+823
INGREDION INC(INGR)60,40061,900+1,5005,9436,7180.33%+775
TJX COS INC NEW(TJX)147,600147,600013,11913,8460.68%+728
PALO ALTO NETWORKS INC(PANW)10,40010,40002,4383,0670.15%+629
TAIWAN SEMICONDUCTOR MFG LTD(TSM)35,51135,51103,0863,6930.18%+607
ON SEMICONDUCTOR CORP(ON)96,800114,600+17,8008,9989,5730.47%+575
COOPER COS INC(COO)9,5009,50003,0213,5950.18%+574
CLEAN HARBORS INC(CLH)010,000+10,00001,7450.09%+1,745
STARBUCKS CORP(SBUX)99,64799,64709,0959,5670.47%+472
CLEVELAND-CLIFFS INC NEW(CLF)94,00094,00001,4691,9190.09%+450
COMMERCIAL METALS CO(CMC)037,000+37,00001,8510.09%+1,851
PTC INC(PTC)24,00021,800-2,2003,4003,8140.19%+414
DYNATRACE INC(DT)46,50046,50002,1732,5430.12%+370
CHEMED CORP NEW(CHE)5,3005,30002,7543,0990.15%+345
OSHKOSH CORP(OSK)25,00025,00002,3862,7100.13%+325
ATI INC(ATI)66,00066,00002,7163,0010.15%+285
DONALDSON INC(DCI)38,98338,98302,3252,5480.12%+223
POOL CORP(POOL)5,1005,10001,8162,0330.10%+217
LITTELFUSE INC(LFUS)8,3008,30002,0532,2210.11%+168
BRUNSWICK CORP(BC)30,00026,000-4,0002,3702,5160.12%+146
IDEX CORP(IEX)15,50015,50003,2243,3650.16%+141
TARGA RES CORP(TRGP)120,400120,400010,32110,4590.51%+138
ZURN ELKAY WATER SOLNS CORP(ZWS)040,000+40,00001,1760.06%+1,176
BENTLEY SYS INC(BSY)023,000+23,00001,2000.06%+1,200
PROCTER AND GAMBLE CO(PG)41,50041,50006,0536,0810.30%+28
COGNEX CORP(CGNX)37,30037,30001,5831,5570.08%-26
VALMONT INDS INC(VMI)8,2008,20001,9701,9150.09%-55
ALLEGRO MICROSYSTEMS INC(ALGM)045,000+45,00001,3620.07%+1,362
SIMPLY GOOD FOODS CO(SMPL)69,00057,000-12,0002,3822,2570.11%-125
DARLING INGREDIENTS INC(DAR)76,40076,40003,9883,8080.19%-180
CBOE GLOBAL MKTS INC(CBOE)23,00018,500-4,5003,5933,3030.16%-289
VEEVA SYS INC(VEEV)31,40031,40006,3886,0450.29%-343
CAE INC(CAE)202,900202,90004,7914,3790.21%-412
CAMECO CORP(CCJ)1,169,0131,070,813-98,20046,70746,1622.25%-545
CHENIERE ENERGY INC(LNG)205,640195,940-9,70034,12833,4491.63%-679
BAKER HUGHES COMPANY(BKR)672,850672,850023,76522,9981.12%-767
TELEDYNE TECHNOLOGIES INC(TDY)47,81041,910-5,90019,53418,7040.91%-830
REPLIGEN CORP(RGEN)000000
Page 1 of 1