Fund HoldingsTe Ahumairangi Investment Management Ltd

Total Portfolio Value
$520.5K
Total Bought
$11.2K
Total Sold
$54.7K
Net Transaction
-$43.5K
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
Ulta Beauty Inc(ULTA)05,262+5,262020.39%+2
GoDaddy Inc(GDDY)08,038+8,038010.22%+1
Netflix Inc(NFLX)0850+850010.11%+1
Jabil Inc(JBL)04,460+4,460000.09%0
Vertex Pharmaceuticals Inc(VRTX)14,73413,889-845671.25%0
Walt Disney Co/The(DIS)20,97128,943+7,972330.55%0
United Parcel Service Inc(UPS)12,93615,356+2,420220.40%0
Amazon.Com Inc(AMZN)15,01714,807-210330.55%0
Colgate-Palmolive Co(CL)45,11742,897-2,220440.80%0
Alphabet Inc(GOOG)15,79813,418-2,380220.47%0
AT&T Inc(T)681,554628,998-52,55612122.31%0
Adobe Inc(ADBE)4,3103,945-365220.42%0
Elevance Health Inc(ELV)7,8937,525-368440.78%-0
Duke Energy Corp(DUK)23,34922,099-1,250220.43%-0
Viatris Inc(VTRS)27,16424,864-2,300000.05%-0
Everest Re Group Ltd(EG)30,69531,840+1,14512122.33%-0
Sumitomo Mitsui Financial Group(SMFG)96,77779,477-17,300110.20%-0
Marsh & McLennan Cos Inc(MRSH)10,75910,139-620220.41%-0
Chevron Corporation(CVX)21,82421,269-555330.64%-0
Royal Bank of Canada(RY)38,44035,040-3,400440.72%-0
WP Carey Inc(WPC)83,92183,181-740550.88%-0
Skechers USA Inc80,24568,675-11,570550.91%-0
Southern Co/The(SO)2,3700-2,37000-0
Mckesson Corp(MCK)11,1199,839-1,280661.10%-0
Roivant Sciences Ltd(ROIV)190,645168,145-22,500220.34%-0
Check Point Software Technologies Ltd
ORD
79,88277,922-1,96013132.47%-0
Kinross Gold Corp(KGC)422,100280,800-141,300320.45%-0
Meta Platforms Inc(META)16,70115,568-1,133881.51%-0
Sabra Health Care Reit Inc(SBRA)190,312165,420-24,892330.49%-0
General Mills Inc(GIS)74,99378,413+3,420550.95%-0
Public Storage(PSA)18,41217,552-860550.97%-0
Pfizer Inc(PFE)214,114201,623-12,491661.08%-0
AbbVie Inc(ABBV)22,53222,152-380440.73%-0
Exxon Mobil Corp24,42921,929-2,500330.48%-0
Toronto-Dominion Bank/The(TD)56,38155,581-800330.59%-0
Cisco Systems Inc(CSCO)178,218179,218+1,000991.64%-0
Oracle Corp(ORCL)43,79836,198-7,600650.98%-0
HP Inc(HPQ)193,808156,058-37,750651.05%-0
Wheaton Precious Metals Corp(WPM)82,67666,724-15,952430.67%-0
Mizuho Financial Group Inc(MFG)223,736113,379-110,357100.09%-0
Rio Tinto PLC(RIO)24,57217,472-7,100210.22%-0
Consolidated Edison Inc(ED)80,79677,346-3,450771.33%-0
Intel Corp(INTC)45,56650,516+4,950220.30%-0
Canadian Imperial Bank of Commerce(CM)47,63741,137-6,500220.38%-0
PepsiCo Inc(PEP)17,85416,074-1,780330.51%-0
Exelon Corp(EXC)89,40083,000-6,400330.55%-0
Laboratory Corp of America Holdings24,12923,473-656550.92%-0
Gilead Sciences Inc(GILD)91,96390,353-1,610761.19%-1
Johnson & Johnson(JNJ)46,15546,125-30771.30%-1
VeriSign Inc64,48565,415+93012122.23%-1
Mitsubishi UFJ Financial Group(MUFG)110,04146,017-64,024100.10%-1
Arrow Electronics Inc34,06730,447-3,620440.71%-1
Apple Inc(AAPL)150,505119,000-31,50526254.82%-1
Medtronic PLC(MDT)54,07150,271-3,800540.76%-1
Walmart Inc(WMT)173,027142,256-30,77110101.85%-1
Kraft Heinz Co/The(KHC)173,030173,840+810661.08%-1
Visa Inc(V)35,89035,174-7161091.77%-1
J M Smucker Co/The(SJM)44,61144,291-320650.93%-1
Albertsons Cos Inc310,504296,804-13,700761.13%-1
General Motors Co(GM)114,55894,508-20,050540.84%-1
AutoZone Inc(AZO)1,2381,041-197430.59%-1
Palo Alto Networks Incorporated(PANW)2,8750-2,87510-1
UnitedHealth Group Inc(UNH)13,76611,646-2,120761.14%-1
Accenture PLC
SHS CLASS A
9,0747,174-1,900320.42%-1
Quest Diagnostics Inc(DGX)57,12448,484-8,640871.28%-1
Organon & Co(OGN)129,73969,439-60,300210.28%-1
Travelers Cos Inc/The(TRV)33,92133,437-484871.31%-1
International Business Machines Corporation(IBM)41,51039,720-1,790871.32%-1
Cigna Corp(CI)20,29918,840-1,459761.20%-1
Microsoft Corp(MSFT)92,13984,101-8,03839387.22%-1
QUALCOMM Inc(QCOM)34,52623,338-11,188650.89%-1
Agnico Eagle Mines Ltd(AEM)89,21462,414-26,800540.78%-1
Newmont Corp(NEM)201,386142,168-59,218761.14%-1
DaVita Inc(DVA)57,43847,637-9,801871.27%-1
Procter & Gamble Co/The(PG)56,55547,355-9,200981.50%-1
Citigroup Inc(C)212,553189,881-22,67213122.32%-1
Alphabet Inc(GOOG)149,387115,500-33,88723214.04%-2
Broadcom Inc(AVGO)6,5844,479-2,105971.38%-2
Walgreens Boots Alliance Inc118,14966,599-51,550310.15%-2
HCA Healthcare Inc(HCA)29,85525,345-4,5101081.56%-2
Merck & Co Inc(MRK)104,68696,277-8,40914122.29%-2
Stellantis NV(STLA)358,696419,361+60,6651081.60%-2
Kroger Co/The(KR)190,217177,647-12,5701191.70%-2
CVS Health Corp(CVS)116,942123,402+6,460971.40%-2
Bristol-Myers Squibb Co(BMY)149,957146,057-3,900861.17%-2
Cardinal Health Inc(CAH)52,98738,246-14,741640.72%-2
Verizon Communications Inc(VZ)796,473748,173-48,30033315.93%-3
WW Grainger Inc(GWW)12,75211,352-1,40013101.97%-3
Page 1 of 1