Fund HoldingsNavera Investment Management Ltd.

Total Portfolio Value
$5.47B
Total Bought
$334.95M
Total Sold
$228.02M
Net Transaction
+$106.93M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
MARSH & MCLENNAN COS INC(MRSH)1,439,4431,511,296+71,853305,777368,7976.75%+63,019
MASTERCARD INCORPORATED(MA)683,696713,779+30,083360,306391,2137.16%+30,907
BROADRIDGE FINL SOLUTIONS IN(BR)1,069,1961,123,865+54,669241,825272,4254.98%+30,600
TRACTOR SUPPLY CO(TSCO)5,118,7855,358,519+239,734271,674295,2025.40%+23,528
AUTOMATIC DATA PROCESSING IN689,715716,468+26,753201,920218,8814.00%+16,962
LABCORP HOLDINGS INC(LH)1,211,3141,266,688+55,374277,838294,7295.39%+16,891
UNITEDHEALTH GROUP INC(UNH)558,524569,934+11,410282,764298,4905.46%+15,725
FISERV INC(FISV)1,876,0791,812,953-63,126385,588400,4937.33%+14,904
INTUIT(INTU)398,924418,948+20,024250,771257,2014.70%+6,429
BERKSHIRE HATHAWAY INC DEL19,65119,211-4408,91310,2420.19%+1,329
THERMO FISHER SCIENTIFIC INC(TMO)631,856661,218+29,362328,719329,0596.02%+340
WHEATON PRECIOUS METALS CORP(WPM)4,0004,00002253110.01%+86
JOHNSON & JOHNSON(JNJ)2,5002,50003624150.01%+53
MCDONALDS CORP(MCD)1,4811,48104294620.01%+33
ABBOTT LABS1,5701,57001782080.00%+31
EXXON MOBIL CORP2,6402,64002843140.01%+30
RTX CORPORATION(RTX)1,6001,60001852120.00%+27
COCA COLA CO(KO)2,1622,16201351550.00%+20
EBAY INC(EBAY)2,8002,80001741900.00%+16
LINDE PLC(LIN)33533501401560.00%+16
DEERE & CO(DE)32532501381530.00%+15
OTIS WORLDWIDE CORP(OTIS)800800074830.00%+8
S&P GLOBAL INC(SPGI)54054002692740.01%+5
STRYKER CORPORATION(SYK)35035001261300.00%+4
VERIZON COMMUNICATIONS INC(VZ)690690028310.00%+4
CHUBB LIMITED
COM
108108030330.00%+3
JPMORGAN CHASE & CO(JPM)280280067690.00%+2
WELLS FARGO CO NEW(WFC)350350025250.00%+1
CARRIER GLOBAL CORPORATION(CARR)1,6001,60001091010.00%-8
MSCI INC(MSCI)24524501471390.00%-8
PALO ALTO NETWORKS INC(PANW)96096001751640.00%-11
ADVANCED MICRO DEVICES INC(AMD)650650079670.00%-12
VISA INC(V)330250-80104880.00%-17
AMERICAN EXPRESS CO(AXP)1,5001,50004454040.01%-42
HOME DEPOT INC(HD)275175-100107640.00%-43
META PLATFORMS INC(META)550466-843222690.00%-54
PAYPAL HLDGS INC(PYPL)2,8002,80002391830.00%-56
TAIWAN SEMICONDUCTOR MFG LTD(TSM)7,9108,860+9501,5631,4700.03%-93
ABBVIE INC(ABBV)1,9351,185-7503442480.00%-96
DOLLAR GEN CORP NEW(DG)3,3501,550-1,8002541360.00%-118
COSTCO WHSL CORP NEW(COST)1,3821,182-2001,2671,1180.02%-149
XYLEM INC(XYL)7,5306,030-1,5008747200.01%-153
NVIDIA CORPORATION(NVDA)1,2500-1,2501680-168
WEC ENERGY GROUP INC(WEC)5,0802,380-2,7004782590.00%-218
NIKE INC(NKE)2,9700-2,9702250-225
APPLE INC(AAPL)13,86510,865-3,0003,4722,4130.04%-1,059
AVERY DENNISON CORP793,326827,913+34,587148,408147,3082.69%-1,100
AMETEK INC759,787784,237+24,450136,983134,9602.47%-2,023
ADOBE SYSTEMS INCORPORATED(ADBE)212,801219,237+6,43694,64184,0741.54%-10,566
ALPHABET INC(GOOG)668,875726,165+57,290126,633112,2572.05%-14,376
ALPHABET INC(GOOG)489,909486,715-3,19493,30875,9931.39%-17,315
SYNOPSYS INC(SNPS)557,174585,951+28,777270,322251,2054.59%-19,117
MICROSOFT CORP(MSFT)758,556779,461+20,905319,718292,3235.35%-27,395
ACCENTURE PLC IRELAND
SHS CLASS A
810,118825,065+14,947285,166257,5494.71%-27,617
CADENCE DESIGN SYSTEM INC(CDNS)783,906815,379+31,473235,625207,3593.79%-28,266
INTUITIVE SURGICAL INC571,119531,225-39,894298,143263,0754.81%-35,068
ALIGN TECHNOLOGY INC764,732764,479-253159,470121,4232.22%-38,048
AMPHENOL CORP NEW3,242,4752,614,513-627,962225,291171,4953.14%-53,797
AMAZON COM INC(AMZN)1,210,6111,052,759-157,852265,575200,3083.66%-65,267
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