Fund HoldingsBrown Shipley& Co Ltd

Total Portfolio Value
$193.13M
Total Bought
$16.70M
Total Sold
$17.61M
Net Transaction
-$904.7K
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
THERMO FISHER SCIENTIFIC INC(TMO)010,509+10,50905,2692.73%+5,269
INTEL CORP(INTC)50,94247,787-3,1552,2486,6723.45%+4,424
ALPHABET INC(GOOG)57,09754,517-2,58016,37919,2629.97%+2,884
ALPHABET INC(GOOG)36,82536,353-47210,58912,9916.73%+2,402
NVIDIA CORPORATION(NVDA)142,301135,062-7,23924,81727,02513.99%+2,207
BROADCOM INC(AVGO)6,72311,068+4,3452,0814,1812.16%+2,100
NETFLIX INC.(NFLX)30023,202+22,902291,6570.86%+1,628
ELI LILLY & CO(LLY)4,6424,717+754,2705,6582.93%+1,388
JPMORGAN CHASE & CO(JPM)31,07731,601+5249,14210,3445.36%+1,202
VISA INC(V)28,27428,384+1108,5469,7385.04%+1,193
META PLATFORMS INC(META)11,76413,621+1,8576,7317,6733.97%+942
UNITEDHEALTH GROUP INC(UNH)5,7405,485-2551,5532,2801.18%+727
SYNOPSYS INC(SNPS)14,10413,990-1145,5926,2413.23%+649
TESLA INC(TSLA)14,19813,938-2605,2785,8623.04%+584
TAIWAN SEMICONDUCTOR MANUFAC(TSM)3,7293,683-461,2601,7590.91%+499
ROYAL BK CDA(RY)10,65010,65001,7162,2051.14%+488
MERCK & CO INC(MRK)35,84936,729+8804,3124,7202.44%+407
MICROSOFT CORP(MSFT)54,45654,796+34020,15820,44010.58%+282
PALO ALTO NETWORKS INC(PANW)1,6001,550-502575290.27%+272
KEYSIGHT TECHNOLOGIES INC(KEYS)6,0685,644-4241,7131,9761.02%+262
PROCTER & GAMBLE CO(PG)32,20533,231+1,0264,6524,8732.52%+221
CANADIAN IMPERIAL BANK OF CO(CM)4,8604,86004595590.29%+100
CISCO SYS INC(CSCO)1,8822,082+2001462450.13%+99
ISHARES INC0768+7680900.05%+90
LOCKHEED MARTIN CORP(LMT)0170+1700870.04%+87
ISHARES INC0390+3900790.04%+79
AGILENT TECHNOLOGIES INC(A)7,3496,897-4528389160.47%+78
TORONTO DOMINION BK ONT(TD)2,3002,30002142800.14%+65
HONEYWELL INTL INC0192+1920430.02%+43
HONEYWELL AEROSPACE INC0192+1920420.02%+42
WISDOMTREE TR(WT)0205+2050360.02%+36
GE AEROSPACE(GE)35335301001320.07%+32
KRAFT HEINZ CO(KHC)2,5693,169+60058750.04%+17
THOMSON REUTERS CORP(TRI)0189+1890150.01%+15
NEWMONT CORP(NEM)0150+1500140.01%+14
COCA COLA CO(KO)5,0274,869-1583823960.20%+13
STARBUCKS CORP(SBUX)782782070800.04%+10
FORTIVE CORP(FTV)1,0511,051058640.03%+6
ALIBABA GROUP HLDG LTD(BABA)527752+22566720.04%+6
FERGUSON ENTERPRISES INC(FERG)83083001941970.10%+3
BIOGEN INC(BIIB)8585016180.01%+3
JOHNSON & JOHNSON(JNJ)280280068710.04%+3
BOOKING HOLDINGS INC(BKNG)9225+21638400.02%+2
MODERNA INC(MRNA)1041040570.00%+2
HARVARD BIOSCIENCE INC4784780230.00%+1
BRISTOL-MYERS SQUIBB CO(BMY)270270016160.01%-1
COSTCO WHOLESALE CORPORATION(COST)2525025230.01%-2
GENERAL MILLS INC(GIS)700700026240.01%-2
STRYKER CORPORATION(SYK)125125041390.02%-2
MERCADOLIBRE INC(MELI)5656097950.05%-2
COMCAST CORP NEW(CCZ)500500014120.01%-2
LAUDER ESTEE COS INC(EL)7,6056,847-7585465410.28%-5
HA SUSTAINABLE INFRA CAP INC(HASI)1500-15060-6
VERIZON COMMUNICATIONS INC(VZ)1,0141,014051430.02%-8
DEXCOM INC(DXCM)1350-13580-8
MONDELEZ INTL INC(MDLZ)327178-14919100.01%-9
MCDONALDS CORP(MCD)224224070610.03%-9
S&P GLOBAL INC(SPGI)250-25110-11
WASTE MGMT INC DEL(WM)12,66213,004+3422,9102,8981.50%-11
CADENCE DESIGN SYSTEM INC(CDNS)450-45130-13
SALESFORCE INC(CRM)700-70130-13
XYLEM INC(XYL)1100-110130-13
CINTAS CORP(CTAS)270191-7946320.02%-13
MASTERCARD INCORPORATED(MA)445406-392222090.11%-14
REPUBLIC SVCS INC(RSG)700-70150-15
THOMSON REUTERS CORP1920-192170-17
PEPSICO INC(PEP)1,0061,00601561360.07%-20
ORACLE CORP(ORCL)732561-171108820.04%-25
SUNBELT RENTALS HOLDINGS INC(SUNB)5000-500330-33
INTUIT(INTU)193193083500.03%-33
PAYPAL HLDGS INC(PYPL)9,3168,947-3694213860.20%-35
ADOBE INC(ADBE)19752-14548110.01%-37
INTERCONTINENTAL EXCHANGE IN(ICE)1,1541,15401821420.07%-39
INTUITIVE SURGICAL INC930-93430-43
EXXON MOBIL CORP1,3361,316-202271800.09%-47
PFIZER INC(PFE)8,1557,530-6252291810.09%-48
JACKSON FINANCIAL INC(JXN)6400-640680-68
OTIS WORLDWIDE CORP(OTIS)29,30730,585+1,2782,2592,1901.13%-69
HONEYWELL INTL INC(HON)3550-355800-80
AMERICAN TOWER CORP(AMT)14,72715,028+3012,5422,4581.27%-83
NEXTERA ENERGY INC(NEE)34,15734,911+7543,1733,0641.59%-108
NIKE INC(NKE)8,7938,276-5174643400.18%-125
SERVICENOW INC(NOW)49,16450,289+1,1255,1404,9932.59%-147
AT&T INC(T)93,319106,588+13,2692,7052,2061.14%-499
CHEVRON CORPORATION(CVX)17,79718,461+6643,6823,0601.58%-622
EQUINOX GOLD CORP(EQX)58,6503,190-55,460844310.02%-813
DISNEY WALT CO(DIS)60,34548,833-11,5125,8164,7002.43%-1,116
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