Fund HoldingsBrown Shipley& Co Ltd

Total Portfolio Value
$318.21M
Total Bought
$114.57M
Total Sold
$15.87M
Net Transaction
+$98.70M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
BERKSHIRE HATHAWAY INC DEL060,086+60,086025,2487.93%+25,248
AMAZON COM INC(AMZN)0134,245+134,245024,2947.63%+24,294
APPLE INC(AAPL)0127,902+127,902021,7476.83%+21,747
NVIDIA CORPORATION(NVDA)31,27627,667-3,60915,48925,0017.86%+9,512
MICROSOFT CORP(MSFT)67,32573,771+6,44625,31731,3219.84%+6,004
DISNEY WALT CO(DIS)67,00393,214+26,2116,05011,3283.56%+5,279
ALPHABET INC(GOOG)90,475103,077+12,60212,75116,1325.07%+3,381
EDWARDS LIFESCIENCES CORP033,995+33,99503,2041.01%+3,204
MERCK & CO INC(MRK)40,97157,720+16,7494,4677,5612.38%+3,094
AMERICAN TOWER CORP NEW(AMT)21215,614+15,402463,0140.95%+2,968
JPMORGAN CHASE & CO(JPM)54,79760,513+5,7169,32112,0383.78%+2,717
PROCTER AND GAMBLE CO(PG)55,89662,588+6,6928,19110,0503.16%+1,859
LAUDER ESTEE COS INC(EL)28,85439,751+10,8974,2206,0431.90%+1,823
THERMO FISHER SCIENTIFIC INC(TMO)14,34016,025+1,6857,6129,2542.91%+1,642
SERVICENOW INC(NOW)11,07212,135+1,0637,8229,3252.93%+1,502
FORTIVE CORP(FTV)48,33254,519+6,1873,5594,6131.45%+1,055
ABBOTT LABS09,330+9,33001,0460.33%+1,046
WASTE MGMT INC DEL(WM)20,21621,613+1,3973,6214,6021.45%+981
KEYSIGHT TECHNOLOGIES INC(KEYS)06,061+6,06109400.30%+940
OTIS WORLDWIDE CORP(OTIS)43,27048,529+5,2593,8714,7841.50%+912
META PLATFORMS INC(META)5,8255,515-3102,0622,7100.85%+648
ALPHABET INC(GOOG)64,45961,152-3,3079,0049,5092.99%+504
UNITEDHEALTH GROUP INC(UNH)14,83416,817+1,9837,8108,2352.59%+426
AGILENT TECHNOLOGIES INC(A)29,20630,632+1,4264,0614,4591.40%+398
BANK NOVA SCOTIA HALIFAX07,810+7,81003930.12%+393
PAYPAL HLDGS INC(PYPL)51,37253,768+2,3963,1553,4971.10%+342
INTEL CORP(INTC)178,112205,942+27,8308,9509,1692.88%+218
ALBERTSONS COS INC010,437+10,43701930.06%+193
TAIWAN SEMICONDUCTOR MFG LTD(TSM)5,0984,968-1305307030.22%+173
BANK MONTREAL QUE01,643+1,64301600.05%+160
VISA INC(V)43,00040,646-2,35411,19511,3113.55%+116
MASTERCARD INCORPORATED(MA)3,0182,900-1181,2871,3880.44%+101
EXXON MOBIL CORP7,3506,935-4157358110.25%+77
ADVANCED MICRO DEVICES INC(AMD)0397+3970730.02%+73
AMERICAN EXPRESS CO(AXP)0280+2800640.02%+64
AMPHENOL CORP NEW0456+4560520.02%+52
CME GROUP INC(CME)7,3027,376+741,5381,5640.49%+26
COSTCO WHSL CORP NEW CO(COST)035+350260.01%+26
QUALCOMM INC(QCOM)1,000981-191451680.05%+24
GENERAL ELECTRIC CO(GE)456454-258800.03%+21
NOVO-NORDISK A S(NVO)0158+1580170.01%+17
INTUIT(INTU)647654+74044180.13%+14
CINTAS CORP(CTAS)170171+11021160.04%+14
CANADIAN IMPERIAL BK COMM TO(CM)5,7605,777+172792910.09%+12
DANAHER CORPORATION(DHR)687689+21591710.05%+12
JACKSON FINANCIAL INC(JXN)889849-4046560.02%+11
BRISTOL-MYERS SQUIBB CO(BMY)7,6327,576-563924020.13%+10
ALIGN TECHNOLOGY INC022+22070.00%+7
STRYKER CORPORATION(SYK)125125037450.01%+7
ORACLE CORP(ORCL)1,3531,183-1701431480.05%+6
INTERNATIONAL BUSINESS MACHS(IBM)162162026310.01%+4
AMETEK INC021+21040.00%+4
ROPER TECHNOLOGIES INC(ROP)271273+21481510.05%+3
BECTON DICKINSON & CO(BDX)013+13030.00%+3
COCA COLA CO(KO)6,9066,756-1504074100.13%+3
AT&T INC(T)2,4102,411+140420.01%+2
THOMSON REUTERS CORP.192192028300.01%+2
MERCADOLIBRE INC(MELI)5557+286870.03%+1
MORGAN STANLEY(MS)1,8741,877+31751760.06%+1
ASML HOLDING N V
N Y REGISTRY SHS
770560.00%+1
BOOKING HOLDINGS INC(BKNG)99032320.01%+1
CITIGROUP INC(C)1001000550.00%0
UNITED STATES ANTIMONY CORP1,2501,324+74000.00%0
SHOPIFY INC(SHOP)315309-625240.01%-0
BROADRIDGE FINL SOLUTIONS IN(BR)206207+142420.01%-0
MONDELEZ INTL INC(MDLZ)327326-124230.01%-1
ISHARES TR315315013110.00%-1
PHILIP MORRIS INTL INC(PM)520518-249470.01%-2
GAMESTOP CORP NEW(GME)600623+231170.00%-3
HDFC BANK LTD(HDB)351345-624190.01%-4
HARVARD BIOSCIENCE INC4,7834,736-4726200.01%-5
HONEYWELL INTL INC(HON)1,0721,084+122252190.07%-6
MODERNA INC(MRNA)950-9590-9
VERALTO CORP(VLTO)22975-1541970.00%-12
SPDR SER TR
ST STR SP DIV
1000-100120-12
PEPSICO INC(PEP)1,3311,199-1322262070.07%-19
COSTCO WHSL CORP NEW(COST)350-35230-23
SHERWIN WILLIAMS CO(SHW)457348-1091431180.04%-25
METTLER TOLEDO INTERNATIONAL(MTD)5025-2561330.01%-28
TORONTO DOMINION BK ONT(TD)5,8255,812-133783500.11%-28
PALO ALTO NETWORKS INC(PANW)615543-721811520.05%-30
ALIBABA GROUP HLDG LTD(BABA)6,2936,241-524884570.14%-31
ROYAL BK CDA(RY)11,52711,369-1581,1711,1400.36%-32
GOLDMAN SACHS GROUP INC(GS)3,0052,728-2771,1591,1280.35%-32
MCDONALDS CORP(MCD)4,3094,437+1281,2781,2450.39%-33
ECOLAB INC(ECL)386185-20177420.01%-34
BIOGEN INC(BIIB)221100-12157210.01%-36
HOME DEPOT INC(HD)2,6762,327-3499278880.28%-39
PROLOGIS INC.(PLD)606322-28481410.01%-40
ISHARES TR1750-175440-44
IDEX CORP(IEX)1,260904-3562742180.07%-56
PFIZER INC(PFE)20,57719,316-1,2615925350.17%-57
INTERCONTINENTAL EXCHANGE IN(ICE)1,7991,211-5882311660.05%-65
SPDR S&P 500 ETF TR(SPY)9,2628,292-9704,4024,3361.36%-66
DISCOVER FINL SVCS1,757954-8031971230.04%-74
COLGATE PALMOLIVE CO(CL)2,137988-1,149170880.03%-82
VERIZON COMMUNICATIONS INC(VZ)3,4241,001-2,423129420.01%-87
STARBUCKS CORP(SBUX)4,2773,320-9574113040.10%-107
MARSH & MCLENNAN COS INC(MRSH)1,284416-868243850.03%-158
JOHNSON & JOHNSON(JNJ)1,790768-1,0222811210.04%-159
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