Fund HoldingsBrown Shipley& Co Ltd

Total Portfolio Value
$222.12M
Total Bought
$12.40M
Total Sold
$107.18M
Net Transaction
-$94.78M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)27,667249,321+221,65425,00130,80113.87%+5,800
ALPHABET INC(GOOG)103,07799,997-3,08016,13218,3428.26%+2,210
ALPHABET INC(GOOG)61,15256,746-4,4069,50910,3364.65%+828
MICROSOFT CORP(MSFT)73,77171,687-2,08431,32132,04114.42%+720
AMERICAN TOWER CORP NEW(AMT)15,61418,640+3,0263,0143,6231.63%+610
ROYAL BK CDA(RY)11,36911,151-2181,1401,6240.73%+484
SERVICENOW INC(NOW)12,13512,447+3129,3259,7924.41%+467
ELI LILLY & CO(LLY)01,402+1,40201,2690.57%+1,269
MERCADOLIBRE INC(MELI)57115+58871890.09%+102
TORONTO DOMINION BK ONT(TD)5,8125,400-4123504060.18%+56
CANADIAN IMPERIAL BK COMM TO(CM)5,7775,285-4922913440.15%+53
PALO ALTO NETWORKS INC(PANW)543550+71521860.08%+35
PROCTER AND GAMBLE CO(PG)62,58861,130-1,45810,05010,0824.54%+31
QUALCOMM INC(QCOM)9811,000+191681990.09%+31
COSTCO WHSL CORP NEW(COST)035+350300.01%+30
PINTEREST INC(PINS)0570+5700250.01%+25
ORACLE CORP(ORCL)1,1831,188+51481680.08%+19
COCA COLA CO(KO)6,7566,736-204104290.19%+19
THOMSON REUTERS CORP.192193+130440.02%+15
HONEYWELL INTL INC(HON)1,0841,072-122192290.10%+10
LIBERTY GLOBAL LTD(LBTYA)0467+467080.00%+8
JACKSON FINANCIAL INC(JXN)849854+556630.03%+7
PHILIP MORRIS INTL INC(PM)518520+247530.02%+5
LIBERTY GLOBAL LTD(LBTYA)0191+191030.00%+3
BOOKING HOLDINGS INC(BKNG)99032360.02%+3
CINTAS CORP(CTAS)171170-11161190.05%+3
BIOGEN INC(BIIB)100100021230.01%+2
LIBERTY LATIN AMERICA LTD(LILA)058+58010.00%+1
LIBERTY LATIN AMERICA LTD(LILA)024+24000.00%0
INTERCONTINENTAL EXCHANGE IN(ICE)1,2111,214+31661660.07%0
UNITED STATES ANTIMONY CORP1,3241,250-74000.00%0
VERIZON COMMUNICATIONS INC(VZ)1,0011,014+1342420.02%-1
MONDELEZ INTL INC(MDLZ)326327+123210.01%-1
STRYKER CORPORATION(SYK)125125045430.02%-2
INTERNATIONAL BUSINESS MACHS(IBM)162162031280.01%-3
BECTON DICKINSON & CO(BDX)130-1330-3
AMETEK INC210-2140-4
ADOBE INC(ADBE)0555+55503080.14%+308
PROLOGIS INC.(PLD)322318-441360.02%-5
CITIGROUP INC(C)1000-10050-5
AT&T INC(T)2,4111,920-49142370.02%-6
ASML HOLDING N V
N Y REGISTRY SHS
70-760-6
VERALTO CORP(VLTO)750-7570-7
HARVARD BIOSCIENCE INC4,7364,783+4720140.01%-7
GE AEROSPACE(GE)454456+280720.03%-7
ALIGN TECHNOLOGY INC220-2270-7
GAMESTOP CORP NEW(GME)6230-62370-7
PEPSICO INC(PEP)1,1991,191-82071960.09%-11
ISHARES TR3150-315110-11
NOVO-NORDISK A S(NVO)1580-158170-17
HDFC BANK LTD(HDB)3450-345190-19
OTIS WORLDWIDE CORP(OTIS)48,52949,487+9584,7844,7642.14%-20
TAIWAN SEMICONDUCTOR MFG LTD(TSM)4,9683,918-1,0507036810.31%-22
SHOPIFY INC(SHOP)3090-309240-24
COSTCO WHSL CORP NEW CO(COST)350-35260-26
COLGATE PALMOLIVE CO(CL)988600-38888580.03%-30
METTLER TOLEDO INTERNATIONAL(MTD)250-25330-33
ECOLAB INC(ECL)18516-1694240.00%-38
BROADRIDGE FINL SOLUTIONS IN(BR)2070-207420-42
STARBUCKS CORP(SBUX)3,3203,342+223042600.12%-44
JOHNSON & JOHNSON(JNJ)768500-268121730.03%-48
ROPER TECHNOLOGIES INC(ROP)273182-911511030.05%-49
AMPHENOL CORP NEW4560-456520-52
DANAHER CORPORATION(DHR)689465-2241711160.05%-54
AMERICAN EXPRESS CO(AXP)2800-280640-64
ADVANCED MICRO DEVICES INC(AMD)3970-397730-73
MARSH & MCLENNAN COS INC(MRSH)4160-416850-85
SHERWIN WILLIAMS CO(SHW)3480-3481180-118
DISCOVER FINL SVCS95437-91712350.00%-119
TESLA INC(TSLA)024,343+24,34304,8172.17%+4,817
CME GROUP INC(CME)7,3767,302-741,5641,4360.65%-128
KEYSIGHT TECHNOLOGIES INC(KEYS)6,0615,842-2199407990.36%-141
THERMO FISHER SCIENTIFIC INC(TMO)16,02516,450+4259,2549,0974.10%-157
BANK MONTREAL QUE1,6430-1,6431600-160
MORGAN STANLEY(MS)1,87774-1,80317670.00%-168
ALBERTSONS COS INC10,4370-10,4371930-193
IDEX CORP(IEX)9040-9042180-218
INTUIT(INTU)654193-4614181270.06%-292
META PLATFORMS INC(META)5,5154,634-8812,7102,3371.05%-373
PFIZER INC(PFE)19,3165,240-14,0765351470.07%-389
BRISTOL-MYERS SQUIBB CO(BMY)7,576235-7,341402100.00%-392
BANK NOVA SCOTIA HALIFAX7,8100-7,8103930-393
PAYPAL HLDGS INC(PYPL)53,76852,901-8673,4973,0701.38%-427
AGILENT TECHNOLOGIES INC(A)30,63231,017+3854,4594,0211.81%-438
ALIBABA GROUP HLDG LTD(BABA)6,241172-6,069457120.01%-445
FORTIVE CORP(FTV)54,51956,174+1,6554,6134,1631.87%-451
UNITEDHEALTH GROUP INC(UNH)16,81714,948-1,8698,2357,6123.43%-623
EXXON MOBIL CORP6,9351,437-5,4988111650.07%-646
VISA INC(V)40,64640,392-25411,31110,6024.77%-709
JPMORGAN CHASE & CO.(JPM)60,51355,497-5,01612,03811,2255.05%-814
HOME DEPOT INC(HD)2,32712-2,31588840.00%-884
WASTE MGMT INC DEL(WM)21,61317,365-4,2484,6023,7051.67%-897
MASTERCARD INCORPORATED(MA)2,900942-1,9581,3884160.19%-972
GOLDMAN SACHS GROUP INC(GS)2,728307-2,4211,1281390.06%-989
ABBOTT LABS9,3300-9,3301,0460-1,046
BLACKROCK INC(BLK)013+130100.00%+10
MCDONALDS CORP(MCD)4,437339-4,0981,245860.04%-1,158
MERCK & CO INC(MRK)57,72050,252-7,4687,5616,2212.80%-1,340
NIKE INC(NKE)061,813+61,81304,6592.10%+4,659
LAUDER ESTEE COS INC(EL)39,75140,163+4126,0434,2731.92%-1,770
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