Fund Holdings — Brown Shipley& Co Ltd

Total Portfolio Value
$181.65M
Total Bought
$1.50M
Total Sold
$30.68M
Net Transaction
-$29.19M
Filing Period:
Securities
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SharesValue ($K)
Q1 2025
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Q2 2025
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Change
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Q1 2025
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Q2 2025
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Weight (%)
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Change
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NVIDIA CORPORATION(NVDA)171,244155,164-16,08018,55924,51413.50%+5,955
MICROSOFT CORP(MSFT)63,18256,508-6,67423,71828,10815.47%+4,390
SERVICENOW INC(NOW)8,8898,361-5287,0778,5964.73%+1,519
SYNOPSYS INC(SNPS)15,15114,667-4846,4987,5194.14%+1,022
META PLATFORMS INC(META)5,5455,660+1153,1964,1782.30%+982
DISNEY WALT CO(DIS)73,10265,998-7,1047,2158,1844.51%+969
TESLA INC(TSLA)17,02616,375-6514,4125,2022.86%+789
ALPHABET INC(GOOG)48,51946,542-1,9777,5038,2024.52%+699
JPMORGAN CHASE & CO.(JPM)41,42937,342-4,08710,16310,8265.96%+663
ALPHABET INC(GOOG)85,31977,120-8,19913,32913,6807.53%+351
RALLIANT CORP(RAL)05,341+5,34102590.14%+259
TAIWAN SEMICONDUCTOR MFG LTD(TSM)3,9263,922-46528880.49%+237
ROYAL BK CDA(RY)11,01010,950-601,2401,4400.79%+200
KEYSIGHT TECHNOLOGIES INC(KEYS)6,2036,462+2599291,0590.58%+130
MERCADOLIBRE INC(MELI)13113102563420.19%+87
CANADIAN IMPERIAL BK COMM(CM)5,2605,26002963730.21%+77
PALO ALTO NETWORKS INC(PANW)1,9201,92003283930.22%+65
PAYPAL HLDGS INC(PYPL)11,13810,524-6147277820.43%+55
ORACLE CORP(ORCL)1,168969-1991632120.12%+49
FERGUSON ENTERPRISES INC(FERG)83083001331810.10%+48
LAUDER ESTEE COS INC(EL)9,9698,716-1,2536587040.39%+46
SALESFORCE INC(CRM)0145+1450400.02%+40
TORONTO DOMINION BK ONT(TD)2,8502,85001712090.12%+38
INTUIT(INTU)19319301191520.08%+34
CISCO SYS INC(CSCO)0459+4590320.02%+32
GE AEROSPACE(GE)4564560911170.06%+26
INTERNATIONAL BUSINESS MACHS(IBM)058+580170.01%+17
NETFLIX INC(NFLX)3031+128420.02%+14
INTERCONTINENTAL EXCHANGE IN(ICE)1,1681,16802012140.12%+13
SPDR S&P 500 ETF TR(SPY)20220201131250.07%+12
BOOKING HOLDINGS INC(BKNG)99041520.03%+11
THOMSON REUTERS CORP(TRI)192192033390.02%+5
CINTAS CORP(CTAS)603573-301241280.07%+4
JACKSON FINANCIAL INC(JXN)640640054570.03%+3
STRYKER CORPORATION(SYK)125125047490.03%+3
COSTCO WHSL CORP NEW(COST)2525024250.01%+1
BROADCOM INC(AVGO)02+2010.00%+1
TKO GROUP HOLDINGS INC(TKO)03+3010.00%+1
INNODATA INC(INOD)010+10010.00%+1
SOFI TECHNOLOGIES INC(SOFI)026+26000.00%0
MOBILEYE GLOBAL INC(MBLY)024+24000.00%0
IONQ INC(IONQ)08+8000.00%0
RIGETTI COMPUTING INC(RGTI)028+28000.00%0
MARVELL TECHNOLOGY INC(MRVL)03+3000.00%0
MODERNA INC(MRNA)1041040330.00%-0
MONDELEZ INTL INC(MDLZ)327327022220.01%-0
HARVARD BIOSCIENCE INC(HBIO)4,7834,7830320.00%-1
VERIZON COMMUNICATIONS INC(VZ)1,0141,014046440.02%-2
JOHNSON & JOHNSON(JNJ)280280046430.02%-4
BIOGEN INC(BIIB)10785-2215110.01%-4
HONEYWELL INTL INC(HON)147105-4231240.01%-7
PEPSICO INC(PEP)761803+421141060.06%-8
ALIBABA GROUP HLDG LTD(BABA)519519069590.03%-10
ADOBE INC(ADBE)463430-331781660.09%-11
STARBUCKS CORP(SBUX)1,8321,83201801680.09%-12
INTEL CORP(INTC)51,16751,247+801,1621,1480.63%-14
EXXON MOBIL CORP1,6111,467-1441921580.09%-33
COCA COLA CO(KO)6,5986,205-3934734390.24%-34
MCDONALDS CORP(MCD)324224-100101650.04%-36
MASTERCARD INCORPORATED(MA)548460-883002580.14%-42
GOLDMAN SACHS GROUP INC(GS)880-88480—-48
PFIZER INC(PFE)5,3873,396-1,991137820.05%-54
WASTE MGMT INC DEL(WM)14,66314,108-5553,3953,2281.78%-166
AGILENT TECHNOLOGIES INC(A)23,72721,762-1,9652,7762,5681.41%-207
AMERICAN TOWER CORP NEW(AMT)16,32415,117-1,2073,5523,3411.84%-211
OTIS WORLDWIDE CORP(OTIS)44,18843,543-6454,5604,3122.37%-249
ELI LILLY & CO(LLY)5,1324,873-2594,2393,7992.09%-440
CHEVRON CORP NEW(CVX)18,47718,322-1553,0912,6241.44%-467
MERCK & CO INC(MRK)43,54541,099-2,4463,9093,2531.79%-655
VISA INC(V)35,46931,766-3,70312,43011,2796.21%-1,152
THERMO FISHER SCIENTIFIC INC(TMO)12,15711,825-3326,0494,7952.64%-1,255
PROCTER AND GAMBLE CO(PG)49,93544,166-5,7698,5107,0373.87%-1,473
NIKE INC(NKE)52,11918,934-33,1853,3091,3450.74%-1,963
UNITEDHEALTH GROUP INC(UNH)11,30511,161-1445,9213,4821.92%-2,439
FORTIVE CORP(FTV)49,67716,232-33,4453,6358460.47%-2,789
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Brown Shipley& Co Ltd — 13F Holdings — Q2 2025 | TickerTrail