Fund HoldingsBrown Shipley& Co Ltd

Total Portfolio Value
$203.34M
Total Bought
$4.33M
Total Sold
$32.79M
Net Transaction
-$28.46M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
SYNOPSYS INC(SNPS)07,770+7,77003,9351.94%+3,935
UNITEDHEALTH GROUP INC(UNH)14,94814,555-3937,6128,5104.19%+898
TESLA INC(TSLA)24,34321,223-3,1204,8175,5532.73%+736
PAYPAL HLDGS INC(PYPL)52,90148,044-4,8573,0703,7491.84%+679
AMERICAN TOWER CORP NEW(AMT)18,64018,231-4093,6234,2402.09%+617
NIKE INC(NKE)61,81358,179-3,6344,6595,1432.53%+484
AGILENT TECHNOLOGIES INC(A)31,01729,515-1,5024,0214,3822.16%+362
ROYAL BK CDA(RY)11,15111,099-521,6241,8740.92%+249
OTIS WORLDWIDE CORP(OTIS)49,48747,804-1,6834,7644,9692.44%+205
FERGUSON ENTERPRISES INC(FERG)01,030+1,03002050.10%+205
META PLATFORMS INC(META)4,6344,345-2892,3372,4871.22%+151
FORTIVE CORP(FTV)56,17454,123-2,0514,1634,2722.10%+109
ELI LILLY & CO(LLY)1,4021,544+1421,2691,3680.67%+99
CANADIAN IMPERIAL BK COMM(CM)5,2855,260-253444360.21%+93
KEYSIGHT TECHNOLOGIES INC(KEYS)5,8425,535-3077998800.43%+81
MERCADOLIBRE INC(MELI)115124+91892540.13%+65
COCA COLA CO(KO)6,7366,73604294840.24%+55
TORONTO DOMINION BK ONT(TD)5,4005,375-254064600.23%+54
ORACLE CORP(ORCL)1,1881,18801682020.10%+35
INTERCONTINENTAL EXCHANGE IN(ICE)1,2141,168-461661880.09%+21
CINTAS CORP(CTAS)170680+5101191400.07%+21
JACKSON FINANCIAL INC(JXN)854854063780.04%+14
GE AEROSPACE(GE)456456072860.04%+14
DANAHER CORPORATION(DHR)46546501161290.06%+13
MCDONALDS CORP(MCD)339324-1586990.05%+12
PHILIP MORRIS INTL INC(PM)520520053630.03%+10
JOHNSON & JOHNSON(JNJ)500500073810.04%+8
PEPSICO INC(PEP)1,1911,19101962030.10%+6
SPDR S&P 500 ETF TR(SPY)0202+20201160.06%+116
ALIBABA GROUP HLDG LTD(BABA)172172012180.01%+6
PROLOGIS INC.(PLD)318318036400.02%+4
EXXON MOBIL CORP1,4371,446+91651690.08%+4
COLGATE PALMOLIVE CO(CL)600600058620.03%+4
VERIZON COMMUNICATIONS INC(VZ)1,0141,014042460.02%+4
PFIZER INC(PFE)5,2405,167-731471500.07%+3
MONDELEZ INTL INC(MDLZ)327327021240.01%+3
STRYKER CORPORATION(SYK)125125043450.02%+3
BRISTOL-MYERS SQUIBB CO(BMY)235235010120.01%+2
BOOKING HOLDINGS INC(BKNG)99036380.02%+2
PALO ALTO NETWORKS INC(PANW)55055001861880.09%+2
COSTCO WHSL CORP NEW(COST)3535030310.02%+1
THOMSON REUTERS CORP.193192-144440.02%-0
LIBERTY LATIN AMERICA LTD(LILA)240-2400-0
UNITED STATES ANTIMONY CORP1,2500-1,25000-0
LIBERTY LATIN AMERICA LTD(LILA)580-5810-1
HARVARD BIOSCIENCE INC4,7834,783014130.01%-1
ROPER TECHNOLOGIES INC(ROP)18218201031010.05%-1
LIBERTY GLOBAL LTD(LBTYA)1910-19130-3
ECOLAB INC(ECL)160-1640-4
HOME DEPOT INC(HD)120-1240-4
DISCOVER FINL SVCS370-3750-5
INTUIT(INTU)19319301271200.06%-7
MORGAN STANLEY(MS)740-7470-7
HONEYWELL INTL INC(HON)1,0721,07202292220.11%-7
MASTERCARD INCORPORATED(MA)942826-1164164080.20%-8
LIBERTY GLOBAL LTD(LBTYA)4670-46780-8
BLACKROCK INC(BLK)130-13100-10
BIOGEN INC(BIIB)10048-522390.00%-14
PINTEREST INC(PINS)5700-570250-25
INTERNATIONAL BUSINESS MACHS(IBM)1620-162280-28
ADOBE INC(ADBE)555535-203082770.14%-31
AT&T INC(T)1,9200-1,920370-37
VISA INC(V)40,39238,381-2,01110,60210,5535.19%-49
TAIWAN SEMICONDUCTOR MFG LTD(TSM)3,9183,616-3026816280.31%-53
STARBUCKS CORP(SBUX)3,3422,092-1,2502602040.10%-56
GOLDMAN SACHS GROUP INC(GS)307111-196139550.03%-84
PROCTER AND GAMBLE CO(PG)61,13057,439-3,69110,0829,9484.89%-133
QUALCOMM INC(QCOM)1,0000-1,0001990-199
WASTE MGMT INC DEL(WM)17,36516,363-1,0023,7053,3971.67%-308
LAUDER ESTEE COS INC(EL)40,16337,846-2,3174,2733,7731.86%-501
JPMORGAN CHASE & CO.(JPM)55,49750,578-4,91911,22510,6655.24%-560
DISNEY WALT CO(DIS)081,410+81,41007,8313.85%+7,831
MERCK & CO INC(MRK)50,25248,419-1,8336,2215,4982.70%-723
THERMO FISHER SCIENTIFIC INC(TMO)16,45013,240-3,2109,0978,1904.03%-907
CME GROUP INC(CME)7,3020-7,3021,4360-1,436
SERVICENOW INC(NOW)12,4479,234-3,2139,7928,2594.06%-1,533
ALPHABET INC(GOOG)56,74651,448-5,29810,3368,5334.20%-1,804
ALPHABET INC(GOOG)99,99793,982-6,01518,34215,7137.73%-2,629
MICROSOFT CORP(MSFT)71,68766,241-5,44632,04128,50314.02%-3,537
INTEL CORP(INTC)043,349+43,34901,0170.50%+1,017
NVIDIA CORPORATION(NVDA)249,321197,395-51,92630,80123,97211.79%-6,829
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