Fund Holdings — Brown Shipley& Co Ltd

Total Portfolio Value
$189.43M
Total Bought
$3.60M
Total Sold
$20.25M
Net Transaction
-$16.65M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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NVIDIA CORPORATION(NVDA)155,164151,497-3,66724,51428,26614.92%+3,752
META PLATFORMS INC(META)5,66010,493+4,8334,1787,7064.07%+3,528
ALPHABET INC(GOOG)46,54243,340-3,2028,20210,5365.56%+2,334
ALPHABET INC(GOOG)77,12063,354-13,76613,68015,4308.15%+1,750
TESLA INC(TSLA)16,37515,581-7945,2026,9293.66%+1,727
THERMO FISHER SCIENTIFIC INC(TMO)11,82511,424-4014,7955,5412.93%+746
INTEL CORP(INTC)51,24750,686-5611,1481,7010.90%+553
MICROSOFT CORP(MSFT)56,50854,891-1,61728,10828,43115.01%+323
UNITEDHEALTH GROUP INC(UNH)11,16110,702-4593,4823,6951.95%+214
TAIWAN SEMICONDUCTOR MFG LTD(TSM)3,9223,867-558881,0800.57%+192
ROYAL BK CDA(RY)10,95010,95001,4401,6140.85%+174
CHEVRON CORP NEW(CVX)18,32217,950-3722,6242,7871.47%+164
AGILENT TECHNOLOGIES INC(A)21,76221,212-5502,5682,7231.44%+154
MERCK & CO INC(MRK)41,09939,926-1,1733,2533,3511.77%+98
KEYSIGHT TECHNOLOGIES INC(KEYS)6,4626,427-351,0591,1240.59%+65
ALIBABA GROUP HLDG LTD(BABA)519650+131591160.06%+57
CANADIAN IMPERIAL BANK OF CO(CM)5,2605,26003734200.22%+48
GE AEROSPACE(GE)45645601171370.07%+20
ORACLE CORP(ORCL)969820-1492122310.12%+19
TORONTO DOMINION BK ONT(TD)2,8502,85002092280.12%+19
PEPSICO INC(PEP)803879+761061230.07%+17
LAUDER ESTEE COS INC(EL)8,7168,189-5277047220.38%+17
SPDR S&P 500 ETF TR(SPY)20220201251350.07%+10
JOHNSON & JOHNSON(JNJ)280280043520.03%+9
JACKSON FINANCIAL INC(JXN)640640057650.03%+8
FERGUSON ENTERPRISES INC(FERG)83083001811860.10%+6
PFIZER INC(PFE)3,3963,396082870.05%+4
MASTERCARD INCORPORATED(MA)46046002582620.14%+3
MCDONALDS CORP(MCD)224224065680.04%+3
BIOGEN INC(BIIB)8585011120.01%+1
VERIZON COMMUNICATIONS INC(VZ)1,0141,014044450.02%+1
RIGETTI COMPUTING INC(RGTI)28280010.00%+1
INNODATA INC(INOD)10100110.00%0
SOFI TECHNOLOGIES INC(SOFI)26260010.00%0
IONQ INC(IONQ)880000.00%0
BROADCOM INC(AVGO)220110.00%0
TKO GROUP HOLDINGS INC(TKO)330110.00%0
MARVELL TECHNOLOGY INC(MRVL)330000.00%0
HARVARD BIOSCIENCE INC(HBIO)4,7834,7830220.00%-0
MOBILEYE GLOBAL INC(MBLY)24240000.00%-0
MODERNA INC(MRNA)1041040330.00%-0
CISCO SYS INC(CSCO)459459032310.02%-0
INTERNATIONAL BUSINESS MACHS(IBM)5858017160.01%-1
COSTCO WHSL CORP NEW(COST)2525025230.01%-2
MONDELEZ INTL INC(MDLZ)327327022200.01%-2
STRYKER CORPORATION(SYK)125125049460.02%-3
BOOKING HOLDINGS INC(BKNG)99052490.03%-4
NETFLIX INC(NFLX)3131042370.02%-4
THOMSON REUTERS CORP(TRI)192192039300.02%-9
STARBUCKS CORP(SBUX)1,8321,83201681550.08%-13
EXXON MOBIL CORP1,4671,267-2001581430.08%-15
INTUIT(INTU)19319301521320.07%-20
INTERCONTINENTAL EXCHANGE IN(ICE)1,1681,131-372141910.10%-24
HONEYWELL INTL INC(HON)1050-105240—-24
ADOBE INC(ADBE)430395-351661390.07%-27
MERCADOLIBRE INC(MELI)13113103423060.16%-36
SALESFORCE INC(CRM)1450-145400—-40
CINTAS CORP(CTAS)573377-196128770.04%-50
PALO ALTO NETWORKS INC(PANW)1,9201,655-2653933370.18%-56
COCA COLA CO(KO)6,2055,316-8894393530.19%-86
PAYPAL HLDGS INC(PYPL)10,52410,227-2977826860.36%-96
ELI LILLY & CO(LLY)4,8734,774-993,7993,6431.92%-156
WASTE MGMT INC DEL(WM)14,10813,813-2953,2283,0501.61%-178
RALLIANT CORP(RAL)5,34137-5,30425920.00%-257
SYNOPSYS INC(SNPS)14,66714,546-1217,5197,1773.79%-343
NIKE INC(NKE)18,93413,759-5,1751,3459590.51%-386
PROCTER AND GAMBLE CO(PG)44,16642,651-1,5157,0376,5533.46%-483
AMERICAN TOWER CORP NEW(AMT)15,11714,820-2973,3412,8501.50%-491
JPMORGAN CHASE & CO.(JPM)37,34232,137-5,20510,82610,1375.35%-689
VISA INC(V)31,76630,835-93111,27910,5265.56%-752
DISNEY WALT CO(DIS)65,99864,642-1,3568,1847,4023.91%-783
FORTIVE CORP(FTV)16,2321,051-15,181846510.03%-795
SERVICENOW INC(NOW)8,3618,241-1208,5967,5844.00%-1,012
OTIS WORLDWIDE CORP(OTIS)43,54331,845-11,6984,3122,9121.54%-1,400
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Brown Shipley& Co Ltd — 13F Holdings — Q3 2025 | TickerTrail