Fund HoldingsBrown Shipley& Co Ltd

Total Portfolio Value
$201.92M
Total Bought
$29.51M
Total Sold
$15.75M
Net Transaction
+$13.76M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)067,325+67,325025,31712.54%+25,317
MERCK & CO INC(MRK)37640,971+40,595394,4672.21%+4,428
INTEL CORP(INTC)140,389178,112+37,7234,9918,9504.43%+3,959
NVIDIA CORPORATION(NVDA)29,02931,276+2,24712,62715,4897.67%+2,861
SERVICENOW INC(NOW)10,15511,072+9175,6767,8223.87%+2,146
UNITEDHEALTH GROUP INC(UNH)12,07614,834+2,7586,0897,8103.87%+1,721
VISA INC(V)41,82343,000+1,1779,62011,1955.54%+1,575
JPMORGAN CHASE & CO(JPM)54,92754,797-1307,9659,3214.62%+1,356
AGILENT TECHNOLOGIES INC(A)27,07029,206+2,1363,0274,0612.01%+1,034
NIKE INC(NKE)062,620+62,62006,7993.37%+6,799
PROCTER AND GAMBLE CO(PG)49,58955,896+6,3077,2338,1914.06%+958
DISNEY WALT CO(DIS)64,32967,003+2,6745,2146,0503.00%+836
THERMO FISHER SCIENTIFIC INC(TMO)13,50614,340+8346,8367,6123.77%+775
ALPHABET INC(GOOG)90,91290,475-43711,98712,7516.31%+764
OTIS WORLDWIDE CORP(OTIS)39,34843,270+3,9223,1603,8711.92%+711
WASTE MGMT INC DEL(WM)020,216+20,21603,6211.79%+3,621
PAYPAL HLDGS INC(PYPL)051,372+51,37203,1551.56%+3,155
SPDR S&P 500 ETF TR(SPY)09,262+9,26204,4022.18%+4,402
BLACKROCK INC(BLK)01,912+1,91201,5520.77%+1,552
LAUDER ESTEE COS INC(EL)028,854+28,85404,2202.09%+4,220
FORTIVE CORP(FTV)45,02248,332+3,3103,3393,5591.76%+220
GOLDMAN SACHS GROUP INC(GS)3,0213,005-169781,1590.57%+182
KEYSIGHT TECHNOLOGIES INC COM(KEYS)6,3856,452+678451,0260.51%+182
MCDONALDS CORP(MCD)4,3134,309-41,1361,2780.63%+141
HOME DEPOT INC(HD)2,6772,676-18099270.46%+118
CME GROUP INC(CME)7,3027,30201,4621,5380.76%+76
VERIZON COMMUNICATIONS INC(VZ)2,2743,424+1,150741290.06%+55
INTERCONTINENTAL EXCHANGE IN(ICE)1,6891,799+1101862310.11%+45
ADOBE INC(ADBE)0857+85705110.25%+511
QUALCOMM INC(QCOM)1,0001,00001111450.07%+34
HONEYWELL INTL INC(HON)1,0721,07201982250.11%+27
COCA COLA CO(KO)6,8026,906+1043814070.20%+26
TORONTO DOMINION BK ONT(TD)5,8255,82503533780.19%+26
MORGAN STANLEY(MS)1,8741,87401531750.09%+22
CINTAS CORP(CTAS)1701700821020.05%+21
STARBUCKS CORP(SBUX)4,2774,27703904110.20%+20
VERALTO CORP(VLTO)0229+2290190.01%+19
MERCADOLIBRE INC(MELI)5555070860.04%+17
PALO ALTO NETWORKS INC(PANW)705615-901651810.09%+16
PROLOGIS INC.(PLD)606606068810.04%+13
JACKSON FINANCIAL INC(JXN)889889034460.02%+12
AMERICAN TOWER CORP NEW(AMT)212212035460.02%+11
GAMESTOP CORP NEW(GME)0600+6000110.01%+11
GENERAL ELECTRIC CO(GE)456456050580.03%+8
BROADRIDGE FINL SOLUTIONS IN(BR)206206037420.02%+6
SHOPIFY INC(SHOP)350315-3519250.01%+5
ASML HOLDING N V
N Y REGISTRY SHS
07+7050.00%+5
METTLER TOLEDO INTERNATIONAL(MTD)5050055610.03%+5
CITIGROUP INC(C)0100+100050.00%+5
HARVARD BIOSCIENCE INC4,7834,783021260.01%+5
ISHARES TR175175039440.02%+5
THOMSON REUTERS CORP.192192024280.01%+5
AT&T INC(T)2,4102,410036400.02%+4
BOOKING HOLDINGS INC(BKNG)99028320.02%+4
INTERNATIONAL BUSINESS MACHS(IBM)162162023260.01%+4
COSTCO WHSL CORP NEW(COST)3535020230.01%+3
STRYKER CORPORATION(SYK)125125034370.02%+3
HDFC BANK LTD(HDB)0351+3510240.01%+24
MONDELEZ INTL INC(MDLZ)327327023240.01%+1
SPDR SER TR
ST STR SP DIV
100100011120.01%+1
PHILIP MORRIS INTL INC(PM)520520048490.02%+1
PEPSICO INC(PEP)1,3311,33102262260.11%+1
UNITED STATES ANTIMONY CORP1,2501,2500000.00%-0
MODERNA INC(MRNA)959501090.00%-0
MARSH & MCLENNAN COS INC(MRSH)1,2841,28402442430.12%-1
VANECK ETF TRUST
RARE EAR STR ETF
290-2920-2
ORACLE CORP(ORCL)1,4111,353-581491430.07%-7
ISHARES TR735315-42028130.01%-15
TESLA INC(TSLA)27,33327,442+1096,8396,8193.38%-20
TEXAS INSTRS INC(TXN)2850-285450-45
ALIBABA GROUP HLDG LTD(BABA)6,1766,293+1175364880.24%-48
BRISTOL-MYERS SQUIBB CO(BMY)07,632+7,63203920.19%+392
CANADIAN IMPERIAL BK COMM TO(CM)9,7105,760-3,9503772790.14%-98
PFIZER INC(PFE)21,20020,577-6237035920.29%-111
BIOGEN INC(BIIB)732221-511188570.03%-131
DISCOVER FINL SVCS01,757+1,75701970.10%+197
TAIWAN SEMICONDUCTOR MFG LTD(TSM)05,098+5,09805300.26%+530
ACTIVISION BLIZZARD INC1,5540-1,5541460-146
ALPHABET INC(GOOG)69,97964,459-5,5209,1579,0044.46%-153
META PLATFORMS INC(META)7,4375,825-1,6122,2332,0621.02%-171
SHERWIN WILLIAMS CO(SHW)1,310457-8533341430.07%-192
IDEX CORP(IEX)2,2631,260-1,0034712740.14%-197
COLGATE PALMOLIVE CO(CL)5,2992,137-3,1623771700.08%-206
ECOLAB INC(ECL)1,776386-1,390301770.04%-224
MASTERCARD INCORPORATED(MA)3,8323,018-8141,5171,2870.64%-230
JOHNSON & JOHNSON(JNJ)3,3691,790-1,5795252810.14%-244
ROPER TECHNOLOGIES INC(ROP)924271-6534471480.07%-300
INTUIT(INTU)1,388647-7417094040.20%-305
DANAHER CORPORATION(DHR)2,495687-1,8086191590.08%-460
SPDR GOLD TR(GLD)020,549+20,54903,9281.95%+3,928
ROYAL BK CDA(RY)011,527+11,52701,1710.58%+1,171
EXXON MOBIL CORP31,1747,350-23,8243,6657350.36%-2,931
ELI LILLY & CO(LLY)10,8813,777-7,1045,8452,2021.09%-3,643
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