Fund HoldingsBrown Shipley& Co Ltd

Total Portfolio Value
$201.43M
Total Bought
$7.59M
Total Sold
$22.52M
Net Transaction
-$14.93M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
CHEVRON CORP NEW(CVX)018,582+18,58202,6911.34%+2,691
ELI LILLY & CO(LLY)1,5445,067+3,5231,3683,9121.94%+2,544
TESLA INC(TSLA)21,22317,379-3,8445,5537,0183.48%+1,466
SERVICENOW INC(NOW)9,2348,906-3288,2599,4414.69%+1,183
ALPHABET INC(GOOG)93,98288,520-5,46215,71316,8588.37%+1,145
VISA INC(V)38,38136,742-1,63910,55311,6125.76%+1,059
SYNOPSYS INC(SNPS)7,7709,795+2,0253,9354,7542.36%+819
ALPHABET INC(GOOG)51,44849,150-2,2988,5339,3044.62%+771
JPMORGAN CHASE & CO.(JPM)50,57847,373-3,20510,66511,3565.64%+691
DISNEY WALT CO(DIS)81,41076,207-5,2037,8318,4864.21%+655
META PLATFORMS INC(META)4,3455,334+9892,4873,1231.55%+636
PAYPAL HLDGS INC(PYPL)48,04448,168+1243,7494,1112.04%+362
PALO ALTO NETWORKS INC(PANW)5501,920+1,3701883490.17%+161
TAIWAN SEMICONDUCTOR MFG LTD(TSM)3,6163,871+2556287640.38%+136
KEYSIGHT TECHNOLOGIES INC(KEYS)5,5355,860+3258809410.47%+62
ALIBABA GROUP HLDG LTD(BABA)172652+48018550.03%+37
NETFLIX INC(NFLX)030+300270.01%+27
WARNER BROS DISCOVERY INC(WBD)0943+9430100.00%+10
BOOKING HOLDINGS INC(BKNG)99038450.02%+7
MODERNA INC(MRNA)0104+104040.00%+4
EXXON MOBIL CORP1,4461,611+1651691730.09%+4
SPDR S&P 500 ETF TR(SPY)20220201161180.06%+2
INTUIT(INTU)19319301201210.06%+1
COSTCO WHSL CORP NEW(COST)3535031320.02%+1
STRYKER CORPORATION(SYK)125125045450.02%-0
HARVARD BIOSCIENCE INC4,7834,783013100.01%-3
MONDELEZ INTL INC(MDLZ)327327024200.01%-5
GOLDMAN SACHS GROUP INC(GS)11188-2355500.03%-5
MCDONALDS CORP(MCD)324324099940.05%-5
VERIZON COMMUNICATIONS INC(VZ)1,0141,014046410.02%-5
BIOGEN INC(BIIB)4822-26930.00%-6
PROLOGIS INC.(PLD)318318040340.02%-7
PFIZER INC(PFE)5,1675,387+2201501430.07%-7
ORACLE CORP(ORCL)1,1881,168-202021950.10%-8
GE AEROSPACE(GE)456456086760.04%-10
BRISTOL-MYERS SQUIBB CO(BMY)2350-235120-12
STARBUCKS CORP(SBUX)2,0922,09202041910.09%-13
INTERCONTINENTAL EXCHANGE IN(ICE)1,1681,16801881740.09%-14
THOMSON REUTERS CORP192192044310.02%-14
CINTAS CORP(CTAS)68068001401240.06%-16
JACKSON FINANCIAL INC(JXN)854640-21478560.03%-22
MERCADOLIBRE INC(MELI)124131+72542230.11%-32
JOHNSON & JOHNSON(JNJ)500280-22081400.02%-41
INTEL CORP(INTC)43,34948,037+4,6881,0179630.48%-54
FERGUSON ENTERPRISES INC(FERG)1,030830-2002051440.07%-60
COLGATE PALMOLIVE CO(CL)6000-600620-62
PHILIP MORRIS INTL INC(PM)5200-520630-63
ADOBE INC(ADBE)535463-722772060.10%-71
COCA COLA CO(KO)6,7366,598-1384844110.20%-73
ROPER TECHNOLOGIES INC(ROP)1820-1821010-101
MASTERCARD INCORPORATED(MA)826573-2534083020.15%-106
CANADIAN IMPERIAL BK COMM(CM)5,2605,26004363300.16%-106
PEPSICO INC(PEP)1,191631-560203960.05%-107
HONEYWELL INTL INC(HON)1,072427-645222960.05%-125
DANAHER CORPORATION(DHR)4650-4651290-129
WASTE MGMT INC DEL(WM)16,36315,455-9083,3973,1191.55%-278
TORONTO DOMINION BK ONT(TD)5,3752,850-2,5254601500.07%-309
FORTIVE CORP(FTV)54,12352,293-1,8304,2723,9221.95%-350
NVIDIA CORPORATION(NVDA)197,395174,595-22,80023,97223,44611.64%-525
ROYAL BK CDA(RY)11,09911,09901,8741,3270.66%-546
OTIS WORLDWIDE CORP(OTIS)47,80445,395-2,4094,9694,2042.09%-765
MERCK & CO INC(MRK)48,41945,564-2,8555,4984,5332.25%-966
LAUDER ESTEE COS INC(EL)37,84636,371-1,4753,7732,7271.35%-1,046
AGILENT TECHNOLOGIES INC(A)29,51524,780-4,7354,3823,3291.65%-1,053
NIKE INC(NKE)58,17953,859-4,3205,1434,0762.02%-1,067
PROCTER AND GAMBLE CO(PG)57,43952,960-4,4799,9488,8794.41%-1,070
AMERICAN TOWER CORP NEW(AMT)18,23117,269-9624,2403,1671.57%-1,072
THERMO FISHER SCIENTIFIC INC(TMO)13,24012,567-6738,1906,5383.25%-1,652
MICROSOFT CORP(MSFT)66,24162,852-3,38928,50326,49213.15%-2,011
UNITEDHEALTH GROUP INC(UNH)14,55512,099-2,4568,5106,1203.04%-2,390
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