Fund HoldingsBrown Shipley& Co Ltd

Total Portfolio Value
$186.97M
Total Bought
$1.94M
Total Sold
$19.98M
Net Transaction
-$18.04M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET INC(GOOG)63,35459,735-3,61915,43018,74510.03%+3,315
ALPHABET INC(GOOG)43,34041,823-1,51710,53613,0917.00%+2,555
ELI LILLY & CO(LLY)4,7744,621-1533,6434,9662.66%+1,324
THERMO FISHER SCIENTIFIC INC(TMO)11,42410,920-5045,5416,3283.38%+787
MERCK & CO INC(MRK)39,92637,173-2,7533,3513,9132.09%+562
ROYAL BK CDA(RY)10,95010,650-3001,6141,8180.97%+204
INTEL CORP(INTC)50,68650,340-3461,7011,8580.99%+157
KEYSIGHT TECHNOLOGIES INC(KEYS)6,4276,226-2011,1241,2650.68%+141
CISCO SYS INC(CSCO)4591,718+1,259311320.07%+101
LAUDER ESTEE COS INC(EL)8,1897,755-4347228120.43%+90
TAIWAN SEMICONDUCTOR MFG LTD(TSM)3,8673,821-461,0801,1610.62%+81
AT&T INC(T)03,104+3,1040770.04%+77
PFIZER INC(PFE)3,3966,265+2,869871560.08%+69
NEXTERA ENERGY INC(NEE)0764+7640610.03%+61
HONEYWELL INTL INC(HON)0312+3120610.03%+61
COCA COLA CO(KO)5,3165,840+5243534080.22%+56
KRAFT HEINZ CO(KHC)01,644+1,6440400.02%+40
CANADIAN IMPERIAL BANK OF CO(CM)5,2604,860-4004204410.24%+21
COMCAST CORP NEW(CCZ)0500+5000150.01%+15
BRISTOL-MYERS SQUIBB CO(BMY)0270+2700150.01%+15
PEPSICO INC(PEP)879944+651231350.07%+12
EXXON MOBIL CORP1,2671,26701431520.08%+10
FORTIVE CORP(FTV)1,0511,051051580.03%+7
JOHNSON & JOHNSON(JNJ)280280052580.03%+6
JACKSON FINANCIAL INC(JXN)640640065680.04%+3
SPDR S&P 500 ETF TR(SPY)20220201351380.07%+3
BIOGEN INC(BIIB)8585012150.01%+3
HARVARD BIOSCIENCE INC4,7834,7830230.00%+1
INTERNATIONAL BUSINESS MACHS(IBM)5858016170.01%+1
MCDONALDS CORP(MCD)224224068680.04%0
MODERNA INC(MRNA)1041040330.00%0
RALLIANT CORP(RAL)37370220.00%0
MARVELL TECHNOLOGY INC(MRVL)30-300-0
MOBILEYE GLOBAL INC(MBLY)240-2400-0
BOOKING HOLDINGS INC(BKNG)99049480.03%-0
IONQ INC(IONQ)80-800-0
TKO GROUP HOLDINGS INC(TKO)30-310-1
BROADCOM INC(AVGO)20-210-1
SOFI TECHNOLOGIES INC(SOFI)260-2610-1
INNODATA INC(INOD)100-1010-1
RIGETTI COMPUTING INC(RGTI)280-2810-1
COSTCO WHSL CORP NEW(COST)2525023220.01%-2
FERGUSON ENTERPRISES INC(FERG)83083001861850.10%-2
STRYKER CORPORATION(SYK)125125046440.02%-2
MONDELEZ INTL INC(MDLZ)327327020180.01%-3
VERIZON COMMUNICATIONS INC(VZ)1,0141,014045410.02%-3
INTUIT(INTU)19319301321280.07%-4
THOMSON REUTERS CORP192192030250.01%-4
INTERCONTINENTAL EXCHANGE IN(ICE)1,1311,125-61911820.10%-8
NETFLIX INC(NFLX)31300+26937280.02%-9
TORONTO DOMINION BK ONT(TD)2,8502,300-5502282170.12%-11
MASTERCARD INCORPORATED(MA)460435-252622480.13%-13
CINTAS CORP(CTAS)377270-10777510.03%-27
GE AEROSPACE(GE)456353-1031371090.06%-28
ALIBABA GROUP HLDG LTD(BABA)650527-123116770.04%-39
MERCADOLIBRE INC(MELI)13113103062640.14%-42
PALO ALTO NETWORKS INC(PANW)1,6551,550-1053372860.15%-51
VISA INC(V)30,83529,851-98410,52610,4695.60%-57
ADOBE INC(ADBE)395153-242139540.03%-86
STARBUCKS CORP(SBUX)1,832782-1,050155660.04%-89
ORACLE CORP(ORCL)820689-1312311340.07%-96
PAYPAL HLDGS INC(PYPL)10,22710,083-1446865890.31%-97
CHEVRON CORP NEW(CVX)17,95017,292-6582,7872,6351.41%-152
WASTE MGMT INC DEL(WM)13,81313,100-7133,0502,8781.54%-172
JPMORGAN CHASE & CO.(JPM)32,13730,819-1,31810,1379,9305.31%-206
NIKE INC(NKE)13,75911,742-2,0179597480.40%-211
AMERICAN TOWER CORP NEW(AMT)14,82014,815-52,8502,6011.39%-249
OTIS WORLDWIDE CORP(OTIS)31,84530,012-1,8332,9122,6221.40%-290
UNITEDHEALTH GROUP INC(UNH)10,70210,114-5883,6953,3391.79%-357
TESLA INC(TSLA)15,58114,594-9876,9296,5633.51%-366
DISNEY WALT CO(DIS)64,64261,831-2,8117,4027,0353.76%-367
SYNOPSYS INC(SNPS)14,54614,279-2677,1776,7073.59%-470
PROCTER AND GAMBLE CO(PG)42,65140,908-1,7436,5535,8633.14%-691
META PLATFORMS INC(META)10,49310,439-547,7066,8913.69%-815
AGILENT TECHNOLOGIES INC(A)21,2129,869-11,3432,7231,3430.72%-1,380
SERVICENOW INC(NOW)8,24140,214+31,9737,5846,1603.29%-1,424
NVIDIA CORPORATION(NVDA)151,497143,176-8,32128,26626,70214.28%-1,564
MICROSOFT CORP(MSFT)54,89152,903-1,98828,43125,58513.68%-2,846
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