Fund HoldingsJ. Stern & Co. LLP

Total Portfolio Value
$1.03B
Total Bought
$786.0K
Total Sold
$172.25M
Net Transaction
-$171.47M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
HONEYWELL INTL INC(HON)53,209,042275,175-52,933,86753,20962,1986.03%+8,989
EATON CORP PLC(ETN)59,031,051171,546-58,859,50559,03161,3575.95%+2,326
LAM RESEARCH CORP(LRCX)3,459,37719,664-3,439,7133,4594,2010.41%+742
ALPHABET INC(GOOG)328,3373,103-325,2343288920.09%+564
CADENCE DESIGN SYSTEM INC(CDNS)2,953,25612,520-2,940,7362,9533,4790.34%+526
SLB LIMITED(SLB)07,401+7,40103800.04%+380
MCDONALDS CORP(MCD)2,541,0089,337-2,531,6712,5412,9020.28%+361
BLOCK INC(XYZ)2,299,56543,755-2,255,8102,3002,6330.26%+334
LINDE PLC(LIN)1,326,9263,112-1,323,8141,3271,5430.15%+216
HOME DEPOT INC(HD)2,232,5217,296-2,225,2252,2332,4000.23%+167
LOWES COS INC(LOW)1,490,3696,988-1,483,3811,4901,6510.16%+161
DRAFTKINGS INC NEW(DKNG)05,308+5,30801150.01%+115
ELI LILLY & CO(LLY)4,047,2454,519-4,042,7264,0474,1560.40%+109
SAP SE(SAP)0508+5080870.01%+87
LOCKHEED MARTIN CORP(LMT)340,987705-340,2823414260.04%+85
NORTHROP GRUMMAN CORP(NOC)421,955740-421,2154225050.05%+83
ASML HLDG NV
N Y REGISTRY SHS
062+620820.01%+82
MICROSOFT CORP(MSFT)0200+2000740.01%+74
DEXCOM INC(DXCM)1,601,97326,664-1,575,3091,6021,6740.16%+73
APPLIED MATLS INC719,5722,300-717,2727207860.08%+67
TE CONNECTIVITY PLC(TEL)1,957,7249,540-1,948,1841,9581,9940.19%+36
UNION PAC CORP(UNP)0140+1400340.00%+34
FIDELITY NATL INFORMATION SV(FIS)0172+172080.00%+8
SOLSTICE ADVANCED MATLS INC(SOLS)078+78060.00%+6
BOOKING HOLDINGS INC(BKNG)2,832,970669-2,832,3012,8332,8170.27%-16
IDEXX LABS INC(IDXX)2,653,3514,686-2,648,6652,6532,6330.26%-20
BROWN FORMAN CORP(BF-A)715,50325,476-690,0277166740.07%-42
INTUITIVE SURGICAL INC2,127,2484,159-2,123,0892,1271,9170.19%-210
BERKSHIRE HATHAWAY INC DEL4,903,3519,755-4,893,5964,9034,6750.45%-229
VISA INC(V)3,378,03910,251-3,367,7883,3783,0980.30%-280
ADOBE INC(ADBE)652,0311,514-650,5176523680.04%-284
AMERICAN TOWER CORP(AMT)37,686,978215,977-37,471,00137,68737,2733.61%-414
INTERCONTINENTAL EXCHANGE IN(ICE)54,107,273340,021-53,767,25254,10753,4795.18%-629
Goldman Sachs Physical Gold ET(AAAU)902,4860-902,4869020-902
LAUDER ESTEE COS INC(EL)4,094,76139,470-4,055,2914,0952,8330.27%-1,262
ZOETIS INC(ZTS)24,069,492192,194-23,877,29824,06922,7192.20%-1,350
Gartner(IT)1,536,8900-1,536,8901,5370-1,537
RTX CORPORATION(RTX)62,421,841302,098-62,119,74362,42258,2755.65%-4,147
THERMO FISHER SCIENTIFIC INC(TMO)31,509,33254,849-31,454,48331,50926,9602.61%-4,549
DISNEY WALT CO(DIS)38,135,363339,625-37,795,73838,13532,7333.17%-5,402
ABBOTT LABORATORIES39,319,009315,958-39,003,05139,31932,4393.14%-6,880
NIKE INC(NKE)48,054,542771,224-47,283,31848,05540,7363.95%-7,318
OTIS WORLDWIDE CORP(OTIS)38,619,968394,865-38,225,10338,62030,4362.95%-8,184
META PLATFORMS INC(META)69,650,056107,238-69,542,81869,65061,3545.95%-8,296
XYLEM INC(XYL)45,448,168287,072-45,161,09645,44834,3053.33%-11,143
SALESFORCE INC(CRM)47,385,511183,374-47,202,13747,38634,2303.32%-13,155
MASTERCARD INCORPORATED(MA)72,597,097118,604-72,478,49372,59759,2625.74%-13,335
AMPHENOL CORP76,769,791499,402-76,270,38976,77063,0996.12%-13,670
AMAZON COM INC(AMZN)87,982,814348,386-87,634,42887,98372,5587.03%-15,424
NVIDIA CORPORATION(NVDA)125,760,307619,354-125,140,953125,760108,01510.47%-17,745
ALPHABET INC(GOOG)112,091,870317,586-111,774,284112,09291,1038.83%-20,989
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