Fund HoldingsJ. Stern & Co. LLP

Total Portfolio Value
$790.78M
Total Bought
$673.98M
Total Sold
$432.76M
Net Transaction
+$241.22M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
Nvidia Corp Common(NVDA)0109,374+109,374099,08212.53%+99,082
Amazon Com Inc Common(AMZN)0345,645+345,645062,3477.88%+62,347
Alphabet Inc Class C(GOOG)0363,422+363,422055,3297.00%+55,329
Salesforce.com(CRM)0154,609+154,609046,1835.84%+46,183
Amphenol Corp Class A0393,689+393,689045,4125.74%+45,412
Adobe Inc(ADBE)075,275+75,275037,9844.80%+37,984
Xylem(XYL)0282,805+282,805036,5504.62%+36,550
Walt Disney Co(DIS)0295,412+295,412036,1474.57%+36,147
Honeywell Intl Inc(HON)0174,946+174,946035,9084.54%+35,908
Abbott Labs Common0284,840+284,840032,3754.09%+32,375
Otis Worldwide Corp(OTIS)0318,650+318,650031,6324.00%+31,632
Zoetis Inc(ZTS)0181,632+181,632030,7343.89%+30,734
Thermo Fisher Scientific Inc(TMO)052,186+52,186030,3313.84%+30,331
Eaton Corp PLC Common(ETN)181,640227,223+45,58344,69871,0488.98%+26,350
American Tower Corp Common(AMT)0109,950+109,950021,7242.75%+21,724
Meta Platforms Inc(META)79,168106,819+27,65130,88751,9156.57%+21,028
Mastercard Inc Class A(MA)82,545105,888+23,34337,08250,9926.45%+13,911
Berkshire Hathaway Class B09,755+9,75504,1020.52%+4,102
Visa Inc(V)07,777+7,77702,1700.27%+2,170
Goldman Sachs Physical Gold ET(AAAU)042,415+42,41509330.12%+933
Linde Plc(LIN)8,2178,21703,3263,8150.48%+489
Petroleo Brasileiro ADR (2 Ord)(PBR)022,000+22,00003670.05%+367
Estee Lauder Cos Inc(EL)2,3804,346+1,9663146700.08%+356
Northrop Grumman Corp(NOC)0740+74003540.04%+354
Dexcom Inc(DXCM)02,487+2,48703450.04%+345
Philip Morris Intl(PM)03,600+3,60003300.04%+330
Lockheed Martin Corp(LMT)0705+70503210.04%+321
Union Pacific Corp(UNP)01,173+1,17302880.04%+288
Block Inc(XYZ)03,120+3,12002640.03%+264
Microsoft Corporation Common(MSFT)0604+60402540.03%+254
Draftkings Inc Class A Common(DKNG)05,308+5,30802410.03%+241
IDEXX Laboratories(IDXX)0366+36601980.02%+198
Alibaba Group ADR 8 Ord(BABA)02,440+2,44001770.02%+177
Schlumberger Ltd Common(SLB)01,758+1,7580960.01%+96
Becton Dickinson & Co(BDX)0247+2470610.01%+61
ASML Hldgs ADRs
N Y REGISTRY SHS
062+620600.01%+60
Fidelity National Info Services(FIS)0641+6410390.00%+39
IDEXX LABS INC(IDXX)2330-2331200-120
BLOCK INC(XYZ)1,9970-1,9971300-130
ADDEX THERAPEUTICS LTD107,8270-107,8271510-151
DEXCOM INC(DXCM)1,3420-1,3421630-163
DRAFTKINGS INC NEW(DKNG)5,3080-5,3082070-207
MICROSOFT CORP(MSFT)6040-6042400-240
LOCKHEED MARTIN CORP(LMT)7050-7053030-303
PHILIP MORRIS INTL INC(PM)3,6000-3,6003270-327
NORTHROP GRUMMAN CORP(NOC)7400-7403310-331
ELI LILLY & CO(LLY)5540-5543580-358
SCHLUMBERGER LTD(SLB)8,4670-8,4674120-412
ALPHABET INC(GOOG)3,1390-3,1394400-440
BOOKING HOLDINGS INC(BKNG)1370-1374810-481
GOLDMAN SACHS PHYSICAL GOLD(AAAU)42,4150-42,4158480-848
ZOETIS INC(ZTS)7,1380-7,1381,3410-1,341
VISA INC(V)7,5100-7,5102,0520-2,052
BERKSHIRE HATHAWAY INC DEL9,7550-9,7553,7430-3,743
AMERICAN TOWER CORP NEW(AMT)81,1240-81,12415,8730-15,873
BECTON DICKINSON & CO(BDX)71,1140-71,11416,9830-16,983
DISNEY WALT CO(DIS)178,3150-178,31517,1270-17,127
OTIS WORLDWIDE CORP(OTIS)225,1880-225,18819,9160-19,916
THERMO FISHER SCIENTIFIC INC(TMO)39,9190-39,91921,5160-21,516
ABBOTT LABS211,9270-211,92723,9800-23,980
XYLEM INC(XYL)225,2580-225,25825,3280-25,328
HONEYWELL INTL INC(HON)136,2980-136,29827,5680-27,568
AMPHENOL CORP NEW318,0110-318,01132,1510-32,151
SALESFORCE INC(CRM)122,5920-122,59234,4590-34,459
ADOBE INC(ADBE)57,6970-57,69735,6440-35,644
ALPHABET INC(GOOG)284,5740-284,57440,3540-40,354
AMAZON COM INC(AMZN)267,2050-267,20541,4700-41,470
NVIDIA CORPORATION(NVDA)111,7400-111,74068,7500-68,750
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