Fund Holdings — J. Stern & Co. LLP

Total Portfolio Value
$839.90M
Total Bought
$128.35M
Total Sold
$55.81M
Net Transaction
+$72.55M
Filing Period:
Securities
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SharesValue ($K)
Q1 2024
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Q2 2024
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Change
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Q1 2024
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Q2 2024
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Weight (%)
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Change
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ABBOTT LABS0295,156+295,156030,6703.65%+30,670
RTX CORPORATION(RTX)0299,322+299,322030,0493.58%+30,049
ALPHABET INC(GOOG)363,422362,413-1,00955,32966,4747.91%+11,145
HONEYWELL INTL INC(HON)174,946198,155+23,20935,90842,3145.04%+6,406
AMAZON COM INC(AMZN)345,645355,500+9,85562,34768,7008.18%+6,353
ADOBE INC(ADBE)75,27578,175+2,90037,98443,4295.17%+5,446
OTIS WORLDWIDE CORP(OTIS)318,650378,613+59,96331,63236,4454.34%+4,813
META PLATFORMS INC(META)106,819111,306+4,48751,91556,1236.68%+4,208
XYLEM INC(XYL)282,805289,984+7,17936,55039,3314.68%+2,781
AMPHENOL CORP NEW393,689713,913+320,22445,41248,0965.73%+2,684
ALPHABET INC(GOOG)011,610+11,61002,1150.25%+2,115
ZOETIS INC(ZTS)181,632189,147+7,51530,73432,7913.90%+2,057
BOOKING HOLDINGS INC(BKNG)0463+46301,8340.22%+1,834
ELI LILLY & CO(LLY)01,910+1,91001,7290.21%+1,729
IDEXX LABS INC(IDXX)3662,243+1,8771981,0930.13%+895
DEXCOM INC(DXCM)2,48710,881+8,3943451,2340.15%+889
BLOCK INC(XYZ)3,12016,445+13,3252641,0610.13%+797
VISA INC(V)7,77710,847+3,0702,1702,8470.34%+677
APPLIED MATLS INC02,800+2,80006610.08%+661
LAUDER ESTEE COS INC(EL)4,34610,256+5,9106701,0910.13%+421
WALLBOX NV050,000+50,0000660.01%+66
GOLDMAN SACHS PHYSICAL GOLD(AAAU)42,41542,41509339760.12%+43
MICROSOFT CORP(MSFT)60460402542700.03%+16
LOCKHEED MARTIN CORP(LMT)70570503213290.04%+9
DRAFTKINGS INC NEW(DKNG)5,3085,30802412030.02%-38
Fidelity National Info Services(FIS)6410-641390—-39
ASML Hldgs ADRs
N Y REGISTRY SHS
620-62600—-60
Becton Dickinson & Co(BDX)2470-247610—-61
Schlumberger Ltd Common(SLB)1,7580-1,758960—-96
AMERICAN TOWER CORP NEW(AMT)109,950111,089+1,13921,72421,5932.57%-130
BERKSHIRE HATHAWAY INC DEL9,7559,75504,1023,9680.47%-134
Alibaba Group ADR 8 Ord(BABA)2,4400-2,4401770—-177
Union Pacific Corp(UNP)1,1730-1,1732880—-288
Philip Morris Intl(PM)3,6000-3,6003300—-330
Northrop Grumman Corp(NOC)7400-7403540—-354
Petroleo Brasileiro ADR (2 Ord)(PBR)22,0000-22,0003670—-367
THERMO FISHER SCIENTIFIC INC(TMO)52,18652,925+73930,33129,2683.48%-1,063
LINDE PLC(LIN)8,2174,867-3,3503,8152,1360.25%-1,680
MASTERCARD INCORPORATED(MA)105,888109,555+3,66750,99248,3315.75%-2,661
SALESFORCE INC(CRM)154,609159,849+5,24046,18341,0974.89%-5,086
DISNEY WALT CO(DIS)295,412309,956+14,54436,14730,7763.66%-5,371
NVIDIA CORPORATION(NVDA)109,374733,290+623,91699,08290,59110.79%-8,491
EATON CORP PLC(ETN)227,223198,418-28,80571,04862,2147.41%-8,834
Abbott Labs Common284,8400-284,84032,3750—-32,375
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