Fund HoldingsJ. Stern & Co. LLP

Total Portfolio Value
$839.90M
Total Bought
$677.30M
Total Sold
$622.85M
Net Transaction
+$54.45M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)0733,290+733,290090,59110.79%+90,591
AMAZON COM INC(AMZN)0355,500+355,500068,7008.18%+68,700
ALPHABET INC(GOOG)0362,413+362,413066,4747.91%+66,474
AMPHENOL CORP NEW0713,913+713,913048,0965.73%+48,096
ADOBE INC(ADBE)078,175+78,175043,4295.17%+43,429
HONEYWELL INTL INC(HON)0198,155+198,155042,3145.04%+42,314
SALESFORCE INC(CRM)0159,849+159,849041,0974.89%+41,097
XYLEM INC(XYL)0289,984+289,984039,3314.68%+39,331
OTIS WORLDWIDE CORP(OTIS)0378,613+378,613036,4454.34%+36,445
ZOETIS INC(ZTS)0189,147+189,147032,7913.90%+32,791
DISNEY WALT CO(DIS)0309,956+309,956030,7763.66%+30,776
ABBOTT LABS0295,156+295,156030,6703.65%+30,670
RTX CORPORATION(RTX)0299,322+299,322030,0493.58%+30,049
THERMO FISHER SCIENTIFIC INC(TMO)052,925+52,925029,2683.48%+29,268
AMERICAN TOWER CORP NEW(AMT)0111,089+111,089021,5932.57%+21,593
META PLATFORMS INC(META)106,819111,306+4,48751,91556,1236.68%+4,208
BERKSHIRE HATHAWAY INC DEL09,755+9,75503,9680.47%+3,968
VISA INC(V)010,847+10,84702,8470.34%+2,847
ALPHABET INC(GOOG)011,610+11,61002,1150.25%+2,115
BOOKING HOLDINGS INC(BKNG)0463+46301,8340.22%+1,834
ELI LILLY & CO(LLY)01,910+1,91001,7290.21%+1,729
DEXCOM INC(DXCM)010,881+10,88101,2340.15%+1,234
IDEXX LABS INC(IDXX)02,243+2,24301,0930.13%+1,093
BLOCK INC(XYZ)016,445+16,44501,0610.13%+1,061
GOLDMAN SACHS PHYSICAL GOLD(AAAU)042,415+42,41509760.12%+976
APPLIED MATLS INC02,800+2,80006610.08%+661
LAUDER ESTEE COS INC(EL)4,34610,256+5,9106701,0910.13%+421
LOCKHEED MARTIN CORP(LMT)0705+70503290.04%+329
MICROSOFT CORP(MSFT)0604+60402700.03%+270
DRAFTKINGS INC NEW(DKNG)05,308+5,30802030.02%+203
WALLBOX NV050,000+50,0000660.01%+66
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
Alibaba Group ADR 8 Ord(BABA)2,4400-2,4401770-177
IDEXX Laboratories(IDXX)3660-3661980-198
Draftkings Inc Class A Common(DKNG)5,3080-5,3082410-241
Microsoft Corporation Common(MSFT)6040-6042540-254
Block Inc(XYZ)3,1200-3,1202640-264
Union Pacific Corp(UNP)1,1730-1,1732880-288
Lockheed Martin Corp(LMT)7050-7053210-321
Philip Morris Intl(PM)3,6000-3,6003300-330
Dexcom Inc(DXCM)2,4870-2,4873450-345
Northrop Grumman Corp(NOC)7400-7403540-354
Petroleo Brasileiro ADR (2 Ord)(PBR)22,0000-22,0003670-367
Goldman Sachs Physical Gold ET(AAAU)42,4150-42,4159330-933
LINDE PLC(LIN)8,2174,867-3,3503,8152,1360.25%-1,680
Visa Inc(V)7,7770-7,7772,1700-2,170
MASTERCARD INCORPORATED(MA)105,888109,555+3,66750,99248,3315.75%-2,661
Berkshire Hathaway Class B9,7550-9,7554,1020-4,102
EATON CORP PLC(ETN)227,223198,418-28,80571,04862,2147.41%-8,834
American Tower Corp Common(AMT)109,9500-109,95021,7240-21,724
Thermo Fisher Scientific Inc(TMO)52,1860-52,18630,3310-30,331
Zoetis Inc(ZTS)181,6320-181,63230,7340-30,734
Otis Worldwide Corp(OTIS)318,6500-318,65031,6320-31,632
Abbott Labs Common284,8400-284,84032,3750-32,375
Honeywell Intl Inc(HON)174,9460-174,94635,9080-35,908
Walt Disney Co(DIS)295,4120-295,41236,1470-36,147
Xylem(XYL)282,8050-282,80536,5500-36,550
Adobe Inc(ADBE)75,2750-75,27537,9840-37,984
Amphenol Corp Class A393,6890-393,68945,4120-45,412
Salesforce.com(CRM)154,6090-154,60946,1830-46,183
Alphabet Inc Class C(GOOG)363,4220-363,42255,3290-55,329
Amazon Com Inc Common(AMZN)345,6450-345,64562,3470-62,347
Nvidia Corp Common(NVDA)109,3740-109,37499,0820-99,082
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