Fund HoldingsJ. Stern & Co. LLP

Total Portfolio Value
$938.36M
Total Bought
$714.94M
Total Sold
$612.78M
Net Transaction
+$102.16M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Nvidia Corp Common(NVDA)0940,784+940,7840114,24912.18%+114,249
Amazon Com Inc Common(AMZN)0377,320+377,320070,3067.49%+70,306
Eaton Corp PLC Common(ETN)0204,983+204,983067,9407.24%+67,940
Salesforce.com(CRM)0168,275+168,275046,0594.91%+46,059
Adobe Inc(ADBE)081,839+81,839042,3754.52%+42,375
Honeywell Intl Inc(HON)0200,242+200,242041,3924.41%+41,392
Xylem(XYL)0304,326+304,326041,0934.38%+41,093
Otis Worldwide Corp(OTIS)0391,709+391,709040,7144.34%+40,714
Zoetis Inc(ZTS)0199,953+199,953039,0674.16%+39,067
RTX(RTX)0315,674+315,674038,2474.08%+38,247
Abbott Labs Common0299,133+299,133034,1043.63%+34,104
Thermo Fisher Scientific Inc(TMO)054,340+54,340033,6133.58%+33,613
Walt Disney Co(DIS)0320,051+320,051030,7863.28%+30,786
American Tower Corp Common(AMT)0116,458+116,458027,0832.89%+27,083
Meta Platforms Inc(META)111,306118,164+6,85856,12367,6427.21%+11,519
Mastercard Inc Class A(MA)109,555115,002+5,44748,33156,7886.05%+8,457
Berkshire Hathaway Class B09,755+9,75504,4900.48%+4,490
Booking Holdings Common(BKNG)0722+72203,0410.32%+3,041
Eli Lilly & Co(LLY)02,812+2,81202,4910.27%+2,491
McDonald's Corp(MCD)07,583+7,58302,3090.25%+2,309
Intercontinental Exchange(ICE)012,300+12,30001,9760.21%+1,976
IDEXX Laboratories(IDXX)03,320+3,32001,6770.18%+1,677
Dexcom Inc(DXCM)023,438+23,43801,5710.17%+1,571
Cadence Design Systems(CDNS)05,570+5,57001,5100.16%+1,510
Brown-Forman Corp B(BF-A)025,747+25,74701,2670.13%+1,267
Block Inc(XYZ)16,44533,447+17,0021,0612,2450.24%+1,185
Goldman Sachs Physical Gold ET(AAAU)042,415+42,41501,1040.12%+1,104
Visa Inc(V)10,84713,082+2,2352,8473,5970.38%+750
Amphenol Corp Class A713,913749,252+35,33948,09648,8215.20%+725
Estee Lauder Cos Inc(EL)10,25618,175+7,9191,0911,8120.19%+721
Lockheed Martin Corp(LMT)0705+70504120.04%+412
Northrop Grumman Corp(NOC)0740+74003910.04%+391
Linde Plc(LIN)4,8674,86702,1362,3210.25%+185
Microsoft Corporation Common(MSFT)0200+2000860.01%+86
Wallbox Class A050,000+50,0000610.01%+61
Becton Dickinson & Co(BDX)0247+2470600.01%+60
ASML Hldgs ADRs
N Y REGISTRY SHS
062+620520.01%+52
Schlumberger Ltd Common(SLB)01,120+1,1200470.01%+47
Fidelity National Info Services(FIS)0641+6410390.00%+39
Medtronic PLC(MDT)0330+3300300.00%+30
Draftkings Inc Class A Common(DKNG)5,3085,30802032080.02%+5
WALLBOX NV50,0000-50,000660-65
MICROSOFT CORP(MSFT)6040-6042700-270
LOCKHEED MARTIN CORP(LMT)7050-7053290-329
APPLIED MATLS INC2,8000-2,8006610-661
GOLDMAN SACHS PHYSICAL GOLD(AAAU)42,4150-42,4159760-976
IDEXX LABS INC(IDXX)2,2430-2,2431,0930-1,093
DEXCOM INC(DXCM)10,8810-10,8811,2340-1,234
Alphabet Inc Class A(GOOG)11,6104,570-7,0402,1157580.08%-1,357
ELI LILLY & CO(LLY)1,9100-1,9101,7290-1,729
BOOKING HOLDINGS INC(BKNG)4630-4631,8340-1,834
Alphabet Inc Class C(GOOG)362,413385,951+23,53866,47464,5276.88%-1,947
BERKSHIRE HATHAWAY INC DEL9,7550-9,7553,9680-3,968
AMERICAN TOWER CORP NEW(AMT)111,0890-111,08921,5930-21,593
THERMO FISHER SCIENTIFIC INC(TMO)52,9250-52,92529,2680-29,268
RTX CORPORATION(RTX)299,3220-299,32230,0490-30,049
ABBOTT LABS295,1560-295,15630,6700-30,670
DISNEY WALT CO(DIS)309,9560-309,95630,7760-30,776
ZOETIS INC(ZTS)189,1470-189,14732,7910-32,791
OTIS WORLDWIDE CORP(OTIS)378,6130-378,61336,4450-36,445
XYLEM INC(XYL)289,9840-289,98439,3310-39,331
SALESFORCE INC(CRM)159,8490-159,84941,0970-41,097
HONEYWELL INTL INC(HON)198,1550-198,15542,3140-42,314
ADOBE INC(ADBE)78,1750-78,17543,4290-43,429
EATON CORP PLC(ETN)198,4180-198,41862,2140-62,214
AMAZON COM INC(AMZN)355,5000-355,50068,7000-68,700
NVIDIA CORPORATION(NVDA)733,2900-733,29090,5910-90,591
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