Fund Holdings — J. Stern & Co. LLP

Total Portfolio Value
$1.32B
Total Bought
$144.44M
Total Sold
$160.61M
Net Transaction
-$16.17M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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Nvidia(NVDA)966,556910,704-55,852135,050169,91912.86%+34,869
Alphabet Class C(GOOG)404,199392,166-12,03369,51295,5127.23%+26,000
Amphenol871,809805,073-66,73678,21299,6287.54%+21,415
RTX(RTX)366,888379,016+12,12850,07763,4214.80%+13,344
Meta(META)127,476130,418+2,94284,56895,7767.25%+11,208
Amazon(AMZN)399,162425,078+25,91682,45093,3347.06%+10,885
Eaton(ETN)231,164233,451+2,28776,89387,3696.61%+10,476
Xylem(XYL)350,900365,733+14,83344,06053,9464.08%+9,885
Alphabet Class A(GOOG)4,02642,804+38,77867810,4060.79%+9,727
Lam Research(LRCX)35,47588,094+52,6192,87611,7960.89%+8,920
Nike Inc.(NKE)097,850+97,85006,8230.52%+6,823
Cadence Design Systems(CDNS)12,57828,786+16,2083,96810,1110.77%+6,143
Home Depot(HD)014,914+14,91406,0430.46%+6,043
Estee Lauder(EL)43,60493,461+49,8572,7778,2360.62%+5,459
Gartner(IT)018,557+18,55704,8780.37%+4,878
Lowe's(LOW)018,830+18,83004,7320.36%+4,732
IDEXX Labs(IDXX)4,95411,151+6,1972,4857,1240.54%+4,640
Block Inc(XYZ)54,506107,455+52,9493,2027,7660.59%+4,564
Visa(V)14,05726,816+12,7594,9709,1540.69%+4,185
McDonalds(MCD)11,35325,493+14,1403,5717,7470.59%+4,176
Walt Disney(DIS)382,052416,322+34,27043,58647,6693.61%+4,083
Booking Holdings(BKNG)7881,475+6874,2027,9640.60%+3,762
Eli Lilly & Co(LLY)4,2018,743+4,5422,9986,6710.50%+3,673
Intuitive Surgical Inc5,07811,434+6,3562,7405,1140.39%+2,374
Dexcom Inc(DXCM)40,04872,332+32,2843,3844,8670.37%+1,483
Mastercard(MA)134,351135,354+1,00375,65076,9915.83%+1,341
Thermo Fisher(TMO)63,15354,227-8,92625,10326,3011.99%+1,198
Intercontinental Exchange(ICE)285,546309,218+23,67251,03652,0973.94%+1,061
Applied Materials Common02,800+2,80005730.04%+573
Northrop Grumman Corp(NOC)74074003494510.03%+102
Lockheed Martin Corp(LMT)70570503313520.03%+21
Linde Plc(LIN)01,478,200+1,478,200030.00%+3
Berkshire Hathaway Class B9,7559,75504,9114,9040.37%-7
Wallbox Class A50,0000-50,000160—-16
Brown-Forman Corp B(BF-A)20,52718,191-2,3366974930.04%-204
Goldman Sachs Physical Gold ET(AAAU)42,41521,210-21,2051,4088090.06%-599
American Tower(AMT)137,189133,542-3,64729,52825,6831.94%-3,845
Otis(OTIS)456,843441,160-15,68344,55240,3353.05%-4,217
Abbott Laboratories351,707313,558-38,14946,77941,9983.18%-4,781
Zoetis(ZTS)208,959192,076-16,88333,49328,1052.13%-5,388
Salesforce(CRM)203,767196,159-7,60855,62646,4903.52%-9,137
Honeywell(HON)264,375233,326-31,04959,66249,1153.72%-10,547
Adobe(ADBE)97,9012,486-95,41539,2728770.07%-38,395
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