Fund HoldingsJ. Stern & Co. LLP

Total Portfolio Value
$1.17B
Total Bought
$368.91M
Total Sold
$131.10M
Net Transaction
+$237.81M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
Amphenol076,769,791+76,769,791076,7706.54%+76,770
Nike Inc.(NKE)97,85048,054,542+47,956,6926,82348,0554.10%+41,231
Alphabet Class C(GOOG)392,166112,091,870+111,699,70495,512112,0929.55%+16,580
American Tower(AMT)133,54237,686,978+37,553,43625,68337,6873.21%+12,004
Thermo Fisher(TMO)54,22731,509,332+31,455,10526,30131,5092.69%+5,208
Berkshire Hathaway Class B04,903,351+4,903,35104,9030.42%+4,903
Honeywell(HON)233,32653,209,042+52,975,71649,11553,2094.53%+4,094
Lam Research(LRCX)03,459,377+3,459,37703,4590.29%+3,459
Block Inc(XYZ)02,299,565+2,299,56502,3000.20%+2,300
Intuitive Surgical Inc02,127,248+2,127,24802,1270.18%+2,127
Intercontinental Exchange(ICE)309,21854,107,273+53,798,05552,09754,1074.61%+2,010
TE Connectivity(TEL)01,957,724+1,957,72401,9580.17%+1,958
Linde Plc(LIN)1,478,2001,326,926-151,27431,3270.11%+1,324
Salesforce(CRM)196,15947,385,511+47,189,35246,49047,3864.04%+896
Applied Materials Common0719,572+719,57207200.06%+720
Brown-Forman Corp B(BF-A)18,191715,503+697,3124937160.06%+223
Goldman Sachs Physical Gold ET(AAAU)21,210902,486+881,2768099020.08%+94
Lockheed Martin Corp(LMT)705340,987+340,2823523410.03%-11
Northrop Grumman Corp(NOC)740421,955+421,2154514220.04%-29
Adobe(ADBE)2,486652,031+649,5458776520.06%-225
Applied Materials Common2,8000-2,8005730-573
RTX(RTX)379,01662,421,841+62,042,82563,42162,4225.32%-999
Otis(OTIS)441,16038,619,968+38,178,80840,33538,6203.29%-1,715
Eli Lilly & Co(LLY)8,7434,047,245+4,038,5026,6714,0470.34%-2,624
Abbott Laboratories313,55839,319,009+39,005,45141,99839,3193.35%-2,679
Lowe's(LOW)18,8301,490,369+1,471,5394,7321,4900.13%-3,242
Dexcom Inc(DXCM)72,3321,601,973+1,529,6414,8671,6020.14%-3,265
Gartner(IT)18,5571,536,890+1,518,3334,8781,5370.13%-3,341
Home Depot(HD)14,9142,232,521+2,217,6076,0432,2330.19%-3,810
Zoetis(ZTS)192,07624,069,492+23,877,41628,10524,0692.05%-4,035
Estee Lauder(EL)93,4614,094,761+4,001,3008,2364,0950.35%-4,141
Mastercard(MA)135,35472,597,097+72,461,74376,99172,5976.19%-4,394
IDEXX Labs(IDXX)11,1512,653,351+2,642,2007,1242,6530.23%-4,471
Berkshire Hathaway Class B9,7550-9,7554,9040-4,904
Intuitive Surgical Inc11,4340-11,4345,1140-5,114
Booking Holdings(BKNG)1,4752,832,970+2,831,4957,9642,8330.24%-5,131
McDonalds(MCD)25,4932,541,008+2,515,5157,7472,5410.22%-5,206
Amazon(AMZN)425,07887,982,814+87,557,73693,33487,9837.50%-5,352
Visa(V)26,8163,378,039+3,351,2239,1543,3780.29%-5,776
Cadence Design Systems(CDNS)28,7862,953,256+2,924,47010,1112,9530.25%-7,158
Block Inc(XYZ)107,4550-107,4557,7660-7,766
Xylem(XYL)365,73345,448,168+45,082,43553,94645,4483.87%-8,497
Walt Disney(DIS)416,32238,135,363+37,719,04147,66938,1353.25%-9,534
Alphabet Class A(GOOG)42,804328,337+285,53310,4063280.03%-10,077
Lam Research(LRCX)88,0940-88,09411,7960-11,796
Meta(META)130,41869,650,056+69,519,63895,77669,6505.94%-26,126
Eaton(ETN)233,45159,031,051+58,797,60087,36959,0315.03%-28,338
Nvidia(NVDA)910,704125,760,307+124,849,603169,919125,76010.72%-44,159
Amphenol805,0730-805,07399,6280-99,628
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