Mirabaud Asset Management Ltd
32 holdingsFiling period: 2026-03-31Current AUM: $140.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 34.7K | $11.0M | $13.1M | 9.38% | +19.1K | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 63.8K | $10.5M | $12.1M | 8.66% | -2,800 | 2026-03-31 |
| 3 | CME | CME GROUP INC | 28.3K | $8.4M | $7.6M | 5.45% | -8,774 | 2026-03-31 |
| 4 | JPM | JPMORGAN CHASE & CO | 29.5K | $8.4M | $10.0M | 7.15% | -14,434 | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 22.2K | $8.0M | $10.0M | 7.15% | -23,278 | 2026-03-31 |
| 6 | AVGO | BROADCOM INC | 23.6K | $6.9M | $8.7M | 6.23% | +16.6K | 2026-03-31 |
| 7 | GOOGL | ALPHABET INC | 23.8K | $6.5M | $8.1M | 5.76% | -18,170 | 2026-03-31 |
| 8 | AMZN | AMAZON COM INC | 32.0K | $6.4M | $8.4M | 5.99% | -28,853 | 2026-03-31 |
| 9 | FERG | FERGUSON ENTERPRISES INC | 24.9K | $5.6M | $5.6M | 3.99% | +19.2K | 2026-03-31 |
| 10 | UNP | UNION PAC CORP | 22.6K | $5.4M | $6.5M | 4.65% | +17.2K | 2026-03-31 |
| 11 | ABBV | ABBVIE INC | 25.0K | $5.3M | $6.2M | 4.40% | +9.6K | 2026-03-31 |
| 12 | NEE | NEXTERA ENERGY INC | 52.1K | $4.8M | $4.5M | 3.21% | -10,640 | 2026-03-31 |
| 13 | TJX | TJX COS INC NEW | 24.7K | $3.8M | $3.8M | 2.71% | -46,344 | 2026-03-31 |
| 14 | — | CRH PLC | 37.2K | $3.8M | $3.8M | 2.71% | -60,859 | 2026-03-31 |
| 15 | PANW | PALO ALTO NETWORKS INC | 24.3K | $3.8M | $7.8M | 5.55% | -- | 2026-03-31 |
| 16 | AXP | AMERICAN EXPRESS CO | 12.5K | $3.7M | $4.1M | 2.95% | -9,517 | 2026-03-31 |
| 17 | HD | HOME DEPOT INC | 6.0K | $1.9M | $2.0M | 1.40% | -10,324 | 2026-03-31 |
| 18 | CSL | CARLISLE COS INC | 5.1K | $1.6M | $1.8M | 1.27% | -6,413 | 2026-03-31 |
| 19 | MRK | MERCK & CO INC | 12.6K | $1.5M | $1.6M | 1.15% | +851 | 2026-03-31 |
| 20 | CMI | CUMMINS INC | 2.8K | $1.4M | $1.7M | 1.19% | -4,023 | 2026-03-31 |
| 21 | IBM | INTERNATIONAL BUSINESS MACHS | 5.8K | $1.4M | $1.3M | 0.91% | -2,094 | 2026-03-31 |
| 22 | WSO | WATSCO INC | 3.9K | $1.3M | $1.1M | 0.82% | +654 | 2026-03-31 |
| 23 | MA | MASTERCARD INCORPORATED | 2.7K | $1.3M | $1.5M | 1.09% | -9,301 | 2026-03-31 |
| 24 | FCX | FREEPORT MCMORAN INC | 23.0K | $1.3M | $1.3M | 0.96% | -- | 2026-03-31 |
| 25 | DLR | DIGITAL RLTY TR INC | 6.9K | $1.2M | $1.3M | 0.90% | -11,050 | 2026-03-31 |
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