PineStone Asset Management Inc.
44 holdingsFiling period: 2026-03-31Current AUM: $15.43Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 5.29M | $1.79B | $2.14B | 13.85% | -958,066 | 2026-03-31 |
| 2 | GOOGL | ALPHABET INC | 5.17M | $1.49B | $1.84B | 11.94% | -572,259 | 2026-03-31 |
| 3 | MSFT | MICROSOFT CORP | 2.87M | $1.06B | $1.33B | 8.63% | -65,331 | 2026-03-31 |
| 4 | MCO | MOODYS CORP | 2.35M | $1.03B | $1.12B | 7.28% | -25,984 | 2026-03-31 |
| 5 | MA | MASTERCARD INCORPORATED | 1.81M | $904.6M | $1.04B | 6.72% | +113.3K | 2026-03-31 |
| 6 | AZO | AUTOZONE INC | 256.8K | $867.6M | $774.7M | 5.02% | -12,328 | 2026-03-31 |
| 7 | CME | CME GROUP INC | 2.59M | $766.3M | $694.8M | 4.50% | -18,828 | 2026-03-31 |
| 8 | TJX | TJX COS INC NEW | 3.91M | $624.2M | $614.9M | 3.98% | -317,984 | 2026-03-31 |
| 9 | SHW | SHERWIN WILLIAMS CO | 1.67M | $534.2M | $568.0M | 3.68% | -52,627 | 2026-03-31 |
| 10 | MSCI | MSCI INC | 976.8K | $526.5M | $558.9M | 3.62% | -24,168 | 2026-03-31 |
| 11 | JNJ | JOHNSON & JOHNSON | 1.79M | $437.2M | $458.5M | 2.97% | -278,997 | 2026-03-31 |
| 12 | MTD | METTLER TOLEDO INTERNATIONAL | 322.8K | $407.1M | $457.2M | 2.96% | -290 | 2026-03-31 |
| 13 | PEP | PEPSICO INC | 2.39M | $370.4M | $332.9M | 2.16% | -140,821 | 2026-03-31 |
| 14 | CARR | CARRIER GLOBAL CORPORATION | 6.57M | $370.1M | $406.3M | 2.63% | -580,519 | 2026-03-31 |
| 15 | OTIS | OTIS WORLDWIDE CORP | 4.49M | $346.4M | $323.3M | 2.10% | -186,115 | 2026-03-31 |
| 16 | AMZN | AMAZON COM INC | 1.51M | $315.2M | $411.0M | 2.66% | +446.6K | 2026-03-31 |
| 17 | GGG | GRACO INC | 3.63M | $306.9M | $287.8M | 1.86% | -163,443 | 2026-03-31 |
| 18 | CPRT | COPART INC | 8.35M | $277.2M | $243.2M | 1.58% | -167,147 | 2026-03-31 |
| 19 | ADI | ANALOG DEVICES INC | 824.5K | $262.3M | $302.9M | 1.96% | -60,562 | 2026-03-31 |
| 20 | SPGI | S&P GLOBAL INC | 532.4K | $226.4M | $219.3M | 1.42% | -85,010 | 2026-03-31 |
| 21 | HLT | HILTON WORLDWIDE HLDGS INC | 736.7K | $224.0M | $236.1M | 1.53% | -56,030 | 2026-03-31 |
| 22 | UNH | UNITEDHEALTH GROUP INC | 808.9K | $218.9M | $335.2M | 2.17% | -16,832 | 2026-03-31 |
| 23 | LOW | LOWES COS INC | 866.1K | $204.6M | $180.0M | 1.17% | -60,280 | 2026-03-31 |
| 24 | KLAC | KLA CORP | 107.0K | $157.6M | $19.6M | 0.13% | -- | 2026-03-31 |
| 25 | CL | COLGATE PALMOLIVE CO | 1.55M | $132.2M | $141.6M | 0.92% | -39,600 | 2026-03-31 |
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