PineStone Asset Management Inc.
44 holdingsFiling period: 2026-06-30Current AUM: $15.76Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.96M | $2.37B | $2.05B | 13.02% | -328,485 | 2026-06-30 |
| 2 | GOOGL | ALPHABET INC | 4.61M | $1.65B | $1.59B | 10.08% | -566,974 | 2026-06-30 |
| 3 | MCO | MOODYS CORP | 2.28M | $1.03B | $1.07B | 6.77% | -65,823 | 2026-06-30 |
| 4 | MSFT | MICROSOFT CORP | 2.59M | $964.9M | $1.29B | 8.16% | -279,496 | 2026-06-30 |
| 5 | MA | MASTERCARD INCORPORATED | 1.83M | $940.9M | $1.05B | 6.66% | +21.6K | 2026-06-30 |
| 6 | AZO | AUTOZONE INC | 244.3K | $780.6M | $698.6M | 4.43% | -12,585 | 2026-06-30 |
| 7 | AMZN | AMAZON COM INC | 2.78M | $662.3M | $690.3M | 4.38% | +1.27M | 2026-06-30 |
| 8 | KLAC | KLA CORP | 2.17M | $654.6M | $364.6M | 2.31% | +2.06M | 2026-06-30 |
| 9 | CME | CME GROUP INC | 2.72M | $600.5M | $748.1M | 4.75% | +124.7K | 2026-06-30 |
| 10 | TJX | TJX COS INC NEW | 3.75M | $568.8M | $467.8M | 2.97% | -153,965 | 2026-06-30 |
| 11 | SHW | SHERWIN WILLIAMS CO | 1.56M | $538.7M | $505.7M | 3.21% | -101,765 | 2026-06-30 |
| 12 | MSCI | MSCI INC | 943.5K | $528.4M | $513.9M | 3.26% | -33,224 | 2026-06-30 |
| 13 | CARR | CARRIER GLOBAL CORPORATION | 6.33M | $464.6M | $351.8M | 2.23% | -239,502 | 2026-06-30 |
| 14 | JNJ | JOHNSON & JOHNSON | 1.73M | $440.3M | $463.3M | 2.94% | -54,826 | 2026-06-30 |
| 15 | MTD | METTLER TOLEDO INTERNATIONAL | 326.1K | $416.6M | $433.9M | 2.75% | +3.3K | 2026-06-30 |
| 16 | — | LINDE PLC | 769.8K | $399.5M | $399.5M | 2.53% | -- | 2026-06-30 |
| 17 | ADI | ANALOG DEVICES INC | 884.0K | $351.1M | $319.4M | 2.03% | +59.5K | 2026-06-30 |
| 18 | UNH | UNITEDHEALTH GROUP INC | 807.5K | $335.6M | $303.6M | 1.93% | -1,351 | 2026-06-30 |
| 19 | OTIS | OTIS WORLDWIDE CORP | 4.29M | $307.2M | $293.9M | 1.86% | -203,428 | 2026-06-30 |
| 20 | PEP | PEPSICO INC | 2.18M | $295.5M | $295.7M | 1.88% | -202,669 | 2026-06-30 |
| 21 | SPGI | S&P GLOBAL INC | 661.2K | $269.3M | $272.8M | 1.73% | +128.8K | 2026-06-30 |
| 22 | — | AON PLC | 799.3K | $265.1M | $265.1M | 1.68% | -- | 2026-06-30 |
| 23 | CNI | CANADIAN NATL RY CO | 2.03M | $242.6M | $247.7M | 1.57% | -- | 2026-06-30 |
| 24 | GGG | GRACO INC | 3.19M | $240.9M | $244.8M | 1.55% | -439,751 | 2026-06-30 |
| 25 | CPRT | COPART INC | 7.91M | $223.1M | $245.6M | 1.56% | -436,300 | 2026-06-30 |
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