PineStone Asset Management Inc.
44 holdingsFiling period: 2026-06-30Current AUM: $16.45Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor Manufac | 4.96M | $2.37B | $2.18B | 13.25% | -328,485 | 2026-06-30 |
| 2 | GOOGL | Alphabet Inc | 4.61M | $1.65B | $1.50B | 9.10% | -566,974 | 2026-06-30 |
| 3 | MCO | Moodys Corp | 2.28M | $1.03B | $1.09B | 6.63% | -65,823 | 2026-06-30 |
| 4 | MSFT | Microsoft Corp | 2.59M | $964.9M | $1.37B | 8.35% | -279,496 | 2026-06-30 |
| 5 | MA | Mastercard Incorporated | 1.83M | $940.9M | $1.12B | 6.80% | +21.6K | 2026-06-30 |
| 6 | AZO | Autozone Inc | 244.3K | $780.6M | $771.1M | 4.69% | -12,585 | 2026-06-30 |
| 7 | AMZN | Amazon.com Inc | 2.78M | $662.3M | $707.5M | 4.30% | +1.27M | 2026-06-30 |
| 8 | KLAC | Kla Corp | 2.17M | $654.6M | $344.5M | 2.09% | +2.06M | 2026-06-30 |
| 9 | CME | Cme Group Inc | 2.72M | $600.5M | $799.6M | 4.86% | +124.7K | 2026-06-30 |
| 10 | TJX | Tjx Cos Inc New | 3.75M | $568.8M | $519.6M | 3.16% | -153,965 | 2026-06-30 |
| 11 | SHW | Sherwin Williams Co | 1.56M | $538.7M | $501.9M | 3.05% | -101,765 | 2026-06-30 |
| 12 | MSCI | Msci Inc | 943.5K | $528.4M | $570.8M | 3.47% | -33,224 | 2026-06-30 |
| 13 | CARR | Carrier Global Corporation | 6.33M | $464.6M | $356.4M | 2.17% | -239,502 | 2026-06-30 |
| 14 | JNJ | Johnson & Johnson | 1.73M | $440.3M | $469.9M | 2.86% | -54,826 | 2026-06-30 |
| 15 | MTD | Mettler Toledo International | 326.1K | $416.6M | $553.9M | 3.37% | +3.3K | 2026-06-30 |
| 16 | — | Linde PLC | 769.8K | $399.5M | $399.5M | 2.43% | -- | 2026-06-30 |
| 17 | ADI | Analog Devices Inc | 884.0K | $351.1M | $378.6M | 2.30% | +59.5K | 2026-06-30 |
| 18 | UNH | Unitedhealth Group Inc | 807.5K | $335.6M | $328.7M | 2.00% | -1,351 | 2026-06-30 |
| 19 | OTIS | Otis Worldwide Corp | 4.29M | $307.2M | $312.6M | 1.90% | -203,428 | 2026-06-30 |
| 20 | PEP | Pepsico Inc | 2.18M | $295.5M | $289.5M | 1.76% | -202,669 | 2026-06-30 |
| 21 | SPGI | S&P Global Inc | 661.2K | $269.3M | $297.1M | 1.81% | +128.8K | 2026-06-30 |
| 22 | — | Aon PLC | 799.3K | $265.1M | $265.1M | 1.61% | -- | 2026-06-30 |
| 23 | CNI | Canadian Natl RY Co | 2.03M | $242.6M | $252.9M | 1.54% | -- | 2026-06-30 |
| 24 | GGG | Graco Inc | 3.19M | $240.9M | $214.0M | 1.30% | -439,751 | 2026-06-30 |
| 25 | CPRT | Copart Inc | 7.91M | $223.1M | $229.2M | 1.39% | -436,300 | 2026-06-30 |
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