Intermede Investment Partners as of Sept. 30, 2023
Portfolio Holdings for Intermede Investment Partners
Intermede Investment Partners holds 26 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 7.1 | $276M | 2.1M | 131.85 | |
| Linde SHS (LIN) | 6.5 | $254M | 683k | 372.35 | |
| Microsoft Corporation (MSFT) | 6.1 | $240M | 759k | 315.75 | |
| Schlumberger (SLB) | 6.1 | $236M | 4.1M | 58.30 | |
| Cme (CME) | 5.5 | $214M | 1.1M | 200.22 | |
| Amazon Com Inc option | 5.3 | $208M | 1.6M | 127.12 | |
| Danaher Corporation (DHR) | 5.2 | $202M | 813k | 248.10 | |
| Mastercard Cl A (MA) | 5.0 | $197M | 497k | 395.91 | |
| Taiwan Semiconductor Mfg Sponsored Adr (TSM) | 5.0 | $194M | 2.2M | 86.90 | |
| Zoetis Cl A (ZTS) | 4.6 | $179M | 1.0M | 173.98 | |
| Charles Schwab Corporation (SCHW) | 4.6 | $179M | 3.3M | 54.90 | |
| Accenture Plc Ireland Shs Class A (ACN) | 4.6 | $178M | 580k | 307.11 | |
| S&p Global (SPGI) | 4.4 | $173M | 473k | 365.41 | |
| Adobe Systems Incorporated (ADBE) | 4.3 | $168M | 330k | 509.90 | |
| Equifax (EFX) | 3.8 | $149M | 811k | 183.18 | |
| Becton, Dickinson and (BDX) | 3.6 | $141M | 544k | 258.53 | |
| Cooper Cos Com New | 3.2 | $124M | 390k | 318.01 | |
| Marsh & McLennan Companies (MMC) | 3.0 | $118M | 618k | 190.30 | |
| Allegion Pub Ord Shs (ALLE) | 2.9 | $112M | 1.1M | 104.20 | |
| Autodesk (ADSK) | 2.8 | $110M | 532k | 206.91 | |
| West Pharmaceutical Services (WST) | 2.1 | $81M | 216k | 375.21 | |
| Hdfc Bank Adr Reps 3 Shs (HDB) | 1.8 | $71M | 1.2M | 59.01 | |
| Ansys (ANSS) | 1.7 | $67M | 226k | 297.55 | |
| Aon Shs Cl A (AON) | 0.4 | $15M | 48k | 324.22 | |
| Applied Materials (AMAT) | 0.2 | $9.6M | 69k | 138.45 | |
| Amdocs SHS (DOX) | 0.2 | $7.4M | 88k | 84.49 |
