MU Investments

Latest statistics and disclosures from MU Investments's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are PH, CARR, MSFT, AAPL, GWW, and represent 26.23% of MU Investments's stock portfolio.
  • Reduced shares in these 10 stocks: GWW, COST, UNH, TMO, PH, MMC, TJX, TSM, AAPL, CARR.
  • MU Investments was a net seller of stock by $-789k.
  • MU Investments has $75M in assets under management (AUM), dropping by -5.37%.
  • Central Index Key (CIK): 0001473438

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Portfolio Holdings for MU Investments

MU Investments holds 24 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
Parker-hannifin Cp Common Stock (PH) 5.5 $4.1M 10k 392.43
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Carrier Global Corp Common Stock (CARR) 5.4 $4.0M 72k 55.94
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Microsoft Corp Common Stock (MSFT) 5.2 $3.9M 12k 313.64
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Apple Computer Common Stock (AAPL) 5.1 $3.8M 22k 170.69
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Ww Grainger Common Stock (GWW) 5.1 $3.8M 5.4k 698.85
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Costco Wholesale Corp Common Stock (COST) 4.9 $3.7M 6.5k 568.63
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Nucor Corp Common Stock (NUE) 4.8 $3.5M 23k 157.76
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Suncor Energy Common Stock (SU) 4.7 $3.5M 100k 35.18
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Marsh & Mclennan Cos Common Stock (MMC) 4.7 $3.5M 18k 193.40
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Tjx Companies Common Stock (TJX) 4.7 $3.5M 39k 89.58
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Accenture Plc-cl A Common Stock (ACN) 4.6 $3.4M 11k 300.77
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Taiwan Semiconductor-sp Common Stock (TSM) 4.5 $3.4M 39k 86.41
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Visa Inc-class A Shares Common Stock (V) 4.5 $3.4M 15k 231.66
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Cummins Common Stock (CMI) 4.0 $3.0M 13k 231.31
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Ross Stores Common Stock (ROST) 4.0 $3.0M 26k 111.81
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Unitedhealth Group Common Stock (UNH) 3.9 $2.9M 5.7k 510.10
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Texas Instruments Common Stock (TXN) 3.8 $2.8M 18k 159.09
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Thermo Fisher Scientific Common Stock (TMO) 3.8 $2.8M 5.6k 503.02
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Johnson & Johnson Common Stock (JNJ) 3.6 $2.7M 17k 156.88
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Best Buy Common Stock (BBY) 3.5 $2.6M 38k 68.90
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Nike Inc B Common Stock (NKE) 3.4 $2.5M 28k 89.63
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Pfizer Common Stock (PFE) 2.5 $1.9M 59k 32.09
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Estee Lauder-a Common Stock (EL) 2.4 $1.8M 13k 141.95
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Dollar General Common Stock (DG) 1.7 $1.3M 12k 105.37
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Past Filings by MU Investments

SEC 13F filings are viewable for MU Investments going back to 2011

View all past filings