Intermede Investment Partners as of Dec. 31, 2022
Portfolio Holdings for Intermede Investment Partners
Intermede Investment Partners holds 27 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Danaher Corporation (DHR) | 6.2 | $224M | 843k | 265.42 | |
| Schlumberger (SLB) | 6.2 | $224M | 4.2M | 53.46 | |
| Charles Schwab Corporation (SCHW) | 6.2 | $222M | 2.7M | 83.26 | |
| Cme (CME) | 5.7 | $206M | 1.2M | 168.16 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.4 | $193M | 2.2M | 88.73 | |
| Microsoft Corporation (MSFT) | 5.3 | $189M | 787k | 239.82 | |
| Adobe Systems Incorporated (ADBE) | 5.2 | $185M | 549k | 336.53 | |
| Zoetis Cl A (ZTS) | 5.1 | $184M | 1.3M | 146.55 | |
| S&p Global (SPGI) | 5.0 | $181M | 539k | 334.94 | |
| Mastercard Cl A (MA) | 5.0 | $179M | 516k | 347.73 | |
| Taiwan Semiconductor Mfg Sponsored Adr (TSM) | 4.8 | $172M | 2.3M | 74.49 | |
| Accenture Plc Ireland Shs Class A (ACN) | 4.5 | $159M | 598k | 266.84 | |
| Walt Disney Company (DIS) | 4.0 | $143M | 1.6M | 86.88 | |
| Amazon Com Inc option | 4.0 | $142M | 1.7M | 84.00 | |
| Cooper Cos Com New | 3.7 | $134M | 405k | 330.67 | |
| Marsh & McLennan Companies (MMC) | 3.4 | $122M | 736k | 165.48 | |
| Allegion Pub Ord Shs (ALLE) | 3.3 | $117M | 1.1M | 105.26 | |
| Becton, Dickinson and (BDX) | 3.2 | $114M | 449k | 254.30 | |
| Dollar Tree (DLTR) | 3.1 | $111M | 784k | 141.44 | |
| Autodesk (ADSK) | 2.9 | $103M | 552k | 186.87 | |
| Ansys (ANSS) | 2.3 | $82M | 341k | 241.59 | |
| Hdfc Bank Adr Reps 3 Shs (HDB) | 2.2 | $80M | 1.2M | 68.41 | |
| West Pharmaceutical Services (WST) | 2.2 | $79M | 336k | 235.35 | |
| Aon Shs Cl A (AON) | 0.4 | $14M | 46k | 300.14 | |
| Applied Materials (AMAT) | 0.2 | $8.4M | 86k | 97.38 | |
| Amdocs SHS (DOX) | 0.2 | $7.7M | 85k | 90.91 | |
| Grupo Televisa Sa Spon Adr Rep Ord (TV) | 0.2 | $7.5M | 1.6M | 4.56 |
