Intermede Investment Partners as of June 30, 2023
Portfolio Holdings for Intermede Investment Partners
Intermede Investment Partners holds 28 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Linde SHS (LIN) | 6.3 | $271M | 711k | 381.08 | |
| Microsoft Corporation (MSFT) | 6.3 | $269M | 789k | 340.54 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.2 | $264M | 2.2M | 120.97 | |
| Taiwan Semiconductor Mfg Sponsored Adr (TSM) | 5.5 | $235M | 2.3M | 100.92 | |
| Amazon Com Inc option | 5.2 | $222M | 1.7M | 130.36 | |
| Schlumberger (SLB) | 4.9 | $208M | 4.2M | 49.12 | |
| Cme (CME) | 4.8 | $206M | 1.1M | 185.29 | |
| Mastercard Cl A (MA) | 4.7 | $203M | 517k | 393.30 | |
| Danaher Corporation (DHR) | 4.7 | $203M | 845k | 240.00 | |
| Adobe Systems Incorporated (ADBE) | 4.7 | $200M | 410k | 488.99 | |
| S&p Global (SPGI) | 4.6 | $197M | 491k | 400.89 | |
| Accenture Plc Ireland Shs Class A (ACN) | 4.3 | $186M | 604k | 308.58 | |
| Zoetis Cl A (ZTS) | 4.3 | $184M | 1.1M | 172.21 | |
| Becton, Dickinson and (BDX) | 4.1 | $175M | 663k | 264.01 | |
| Charles Schwab Corporation (SCHW) | 4.0 | $173M | 3.0M | 56.68 | |
| Walt Disney Company (DIS) | 3.4 | $147M | 1.6M | 89.28 | |
| Allegion Pub Ord Shs (ALLE) | 3.1 | $135M | 1.1M | 120.02 | |
| Cooper Cos Com New | 3.1 | $132M | 344k | 383.43 | |
| Equifax (EFX) | 2.9 | $123M | 521k | 235.30 | |
| Marsh & McLennan Companies (MMC) | 2.8 | $121M | 642k | 188.08 | |
| Autodesk (ADSK) | 2.6 | $113M | 553k | 204.61 | |
| West Pharmaceutical Services (WST) | 2.4 | $105M | 273k | 382.47 | |
| Hdfc Bank Adr Reps 3 Shs (HDB) | 2.0 | $86M | 1.2M | 69.70 | |
| Ansys (ANSS) | 1.8 | $78M | 235k | 330.27 | |
| Aon Shs Cl A (AON) | 0.4 | $17M | 50k | 345.19 | |
| Applied Materials (AMAT) | 0.3 | $12M | 82k | 144.55 | |
| Grupo Televisa Sa Spon Adr Rep Ord (TV) | 0.3 | $12M | 2.3M | 5.13 | |
| Amdocs SHS (DOX) | 0.2 | $9.0M | 91k | 98.85 |
