Mawer Investment Management as of Dec. 31, 2025
Portfolio Holdings for Mawer Investment Management
Mawer Investment Management holds 125 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.1 | $1.3B | 2.6M | 483.62 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.4 | $1.2B | 3.7M | 313.80 | |
| Amazon (AMZN) | 5.3 | $939M | 4.1M | 230.82 | |
| Marsh & McLennan Companies | 4.1 | $725M | 3.9M | 185.52 | |
| Visa Com Cl A (V) | 4.0 | $714M | 2.0M | 350.71 | |
| Amphenol Corp Cl A (APH) | 3.9 | $687M | 5.1M | 135.14 | |
| Booking Holdings (BKNG) | 3.4 | $601M | 112k | 5355.33 | |
| Shell Spon Ads (SHEL) | 3.3 | $593M | 8.1M | 73.48 | |
| Aon Shs Cl A (AON) | 2.9 | $521M | 1.5M | 352.88 | |
| Waters Corporation (WAT) | 2.8 | $493M | 1.3M | 379.83 | |
| Northrop Grumman Corporation (NOC) | 2.7 | $483M | 846k | 570.21 | |
| Aercap Holdings Nv SHS (AER) | 2.6 | $471M | 3.3M | 143.76 | |
| Wells Fargo & Company (WFC) | 2.5 | $455M | 4.9M | 93.20 | |
| Meta Platforms Cl A (META) | 2.5 | $454M | 688k | 660.09 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 2.5 | $443M | 587.00 | 754800.00 | |
| FTI Consulting (FCN) | 2.2 | $394M | 2.3M | 170.83 | |
| Intercontinental Exchange (ICE) | 2.2 | $394M | 2.4M | 161.96 | |
| JPMorgan Chase & Co. (JPM) | 1.8 | $327M | 1.0M | 322.22 | |
| Cme (CME) | 1.7 | $311M | 1.1M | 273.08 | |
| Mastercard Incorporated Cl A (MA) | 1.5 | $264M | 463k | 570.88 | |
| Aptar (ATR) | 1.4 | $251M | 2.1M | 121.96 | |
| Cdw (CDW) | 1.4 | $243M | 1.8M | 136.20 | |
| Medpace Hldgs (MEDP) | 1.3 | $229M | 407k | 561.65 | |
| AmerisourceBergen (COR) | 1.2 | $209M | 618k | 337.75 | |
| OSI Systems (OSIS) | 1.1 | $205M | 804k | 255.06 | |
| Uber Technologies (UBER) | 1.1 | $205M | 2.5M | 81.71 | |
| Corpay Com Shs (CPAY) | 1.1 | $190M | 630k | 300.93 | |
| Ferguson Enterprises Common Stock New (FERG) | 1.1 | $189M | 847k | 222.63 | |
| Deere & Company (DE) | 1.0 | $178M | 383k | 465.57 | |
| Martin Marietta Materials (MLM) | 0.9 | $165M | 265k | 622.66 | |
| Arthur J. Gallagher & Co. (AJG) | 0.9 | $159M | 613k | 258.79 | |
| Abbott Laboratories (ABT) | 0.9 | $156M | 1.2M | 125.29 | |
| Southern Company (SO) | 0.9 | $154M | 1.8M | 87.20 | |
| Sprott Com New (SII) | 0.8 | $148M | 1.5M | 97.92 | |
| Tencent Music Entmt Group Spon Ads (TME) | 0.8 | $137M | 7.8M | 17.53 | |
| Bwx Technologies (BWXT) | 0.7 | $134M | 773k | 172.84 | |
| Caci Intl Cl A (CACI) | 0.7 | $131M | 246k | 532.81 | |
| Procter & Gamble Company (PG) | 0.7 | $129M | 897k | 143.31 | |
| Verizon Communications (VZ) | 0.7 | $122M | 3.0M | 40.73 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.7 | $117M | 3.2M | 36.54 | |
| American Electric Power Company (AEP) | 0.6 | $113M | 977k | 115.31 | |
| S&p Global (SPGI) | 0.6 | $108M | 206k | 522.59 | |
| Becton, Dickinson and (BDX) | 0.6 | $105M | 543k | 194.07 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $95M | 355k | 268.30 | |
| Airbnb Com Cl A (ABNB) | 0.5 | $91M | 668k | 135.72 | |
| Johnson & Johnson (JNJ) | 0.5 | $86M | 416k | 206.95 | |
| Danaher Corporation (DHR) | 0.5 | $85M | 371k | 228.92 | |
| Esquire Financial Holdings (ESQ) | 0.5 | $82M | 801k | 102.07 | |
| Texas Instruments Incorporated (TXN) | 0.4 | $79M | 457k | 173.49 | |
| Netease Sponsored Ads (NTES) | 0.4 | $77M | 560k | 137.62 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.4 | $77M | 4.6M | 16.74 | |
| Itt (ITT) | 0.4 | $73M | 423k | 173.51 | |
| Anthem (ELV) | 0.4 | $73M | 207k | 350.55 | |
| Barrett Business Services (BBSI) | 0.4 | $71M | 2.0M | 36.21 | |
| Bio Rad Labs Cl A (BIO) | 0.4 | $71M | 234k | 302.99 | |
| Nike CL B (NKE) | 0.4 | $68M | 1.1M | 63.71 | |
| NVIDIA Corporation (NVDA) | 0.4 | $67M | 357k | 186.50 | |
| Abbvie (ABBV) | 0.3 | $60M | 261k | 228.49 | |
| Aaon Com Par $0.004 (AAON) | 0.3 | $58M | 766k | 76.25 | |
| Tradeweb Mkts Cl A (TW) | 0.3 | $57M | 531k | 107.54 | |
| Verisk Analytics (VRSK) | 0.3 | $57M | 255k | 223.69 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $57M | 187k | 303.89 | |
| Novanta (NOVT) | 0.3 | $54M | 457k | 118.99 | |
| UnitedHealth (UNH) | 0.3 | $48M | 145k | 330.11 | |
| Insperity (NSP) | 0.3 | $47M | 1.2M | 38.72 | |
| Cognex Corporation (CGNX) | 0.3 | $46M | 1.3M | 35.98 | |
| Valvoline Inc Common (VVV) | 0.3 | $45M | 1.5M | 29.06 | |
| Hershey Company (HSY) | 0.3 | $45M | 246k | 181.98 | |
| Zoetis Cl A (ZTS) | 0.2 | $45M | 354k | 125.82 | |
| Sherwin-Williams Company (SHW) | 0.2 | $43M | 134k | 324.03 | |
| Ametek (AME) | 0.2 | $41M | 201k | 205.31 | |
| Donnelley Finl Solutions (DFIN) | 0.2 | $40M | 860k | 46.69 | |
| BorgWarner (BWA) | 0.2 | $39M | 875k | 45.06 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $28M | 430k | 64.31 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $28M | 55k | 502.65 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.2 | $27M | 400k | 68.11 | |
| Ryan Specialty Holdings Cl A (RYAN) | 0.2 | $27M | 525k | 51.63 | |
| Kkr & Co (KKR) | 0.1 | $26M | 206k | 127.48 | |
| Sharkninja Com Shs (SN) | 0.1 | $24M | 217k | 111.90 | |
| Meta Financial (CASH) | 0.1 | $22M | 311k | 71.00 | |
| Ensign (ENSG) | 0.1 | $22M | 126k | 174.20 | |
| Atour Lifestyle Hldgs Sponsored Ads (ATAT) | 0.1 | $19M | 480k | 39.40 | |
| Lpl Financial Holdings (LPLA) | 0.1 | $18M | 50k | 357.17 | |
| ResMed (RMD) | 0.1 | $18M | 73k | 240.87 | |
| Kinsale Cap Group (KNSL) | 0.1 | $14M | 35k | 391.12 | |
| Rb Global (RBA) | 0.1 | $13M | 121k | 102.87 | |
| Kla Corp Com New (KLAC) | 0.1 | $12M | 9.6k | 1215.08 | |
| Dorman Products (DORM) | 0.1 | $11M | 91k | 123.19 | |
| KAR Auction Services (OPLN) | 0.1 | $11M | 372k | 29.78 | |
| Waystar Holding Corp (WAY) | 0.1 | $11M | 338k | 32.75 | |
| Shift4 Pmts Cl A (FOUR) | 0.1 | $11M | 170k | 62.97 | |
| Carlisle Companies (CSL) | 0.1 | $10M | 32k | 319.86 | |
| Murphy Usa (MUSA) | 0.1 | $10M | 25k | 403.52 | |
| Sandisk Corp (SNDK) | 0.1 | $10M | 43k | 237.38 | |
| Lyft Cl A Com (LYFT) | 0.1 | $9.8M | 508k | 19.37 | |
| Advanced Drain Sys Inc Del (WMS) | 0.1 | $9.5M | 65k | 144.83 | |
| Medline Com Cl A (MDLN) | 0.1 | $9.5M | 225k | 42.00 | |
| Warner Music Group Corp Com Cl A (WMG) | 0.1 | $9.0M | 295k | 30.67 | |
| Sprouts Fmrs Mkt (SFM) | 0.0 | $7.7M | 97k | 79.67 | |
| Vital Farms (VITL) | 0.0 | $6.9M | 216k | 31.94 | |
| Inter Parfums (IPAR) | 0.0 | $6.5M | 77k | 84.83 | |
| Comfort Systems USA (FIX) | 0.0 | $6.1M | 6.5k | 933.29 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $6.0M | 19k | 313.00 | |
| O'reilly Automotive (ORLY) | 0.0 | $5.8M | 64k | 91.21 | |
| Euronet Worldwide (EEFT) | 0.0 | $5.7M | 75k | 76.11 | |
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 0.0 | $5.7M | 73k | 78.13 | |
| Cbiz (CBZ) | 0.0 | $4.9M | 97k | 50.45 | |
| Ishares Tr Msci Uk Etf New (EWU) | 0.0 | $4.7M | 108k | 43.98 | |
| Mcewen Com New (MUX) | 0.0 | $4.6M | 250k | 18.51 | |
| Csw Industrials (CSW) | 0.0 | $4.5M | 15k | 293.53 | |
| Boston Scientific Corporation (BSX) | 0.0 | $4.4M | 46k | 95.35 | |
| Pdd Holdings Sponsored Ads (PDD) | 0.0 | $3.9M | 34k | 113.39 | |
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $3.7M | 36k | 103.56 | |
| Legence Corp Cl A (LGN) | 0.0 | $3.7M | 85k | 43.04 | |
| Block Cl A (XYZ) | 0.0 | $3.1M | 47k | 65.09 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $3.1M | 20k | 156.80 | |
| Burford Cap Ord Shs (BUR) | 0.0 | $2.2M | 249k | 8.92 | |
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $1.7M | 11k | 154.80 | |
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $1.5M | 9.1k | 162.01 | |
| Ishares Tr Us Consm Staples (IYK) | 0.0 | $1.1M | 17k | 66.92 | |
| Apple (AAPL) | 0.0 | $1.1M | 3.9k | 271.86 | |
| Sea Sponsord Ads (SE) | 0.0 | $1.0M | 8.1k | 127.57 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $294k | 1.7k | 177.37 | |
| Rbc Cad (RY) | 0.0 | $255k | 1.5k | 170.49 | |
| Eli Lilly & Co. (LLY) | 0.0 | $253k | 235.00 | 1074.68 |
