Mirabaud Asset Management as of March 31, 2025
Portfolio Holdings for Mirabaud Asset Management
Mirabaud Asset Management holds 43 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 8.6 | $16M | 43k | 378.80 | |
| Amazon (AMZN) | 6.6 | $13M | 66k | 192.72 | |
| JPMorgan Chase & Co. (JPM) | 5.5 | $11M | 44k | 242.85 | |
| Cme (CME) | 5.4 | $10M | 40k | 262.22 | |
| Netflix (NFLX) | 5.2 | $9.9M | 11k | 933.85 | |
| TJX Companies (TJX) | 4.4 | $8.3M | 71k | 118.21 | |
| NVIDIA Corporation (NVDA) | 4.2 | $8.1M | 74k | 109.67 | |
| CRH Ord (CRH) | 4.1 | $7.8M | 89k | 88.14 | |
| Waste Connections (WCN) | 3.6 | $6.8M | 35k | 192.83 | |
| UnitedHealth (UNH) | 3.5 | $6.8M | 13k | 516.04 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $6.6M | 43k | 154.33 | |
| S&p Global (SPGI) | 3.3 | $6.4M | 13k | 502.51 | |
| Servicenow (NOW) | 3.1 | $5.9M | 7.4k | 797.76 | |
| American Express Company (AXP) | 3.0 | $5.8M | 22k | 265.48 | |
| Home Depot (HD) | 2.9 | $5.6M | 16k | 358.15 | |
| Mastercard Incorporated Cl A (MA) | 2.9 | $5.5M | 10k | 540.61 | |
| Transunion (TRU) | 2.8 | $5.3M | 65k | 82.25 | |
| Carlisle Companies (CSL) | 2.0 | $3.9M | 11k | 342.61 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.9 | $3.7M | 23k | 165.25 | |
| Nextera Energy (NEE) | 1.8 | $3.5M | 49k | 70.45 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.5 | $2.9M | 9.7k | 304.33 | |
| Ke Hldgs Sponsored Ads (BEKE) | 1.5 | $2.9M | 142k | 20.59 | |
| Infosys Sponsored Adr (INFY) | 1.5 | $2.9M | 161k | 18.17 | |
| Monolithic Power Systems (MPWR) | 1.5 | $2.8M | 4.8k | 579.89 | |
| Digital Realty Trust (DLR) | 1.3 | $2.6M | 18k | 142.10 | |
| Abbvie (ABBV) | 1.3 | $2.5M | 12k | 205.29 | |
| Advanced Drain Sys Inc Del (WMS) | 1.3 | $2.4M | 23k | 108.21 | |
| International Business Machines (IBM) | 1.2 | $2.3M | 9.4k | 244.00 | |
| Cummins (CMI) | 1.2 | $2.3M | 7.3k | 314.02 | |
| Clorox Company (CLX) | 1.1 | $2.1M | 14k | 146.28 | |
| Procter & Gamble Company (PG) | 1.0 | $2.0M | 12k | 168.03 | |
| American Tower Reit (AMT) | 0.8 | $1.6M | 7.3k | 215.56 | |
| Broadcom (AVGO) | 0.8 | $1.5M | 9.0k | 169.12 | |
| Broadridge Financial Solutions (BR) | 0.8 | $1.5M | 6.2k | 237.51 | |
| Watsco, Incorporated (WSO) | 0.7 | $1.4M | 2.7k | 501.88 | |
| Service Corporation International (SCI) | 0.7 | $1.3M | 17k | 79.79 | |
| Union Pacific Corporation (UNP) | 0.7 | $1.3M | 5.4k | 232.15 | |
| Icici Bank Adr (IBN) | 0.6 | $1.1M | 35k | 31.38 | |
| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.5 | $999k | 181k | 5.52 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.5 | $914k | 5.7k | 160.51 | |
| Merck & Co (MRK) | 0.5 | $872k | 9.8k | 89.23 | |
| Telus Ord (TU) | 0.4 | $677k | 47k | 14.29 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.3 | $580k | 8.8k | 66.13 |
