Mirabaud Asset Management as of June 30, 2025
Portfolio Holdings for Mirabaud Asset Management
Mirabaud Asset Management holds 40 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.2 | $22M | 44k | 495.94 | |
| NVIDIA Corporation (NVDA) | 6.0 | $13M | 82k | 157.75 | |
| JPMorgan Chase & Co. (JPM) | 5.9 | $13M | 45k | 287.11 | |
| Cme (CME) | 5.7 | $12M | 45k | 274.76 | |
| Amazon (AMZN) | 5.7 | $12M | 54k | 223.30 | |
| Netflix (NFLX) | 5.1 | $11M | 8.3k | 1323.12 | |
| Servicenow (NOW) | 4.9 | $11M | 10k | 1022.42 | |
| Waste Connections (WCN) | 4.2 | $8.9M | 48k | 185.90 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.1 | $8.8M | 49k | 178.53 | |
| CRH Ord (CRH) | 4.1 | $8.8M | 96k | 91.52 | |
| American Express Company (AXP) | 4.0 | $8.7M | 27k | 317.19 | |
| S&p Global (SPGI) | 3.6 | $7.6M | 15k | 517.71 | |
| TJX Companies (TJX) | 3.4 | $7.3M | 59k | 123.38 | |
| Mastercard Incorporated Cl A (MA) | 2.7 | $5.8M | 11k | 550.32 | |
| Home Depot (HD) | 2.5 | $5.4M | 15k | 368.74 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.2 | $4.8M | 21k | 228.57 | |
| UnitedHealth (UNH) | 2.1 | $4.6M | 15k | 309.11 | |
| Transunion (TRU) | 2.1 | $4.5M | 52k | 87.26 | |
| Palo Alto Networks (PANW) | 2.1 | $4.4M | 22k | 200.57 | |
| Monolithic Power Systems (MPWR) | 1.9 | $4.1M | 5.6k | 736.03 | |
| Nextera Energy (NEE) | 1.9 | $4.1M | 57k | 70.89 | |
| Carlisle Companies (CSL) | 1.8 | $3.8M | 10k | 374.34 | |
| Broadcom (AVGO) | 1.6 | $3.5M | 13k | 269.35 | |
| International Business Machines (IBM) | 1.1 | $2.5M | 8.5k | 289.70 | |
| Infosys Sponsored Adr (INFY) | 1.1 | $2.3M | 123k | 18.52 | |
| Cummins (CMI) | 1.0 | $2.2M | 6.9k | 325.72 | |
| Abbvie (ABBV) | 1.0 | $2.1M | 11k | 182.31 | |
| Digital Realty Trust (DLR) | 0.9 | $2.0M | 12k | 171.36 | |
| Analog Devices (ADI) | 0.8 | $1.8M | 7.5k | 236.96 | |
| Watsco, Incorporated (WSO) | 0.8 | $1.6M | 3.7k | 436.50 | |
| American Tower Reit (AMT) | 0.7 | $1.6M | 7.3k | 217.78 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $1.5M | 5.1k | 295.46 | |
| Broadridge Financial Solutions (BR) | 0.7 | $1.4M | 5.8k | 239.45 | |
| Union Pacific Corporation (UNP) | 0.6 | $1.2M | 5.1k | 231.41 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.5 | $1.2M | 5.4k | 218.00 | |
| Procter & Gamble Company (PG) | 0.5 | $1.1M | 7.0k | 159.86 | |
| Service Corporation International (SCI) | 0.5 | $1.1M | 13k | 81.65 | |
| Merck & Co (MRK) | 0.5 | $1.1M | 13k | 79.10 | |
| Telus Ord (TU) | 0.3 | $708k | 45k | 15.84 | |
| Clorox Company (CLX) | 0.3 | $657k | 5.5k | 119.14 |
