Mirabaud Asset Management as of Dec. 31, 2025
Portfolio Holdings for Mirabaud Asset Management
Mirabaud Asset Management holds 43 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) | 8.7 | $19M | 46k | 411.44 | |
| Amazon (AMZN) | 6.6 | $14M | 61k | 232.76 | |
| JPMorgan Chase & Co. (JPM) | 5.6 | $12M | 44k | 274.99 | |
| Waste Connections (WCN) | 5.0 | $11M | 57k | 189.93 | |
| CRH Ord (CRH) | 4.7 | $10M | 98k | 102.98 | |
| Netflix (NFLX) | 4.3 | $9.2M | 9.2k | 1008.08 | |
| Cme (CME) | 4.2 | $9.0M | 37k | 241.74 | |
| TJX Companies (TJX) | 4.1 | $8.9M | 71k | 124.68 | |
| NVIDIA Corporation (NVDA) | 4.1 | $8.8M | 67k | 132.80 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.6 | $7.8M | 42k | 185.32 | |
| Servicenow (NOW) | 3.5 | $7.5M | 7.5k | 1009.05 | |
| Transunion (TRU) | 3.3 | $7.2M | 77k | 93.97 | |
| UnitedHealth (UNH) | 3.3 | $7.0M | 13k | 533.92 | |
| S&p Global (SPGI) | 3.2 | $6.9M | 13k | 540.51 | |
| American Express Company (AXP) | 3.2 | $6.8M | 22k | 309.57 | |
| Home Depot (HD) | 3.2 | $6.8M | 16k | 416.36 | |
| Mastercard Incorporated Cl A (MA) | 3.1 | $6.8M | 12k | 564.70 | |
| Nextera Energy (NEE) | 2.0 | $4.4M | 63k | 70.33 | |
| Carlisle Companies (CSL) | 1.9 | $4.1M | 12k | 358.00 | |
| Infosys Sponsored Adr (INFY) | 1.6 | $3.5M | 161k | 21.97 | |
| Monolithic Power Systems (MPWR) | 1.6 | $3.4M | 4.9k | 699.03 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.6 | $3.4M | 8.6k | 390.01 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.5 | $3.3M | 16k | 208.74 | |
| Digital Realty Trust (DLR) | 1.4 | $3.0M | 18k | 165.66 | |
| Abbvie (ABBV) | 1.4 | $3.0M | 15k | 191.83 | |
| Advanced Drain Sys Inc Del (WMS) | 1.3 | $2.9M | 23k | 126.99 | |
| Ke Hldgs Sponsored Ads (BEKE) | 1.3 | $2.8M | 144k | 19.47 | |
| Cummins (CMI) | 1.2 | $2.5M | 6.8k | 372.55 | |
| Clorox Company (CLX) | 1.0 | $2.1M | 14k | 148.36 | |
| Broadridge Financial Solutions (BR) | 1.0 | $2.1M | 8.6k | 241.57 | |
| International Business Machines (IBM) | 0.9 | $2.0M | 7.9k | 254.70 | |
| Procter & Gamble Company (PG) | 0.9 | $2.0M | 12k | 169.43 | |
| Broadcom (AVGO) | 0.8 | $1.7M | 7.0k | 235.04 | |
| American Tower Reit (AMT) | 0.7 | $1.6M | 8.1k | 193.42 | |
| Watsco, Incorporated (WSO) | 0.7 | $1.5M | 3.2k | 472.00 | |
| Union Pacific Corporation (UNP) | 0.6 | $1.3M | 5.4k | 247.73 | |
| Service Corporation International (SCI) | 0.6 | $1.3M | 17k | 77.35 | |
| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.5 | $1.0M | 172k | 6.04 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.5 | $1.0M | 5.7k | 182.41 | |
| Merck & Co (MRK) | 0.5 | $1.0M | 12k | 86.54 | |
| Icici Bank Adr (IBN) | 0.5 | $1.0M | 35k | 29.02 | |
| Telus Ord (TU) | 0.4 | $880k | 60k | 14.58 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.2 | $532k | 8.8k | 60.68 |
