Mirabaud Asset Management as of March 31, 2026
Portfolio Holdings for Mirabaud Asset Management
Mirabaud Asset Management holds 32 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 9.0 | $11M | 35k | 316.50 | |
| NVIDIA Corporation (NVDA) | 8.7 | $11M | 64k | 165.17 | |
| Cme (CME) | 6.9 | $8.4M | 28k | 297.58 | |
| JPMorgan Chase & Co. (JPM) | 6.9 | $8.4M | 30k | 283.77 | |
| Microsoft Corporation (MSFT) | 6.6 | $8.0M | 22k | 358.96 | |
| Broadcom (AVGO) | 5.7 | $6.9M | 24k | 293.41 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.4 | $6.5M | 24k | 273.50 | |
| Amazon (AMZN) | 5.3 | $6.4M | 32k | 200.95 | |
| Ferguson Enterprises Common Stock New (FERG) | 4.6 | $5.6M | 25k | 223.65 | |
| Union Pacific Corporation (UNP) | 4.5 | $5.4M | 23k | 239.23 | |
| Abbvie (ABBV) | 4.4 | $5.3M | 25k | 213.12 | |
| Nextera Energy (NEE) | 4.0 | $4.8M | 52k | 92.05 | |
| TJX Companies (TJX) | 3.2 | $3.8M | 25k | 155.79 | |
| CRH Ord (CRH) | 3.1 | $3.8M | 37k | 101.91 | |
| Palo Alto Networks (PANW) | 3.1 | $3.8M | 24k | 154.35 | |
| American Express Company (AXP) | 3.1 | $3.7M | 13k | 297.49 | |
| Home Depot (HD) | 1.6 | $1.9M | 6.0k | 323.50 | |
| Carlisle Companies (CSL) | 1.4 | $1.6M | 5.1k | 325.86 | |
| Merck & Co (MRK) | 1.2 | $1.5M | 13k | 118.10 | |
| Cummins (CMI) | 1.2 | $1.4M | 2.8k | 511.70 | |
| International Business Machines (IBM) | 1.1 | $1.4M | 5.8k | 237.25 | |
| Watsco, Incorporated (WSO) | 1.1 | $1.3M | 3.9k | 348.91 | |
| Mastercard Incorporated Cl A (MA) | 1.1 | $1.3M | 2.7k | 494.00 | |
| Freeport Mcmoran CL B (FCX) | 1.0 | $1.3M | 23k | 54.65 | |
| Digital Realty Trust (DLR) | 1.0 | $1.2M | 6.9k | 175.18 | |
| American Tower Reit (AMT) | 1.0 | $1.2M | 6.8k | 170.36 | |
| Analog Devices (ADI) | 0.9 | $1.0M | 3.4k | 303.10 | |
| Service Corporation International (SCI) | 0.8 | $994k | 12k | 81.54 | |
| Procter & Gamble Company (PG) | 0.8 | $947k | 6.5k | 144.72 | |
| Clorox Company (CLX) | 0.6 | $743k | 7.3k | 102.42 | |
| Medtronic SHS (MDT) | 0.5 | $562k | 6.6k | 85.74 | |
| Broadridge Financial Solutions (BR) | 0.4 | $546k | 3.3k | 163.44 |
