NS Partners as of Dec. 31, 2025
Portfolio Holdings for NS Partners
NS Partners holds 74 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) | 9.5 | $243M | 501k | 483.62 | |
| NVIDIA Corporation (NVDA) | 8.6 | $219M | 1.2M | 186.50 | |
| Alphabet Cap Stk Cl C (GOOG) | 8.2 | $208M | 664k | 313.80 | |
| Apple (AAPL) | 5.9 | $151M | 555k | 271.86 | |
| Amazon (AMZN) | 4.7 | $120M | 518k | 230.82 | |
| Meta Platforms Cl A (META) | 4.4 | $113M | 171k | 660.09 | |
| Intuit (INTU) | 2.6 | $65M | 99k | 662.42 | |
| Mastercard Incorporated Cl A (MA) | 2.3 | $58M | 101k | 570.88 | |
| Visa Com Cl A (V) | 2.2 | $55M | 158k | 350.71 | |
| JPMorgan Chase & Co. (JPM) | 2.0 | $52M | 161k | 322.22 | |
| UnitedHealth (UNH) | 2.0 | $50M | 151k | 330.11 | |
| Msci (MSCI) | 1.7 | $43M | 75k | 573.73 | |
| Marriott Intl Cl A (MAR) | 1.7 | $43M | 138k | 310.24 | |
| S&p Global (SPGI) | 1.6 | $42M | 79k | 522.59 | |
| Intuitive Surgical Com New (ISRG) | 1.6 | $41M | 72k | 566.36 | |
| Stryker Corporation (SYK) | 1.5 | $39M | 111k | 351.47 | |
| Nextera Energy (NEE) | 1.5 | $39M | 486k | 80.28 | |
| Metropcs Communications (TMUS) | 1.5 | $38M | 189k | 203.04 | |
| Moody's Corporation (MCO) | 1.5 | $38M | 75k | 510.85 | |
| McDonald's Corporation (MCD) | 1.4 | $37M | 121k | 305.63 | |
| Hdfc Bank Sponsored Ads (HDB) | 1.4 | $35M | 949k | 36.54 | |
| Boston Scientific Corporation (BSX) | 1.3 | $34M | 359k | 95.35 | |
| Coca-Cola Company (KO) | 1.2 | $31M | 448k | 69.91 | |
| Broadcom (AVGO) | 1.1 | $29M | 84k | 346.10 | |
| Verisk Analytics (VRSK) | 1.1 | $29M | 130k | 223.69 | |
| salesforce (CRM) | 1.1 | $28M | 107k | 264.91 | |
| Booking Holdings (BKNG) | 1.1 | $27M | 5.1k | 5355.33 | |
| Yum! Brands (YUM) | 1.0 | $26M | 174k | 151.28 | |
| Bank of America Corporation (BAC) | 1.0 | $26M | 469k | 55.00 | |
| Monster Beverage Corp (MNST) | 1.0 | $26M | 333k | 76.67 | |
| Verisign (VRSN) | 1.0 | $25M | 104k | 242.95 | |
| IDEXX Laboratories (IDXX) | 0.9 | $24M | 36k | 676.53 | |
| Adobe Systems Incorporated (ADBE) | 0.9 | $23M | 67k | 349.99 | |
| Wec Energy Group (WEC) | 0.9 | $22M | 211k | 105.46 | |
| Zoetis Cl A (ZTS) | 0.9 | $22M | 175k | 125.82 | |
| Automatic Data Processing (ADP) | 0.8 | $21M | 82k | 257.23 | |
| Equifax (EFX) | 0.8 | $21M | 95k | 216.98 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 0.8 | $21M | 125k | 164.21 | |
| Northrop Grumman Corporation (NOC) | 0.8 | $20M | 35k | 570.21 | |
| Autodesk (ADSK) | 0.8 | $20M | 67k | 296.01 | |
| Servicenow (NOW) | 0.8 | $20M | 129k | 153.19 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.7 | $17M | 251k | 68.11 | |
| Philip Morris International (PM) | 0.7 | $17M | 105k | 160.40 | |
| Honeywell International (HON) | 0.7 | $17M | 85k | 195.09 | |
| Edwards Lifesciences (EW) | 0.6 | $17M | 194k | 85.25 | |
| Lockheed Martin Corporation (LMT) | 0.6 | $16M | 32k | 483.67 | |
| Grab Holdings Class A Ord (GRAB) | 0.6 | $16M | 3.1M | 4.99 | |
| Veeva Sys Cl A Com (VEEV) | 0.6 | $15M | 69k | 223.23 | |
| Nike CL B (NKE) | 0.6 | $15M | 237k | 63.71 | |
| Starbucks Corporation (SBUX) | 0.6 | $15M | 177k | 84.21 | |
| Transunion (TRU) | 0.6 | $15M | 171k | 85.75 | |
| CoStar (CSGP) | 0.6 | $15M | 215k | 67.24 | |
| Synopsys (SNPS) | 0.6 | $14M | 30k | 469.72 | |
| Aura Minerals Shs New (AUGO) | 0.5 | $14M | 277k | 50.41 | |
| Infosys Sponsored Adr (INFY) | 0.5 | $14M | 770k | 17.82 | |
| Crown Castle Intl (CCI) | 0.5 | $14M | 154k | 88.87 | |
| Tencent Music Entmt Group Spon Ads (TME) | 0.5 | $13M | 758k | 17.53 | |
| Lauder Estee Cos Cl A (EL) | 0.5 | $13M | 119k | 104.72 | |
| Becton, Dickinson and (BDX) | 0.4 | $11M | 59k | 194.07 | |
| Allegion Ord Shs (ALLE) | 0.4 | $11M | 72k | 159.22 | |
| Paypal Holdings (PYPL) | 0.4 | $9.6M | 164k | 58.38 | |
| Vale S A Sponsored Ads (VALE) | 0.4 | $9.2M | 703k | 13.03 | |
| Vnet Group Sponsored Ads A (VNET) | 0.3 | $7.9M | 938k | 8.46 | |
| Illumina (ILMN) | 0.3 | $6.9M | 53k | 131.16 | |
| Masimo Corporation (MASI) | 0.2 | $5.5M | 42k | 130.06 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $4.7M | 16k | 303.89 | |
| Constellation Brands Cl A (STZ) | 0.1 | $3.8M | 28k | 137.96 | |
| Companhia De Saneamento Basi Sponsored Adr (SBS) | 0.1 | $1.8M | 74k | 23.85 | |
| Icici Bank Adr (IBN) | 0.0 | $1.2M | 39k | 29.80 | |
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.0 | $922k | 13k | 72.19 | |
| Home Depot (HD) | 0.0 | $855k | 2.5k | 344.10 | |
| Teck Resources CL B (TECK) | 0.0 | $326k | 6.8k | 47.88 | |
| Ishares Tr Msci Saudi Arbia (KSA) | 0.0 | $317k | 8.7k | 36.41 | |
| Equinix (EQIX) | 0.0 | $212k | 277.00 | 766.16 |
