NS Partners

NS Partners as of March 31, 2026

Portfolio Holdings for NS Partners

NS Partners holds 71 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
NVIDIA Corporation (NVDA) 9.3 $208M 1.2M 174.40
Alphabet Cap Stk Cl C (GOOG) 6.8 $152M 529k 286.86
Microsoft Corporation (MSFT) 6.4 $142M 385k 370.17
Apple (AAPL) 6.1 $135M 534k 253.79
Amazon (AMZN) 4.1 $92M 443k 208.27
Meta Platforms Cl A (META) 3.2 $71M 123k 572.13
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.6 $59M 124k 479.20
JPMorgan Chase & Co. (JPM) 2.6 $57M 194k 294.16
Broadcom (AVGO) 2.4 $55M 177k 309.51
Mastercard Incorporated Cl A (MA) 2.1 $48M 96k 499.66
Applied Materials (AMAT) 2.1 $47M 137k 341.79
Visa Com Cl A (V) 2.1 $46M 152k 302.24
Nextera Energy (NEE) 2.0 $44M 478k 92.88
Marriott Intl Cl A (MAR) 2.0 $44M 134k 327.07
UnitedHealth (UNH) 1.8 $40M 148k 270.59
Metropcs Communications (TMUS) 1.7 $39M 186k 210.03
Wec Energy Group (WEC) 1.7 $37M 320k 115.77
McDonald's Corporation (MCD) 1.6 $36M 117k 310.79
At&t (T) 1.6 $36M 1.2M 28.99
Stryker Corporation (SYK) 1.6 $35M 107k 328.59
Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) 1.6 $35M 461k 75.47
Coca-Cola Company (KO) 1.5 $33M 437k 76.05
Intuitive Surgical Com New (ISRG) 1.5 $33M 72k 460.99
Exxon Mobil Corporation (XOM) 1.4 $31M 183k 169.66
Ge Vernova (GEV) 1.4 $30M 35k 872.90
Yum! Brands (YUM) 1.3 $30M 194k 155.48
Ge Aerospace Com New (GE) 1.3 $30M 106k 283.77
Philip Morris International (PM) 1.3 $30M 180k 165.34
Bank of America Corporation (BAC) 1.3 $29M 585k 48.75
Chevron Corporation (CVX) 1.2 $27M 132k 206.90
Verisign (VRSN) 1.1 $25M 102k 248.36
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 1.1 $25M 73k 337.95
Amphenol Corp Cl A (APH) 1.1 $24M 193k 126.35
Hdfc Bank Sponsored Ads (HDB) 1.1 $24M 969k 24.88
Monster Beverage Corp (MNST) 1.1 $24M 329k 72.46
Northrop Grumman Corporation (NOC) 1.0 $23M 34k 682.24
Boston Scientific Corporation (BSX) 1.0 $23M 359k 62.75
Wells Fargo & Company (WFC) 0.9 $21M 263k 79.61
Zoetis Cl A (ZTS) 0.9 $20M 172k 118.21
IDEXX Laboratories (IDXX) 0.9 $20M 35k 561.89
Lockheed Martin Corporation (LMT) 0.9 $19M 32k 604.39
Honeywell International (HON) 0.8 $19M 84k 226.03
H World Group Sponsored Ads (HTHT) 0.8 $18M 356k 50.29
Futu Hldgs Spon Ads Cl A (FUTU) 0.8 $17M 125k 136.76
Credicorp (BAP) 0.8 $17M 50k 339.18
Petroleo Brasileiro S A Sponsored Adr (PBR) 0.7 $16M 785k 20.75
Edwards Lifesciences (EW) 0.7 $16M 193k 80.08
Starbucks Corporation (SBUX) 0.7 $15M 172k 89.59
Eli Lilly & Co. (LLY) 0.7 $15M 16k 919.77
Crown Castle Intl (CCI) 0.6 $13M 154k 81.31
Nike CL B (NKE) 0.5 $12M 231k 52.82
Mccormick & Co Com Non Vtg (MKC) 0.5 $12M 238k 50.44
Synopsys (SNPS) 0.5 $12M 30k 396.48
Allegion Ord Shs (ALLE) 0.5 $10M 72k 145.29
Micron Technology (MU) 0.4 $9.9M 29k 337.84
Vale S A Sponsored Ads (VALE) 0.4 $9.4M 590k 15.91
Becton, Dickinson and (BDX) 0.4 $9.0M 57k 157.23
Lauder Estee Cos Cl A (EL) 0.4 $8.4M 118k 71.77
Masimo Corporation (MASI) 0.3 $7.5M 42k 177.87
Constellation Brands Cl A (STZ) 0.2 $4.1M 27k 150.00
Suzano S A Spon Ads (SUZ) 0.2 $3.9M 391k 10.01
Waters Corporation (WAT) 0.1 $2.3M 7.9k 297.80
Companhia De Saneamento Basi Sponsored Adr (SBS) 0.1 $2.3M 77k 30.51
Home Depot (HD) 0.0 $1.1M 3.2k 328.89
Ryanair Holdings Sponsored Adr (RYAAY) 0.0 $993k 17k 57.80
Union Pacific Corporation (UNP) 0.0 $839k 3.5k 242.62
Procter & Gamble Company (PG) 0.0 $576k 4.0k 144.44
Cme (CME) 0.0 $568k 1.9k 295.35
Teck Resources CL B (TECK) 0.0 $461k 8.9k 51.75
AutoZone (AZO) 0.0 $402k 119.00 3377.78
Verizon Communications (VZ) 0.0 $207k 4.1k 50.20