PineStone Asset Management as of June 30, 2023
Portfolio Holdings for PineStone Asset Management
PineStone Asset Management holds 28 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.3 | $213M | 626k | 340.54 | |
| Moody's Corporation (MCO) | 6.9 | $142M | 409k | 347.72 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.6 | $137M | 1.1M | 119.70 | |
| AutoZone (AZO) | 5.8 | $121M | 49k | 2493.36 | |
| Mastercard Incorporated Cl A (MA) | 5.6 | $117M | 297k | 393.30 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.4 | $113M | 1.1M | 100.92 | |
| UnitedHealth (UNH) | 5.1 | $105M | 218k | 480.64 | |
| Johnson & Johnson (JNJ) | 4.1 | $85M | 515k | 165.52 | |
| Oracle Corporation (ORCL) | 4.1 | $84M | 706k | 119.09 | |
| TJX Companies (TJX) | 3.8 | $79M | 937k | 84.79 | |
| Pepsi (PEP) | 3.7 | $76M | 411k | 185.22 | |
| Sherwin-Williams Company (SHW) | 3.2 | $67M | 254k | 265.52 | |
| Cme (CME) | 3.2 | $66M | 354k | 185.29 | |
| Gra (GGG) | 3.1 | $64M | 746k | 86.35 | |
| Otis Worldwide Corp (OTIS) | 3.0 | $63M | 710k | 89.01 | |
| Msci (MSCI) | 3.0 | $62M | 133k | 469.29 | |
| Becton, Dickinson and (BDX) | 3.0 | $62M | 234k | 264.01 | |
| Carrier Global Corporation (CARR) | 2.7 | $56M | 1.1M | 49.71 | |
| Mettler-Toledo International (MTD) | 2.5 | $53M | 40k | 1311.64 | |
| Nike CL B (NKE) | 2.3 | $49M | 441k | 110.37 | |
| Hdfc Bank Sponsored Ads (HDB) | 2.3 | $47M | 678k | 69.70 | |
| Lowe's Companies (LOW) | 2.2 | $45M | 201k | 225.70 | |
| Analog Devices (ADI) | 1.7 | $36M | 185k | 194.81 | |
| S&p Global (SPGI) | 1.6 | $34M | 84k | 400.89 | |
| Adobe Systems Incorporated (ADBE) | 1.4 | $29M | 59k | 488.99 | |
| Middleby Corporation (MIDD) | 1.3 | $26M | 178k | 147.83 | |
| FactSet Research Systems (FDS) | 1.2 | $26M | 65k | 400.65 | |
| Colgate-Palmolive Company (CL) | 0.8 | $16M | 206k | 77.04 |
