PineStone Asset Management as of Dec. 31, 2024
Portfolio Holdings for PineStone Asset Management
PineStone Asset Management holds 45 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 8.9 | $945M | 2.2M | 421.50 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.7 | $933M | 4.9M | 189.30 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 8.6 | $917M | 4.6M | 197.49 | |
| Moody's Corporation (MCO) | 6.8 | $728M | 1.5M | 473.37 | |
| AutoZone (AZO) | 6.4 | $684M | 214k | 3202.00 | |
| Mastercard Incorporated Cl A (MA) | 5.9 | $626M | 1.2M | 526.57 | |
| UnitedHealth (UNH) | 4.1 | $438M | 866k | 505.86 | |
| Oracle Corporation (ORCL) | 4.0 | $432M | 2.6M | 166.64 | |
| TJX Companies (TJX) | 3.8 | $409M | 3.4M | 120.81 | |
| Cme (CME) | 3.6 | $387M | 1.7M | 232.23 | |
| Sherwin-Williams Company (SHW) | 3.6 | $382M | 1.1M | 339.93 | |
| Msci (MSCI) | 3.2 | $342M | 569k | 600.01 | |
| Pepsi (PEP) | 3.2 | $338M | 2.2M | 152.06 | |
| Carrier Global Corporation (CARR) | 2.7 | $287M | 4.2M | 68.26 | |
| Johnson & Johnson (JNJ) | 2.7 | $283M | 2.0M | 144.62 | |
| Otis Worldwide Corp (OTIS) | 2.6 | $278M | 3.0M | 92.61 | |
| Gra (GGG) | 2.3 | $245M | 2.9M | 84.29 | |
| S&p Global (SPGI) | 2.0 | $208M | 419k | 498.03 | |
| Mettler-Toledo International (MTD) | 1.9 | $207M | 169k | 1223.68 | |
| Hdfc Bank Sponsored Ads (HDB) | 1.9 | $207M | 3.2M | 63.86 | |
| Lowe's Companies (LOW) | 1.9 | $203M | 822k | 246.80 | |
| Becton, Dickinson and (BDX) | 1.8 | $187M | 826k | 226.87 | |
| Analog Devices (ADI) | 1.4 | $147M | 691k | 212.46 | |
| FactSet Research Systems (FDS) | 1.3 | $141M | 293k | 480.28 | |
| Hilton Worldwide Holdings (HLT) | 1.2 | $131M | 528k | 247.16 | |
| Adobe Systems Incorporated (ADBE) | 1.2 | $124M | 280k | 444.68 | |
| Nike CL B (NKE) | 0.9 | $99M | 1.3M | 75.67 | |
| Colgate-Palmolive Company (CL) | 0.9 | $98M | 1.1M | 90.91 | |
| Copart (CPRT) | 0.9 | $91M | 1.6M | 57.39 | |
| Wyndham Hotels And Resorts (WH) | 0.2 | $24M | 239k | 100.79 | |
| Federal Signal Corporation (FSS) | 0.2 | $16M | 175k | 92.39 | |
| Inter Parfums (IPAR) | 0.1 | $15M | 110k | 131.51 | |
| Donaldson Company (DCI) | 0.1 | $13M | 197k | 67.35 | |
| Bruker Corporation (BRKR) | 0.1 | $13M | 222k | 58.62 | |
| Medpace Hldgs (MEDP) | 0.1 | $12M | 36k | 332.23 | |
| John Bean Technologies Corporation (JBTM) | 0.1 | $12M | 92k | 127.10 | |
| Simpson Manufacturing (SSD) | 0.1 | $12M | 70k | 165.83 | |
| Trex Company (TREX) | 0.1 | $11M | 163k | 69.03 | |
| Houlihan Lokey Cl A (HLI) | 0.1 | $11M | 61k | 173.66 | |
| Floor & Decor Hldgs Cl A (FND) | 0.1 | $10M | 105k | 99.70 | |
| WD-40 Company (WDFC) | 0.1 | $9.9M | 41k | 242.68 | |
| Exponent (EXPO) | 0.1 | $8.8M | 98k | 89.10 | |
| Power Integrations (POWI) | 0.0 | $4.9M | 79k | 61.70 | |
| Middleby Corporation (MIDD) | 0.0 | $3.4M | 25k | 135.45 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $956k | 5.0k | 190.44 |
