PineStone Asset Management as of Sept. 30, 2025
Portfolio Holdings for PineStone Asset Management
PineStone Asset Management holds 43 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 11.4 | $1.8B | 6.5M | 279.33 | |
| Alphabet Cap Stk Cl A (GOOGL) | 9.7 | $1.6B | 6.4M | 243.10 | |
| Microsoft Corporation (MSFT) | 9.4 | $1.5B | 2.9M | 517.95 | |
| AutoZone (AZO) | 7.1 | $1.1B | 265k | 4290.24 | |
| Moody's Corporation (MCO) | 6.7 | $1.1B | 2.3M | 476.48 | |
| Oracle Corporation (ORCL) | 6.0 | $965M | 3.4M | 281.24 | |
| Mastercard Incorporated Cl A (MA) | 5.6 | $902M | 1.6M | 568.81 | |
| Cme (CME) | 4.3 | $694M | 2.6M | 270.19 | |
| TJX Companies (TJX) | 3.9 | $627M | 4.3M | 144.54 | |
| Sherwin-Williams Company (SHW) | 3.5 | $570M | 1.6M | 346.26 | |
| Msci (MSCI) | 3.4 | $546M | 962k | 567.41 | |
| Otis Worldwide Corp (OTIS) | 2.6 | $413M | 4.5M | 91.43 | |
| Mettler-Toledo International (MTD) | 2.5 | $397M | 324k | 1227.61 | |
| Johnson & Johnson (JNJ) | 2.4 | $388M | 2.1M | 185.42 | |
| Copart (CPRT) | 2.2 | $347M | 7.7M | 44.97 | |
| Pepsi (PEP) | 2.1 | $341M | 2.4M | 140.44 | |
| Gra (GGG) | 2.0 | $323M | 3.8M | 84.96 | |
| Carrier Global Corporation (CARR) | 2.0 | $317M | 5.3M | 59.70 | |
| S&p Global (SPGI) | 1.8 | $293M | 603k | 486.72 | |
| Hdfc Bank Sponsored Ads (HDB) | 1.7 | $279M | 8.2M | 34.16 | |
| UnitedHealth (UNH) | 1.7 | $268M | 775k | 345.30 | |
| Lowe's Companies (LOW) | 1.5 | $244M | 973k | 251.31 | |
| Analog Devices (ADI) | 1.4 | $227M | 925k | 245.70 | |
| Hilton Worldwide Holdings (HLT) | 1.3 | $216M | 834k | 259.44 | |
| Colgate-Palmolive Company (CL) | 0.8 | $128M | 1.6M | 79.94 | |
| FactSet Research Systems (FDS) | 0.7 | $120M | 420k | 286.49 | |
| Nike CL B (NKE) | 0.7 | $115M | 1.6M | 69.73 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $71M | 201k | 352.75 | |
| Federal Signal Corporation (FSS) | 0.1 | $22M | 186k | 118.99 | |
| Wyndham Hotels And Resorts (WH) | 0.1 | $17M | 209k | 79.90 | |
| Houlihan Lokey Cl A (HLI) | 0.1 | $15M | 75k | 205.32 | |
| Medpace Hldgs (MEDP) | 0.1 | $15M | 29k | 514.16 | |
| Trex Company (TREX) | 0.1 | $12M | 240k | 51.67 | |
| Donaldson Company (DCI) | 0.1 | $12M | 151k | 81.85 | |
| John Bean Technologies Corporation (JBTM) | 0.1 | $12M | 87k | 140.45 | |
| Inter Parfums (IPAR) | 0.1 | $12M | 119k | 98.38 | |
| Simpson Manufacturing (SSD) | 0.1 | $9.5M | 57k | 167.46 | |
| Exponent (EXPO) | 0.1 | $9.1M | 131k | 69.48 | |
| Hayward Hldgs (HAYW) | 0.1 | $9.0M | 595k | 15.12 | |
| Jack Henry & Associates (JKHY) | 0.1 | $9.0M | 60k | 148.93 | |
| WD-40 Company (WDFC) | 0.1 | $8.6M | 44k | 197.60 | |
| Floor & Decor Hldgs Cl A (FND) | 0.1 | $8.3M | 112k | 73.70 | |
| Power Integrations (POWI) | 0.0 | $3.2M | 79k | 40.21 |
