PineStone Asset Management as of June 30, 2026
Portfolio Holdings for PineStone Asset Management
PineStone Asset Management holds 44 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 14.6 | $2.4B | 5.0M | 477.57 | |
| Alphabet Cap Stk Cl A (GOOGL) | 10.2 | $1.6B | 4.6M | 357.37 | |
| Moody's Corporation (MCO) | 6.4 | $1.0B | 2.3M | 452.92 | |
| Microsoft Corporation (MSFT) | 6.0 | $965M | 2.6M | 373.02 | |
| Mastercard Incorporated Cl A (MA) | 5.8 | $941M | 1.8M | 513.60 | |
| AutoZone (AZO) | 4.8 | $781M | 244k | 3195.94 | |
| Amazon (AMZN) | 4.1 | $662M | 2.8M | 238.34 | |
| Kla Corp Com New (KLAC) | 4.0 | $655M | 2.2M | 301.71 | |
| Cme (CME) | 3.7 | $601M | 2.7M | 220.83 | |
| TJX Companies (TJX) | 3.5 | $569M | 3.8M | 151.50 | |
| Sherwin-Williams Company (SHW) | 3.3 | $539M | 1.6M | 344.32 | |
| Msci (MSCI) | 3.3 | $528M | 944k | 560.04 | |
| Carrier Global Corporation (CARR) | 2.9 | $465M | 6.3M | 73.35 | |
| Johnson & Johnson (JNJ) | 2.7 | $440M | 1.7M | 253.97 | |
| Mettler-Toledo International (MTD) | 2.6 | $417M | 326k | 1277.51 | |
| Linde SHS (LIN) | 2.5 | $400M | 770k | 518.94 | |
| Analog Devices (ADI) | 2.2 | $351M | 884k | 397.17 | |
| UnitedHealth (UNH) | 2.1 | $336M | 808k | 415.63 | |
| Otis Worldwide Corp (OTIS) | 1.9 | $307M | 4.3M | 71.60 | |
| Pepsi (PEP) | 1.8 | $296M | 2.2M | 135.40 | |
| S&p Global (SPGI) | 1.7 | $269M | 661k | 407.26 | |
| Aon Shs Cl A (AON) | 1.6 | $265M | 799k | 331.69 | |
| Canadian Natl Ry (CNI) | 1.5 | $243M | 2.0M | 119.24 | |
| Gra (GGG) | 1.5 | $241M | 3.2M | 75.61 | |
| Copart (CPRT) | 1.4 | $223M | 7.9M | 28.19 | |
| Hilton Worldwide Holdings (HLT) | 1.3 | $218M | 661k | 330.46 | |
| Lowe's Companies (LOW) | 1.0 | $170M | 771k | 220.49 | |
| Colgate-Palmolive Company (CL) | 0.8 | $134M | 1.5M | 91.68 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.7 | $113M | 4.4M | 25.83 | |
| Federal Signal Corporation (FSS) | 0.0 | $2.1M | 16k | 128.49 | |
| John Bean Technologies Corporation (JBTM) | 0.0 | $1.2M | 8.2k | 145.00 | |
| Houlihan Lokey Cl A (HLI) | 0.0 | $1.2M | 8.8k | 134.13 | |
| Hayward Hldgs (HAYW) | 0.0 | $1.1M | 66k | 17.31 | |
| Inter Parfums (IPAR) | 0.0 | $1.1M | 9.7k | 111.86 | |
| Medpace Hldgs (MEDP) | 0.0 | $932k | 1.8k | 529.59 | |
| Jack Henry & Associates (JKHY) | 0.0 | $895k | 6.5k | 137.74 | |
| Floor & Decor Hldgs Cl A (FND) | 0.0 | $849k | 14k | 59.36 | |
| WD-40 Company (WDFC) | 0.0 | $838k | 3.4k | 243.64 | |
| Donaldson Company (DCI) | 0.0 | $748k | 8.3k | 89.77 | |
| Exponent (EXPO) | 0.0 | $693k | 12k | 58.76 | |
| Stevanato Group S P A Ord Shs (STVN) | 0.0 | $689k | 38k | 18.07 | |
| Trex Company (TREX) | 0.0 | $604k | 12k | 50.04 | |
| Wyndham Hotels And Resorts (WH) | 0.0 | $560k | 6.7k | 84.21 | |
| Simpson Manufacturing (SSD) | 0.0 | $421k | 2.0k | 209.35 |
