Stewart Asset Management as of Dec. 31, 2022
Portfolio Holdings for Stewart Asset Management
Stewart Asset Management holds 28 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| UnitedHealth (UNH) | 12.8 | $17M | 32k | 530.19 | |
| Mastercard Incorporated Cl A (MA) | 10.7 | $14M | 40k | 347.72 | |
| Alphabet Cap Stk Cl C (GOOG) | 7.9 | $10M | 116k | 88.73 | |
| Intuitive Surgical Com New (ISRG) | 6.9 | $9.1M | 34k | 265.34 | |
| Amazon (AMZN) | 6.5 | $8.4M | 100k | 84.00 | |
| Walt Disney Company (DIS) | 5.9 | $7.7M | 88k | 86.88 | |
| Floor & Decor Hldgs Cl A (FND) | 5.8 | $7.5M | 108k | 69.63 | |
| NVIDIA Corporation (NVDA) | 5.7 | $7.4M | 51k | 146.14 | |
| Abbott Laboratories (ABT) | 3.9 | $5.1M | 46k | 109.79 | |
| Parker-Hannifin Corporation (PH) | 3.8 | $5.0M | 17k | 291.00 | |
| Domino's Pizza (DPZ) | 3.5 | $4.6M | 13k | 346.43 | |
| Adobe Systems Incorporated (ADBE) | 3.3 | $4.4M | 13k | 336.52 | |
| Costco Wholesale Corporation (COST) | 2.9 | $3.7M | 8.2k | 456.46 | |
| Match Group (MTCH) | 2.8 | $3.7M | 90k | 41.49 | |
| Danaher Corporation (DHR) | 2.7 | $3.5M | 13k | 265.42 | |
| Apple (AAPL) | 2.3 | $2.9M | 23k | 129.92 | |
| Msci (MSCI) | 1.8 | $2.4M | 5.2k | 465.25 | |
| Thermo Fisher Scientific (TMO) | 1.6 | $2.1M | 3.8k | 550.83 | |
| Barrick Gold Corp (GOLD) | 1.6 | $2.1M | 120k | 17.18 | |
| Automatic Data Processing (ADP) | 1.4 | $1.9M | 7.7k | 238.87 | |
| Rh (RH) | 1.4 | $1.8M | 6.6k | 267.22 | |
| Algonquin Power & Utilities equs (AQN) | 0.9 | $1.2M | 184k | 6.52 | |
| Microsoft Corporation (MSFT) | 0.9 | $1.1M | 4.7k | 239.73 | |
| Visa Com Cl A (V) | 0.7 | $977k | 4.7k | 207.70 | |
| Ansys (ANSS) | 0.7 | $942k | 3.9k | 241.54 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $926k | 4.3k | 214.25 | |
| Pool Corporation (POOL) | 0.6 | $749k | 2.5k | 302.26 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $324k | 3.7k | 88.28 |
