GQG Partners LLC Q3 2022 Filing

Filed November 14, 2022

Portfolio Value

$34.6T

Holdings

83

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (83 positions)

#StockSharesValue% PortfolioType
1
OXYOCCIDENTAL PETE CORP
15,220,853$935.2M0.00%
2
PEOEXELON CORP
21,362,663$800.1M0.00%
3
WMTWALMART INC
5,479$711.0M0.00%
4
DVNDEVON ENERGY CORP NEW
10,677,557$641.9M0.00%
5
LMTLOCKHEED MARTIN CORP
1,660,361$641.2M0.00%
6
ADSKAUTODESK INC
2,890,204$539.8M0.00%
7
AAPLAPPLE INC
3,785,708$523.1M0.00%
8
LLYLILLY ELI & CO
1,594,448$515.5M0.00%
9
AONAON PLC
1,770,768$474.3M0.00%
10
ASMLASML HOLDING N V
1,141,396$474.1M0.00%
11
BRK/BBERKSHIRE HATHAWAY INC DEL
1,680,101$448.5M0.00%
12
ABEVAMBEV SA
157,333$445.0M0.00%
13
FTSFORTIS INC
11,515,887$439.8M0.00%
14
SLBSCHLUMBERGER LTD
11,405,319$409.4M0.00%
15
ADIANALOG DEVICES INC
2,833,319$394.7M0.00%
16
HUMHUMANA INC
798,937$387.6M0.00%
17
NOWSERVICENOW INC
922,322$348.2M0.00%
18
PDDPINDUODUO INC
5,208,954$326.0M0.00%
19
BRK-BBERKSHIRE HATHAWAY INC DEL
794$322.6M0.00%
20
TTENTOTALENERGIES SE
6,839$318.0M0.00%
21
RIORIO TINTO PLC
5,505,202$303.1M0.00%
22
VALEVALE S A
21,409,881$285.1M0.00%
23
MTARCELORMITTAL SA LUXEMBOURG
12,770,163$254.2M0.00%
24
HBC2HSBC HLDGS PLC
8,855$231.0M0.00%
25
IMOIMPERIAL OIL LTD
4,999,971$217.6M0.00%
26
MPWRMONOLITHIC PWR SYS INC
546,168$198.4M0.00%
27
JNJJOHNSON & JOHNSON
1,158,156$189.2M0.00%
28
INFYINFOSYS LTD
10,560,020$179.2M0.00%
29
SYKSTRYKER CORPORATION
608,458$123.2M0.00%
30
HDHOME DEPOT INC
408,831$112.8M0.00%
31
AIGAMERICAN INTL GROUP INC
2,196,363$104.3M0.00%
32
ITUBITAU UNIBANCO HLDG S A
14,233,298$73.6M0.00%
33
PGRPROGRESSIVE CORP
486,932$56.6M0.00%
34
NOCNORTHROP GRUMMAN CORP
104,798$49.3M0.00%
35
BMYBRISTOL-MYERS SQUIBB CO
462,050$32.9M0.00%
36
MAMASTERCARD INCORPORATED
99,239$28.2M0.00%
37
BUDANHEUSER BUSCH INBEV SA/NV
456,631$20.6M0.00%
38
NVONOVO-NORDISK A S
184,907$18.4M0.00%
39
VLOVALERO ENERGY CORP
140,293$15.0M0.00%
40
JDJD.COM INC
208,661$10.5M0.00%
41
HIIHUNTINGTON INGALLS INDS INC
43,755$9.7M0.00%
42
RDYDR REDDYS LABS LTD
177,312$9.3M0.00%
43
PGPROCTER AND GAMBLE CO
67,884$8.6M0.00%
44
GLOBGLOBANT S A
40,443$7.6M0.00%
45
ABBVABBVIE INC
44,409$6.0M0.00%
46
TXNTEXAS INSTRS INC
32,716$5.1M0.00%
47
LHXL3HARRIS TECHNOLOGIES INC
23,046$4.8M0.00%
48
CVXCHEVRON CORP NEW
31,512$4.5M0.00%
49
UPSUNITED PARCEL SERVICE INC
27,864$4.5M0.00%
50
ORCLORACLE CORP
68,618$4.2M0.00%
51
BXBLACKSTONE INC
49,207$4.1M0.00%
52
AVGOBROADCOM INC
9,189$4.1M0.00%
53
OKEONEOK INC NEW
73,203$3.8M0.00%
54
MCDMCDONALDS CORP
14,788$3.4M0.00%
55
CMSCMS ENERGY CORP
55,141$3.2M0.00%
56
XOMEXXON MOBIL CORP
33,871,888$3.0M0.00%
57
MRKMERCK & CO INC
33,571$2.9M0.00%
58
AMXNAMERICA MOVIL SAB DE CV
173,223$2.8M0.00%
59
AEPAMERICAN ELEC PWR CO INC
30,763$2.7M0.00%
60
PBRPETROLEO BRASILEIRO SA PETRO
214,164,343$2.6M0.00%
61
FEFIRSTENERGY CORP
70,700$2.6M0.00%
62
EENI S P A
100,127$2.1M0.00%
63
ENBENBRIDGE INC
56,234,826$2.1M0.00%
64
GISGENERAL MLS INC
25,646$2.0M0.00%
65
CMECME GROUP INC
10,150$1.8M0.00%
66
ATOATMOS ENERGY CORP
16,798$1.7M0.00%
67
UNHUNITEDHEALTH GROUP INC
3,239,156$1.6M0.00%
68
4I1PHILIP MORRIS INTL INC
17,423,624$1.4M0.00%
69
AQN.TOALGONQUIN PWR UTILS CORP
124,771$1.4M0.00%
70
LRCXEURLAM RESEARCH CORP
3,743,670$1.4M0.00%
71
MSFTMICROSOFT CORP
5,561,025$1.3M0.00%
72
UBSUBS GROUP AG
86,039$1.3M0.00%
73
TSMTAIWAN SEMICONDUCTOR MFG LTD
18,091,932$1.2M0.00%
74
SCHWSCHWAB CHARLES CORP
16,567,655$1.2M0.00%
75
NVSNNOVARTIS AG
15,660$1.2M0.00%
76
BMTABRITISH AMERN TOB PLC
33,251,791$1.2M0.00%
77
HDBHDFC BANK LTD
19,892,081$1.2M0.00%
78
AMDADVANCED MICRO DEVICES INC
18,310,547$1.2M0.00%
79
BBDBANCO BRADESCO S A
310,690$1.1M0.00%
80
VVISA INC
6,271,668$1.1M0.00%
81
IBNICICI BANK LIMITED
50,245,400$1.1M0.00%
82
BACBK OF AMERICA CORP
34,784,596$1.1M0.00%
83
AZNASTRAZENECA PLC
18,377,731$1.0M0.00%