LBP AM SA Q1 2023 Filing

Filed May 15, 2023

Portfolio Value

$3.5B

Holdings

450

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (450 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
907,258$217.6T6222242.07%
2
AAPLAPPLE INC
805,013$104.6T2991183.31%
3
JNJJOHNSON & JOHNSON
415,144$73.3T2097215.73%
4
PGPROCTER AND GAMBLE CO
406,411$61.6T1761492.29%
5
VVISA INC
290,117$60.3T1723716.39%
6
MAMASTERCARD INCORPORATED
163,738$56.9T1628254.70%
7
PEPPEPSICO INC
304,487$55.0T1573118.56%
8
KOCOCA COLA CO
784,936$49.9T1427875.50%
9
TMOTHERMO FISHER SCIENTIFIC INC
90,416$49.8T1423912.09%
10
MCDMCDONALDS CORP
171,198$45.1T1290207.16%
11
BACBANK AMERICA CORP
1,355,871$44.9T1284219.92%
12
NVDANVIDIA CORPORATION
304,079$44.4T1270826.40%
13
HDHOME DEPOT INC
140,049$44.2T1265043.15%
14
ABTABBOTT LABS
401,029$44.0T1259126.20%
15
NEENEXTERA ENERGY INC
522,366$43.7T1248854.61%
16
DHRDANAHER CORPORATION
156,280$41.5T1186226.85%
17
CSCOCISCO SYS INC
797,302$38.0T1086238.77%
18
AMZNAMAZON COM INC
450,437$37.8T1082041.81%
19
SPGIS&P GLOBAL INC
112,227$37.6T1074966.83%
20
INTUINTUIT
95,444$37.1T1062366.78%
21
GOOGALPHABET INC
389,408$34.6T988111.72%
22
ADIANALOG DEVICES INC
186,997$30.7T877179.80%
23
TJXTJX COS INC NEW
385,200$30.7T876859.56%
24
ADBEADOBE SYSTEMS INCORPORATED
90,260$30.4T868659.98%
25
KEYSKEYSIGHT TECHNOLOGIES INC
175,378$30.0T857984.93%
26
CRMSALESFORCE INC
222,179$29.5T842450.67%
27
AG8AGILENT TECHNOLOGIES INC
194,919$29.2T834183.48%
28
MRKMERCK & CO INC
256,899$28.5T815117.87%
29
MSIMOTOROLA SOLUTIONS INC
108,000$27.8T795949.88%
30
DEDEERE & CO
63,853$27.4T782936.00%
31
ESEVERSOURCE ENERGY
322,420$27.0T773043.52%
32
BLKCHFBLACKROCK INC
38,066$27.0T771413.94%
33
BSXBOSTON SCIENTIFIC CORP
581,182$26.9T769028.35%
34
DDDUPONT DE NEMOURS INC
388,437$26.7T762369.09%
35
ZTSZOETIS INC
181,169$26.6T759277.29%
36
BMRNBIOMARIN PHARMACEUTICAL INC
254,173$26.3T752243.60%
37
CP.TOCANADIAN PAC RY LTD
352,631$26.3T751336.28%
38
NOWSERVICENOW INC
67,263$26.1T746862.69%
39
DISDISNEY WALT CO
299,650$26.0T744500.15%
40
ICEINTERCONTINENTAL EXCHANGE IN
251,641$25.8T738273.24%
41
UNHUNITEDHEALTH GROUP INC
48,669$25.8T737915.20%
42
CNRCANADIAN NATL RY CO
208,926$24.8T709241.42%
43
AMATAPPLIED MATLS INC
250,897$24.4T698708.36%
44
AWCAMERICAN WTR WKS CO INC NEW
160,057$24.4T697665.63%
45
JPMJPMORGAN CHASE & CO
180,204$24.2T691072.95%
46
STTSTATE STR CORP
310,059$24.1T687810.56%
47
WMWASTE MGMT INC DEL
149,279$23.4T669725.76%
48
GMGENERAL MTRS CO
681,461$22.9T655583.01%
49
IRINGERSOLL RAND INC
411,262$21.5T614519.35%
50
ELLAUDER ESTEE COS INC
85,549$21.2T607001.68%
51
JJACOBS SOLUTIONS INC
175,746$21.1T603463.01%
52
PHPARKER-HANNIFIN CORP
72,466$21.1T603056.46%
53
MUMICRON TECHNOLOGY INC
418,015$20.9T597473.74%
54
ECLECOLAB INC
134,778$19.6T561037.33%
55
KDPKEURIG DR PEPPER INC
541,210$19.3T551922.19%
56
VRSKVERISK ANALYTICS INC
106,268$18.7T536143.48%
57
TSLATESLA INC
148,476$18.3T523030.68%
58
IFFINTERNATIONAL FLAVORS&FRAGRA
158,199$16.6T474309.08%
59
GOOGLALPHABET INC
185,733$16.4T468636.45%
60
PFEPFIZER INC
314,770$16.1T461246.58%
61
LLYLILLY ELI & CO
42,389$15.5T443481.05%
62
ABBVABBVIE INC
93,936$15.2T434141.19%
63
BUWABIO RAD LABS INC
36,010$15.1T433021.53%
64
TAT&T INC
804,156$14.8T423374.59%
65
BAXBAXTER INTL INC
289,100$14.7T421398.92%
66
NGVTINGEVITY CORP
206,794$14.6T416569.98%
67
METAMETA PLATFORMS INC
117,039$14.1T402783.15%
68
ISRGINTUITIVE SURGICAL INC
52,379$13.9T397472.42%
69
COSTCOSTCO WHSL CORP NEW
30,178$13.8T393968.89%
70
EQIXEQUINIX INC
20,739$13.6T388489.87%
71
WYWEYERHAEUSER CO MTN BE
431,947$13.4T382933.05%
72
CFGCITIZENS FINL GROUP INC
335,437$13.2T377665.30%
73
LUV 1.25 05/01/25SOUTHWEST AIRLS CO
10,400,000$12.6T359667.07%
74
CDNSCADENCE DESIGN SYSTEM INC
76,005$12.2T349161.66%
75
SIVBEURSVB FINANCIAL GROUP
52,830$12.2T347698.97%
76
PDDPINDUODUO INC
139,361$11.4T325009.41%
77
SLBSCHLUMBERGER LTD
205,266$11.0T313817.14%
78
CTLTEURCATALENT INC
230,847$10.4T297141.92%
79
RTXRAYTHEON TECHNOLOGIES CORP
102,486$10.3T295782.50%
80
ADSKAUTODESK INC
52,542$9.8T280786.94%
81
BACVERIZON COMMUNICATIONS INC
240,946$9.5T271485.49%
82
HALHALLIBURTON CO
241,057$9.5T271265.89%
83
BKNG 0.75 05/01/25BOOKING HOLDINGS INC
7,000,000$9.4T268489.05%
84
TXNTEXAS INSTRS INC
56,816$9.4T268450.36%
85
DOCHEALTHPEAK PROPERTIES INC
361,674$9.1T259299.88%
86
DWDMORGAN STANLEY
104,670$8.9T254491.92%
87
CMCSACOMCAST CORP NEW
248,778$8.7T248793.09%
88
AMGNAMGEN INC
33,088$8.7T248520.41%
89
GWWGRAINGER W W INC
15,433$8.6T245499.76%
90
XYLXYLEM INC
76,893$8.5T243139.10%
91
UPSUNITED PARCEL SERVICE INC
48,348$8.4T240358.18%
92
AVGOBROADCOM INC
14,707$8.2T235162.24%
93
BKRBAKER HUGHES COMPANY
273,574$8.1T231030.31%
94
AMDADVANCED MICRO DEVICES INC
123,817$8.0T229342.67%
95
INTCINTEL CORP
303,046$8.0T229053.23%
96
WFCWELLS FARGO CO NEW
185,157$7.6T218633.01%
97
LOWLOWES COS INC
38,281$7.6T218117.48%
98
IPGINTERPUBLIC GROUP COS INC
226,016$7.5T215300.24%
99
ELVELEVANCE HEALTH INC
14,604$7.5T214237.01%
100
ORCLORACLE CORP
91,621$7.5T214170.86%
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