PARNASSUS INVESTMENTS, LLC

CIK: 0000948669SEC EDGAR →

Portfolio Value

$31.6M

Holdings

138

As of

Q4 2025

New Positions

138

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

MICROSOFT CORP

4,505,495$2.2M
6.89%
2

ALPHABET INC

6,901,505$2.2M
6.84%
3

AMAZON COM INC

7,887,228$1.8M
5.76%
4

NVIDIA CORPORATION

9,600,898$1.8M
5.66%
5

APPLE INC

5,049,172$1.4M
4.34%
6

DEERE & CO

2,642,017$1.2M
3.89%
7

WASTE MGMT INC DEL

5,277,285$1.2M
3.67%
8

DANAHER CORPORATION

4,664,560$1.1M
3.38%
9

BANK AMERICA CORP

16,477,774$906K
2.87%
10

INTERCONTINENTAL EXCHANGE IN

5,436,265$880K
2.79%

Quarterly Changes

Top Buys

MSFTNEW
$2.2M
$2.2M
AMZNNEW
$1.8M
NVDANEW
$1.8M
AAPLNEW
$1.4M

Top Sells

No sells this quarter

New Positions (138)

$2.2M · 4.5M shares
$2.2M · 6.9M shares
$1.8M · 7.9M shares
$1.8M · 9.6M shares
$1.4M · 5.0M shares
$1.2M · 2.6M shares
$1.2M · 5.3M shares
$1.1M · 4.7M shares
$906K · 16.5M shares
$880K · 5.4M shares
$852K · 2.5M shares
$852K · 15.1M shares
$829K · 3.2M shares
$775K · 1.8M shares
$753K · 7.9M shares
$716K · 2.1M shares
$685K · 1.9M shares
$681K · 2.6M shares
$677K · 1.4M shares
$571K · 2.6M shares
$528K · 2.5M shares
$495K · 6.2M shares
$484K · 1.6M shares
$455K · 2.1M shares
$409K · 2.1M shares
$406K · 1.8M shares
$403K · 2.2M shares
$373K · 2.6M shares
$353K · 2.3M shares
$338K · 1.0M shares
$274K · 2.4M shares
$272K · 1.7M shares
$193K · 5.0M shares
$161K · 501K shares
$130K · 1.3M shares
$125K · 3.1M shares
$119K · 1.6M shares
$117K · 358K shares
$115K · 989K shares
$115K · 377K shares
$114K · 1.2M shares
$111K · 646K shares
$108K · 467K shares
$104K · 456K shares
$103K · 1.5M shares
$98K · 279K shares
$96K · 353K shares
$92K · 336K shares
$90K · 523K shares
$87K · 195K shares
$85K · 295K shares
$84K · 295K shares
$84K · 284K shares
$82K · 285K shares
$81K · 365K shares
$80K · 717K shares
$80K · 1.5M shares
$79K · 316K shares
$79K · 581K shares
$77K · 616K shares
$77K · 893K shares
$76K · 252K shares
$72K · 2.5M shares
$68K · 1.8M shares
$66K · 313K shares
$66K · 200K shares
$65K · 403K shares
$64K · 1.3M shares
$61K · 808K shares
$61K · 445K shares
$60K · 383K shares
$59K · 525K shares
$58K · 203K shares
$56K · 619K shares
$56K · 794K shares
$52K · 358K shares
$50K · 232K shares
$50K · 587K shares
$49K · 969K shares
$49K · 621K shares
$49K · 110K shares
$47K · 456K shares
$47K · 167K shares
$46K · 1.3M shares
$45K · 188K shares
$42K · 201K shares
$41K · 184K shares
$34K · 435K shares
$29K · 149K shares
$25K · 65K shares
$25K · 127K shares
$24K · 177K shares
$23K · 81K shares
$21K · 99K shares
$20K · 180K shares
$20K · 100K shares
$20K · 47K shares
$19K · 108K shares
$18K · 273K shares
$18K · 45K shares
$17K · 233K shares
$16K · 71K shares
$16K · 41K shares
$15K · 49K shares
$14K · 81K shares
$13K · 57K shares
$10K · 45K shares
$9K · 34K shares
$9K · 52K shares
$2K · 8K shares
$2K · 19K shares
$1K · 1.0M shares
$1K · 1.8M shares
$917 · 1.6M shares
$914 · 1.7M shares
$887 · 5K shares
$757 · 624K shares
$716 · 211K shares
$645 · 640K shares
$571 · 662K shares
$374 · 9K shares
$353 · 3K shares
$294 · 55 shares
$284 · 3K shares
$247 · 23K shares
$238 · 410 shares
$217 · 2K shares
$198 · 22K shares
$142 · 280K shares
$74 · 97K shares
$24 · 27K shares
$22 · 34K shares
$19 · 14K shares
$19 · 10K shares
$13 · 23K shares
$2 · 2K shares
$2 · 3K shares
$1 · 3K shares

Sector Breakdown

Sector# HoldingsValue%
Technology34$11.1M35.0%
Industrials23$4.2M13.4%
Financial Services21$4.1M12.9%
Consumer Cyclical11$3.3M10.5%
Healthcare21$3.1M9.9%
Communication Services5$2.2M6.9%
Basic Materials3$1.2M3.7%
Real Estate3$1.1M3.6%
Consumer Defensive6$633K2.0%
Unknown8$381K1.2%
Utilities3$296K0.9%