SATURNA CAPITAL CORP Q1 2021 Filing

Filed May 14, 2021

Portfolio Value

$4.5T

Holdings

165

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (165 positions)

#StockSharesValue% PortfolioType
1
AAPLApple
2,280,123$278.5B6.22%
2
TSMTaiwan Semiconductor ADS
2,135,248$252.6B5.64%
3
ADBEAdobe
423,588$201.4B4.49%
4
ASMLASML Holding NY
325,763$201.1B4.49%
5
INTUIntuit
462,905$177.3B3.96%
6
LLYEli Lilly
919,788$171.8B3.83%
7
ELEstee Lauder, Class A
459,821$133.7B2.98%
8
TRMBTrimble
1,557,083$121.1B2.70%
9
AG8Agilent Technologies
911,103$115.8B2.59%
10
QCOMQualcomm
850,592$112.8B2.52%
11
CSCOCisco Systems
2,107,983$109.0B2.43%
12
CHDChurch & Dwight
1,223,165$106.8B2.38%
13
MSFTMicrosoft
443,033$104.5B2.33%
14
AMGNAmgen
360,221$89.6B2.00%
15
JNJJohnson & Johnson
503,810$82.8B1.85%
16
LOWLowe's
430,004$81.8B1.83%
17
TJXTJX Companies
1,208,283$79.9B1.78%
18
ROKRockwell Automation
300,000$79.6B1.78%
19
SYKStryker
309,755$75.5B1.68%
20
NVONovo Nordisk ADS
1,077,113$72.6B1.62%
21
KEYSKeysight Technologies
501,179$71.9B1.60%
22
ITWIllinois Tool Works
316,031$70.0B1.56%
23
NSCNorfolk Southern
256,145$68.8B1.53%
24
UNPUnion Pacific
306,228$67.5B1.51%
25
JCIJohnson Controls International
1,081,795$64.6B1.44%
26
XLNXEURXilinx
506,506$62.8B1.40%
27
PPGPPG Industries
400,413$60.2B1.34%
28
INTCIntel
936,200$59.9B1.34%
29
BMYBristol-Myers Squibb
913,911$57.7B1.29%
30
HONHoneywell International
261,937$56.9B1.27%
31
PEPPepsiCo
400,390$56.6B1.26%
32
MCXMcCormick & Co
618,897$55.2B1.23%
33
ABTAbbott Laboratories
432,766$51.9B1.16%
34
ORCLOracle
705,347$49.5B1.10%
35
TXNTexas Instruments
261,859$49.5B1.10%
36
NEMNewmont
796,851$48.0B1.07%
37
CNRCanadian National Railway
398,000$46.2B1.03%
38
GPCGenuine Parts
393,290$45.5B1.01%
39
PFEPfizer
1,209,853$43.8B0.98%
40
CSLCarlisle
260,700$42.9B0.96%
41
ABBVAbbVie
365,869$39.6B0.88%
42
MMM3M
202,367$39.0B0.87%
43
LECOLincoln Electric Holdings
310,700$38.2B0.85%
44
LINLinde
135,471$38.0B0.85%
45
CLXClorox
193,145$37.3B0.83%
46
CLColgate-Palmolive
431,966$34.1B0.76%
47
ITGartner
180,641$33.0B0.74%
48
GWWW.W. Grainger
81,600$32.7B0.73%
49
KMBKimberly-Clark
234,950$32.7B0.73%
50
FASTFastenal
644,008$32.4B0.72%
51
APDAir Products & Chemicals
112,025$31.5B0.70%
52
SAPSAP ADS
230,592$28.3B0.63%
53
ULUnilever ADS
458,715$25.6B0.57%
54
NVSNNovartis ADS
280,973$24.0B0.54%
55
GOOGLAlphabet, Class A
9,999$20.6B0.46%
56
NKENike, Class B
134,311$17.8B0.40%
57
SWKStanley Black & Decker
84,329$16.8B0.38%
58
PHParker Hannifin
50,812$16.0B0.36%
59
GSKGlaxoSmithKline ADS
433,687$15.5B0.35%
60
EMEEMCOR Group
89,650$10.1B0.22%
61
MLB1MercadoLibre
4,700$6.9B0.15%
62
PGProcter & Gamble
46,411$6.3B0.14%
63
NSYNICE Systems ADR
26,759$5.8B0.13%
64
AMZNAmazon.com
1,872$5.8B0.13%
65
RPMRPM International
53,731$4.9B0.11%
66
ACNAccenture, Class A
14,968$4.1B0.09%
67
KSUEURKansas City Southern Industries
14,615$3.9B0.09%
68
MAMastercard, Class A
10,791$3.8B0.09%
69
RIORio Tinto ADS
47,035$3.7B0.08%
70
SONYSony ADS
31,970$3.4B0.08%
71
ECLEcolab
13,873$3.0B0.07%
72
OTXOpenText
62,150$3.0B0.07%
73
ABXBarrick Gold
147,428$2.9B0.07%
74
PHGKoninklijke Philips
44,548$2.5B0.06%
75
HDHome Depot
8,314$2.5B0.06%
76
SAVACassava Sciences, Inc.
55,100$2.5B0.06%
77
BCEBCE
53,750$2.4B0.05%
78
STMSTMicroelectronics (NY shares)
63,265$2.4B0.05%
79
TTelus
114,600$2.3B0.05%
80
SBUXStarbucks
19,717$2.2B0.05%
81
MNSTMonster Beverage
22,350$2.0B0.05%
82
BIDUNBaidu ADS
9,000$2.0B0.04%
83
JPMJP Morgan Chase
12,751$1.9B0.04%
84
EWEdwards Lifesciences
23,095$1.9B0.04%
85
COSTCostco Wholesale
5,367$1.9B0.04%
86
ALCAlcon
26,198$1.8B0.04%
87
UPSUnited Parcel Service, Class B
10,802$1.8B0.04%
88
MRKMerck & Co
22,237$1.7B0.04%
89
MUMicron Technology
19,400$1.7B0.04%
90
MCOMoody's
5,689$1.7B0.04%
91
TTWOTake-Two Interactive Software
9,375$1.7B0.04%
92
PTITelekomunikasi Indonesia ADS
69,800$1.6B0.04%
93
TPICQTPI Composites, Inc.
28,200$1.6B0.04%
94
VFCVF
19,825$1.6B0.04%
95
AEMAgnico-Eagle Mines
26,090$1.5B0.03%
96
PNCPNC Financial Services Group
8,400$1.5B0.03%
97
NXPINXP Semiconductors
7,175$1.4B0.03%
98
IDAIdacorp
13,200$1.3B0.03%
99
CTVACorteva
28,176$1.3B0.03%
100
TELTE Connectivity
9,465$1.2B0.03%
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