SATURNA CAPITAL CORP Q1 2023 Filing

Filed May 15, 2023

Portfolio Value

$5.2B

Holdings

160

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (160 positions)

#StockSharesValue% PortfolioType
1
AAPLApple
2,213,668$365.0B7069.45%
2
LLYEli Lilly
796,818$273.6B5299.53%
3
ASMLASML Holding NY
314,707$214.2B4148.79%
4
MSFTMicrosoft
731,662$211.6B4098.89%
5
TSMTaiwan Semiconductor ADS
2,096,607$195.0B3775.86%
6
NVONovo Nordisk ADS
1,068,287$170.0B3292.46%
7
INTUIntuit
299,389$133.5B2584.98%
8
ADBEAdobe
340,778$131.3B2543.33%
9
AG8Agilent Technologies
911,076$126.0B2440.93%
10
AMGNAmgen
500,428$121.0B2342.94%
11
CSCOCisco Systems
2,217,695$115.4B2234.21%
12
ELEstee Lauder, Class A
463,899$114.3B2214.23%
13
JCIJohnson Controls International
1,767,061$106.4B2060.84%
14
CHDChurch & Dwight
1,193,616$105.5B2043.71%
15
TJXTJX Companies
1,233,096$96.6B1871.30%
16
AMDAdvanced Micro Devices
933,035$91.4B1771.01%
17
MSIMotorola Solutions
316,875$90.7B1755.92%
18
SYKStryker
313,653$89.5B1734.05%
19
ROKRockwell Automation
300,300$88.1B1706.64%
20
LOWLowe's
433,136$86.6B1677.42%
21
JNJJohnson & Johnson
544,629$84.4B1634.88%
22
TRMBTrimble
1,568,257$82.2B1592.09%
23
KEYSKeysight Technologies
500,000$80.7B1563.66%
24
LULULululemon Athletica
215,134$78.3B1517.36%
25
ITWIllinois Tool Works
316,887$77.1B1494.06%
26
GOOGLAlphabet, Class A
731,750$75.9B1470.01%
27
AZNAstraZeneca ADS
1,069,903$74.3B1438.20%
28
CTVACorteva
1,229,951$74.2B1436.58%
29
TTTrane
401,250$73.8B1429.68%
30
ORCLOracle
781,842$72.6B1406.96%
31
UNPUnion Pacific
358,071$72.1B1395.66%
32
MRKMerck & Co
658,216$70.0B1356.19%
33
GPCGenuine Parts
394,519$66.0B1278.33%
34
ELVElevance Health
139,134$64.0B1238.98%
35
ITGartner
180,641$58.8B1139.67%
36
GWWW.W. Grainger
81,851$56.4B1091.88%
37
NSCNorfolk Southern
255,740$54.2B1049.99%
38
LECOLincoln Electric Holdings
309,500$52.3B1013.58%
39
PPGPPG Industries
386,580$51.6B1000.08%
40
HONHoneywell International
265,272$50.7B981.86%
41
TXNTexas Instruments
267,462$49.8B963.50%
42
LINLinde
136,500$48.5B939.62%
43
CNRCanadian National Railway
408,000$48.1B932.15%
44
BMYBristol-Myers Squibb
685,036$47.5B919.52%
45
PFEPfizer
1,152,003$47.0B910.26%
46
AZOAutoZone
19,038$46.8B906.32%
47
MCXMcCormick & Co
559,988$46.6B902.42%
48
ABTAbbott Laboratories
433,711$43.9B850.53%
49
IDXXIDEXX Laboratories
75,000$37.5B726.36%
50
FASTFastenal
649,183$35.0B678.16%
51
CLColgate-Palmolive
437,400$32.9B636.82%
52
INTCIntel
985,857$32.2B623.76%
53
APDAir Products & Chemicals
111,495$32.0B620.17%
54
KMBKimberly-Clark
235,030$31.5B610.93%
55
UPSUnited Parcel Service, Cl B
154,182$29.9B579.25%
56
NVSNNovartis ADS
310,266$28.5B552.81%
57
MMM3M
257,552$27.1B524.28%
58
ULUnilever ADS
490,942$25.6B495.18%
59
PGProcter & Gamble
163,258$24.3B470.12%
60
ABBVAbbVie
111,593$17.8B344.43%
61
ETNEaton Corp PLC
57,513$9.9B190.84%
62
QCOMQualcomm
39,095$4.9B95.35%
63
RIORio Tinto ADS
70,675$4.8B92.78%
64
ACNAccenture, Class A
16,501$4.7B91.34%
65
NVDANVIDIA
16,508$4.5B87.59%
66
MLB1MercadoLibre
3,110$4.1B79.39%
67
MAMastercard, Class A
10,783$3.9B75.89%
68
STMSTMicroelectronics (NY shares)
70,900$3.8B73.45%
69
NSYNICE Systems ADR
15,550$3.6B68.93%
70
ABXBarrick Gold
164,740$3.2B61.76%
71
SONYSony ADS
32,585$3.0B57.21%
72
AMZNAmazon.com
28,508$2.9B57.03%
73
SCCOSouthern Copper
36,000$2.7B52.24%
74
HDHome Depot
8,944$2.6B51.12%
75
PTITelekomunikasi Indonesia ADS
90,620$2.6B49.46%
76
NKENike, Class B
20,719$2.5B49.21%
77
ORLYO'Reilly Automotive
2,801$2.4B46.05%
78
COSTCostco Wholesale
4,543$2.3B43.72%
79
COPConocoPhillips
21,823$2.2B41.93%
80
INFYInfosys ADS
110,000$1.9B36.75%
81
FNDFloor & Decor Holdings, Inc. Class
19,237$1.9B36.59%
82
MNSTMonster Beverage
34,782$1.9B36.38%
83
TTelus
94,000$1.9B36.15%
84
ALCAlcon
26,401$1.9B36.07%
85
ROSTRoss Stores
16,900$1.8B34.74%
86
MCOMoody's
5,705$1.7B33.81%
87
TSCOTractor Supply
7,278$1.7B33.13%
88
EWEdwards Lifesciences
19,737$1.6B31.62%
89
TELTE Connectivity
12,370$1.6B31.42%
90
SQMQuimica y Minera Chile ADS
22,000$1.6B31.26%
91
RPMRPM International
18,250$1.6B30.83%
92
BHPBHP Biliton ADR
24,430$1.5B30.00%
93
AEMAgnico-Eagle Mines
28,898$1.5B28.53%
94
FIXComfort Systems USA
9,614$1.4B27.18%
95
DVNDevon Energy
27,111$1.4B26.57%
96
NXPINXP Semiconductors
7,068$1.3B25.53%
97
ICFIICF International
11,200$1.2B23.79%
98
ENPHEnphase Energy
5,533$1.2B22.53%
99
PSAPublic Storage International
3,842$1.2B22.48%
100
NEMNewmont
23,500$1.2B22.31%
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