SATURNA CAPITAL CORP Q1 2024 Filing

Filed May 13, 2024

Portfolio Value

$7.2T

Holdings

170

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (170 positions)

#StockSharesValue% PortfolioType
1
LLYEli Lilly
692,609$538.8B7.44%
2
MSFTMicrosoft
1,109,809$466.9B6.44%
3
AAPLApple
2,195,775$376.5B5.20%
4
ASMLASML Holding NY
318,848$309.4B4.27%
5
TSMTaiwan Semiconductor ADS
2,126,439$289.3B3.99%
6
NVONovo Nordisk ADS
2,139,691$274.7B3.79%
7
AMDAdvanced Micro Devices
1,216,077$219.5B3.03%
8
GOOGLAlphabet, Class A
1,427,154$215.4B2.97%
9
INTUIntuit
298,209$193.8B2.68%
10
AVGOBroadcom Ltd
138,247$183.2B2.53%
11
ADBEAdobe
340,732$171.9B2.37%
12
NVDANVIDIA
163,332$147.6B2.04%
13
JCIJohnson Controls International
2,213,274$144.6B2.00%
14
NOWServiceNow
188,218$143.5B1.98%
15
KEYSKeysight Technologies
860,000$134.5B1.86%
16
AG8Agilent Technologies
910,694$132.5B1.83%
17
AMGNAmgen
463,967$131.9B1.82%
18
AZOAutoZone
40,616$128.0B1.77%
19
CSCOCisco Systems
2,563,000$127.9B1.77%
20
TJXTJX Companies
1,233,280$125.1B1.73%
21
CHDChurch & Dwight
1,193,962$124.5B1.72%
22
TTTrane
402,795$120.9B1.67%
23
ORCLOracle
960,925$120.7B1.67%
24
MRKMerck & Co
864,424$114.1B1.57%
25
AZNAstraZeneca ADS
1,669,129$113.1B1.56%
26
SYKStryker
313,691$112.3B1.55%
27
LOWLowe's
435,899$111.0B1.53%
28
ELVElevance Health
209,879$108.8B1.50%
29
TRMBTrimble
1,690,347$108.8B1.50%
30
LULULululemon Athletica
235,204$91.9B1.27%
31
UNPUnion Pacific
358,248$88.1B1.22%
32
ROKRockwell Automation
300,300$87.5B1.21%
33
ITGartner
180,641$86.1B1.19%
34
ITWIllinois Tool Works
316,149$84.8B1.17%
35
GWWW.W. Grainger
81,874$83.3B1.15%
36
LECOLincoln Electric Holdings
273,900$70.0B0.97%
37
LINLinde
136,060$63.2B0.87%
38
GPCGenuine Parts
382,000$59.2B0.82%
39
PPGPPG Industries
386,580$56.0B0.77%
40
CNRCanadian National Railway
408,000$53.7B0.74%
41
NSCNorfolk Southern
203,720$51.9B0.72%
42
ABTAbbott Laboratories
424,098$48.2B0.67%
43
TXNTexas Instruments
266,584$46.4B0.64%
44
FASTFastenal
583,962$45.0B0.62%
45
IDXXIDEXX Laboratories
83,072$44.9B0.62%
46
ELEstee Lauder, Class A
286,694$44.2B0.61%
47
CLColgate-Palmolive
486,049$43.8B0.60%
48
MCXMcCormick & Co
560,016$43.0B0.59%
49
UPSUnited Parcel Service, Cl B
274,696$40.8B0.56%
50
PGProcter & Gamble
250,218$40.6B0.56%
51
ETNEaton Corp PLC
124,393$38.9B0.54%
52
KMBKimberly-Clark
289,350$37.4B0.52%
53
BMYBristol-Myers Squibb
677,079$36.7B0.51%
54
FERGFerguson PLC
145,396$31.8B0.44%
55
NVSNNovartis ADS
327,884$31.7B0.44%
56
PFEPfizer
1,101,230$30.6B0.42%
57
JNJJohnson & Johnson
183,926$29.1B0.40%
58
ULUnilever ADS
537,285$27.0B0.37%
59
APDAir Products & Chemicals
111,110$26.9B0.37%
60
ABBVAbbVie
115,368$21.0B0.29%
61
KVUEKenvue Inc
868,839$18.6B0.26%
62
QCOMQualcomm
51,114$8.7B0.12%
63
ACNAccenture, Class A
16,963$5.9B0.08%
64
AMZNAmazon.com
28,656$5.2B0.07%
65
RIORio Tinto ADS
77,300$4.9B0.07%
66
MLB1MercadoLibre
2,990$4.5B0.06%
67
SCCOSouthern Copper
41,500$4.4B0.06%
68
STMSTMicroelectronics (NY shares)
98,739$4.3B0.06%
69
MAMastercard, Class A
8,325$4.0B0.06%
70
NSYNICE Systems ADR
15,337$4.0B0.06%
71
ORLYO'Reilly Automotive
3,315$3.7B0.05%
72
SAPSAP ADS
16,349$3.2B0.04%
73
COSTCostco Wholesale
4,319$3.2B0.04%
74
JBLJabil Inc
23,000$3.1B0.04%
75
FNDFloor & Decor Holdings, Inc. Class
23,384$3.0B0.04%
76
MSIMotorola Solutions
7,541$2.7B0.04%
77
INFYInfosys ADS
146,500$2.6B0.04%
78
FIXComfort Systems USA
8,059$2.6B0.04%
79
COPConocoPhillips
19,410$2.5B0.03%
80
ABXBarrick Gold
144,740$2.4B0.03%
81
CTVACorteva
40,517$2.3B0.03%
82
PSAPublic Storage International
7,819$2.3B0.03%
83
MCOMoody's
5,689$2.2B0.03%
84
EWEdwards Lifesciences
22,611$2.2B0.03%
85
ALCAlcon
24,766$2.1B0.03%
86
NKENike, Class B
20,883$2.0B0.03%
87
TELTE Connectivity
13,335$1.9B0.03%
88
HDHome Depot
5,014$1.9B0.03%
89
CRMSalesforce Inc.
6,350$1.9B0.03%
90
MNSTMonster Beverage
32,200$1.9B0.03%
91
PTITelekomunikasi Indonesia ADS
83,000$1.8B0.03%
92
SQMQuimica y Minera Chile ADS
36,500$1.8B0.02%
93
CSWCSW Industrials, Inc.
7,609$1.8B0.02%
94
BSXBoston Scientific
24,850$1.7B0.02%
95
ICFIICF International
11,200$1.7B0.02%
96
NXPINXP Semiconductors
6,758$1.7B0.02%
97
PLDPrologis Inc
12,433$1.6B0.02%
98
AEMAgnico-Eagle Mines
24,736$1.5B0.02%
99
OTXOpenText
37,790$1.5B0.02%
100
BHPBHP Biliton ADR
25,200$1.5B0.02%
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