SATURNA CAPITAL CORP Q2 2018 Filing

Filed August 2, 2018

Portfolio Value

$3.1T

Holdings

156

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (156 positions)

#StockSharesValue% PortfolioType
1
ADBEAdobe Systems
486,154$118.5B3.80%
2
AAPLApple
615,044$113.9B3.65%
3
INTUIntuit
467,734$95.6B3.06%
4
LLYEli Lilly
985,000$84.0B2.69%
5
JNJJohnson & Johnson
668,553$81.1B2.60%
6
TSMTaiwan Semiconductor ADR
2,136,762$78.1B2.50%
7
TJXTJX Companies
715,920$68.1B2.18%
8
GOOGLAlphabet, Class A
59,513$67.2B2.15%
9
AMGNAmgen
363,085$67.0B2.15%
10
CSCOCisco Systems
1,535,610$66.1B2.12%
11
ELEstee Lauder, Class A
459,021$65.5B2.10%
12
ASMLASML Holding NY
328,600$65.1B2.08%
13
CHDChurch & Dwight
1,220,377$64.9B2.08%
14
MSFTMicrosoft
589,211$58.1B1.86%
15
HRSEURHarris
394,660$57.0B1.83%
16
AG8Agilent Technologies
910,834$56.3B1.80%
17
PEPPepsiCo
494,105$53.8B1.72%
18
EMEEMCOR Group
682,750$52.0B1.67%
19
MMM3M
262,743$51.7B1.66%
20
SYKStryker
303,000$51.2B1.64%
21
TRMBTrimble
1,554,905$51.1B1.64%
22
ROKRockwell Automation
300,000$49.9B1.60%
23
NVONovo Nordisk ADR
1,068,464$49.3B1.58%
24
MCHPMicrochip Technology
534,640$48.6B1.56%
25
QCOMQualcomm
841,897$47.2B1.51%
26
INTCIntel
935,479$46.5B1.49%
27
NSCNorfolk Southern
304,650$46.0B1.47%
28
CNRCanadian National Railway
547,600$44.8B1.43%
29
HONHoneywell International
306,856$44.2B1.42%
30
DowDuPont
662,596$43.7B1.40%
31
ITWIllinois Tool Works
314,581$43.6B1.40%
32
PFEPfizer
1,195,331$43.4B1.39%
33
PHParker Hannifin
275,850$43.0B1.38%
34
UNPUnion Pacific
303,392$43.0B1.38%
35
PPGPPG Industries
401,685$41.7B1.33%
36
MCXMcCormick & Co
355,796$41.3B1.32%
37
XLNXEURXilinx
601,985$39.3B1.26%
38
LOWLowe's
410,514$39.2B1.26%
39
ABBVAbbVie
407,577$37.8B1.21%
40
NKENike, Class B
472,508$37.6B1.21%
41
BMYBristol-Myers Squibb
672,625$37.2B1.19%
42
SAPSAP ADR
319,079$36.9B1.18%
43
CSLCarlisle
332,400$36.0B1.15%
44
GPCGenuine Parts
386,390$35.5B1.14%
45
PXGBXPraxair
221,525$35.0B1.12%
46
CLColgate-Palmolive
533,008$34.5B1.11%
47
CLXClorox
250,405$33.9B1.08%
48
LECOLincoln Electric Holdings
361,200$31.7B1.02%
49
APDAir Products & Chemicals
201,450$31.4B1.00%
50
ORCLOracle
687,851$30.3B0.97%
51
KEYSKeysight Technologies
506,179$29.9B0.96%
52
FASTFastenal
605,414$29.1B0.93%
53
ABTAbbott Laboratories
433,960$26.5B0.85%
54
GWWW.W. Grainger
81,600$25.2B0.81%
55
UTXZUnited Technologies
201,187$25.2B0.81%
56
KMBKimberly-Clark
231,600$24.4B0.78%
57
ITGartner
180,741$24.0B0.77%
58
ULUnilever ADR
414,200$22.9B0.73%
59
GISGeneral Mills
504,588$22.3B0.72%
60
NVSNNovartis ADR
289,628$21.9B0.70%
61
MEOHMethanex
307,000$21.7B0.70%
62
SJMJM Smucker
185,000$19.9B0.64%
63
CELGCelgene
212,114$16.8B0.54%
64
JCIJohnson Controls International
500,725$16.7B0.54%
65
SWKStanley Black & Decker
111,144$14.8B0.47%
66
GSKGlaxoSmithKline ADR
354,507$14.3B0.46%
67
RPMRPM International
207,286$12.1B0.39%
68
XRAYDentsply Sirona
216,140$9.5B0.30%
69
NTRNutrien
162,892$8.9B0.28%
70
Convergys
351,383$8.6B0.28%
71
NSYNICE Systems ADR
40,440$4.2B0.13%
72
TDToronto-Dominion Bank
68,170$3.9B0.13%
73
PGProcter & Gamble
49,211$3.8B0.12%
74
TTENTotal ADR
55,401$3.4B0.11%
75
CPACopa Holdings, Class A
34,100$3.2B0.10%
76
AMZNAmazon.com
1,864$3.2B0.10%
77
MLB1MercadoLibre
10,194$3.0B0.10%
78
FMXFomento Economico Mex ADR (FEMSA)
30,000$2.6B0.08%
79
Belmond, Class A
222,800$2.5B0.08%
80
TTelus
68,000$2.4B0.08%
81
BCEBCE
53,469$2.2B0.07%
82
MAMastercard, Class A
9,875$1.9B0.06%
83
MNSTMonster Beverage
31,100$1.8B0.06%
84
JPMJP Morgan Chase
16,567$1.7B0.06%
85
PTITelekomunikasi Indonesia ADR
65,629$1.7B0.05%
86
HDHome Depot
8,208$1.6B0.05%
87
TMToyota Motor ADS
11,798$1.5B0.05%
88
METAFacebook, Class A
7,537$1.5B0.05%
89
UNHUnitedHealth Group
5,525$1.4B0.04%
90
VFCVF
16,300$1.3B0.04%
91
IDAIdacorp
14,400$1.3B0.04%
92
PSXPhillips 66
11,585$1.3B0.04%
93
MUFGMitsubishi UFJ Financial ADR
221,450$1.3B0.04%
94
ROSTRoss Stores
14,739$1.2B0.04%
95
UPSUnited Parcel Service, Class B
11,194$1.2B0.04%
96
TELTE Connectivity
13,062$1.2B0.04%
97
ALLYAlly Financial
44,625$1.2B0.04%
98
PHGKoninklijke Philips ADR
26,260$1.1B0.04%
99
ECLEcolab
7,823$1.1B0.04%
100
BKNGBooking Holdings
536$1.1B0.03%
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