SATURNA CAPITAL CORP Q2 2023 Filing

Filed August 4, 2023

Portfolio Value

$5.8B

Holdings

166

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (166 positions)

#StockSharesValue% PortfolioType
1
AAPLApple
2,211,854$429.0T7420150.42%
2
LLYEli Lilly
795,668$373.2T6453687.05%
3
MSFTMicrosoft
949,291$323.3T5590996.01%
4
ASMLASML Holding NY
316,882$229.7T3971983.93%
5
TSMTaiwan Semiconductor ADS
2,113,692$213.3T3689271.64%
6
NVONovo Nordisk ADS
1,067,162$172.7T2986833.91%
7
ADBEAdobe
341,564$167.0T2888642.22%
8
INTUIntuit
298,318$136.7T2363996.08%
9
JCIJohnson Controls International
1,791,636$122.1T2111414.97%
10
CHDChurch & Dwight
1,190,976$119.4T2064535.84%
11
CSCOCisco Systems
2,232,650$115.5T1997877.05%
12
AMGNAmgen
494,622$109.8T1899272.21%
13
AG8Agilent Technologies
911,031$109.6T1894697.70%
14
AMDAdvanced Micro Devices
935,616$106.6T1843237.01%
15
TJXTJX Companies
1,234,856$104.7T1810850.67%
16
ROKRockwell Automation
300,300$98.9T1711065.09%
17
LOWLowe's
433,661$97.9T1692792.07%
18
GOOGLAlphabet, Class A
805,062$96.4T1666652.91%
19
SYKStryker
314,008$95.8T1656877.40%
20
MSIMotorola Solutions
317,026$93.0T1608048.02%
21
ORCLOracle
780,185$92.9T1606921.20%
22
JNJJohnson & Johnson
548,035$90.7T1568846.52%
23
ELEstee Lauder, Class A
458,594$90.1T1557569.06%
24
NOWServiceNow
150,423$84.5T1462005.69%
25
KEYSKeysight Technologies
500,000$83.7T1448027.61%
26
TRMBTrimble
1,570,512$83.1T1437960.25%
27
LULULululemon Athletica
215,134$81.4T1408304.68%
28
AZOAutoZone
32,127$80.1T1385405.32%
29
ITWIllinois Tool Works
316,692$79.2T1370176.93%
30
CTVACorteva
1,348,867$77.3T1336735.37%
31
AZNAstraZeneca ADS
1,075,273$77.0T1330979.75%
32
TTTrane
401,650$76.8T1328598.05%
33
MRKMerck & Co
660,276$76.2T1317696.45%
34
ELVElevance Health
168,244$74.7T1292789.49%
35
UNPUnion Pacific
359,166$73.5T1271056.88%
36
GPCGenuine Parts
394,984$66.8T1156055.12%
37
GWWW.W. Grainger
81,874$64.6T1116654.87%
38
ITGartner
180,650$63.3T1094490.99%
39
LECOLincoln Electric Holdings
309,500$61.5T1063229.90%
40
PPGPPG Industries
386,580$57.3T991521.69%
41
NSCNorfolk Southern
252,495$57.3T990241.03%
42
HONHoneywell International
265,684$55.1T953465.95%
43
LINLinde
136,420$52.0T899116.34%
44
CNRCanadian National Railway
408,000$49.4T854315.71%
45
MCXMcCormick & Co
560,016$48.9T844866.32%
46
TXNTexas Instruments
268,508$48.3T835987.29%
47
ABTAbbott Laboratories
436,566$47.6T823147.71%
48
BMYBristol-Myers Squibb
686,163$43.9T758908.70%
49
PFEPfizer
1,162,648$42.6T737563.25%
50
IDXXIDEXX Laboratories
83,000$41.7T720945.49%
51
FASTFastenal
649,288$38.3T662426.14%
52
CLColgate-Palmolive
439,649$33.9T585792.83%
53
APDAir Products & Chemicals
111,235$33.3T576240.10%
54
KMBKimberly-Clark
234,950$32.4T561002.77%
55
NVSNNovartis ADS
311,666$31.5T543932.89%
56
UPSUnited Parcel Service, Cl B
165,809$29.7T514030.57%
57
PGProcter & Gamble
172,473$26.2T452629.53%
58
ULUnilever ADS
499,392$26.0T450247.17%
59
MMM3M
257,777$25.8T446227.72%
60
ETNEaton Corp PLC
99,158$19.9T344874.85%
61
ABBVAbbVie
113,443$15.3T264340.49%
62
NVDANVIDIA
17,121$7.2T125259.79%
63
QCOMQualcomm
46,120$5.5T94951.96%
64
ACNAccenture, Class A
17,176$5.3T91666.68%
65
RIORio Tinto ADS
70,300$4.5T77619.33%
66
STMSTMicroelectronics (NY shares)
89,530$4.5T77405.79%
67
MAMastercard, Class A
10,783$4.2T73347.49%
68
AMZNAmazon.com
28,800$3.8T64931.96%
69
MLB1MercadoLibre
3,065$3.6T62794.83%
70
ORLYO'Reilly Automotive
3,331$3.2T55034.63%
71
NSYNICE Systems ADR
15,350$3.2T54821.40%
72
SONYSony ADS
32,585$2.9T50742.85%
73
ABXBarrick Gold
169,740$2.9T49700.74%
74
SCCOSouthern Copper
36,000$2.6T44666.87%
75
PTITelekomunikasi Indonesia ADS
94,200$2.5T43450.58%
76
COSTCostco Wholesale
4,543$2.4T42301.26%
77
COPConocoPhillips
22,883$2.4T41004.96%
78
NKENike, Class B
21,033$2.3T40148.92%
79
ALCAlcon
26,351$2.2T37420.96%
80
EWEdwards Lifesciences
22,017$2.1T35919.46%
81
SQMQuimica y Minera Chile ADS
28,000$2.0T35167.05%
82
FNDFloor & Decor Holdings, Inc. Class
19,437$2.0T34947.60%
83
MCOMoody's
5,689$2.0T34212.69%
84
ROSTRoss Stores
17,500$2.0T33937.63%
85
MNSTMonster Beverage
33,927$1.9T33704.01%
86
INFYInfosys ADS
120,000$1.9T33351.76%
87
BHPBHP Biliton ADR
30,630$1.8T31610.01%
88
TELTE Connectivity
12,935$1.8T31355.40%
89
AEMAgnico-Eagle Mines
32,398$1.6T28005.04%
90
TSCOTractor Supply
7,173$1.6T27429.08%
91
FIXComfort Systems USA
9,614$1.6T27302.29%
92
RPMRPM International
16,825$1.5T26110.45%
93
TTelus
76,000$1.5T25578.68%
94
PSAPublic Storage International
4,975$1.5T25114.19%
95
HDHome Depot
4,633$1.4T24890.94%
96
ICFIICF International
11,200$1.4T24094.90%
97
NXPINXP Semiconductors
6,793$1.4T24046.87%
98
JBLJabil Inc
12,000$1.3T22399.85%
99
CSWCSW Industrials, Inc.
7,725$1.3T22203.69%
100
CRMSalesforce Inc.
6,020$1.3T21995.58%
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