SATURNA CAPITAL CORP Q2 2024 Filing

Filed July 31, 2024

Portfolio Value

$7.5T

Holdings

166

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (166 positions)

#StockSharesValue% PortfolioType
1
LLYEli Lilly
682,898$618.3B8.21%
2
MSFTMicrosoft
1,109,133$495.7B6.58%
3
AAPLApple
2,179,793$459.1B6.09%
4
TSMTaiwan Semiconductor ADS
2,130,406$370.3B4.91%
5
ASMLASML Holding NY
319,159$326.4B4.33%
6
NVONovo Nordisk ADS
2,136,005$304.9B4.05%
7
NVDANVIDIA
2,179,031$269.2B3.57%
8
GOOGLAlphabet, Class A
1,426,992$259.9B3.45%
9
AVGOBroadcom Ltd
145,366$233.4B3.10%
10
AMDAdvanced Micro Devices
1,215,870$197.2B2.62%
11
INTUIntuit
297,973$195.8B2.60%
12
ADBEAdobe
340,665$189.3B2.51%
13
JCIJohnson Controls International
2,641,271$175.6B2.33%
14
PGProcter & Gamble
919,716$151.7B2.01%
15
NOWServiceNow
188,608$148.4B1.97%
16
TJXTJX Companies
1,230,641$135.5B1.80%
17
ORCLOracle
959,581$135.5B1.80%
18
TTTrane
403,309$132.7B1.76%
19
AZNAstraZeneca ADS
1,672,209$130.4B1.73%
20
CHDChurch & Dwight
1,191,867$123.6B1.64%
21
AZOAutoZone
40,616$120.4B1.60%
22
CSCOCisco Systems
2,528,861$120.1B1.59%
23
KEYSKeysight Technologies
869,587$118.9B1.58%
24
AG8Agilent Technologies
910,466$118.0B1.57%
25
MRKMerck & Co
951,032$117.7B1.56%
26
ELVElevance Health
209,879$113.7B1.51%
27
SYKStryker
313,220$106.6B1.41%
28
LOWLowe's
429,366$94.7B1.26%
29
TRMBTrimble
1,690,433$94.5B1.25%
30
ROKRockwell Automation
300,300$82.7B1.10%
31
ITGartner
180,641$81.1B1.08%
32
IDXXIDEXX Laboratories
165,072$80.4B1.07%
33
UNPUnion Pacific
345,596$78.2B1.04%
34
ITWIllinois Tool Works
315,339$74.7B0.99%
35
GWWW.W. Grainger
81,730$73.7B0.98%
36
LINLinde
136,060$59.7B0.79%
37
LECOLincoln Electric Holdings
282,270$53.2B0.71%
38
GPCGenuine Parts
382,000$52.8B0.70%
39
TXNTexas Instruments
265,598$51.7B0.69%
40
CNRCanadian National Railway
408,000$48.2B0.64%
41
PPGPPG Industries
379,580$47.8B0.63%
42
CLColgate-Palmolive
489,000$47.5B0.63%
43
AMGNAmgen
141,262$44.1B0.59%
44
ABTAbbott Laboratories
407,104$42.3B0.56%
45
ETNEaton Corp PLC
134,077$42.0B0.56%
46
KMBKimberly-Clark
301,100$41.6B0.55%
47
FERGFerguson PLC
210,556$40.8B0.54%
48
MCXMcCormick & Co
560,016$39.7B0.53%
49
UPSUnited Parcel Service, Cl B
274,797$37.6B0.50%
50
NVSNNovartis ADS
326,413$34.7B0.46%
51
ULUnilever ADS
571,239$31.4B0.42%
52
APDAir Products & Chemicals
110,860$28.6B0.38%
53
JNJJohnson & Johnson
184,601$27.0B0.36%
54
PFEPfizer
801,200$22.4B0.30%
55
BMYBristol-Myers Squibb
501,533$20.8B0.28%
56
ABBVAbbVie
115,368$19.8B0.26%
57
KVUEKenvue Inc
1,027,821$18.7B0.25%
58
QCOMQualcomm
58,033$11.6B0.15%
59
RIORio Tinto ADS
83,529$5.5B0.07%
60
AMZNAmazon.com
28,494$5.5B0.07%
61
MLB1MercadoLibre
2,990$4.9B0.07%
62
SCCOSouthern Copper
43,431$4.7B0.06%
63
STMSTMicroelectronics (NY shares)
102,035$4.0B0.05%
64
ORLYO'Reilly Automotive
3,756$4.0B0.05%
65
SAPSAP ADS
18,804$3.8B0.05%
66
ACNAccenture, Class A
11,581$3.5B0.05%
67
COSTCostco Wholesale
4,119$3.5B0.05%
68
MAMastercard, Class A
7,765$3.4B0.05%
69
JBLJabil Inc
28,600$3.1B0.04%
70
INFYInfosys ADS
163,200$3.0B0.04%
71
NSYNICE Systems ADR
17,437$3.0B0.04%
72
MSIMotorola Solutions
7,527$2.9B0.04%
73
METAMeta Platforms Inc Cl A
5,460$2.8B0.04%
74
ABXBarrick Gold
164,000$2.7B0.04%
75
MCOMoody's
5,689$2.4B0.03%
76
FNDFloor & Decor Holdings, Inc. Class
22,631$2.2B0.03%
77
ALCAlcon
25,145$2.2B0.03%
78
COPConocoPhillips
18,615$2.1B0.03%
79
EWEdwards Lifesciences
22,916$2.1B0.03%
80
BSXBoston Scientific
26,100$2.0B0.03%
81
CTVACorteva
37,136$2.0B0.03%
82
SQMQuimica y Minera Chile ADS
49,000$2.0B0.03%
83
TELTE Connectivity
13,190$2.0B0.03%
84
CSWCSW Industrials, Inc.
7,352$2.0B0.03%
85
ROPRoper Technologies
3,400$1.9B0.03%
86
PWRQuanta Services
7,400$1.9B0.02%
87
PSAPublic Storage International
6,338$1.8B0.02%
88
NXPINXP Semiconductors
6,684$1.8B0.02%
89
FIXComfort Systems USA
5,876$1.8B0.02%
90
CRMSalesforce Inc.
6,547$1.7B0.02%
91
ICFIICF International
11,200$1.7B0.02%
92
MNSTMonster Beverage
32,200$1.6B0.02%
93
PTITelekomunikasi Indonesia ADS
83,000$1.6B0.02%
94
BHPBHP Biliton ADR
26,950$1.5B0.02%
95
AEMAgnico-Eagle Mines
23,296$1.5B0.02%
96
LULULululemon Athletica
5,069$1.5B0.02%
97
HDHome Depot
4,029$1.4B0.02%
98
TSCOTractor Supply
5,060$1.4B0.02%
99
WSOWatsco
2,890$1.3B0.02%
100
MPWRMonolithic Power Systems
1,618$1.3B0.02%
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