SATURNA CAPITAL CORP Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$7.4T

Holdings

157

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (157 positions)

#StockSharesValue% PortfolioType
1
MSFTMicrosoft
1,113,148$553.7B7.48%
2
TSMTaiwan Semiconductor ADS
2,137,279$484.1B6.54%
3
LLYEli Lilly
593,584$462.7B6.25%
4
AVGOBroadcom Ltd
1,533,809$422.8B5.71%
5
AAPLApple
1,835,276$376.5B5.09%
6
NVDANVIDIA
2,246,118$354.9B4.80%
7
JCIJohnson Controls International
2,647,612$279.6B3.78%
8
ASMLASML Holding NY
320,967$257.2B3.48%
9
GOOGLAlphabet, Class A
1,440,771$253.9B3.43%
10
INTUIntuit
295,763$233.0B3.15%
11
ORCLOracle
953,192$208.4B2.82%
12
NOWServiceNow
189,501$194.8B2.63%
13
TTTrane
404,986$177.1B2.39%
14
TJXTJX Companies
1,230,877$152.0B2.05%
15
AZOAutoZone
40,885$151.8B2.05%
16
PGProcter & Gamble
924,568$147.3B1.99%
17
NVONovo Nordisk ADS
2,123,692$146.6B1.98%
18
KEYSKeysight Technologies
851,998$139.6B1.89%
19
ABBVAbbVie
719,013$133.5B1.80%
20
ADBEAdobe
342,163$132.4B1.79%
21
TRMBTrimble
1,690,562$128.4B1.74%
22
SYKStryker
317,311$125.5B1.70%
23
CSCOCisco Systems
1,744,887$121.1B1.64%
24
CHDChurch & Dwight
1,199,640$115.3B1.56%
25
AZNAstraZeneca ADS
1,633,715$114.2B1.54%
26
ROKRockwell Automation
301,507$100.2B1.35%
27
LOWLowe's
426,853$94.7B1.28%
28
GWWW.W. Grainger
82,003$85.3B1.15%
29
ITWIllinois Tool Works
308,328$76.2B1.03%
30
ITGartner
180,691$73.0B0.99%
31
ETNEaton Corp PLC
203,498$72.6B0.98%
32
LINLinde
135,977$63.8B0.86%
33
AG8Agilent Technologies
539,400$63.7B0.86%
34
TXNTexas Instruments
272,025$56.5B0.76%
35
LECOLincoln Electric Holdings
269,070$55.8B0.75%
36
ABTAbbott Laboratories
392,395$53.4B0.72%
37
FERGFerguson Enterprises Inc
238,178$51.9B0.70%
38
GPCGenuine Parts
384,075$46.6B0.63%
39
MCXMcCormick & Co
560,423$42.5B0.57%
40
CLColgate-Palmolive
450,327$40.9B0.55%
41
CNRCanadian National Railway
384,280$40.0B0.54%
42
KMBKimberly-Clark
301,374$38.9B0.53%
43
NVSNNovartis ADS
315,876$38.2B0.52%
44
ULUnilever ADS
606,808$37.1B0.50%
45
KVUEKenvue Inc
1,731,373$36.2B0.49%
46
AMDAdvanced Micro Devices
253,175$35.9B0.49%
47
UNPUnion Pacific
137,594$31.7B0.43%
48
APDAir Products & Chemicals
111,035$31.3B0.42%
49
JNJJohnson & Johnson
182,398$27.9B0.38%
50
UPSUnited Parcel Service, Cl B
268,288$27.1B0.37%
51
AMGNAmgen
47,077$13.1B0.18%
52
HDHome Depot
34,464$12.6B0.17%
53
MRKMerck & Co
145,106$11.5B0.16%
54
NKENike, Class B
155,055$11.0B0.15%
55
QCOMQualcomm
50,813$8.1B0.11%
56
AMZNAmazon.com
28,999$6.4B0.09%
57
JBLJabil Inc
28,600$6.2B0.08%
58
MLB1MercadoLibre
2,360$6.2B0.08%
59
SAPSAP ADS
19,949$6.1B0.08%
60
ORLYO'Reilly Automotive
57,405$5.2B0.07%
61
RIORio Tinto ADS
85,920$5.0B0.07%
62
SCCOSouthern Copper
44,700$4.5B0.06%
63
BSXBoston Scientific
41,791$4.5B0.06%
64
RHCRH PLC
48,467$4.4B0.06%
65
COSTCostco Wholesale
4,346$4.3B0.06%
66
MPWRMonolithic Power Systems
5,774$4.2B0.06%
67
BBarrick Mining Corporation
176,561$3.7B0.05%
68
INFYInfosys ADS
191,318$3.5B0.05%
69
AEMAgnico-Eagle Mines
29,148$3.5B0.05%
70
METAMeta Platforms Inc Cl A
4,607$3.4B0.05%
71
MAMastercard, Class A
5,947$3.3B0.05%
72
NSYNICE Systems ADR
18,917$3.2B0.04%
73
MSIMotorola Solutions
7,395$3.1B0.04%
74
ACNAccenture, Class A
10,229$3.1B0.04%
75
PWRQuanta Services
8,061$3.0B0.04%
76
SQMQuimica y Minera Chile ADS
80,407$2.8B0.04%
77
MCOMoody's
5,015$2.5B0.03%
78
TYLTyler Technologies
4,203$2.5B0.03%
79
TELTE Connectivity
13,460$2.3B0.03%
80
CTVACorteva
28,463$2.1B0.03%
81
PSAPublic Storage International
7,136$2.1B0.03%
82
MNSTMonster Beverage
33,383$2.1B0.03%
83
CRMSalesforce Inc.
6,761$1.8B0.02%
84
CPRTCopart
37,132$1.8B0.02%
85
RSGRepublic Services
7,315$1.8B0.02%
86
FTNTFortinet Inc.
16,834$1.8B0.02%
87
PTITelekomunikasi Indonesia ADS
100,782$1.7B0.02%
88
PANWPalo Alto Networks Inc.
8,175$1.7B0.02%
89
FASTFastenal
36,288$1.5B0.02%
90
NXPINXP Semiconductors
6,209$1.4B0.02%
91
WSOWatsco
3,051$1.3B0.02%
92
WMWaste Management
5,851$1.3B0.02%
93
FIXComfort Systems USA
2,451$1.3B0.02%
94
ITRIItron
9,981$1.3B0.02%
95
PLDPrologis Inc
12,382$1.3B0.02%
96
EXPOExponent
15,817$1.2B0.02%
97
NEENextEra Energy
16,415$1.1B0.02%
98
EQIXEquinix
1,417$1.1B0.02%
99
NSCNorfolk Southern
4,035$1.0B0.01%
100
CSWCSW Industrials, Inc.
3,395$973.8M0.01%
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