account_balance
Investment manager · 13F filer · SEC CIK 1316617
Saturna Capital Corp
Reported value$8.19Bas of Jun 30, 2026
Positions140 4 new, 12 sold out
Top 10 weight58.6%TSM alone is 10%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
TSMTaiwan Semiconductor Manufacturing Co Ltd
9.9%Trimmed −6%
AVGOBroadcom Inc.
6.8%Trimmed −3%
AAPLApple Inc.
6.7%
LLYELI Lilly & Co
6.6%Trimmed −17%
MSFTMicrosoft Corp
5.9%Added +6%
GOOGLAlphabet Inc.
5.8%Trimmed −6%
NVDANVIDIA Corp
5.4%
ASMLASML Holding NV
5.0%Trimmed −21%
JCIJohnson Controls International PLC
3.5%Trimmed −25%
AMDAdvanced Micro Devices Inc
3.1%+24%
ABBVAbbVie Inc.
2.9%Added +23%
CSCOCisco Systems, Inc.
2.8%+8%
TSMTaiwan Semiconductor Manufacturing Co Ltd
9.9%Trimmed −6%
AVGOBroadcom Inc.
6.8%
AAPLApple Inc.
6.7%
LLYELI Lilly & Co
6.6%
MSFTMicrosoft Corp
5.9%
GOOGLAlphabet Inc.
5.8%−6%
NVDANVIDIA Corp
5.4%
ASMLASML Holding NV
5.0%−21%
JCI3.5%AMD3.1%ABBVCSCOBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TSM Taiwan Semiconductor Manufacturing Co Ltd 9.9% Trimmed −6%AVGO Broadcom Inc. 6.8% Trimmed −3%AAPL Apple Inc. 6.7% HeldLLY ELI Lilly & Co 6.6% Trimmed −17%MSFT Microsoft Corp 5.9% Added +6%GOOGL Alphabet Inc. 5.8% Trimmed −6%NVDA NVIDIA Corp 5.4% HeldASML ASML Holding NV 5.0% Trimmed −21%JCI Johnson Controls International PLC 3.5% Trimmed −25%AMD Advanced Micro Devices Inc 3.1% Added +24%ABBV AbbVie Inc. 2.9% Added +23%CSCO Cisco Systems, Inc. 2.8% Added +8%
What changed
Biggest moves since Mar 31, 2026
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