Saturna Capital Corp.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 31, 2024), Saturna Capital Corp. reported 166 stock positions worth $7.5 billion. Its top holding was Eli Lilly (LLY) at 8.2% of the portfolio, followed by Microsoft (MSFT, 6.6%) and Apple (AAPL, 6.1%). Compared with Q1 2024, it opened 4 new positions, sold out of 8, added to 52 and reduced 78. The biggest buy was Nvidia (NVDA, shares +33%) and the biggest sale Lululemon Athletica (LULU, shares −98%).

Most Recent 13F
Q2 2026
Location
BELLINGHAM, WA
CIK
0001316617
Portfolio Value
$7.5B (Q2 2024)
SEC Filing
0001316617-24-000012 ↗ filed Jul 31, 2024

Holdings Value

0$2.0B$4.0B$6.0B$8.0B$10.0B Q1 2024: $7.2B Q1 2024 Q2 2024: $7.5B $7.5B Q2 2024 Q3 2024: $7.6B Q3 2024 Q4 2024: $7.4B Q4 2024 Q1 2025: $6.7B Q1 2025 Q2 2025: $7.4B Q2 2025 Q3 2025: $7.8B Q3 2025 Q4 2025: $7.5B Q4 2025 Q1 2026: $7.1B Q1 2026 Q2 2026: $8.2B Q2 2026

Holdings 166 stocks · $7.5B

LLY Eli Lilly & Co. 8.21% 682,898 $618.3M Reduce -1.4%
MSFT Microsoft Corp. 6.58% 1,109,133 $495.7M Reduce -0.1%
AAPL Apple Inc. 6.09% 2,179,793 $459.1M Reduce -0.7%
TSM Taiwan Semiconductor-SP ADR 4.91% 2,130,406 $370.3M Add +0.2%
ASML ASML Holding NV-NY Reg SHS 4.33% 319,159 $326.4M Add +0.1%
NVO Novo-Nordisk A/S-Spons ADR 4.05% 2,136,005 $304.9M Reduce -0.2%
NVDA Nvidia Corp. 3.57% 2,179,031 $269.2M Add +33.4%
GOOGL Alphabet Inc. Class A 3.45% 1,426,992 $259.9M Reduce -0.0%
AVGO Broadcom Inc. 3.10% 145,366 $233.4M Add +5.2%
AMD Advanced Micro Devices 2.62% 1,215,870 $197.2M Reduce -0.0%
INTU Intuit Inc. 2.60% 297,973 $195.8M Reduce -0.1%
ADBE Adobe Inc. 2.51% 340,665 $189.3M Reduce -0.0%
JCI Johnson Controls Internation 2.33% 2,641,271 $175.6M Add +19.3%
PG The Procter & Gamble Co. 2.01% 919,716 $151.7M Add +267.6%
NOW ServiceNow Inc. 1.97% 188,608 $148.4M Add +0.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.80% 1,230,641 $135.5M Reduce -0.2%
ORCL Oracle Corp. 1.80% 959,581 $135.5M Reduce -0.1%
TT Trane Technologies PLC 1.76% 403,309 $132.7M Add +0.1%
AZN Astrazeneca PLC-Spons ADR 1.73% 1,672,209 $130.4M Add +0.2%
CHD Church & Dwight Co. Inc. 1.64% 1,191,867 $123.6M Reduce -0.2%
AZO AutoZone Inc. 1.60% 40,616 $120.4M No change
CSCO Cisco Systems Inc. 1.59% 2,528,861 $120.1M Reduce -1.3%
KEYS Keysight Technologies Inc. 1.58% 869,587 $118.9M Add +1.1%
A Agilent Technologies Inc. 1.57% 910,466 $118.0M Reduce -0.0%
MRK Merck & Co. Inc. 1.56% 951,032 $117.7M Add +10.0%
ELV Elevance Health Inc. 1.51% 209,879 $113.7M No change
SYK Stryker Corp. 1.41% 313,220 $106.6M Reduce -0.1%
LOW Lowe's Cos Inc. 1.26% 429,366 $94.7M Reduce -1.5%
TRMB Trimble Inc. 1.25% 1,690,433 $94.5M Add +0.0%
ROK Rockwell Automation Inc. 1.10% 300,300 $82.7M No change
IT Gartner Inc. 1.08% 180,641 $81.1M No change
IDXX Idexx Laboratories Inc. 1.07% 165,072 $80.4M Add +98.7%
UNP Union Pacific Corp. 1.04% 345,596 $78.2M Reduce -3.5%
ITW Illinois Tool Works 0.99% 315,339 $74.7M Reduce -0.3%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.98% 81,730 $73.7M Reduce -0.2%
LIN Linde PLC 0.79% 136,060 $59.7M No change
LECO Lincoln Electric Holdings 0.71% 282,270 $53.2M Add +3.1%
GPC Genuine Parts Co. 0.70% 382,000 $52.8M No change
TXN Texas Instruments Inc. 0.69% 265,598 $51.7M Reduce -0.4%
CNI Canadian Natl Railway Co. 0.64% 408,000 $48.2M No change
PPG PPG Industries Inc. 0.63% 379,580 $47.8M Reduce -1.8%
CL Colgate-Palmolive Co. 0.63% 489,000 $47.5M Add +0.6%
AMGN Amgen Inc. 0.59% 141,262 $44.1M Reduce -69.5%
ABT Abbott Laboratories 0.56% 407,104 $42.3M Reduce -4.0%
ETN Eaton Corp. PLC 0.56% 134,077 $42.0M Add +7.8%
KMB Kimberly-Clark Corp. 0.55% 301,100 $41.6M Add +4.1%
FERG Ferguson Jersey Ltd. 0.54% 210,556 $40.8M Add +44.8%
MKC McCormick & Co.-Non VTG SHRS 0.53% 560,016 $39.7M No change
UPS United Parcel Service Class B 0.50% 274,797 $37.6M Add +0.0%
NVS Novartis AG-Sponsored ADR 0.46% 326,413 $34.7M Reduce -0.5%
UL Unilever PLC 0.42% 571,239 $31.4M Add +6.3%
APD Air Products & Chemicals Inc. 0.38% 110,860 $28.6M Reduce -0.2%
JNJ Johnson & Johnson 0.36% 184,601 $27.0M Add +0.4%
PFE Pfizer Inc. 0.30% 801,200 $22.4M Reduce -27.2%
BMY Bristol-Myers Squibb Co. 0.28% 501,533 $20.8M Reduce -25.9%
ABBV Abbvie Inc. 0.26% 115,368 $19.8M No change
KVUE Kenvue Inc. 0.25% 1,027,821 $18.7M Add +18.3%
QCOM Qualcomm Inc. 0.15% 58,033 $11.6M Add +13.5%
RIO Rio Tinto PLC-Spon ADR 0.07% 83,529 $5.5M Add +8.1%
AMZN Amazon.com Inc. 0.07% 28,494 $5.5M Reduce -0.6%
MELI MercadoLibre Inc. 0.07% 2,990 $4.9M No change
SCCO Southern Copper Corp. 0.06% 43,431 $4.7M Add +4.7%
STM Stmicroelectronics NV-NY SHS 0.05% 102,035 $4.0M Add +3.3%
ORLY O'reilly Automotive Inc. 0.05% 3,756 $4.0M Add +13.3%
SAP Sap SE-Sponsored ADR 0.05% 18,804 $3.8M Add +15.0%
ACN Accenture PLC Class A 0.05% 11,581 $3.5M Reduce -31.7%
COST Costco Wholesale Corp. 0.05% 4,119 $3.5M Reduce -4.6%
MA Mastercard Inc. Class A 0.05% 7,765 $3.4M Reduce -6.7%
JBL Jabil Inc. 0.04% 28,600 $3.1M Add +24.4%
INFY Infosys Ltd.-SP ADR 0.04% 163,200 $3.0M Add +11.4%
NICE Nice Ltd. - Spon ADR 0.04% 17,437 $3.0M Add +13.7%
MSI Motorola Solutions Inc. 0.04% 7,527 $2.9M Reduce -0.2%
META Meta Platforms Inc. Class A 0.04% 5,460 $2.8M Add +86.4%
B Barrick Gold Corp. 0.04% 164,000 $2.7M Add +13.3%
MCO Moody's Corp. 0.03% 5,689 $2.4M No change
FND Floor & Decor Holdings Inc. Class A 0.03% 22,631 $2.2M Reduce -3.2%
ALC Alcon Inc. filed as ALCON AG 0.03% 25,145 $2.2M Add +1.5%
COP Conocophillips 0.03% 18,615 $2.1M Reduce -4.1%
EW Edwards Lifesciences Corp. 0.03% 22,916 $2.1M Add +1.4%
BSX Boston Scientific Corp. 0.03% 26,100 $2.0M Add +5.0%
CTVA Corteva Inc. 0.03% 37,136 $2.0M Reduce -8.3%
SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE 0.03% 49,000 $2.0M Add +34.3%
TEL Te Connectivity Ltd. 0.03% 13,190 $2.0M Reduce -1.1%
CSW CSW Industrials Inc. 0.03% 7,352 $2.0M Reduce -3.4%
ROP Roper Technologies Inc. 0.03% 3,400 $1.9M Add +47.8%
PWR Quanta Services Inc. 0.03% 7,400 $1.9M Add +208.3%
PSA Public Storage 0.02% 6,338 $1.8M Reduce -18.9%
NXPI NXP Semiconductors NV 0.02% 6,684 $1.8M Reduce -1.1%
FIX Comfort Systems USA Inc. 0.02% 5,876 $1.8M Reduce -27.1%
CRM Salesforce Inc. 0.02% 6,547 $1.7M Add +3.1%
ICFI Icf International Inc. 0.02% 11,200 $1.7M No change
MNST Monster Beverage Corp. 0.02% 32,200 $1.6M No change
TLK Telkom Indonesia Persero-ADR filed as P T TELEKOMUNIKASI INDONESIA 0.02% 83,000 $1.6M No change
BHP BHP Group Ltd.-Spon ADR 0.02% 26,950 $1.5M Add +6.9%
AEM Agnico Eagle Mines Ltd. 0.02% 23,296 $1.5M Reduce -5.8%
LULU Lululemon Athletica Inc. 0.02% 5,069 $1.5M Reduce -97.8%
HD Home Depot Inc. 0.02% 4,029 $1.4M Reduce -19.6%
TSCO Tractor Supply Company 0.02% 5,060 $1.4M Reduce -1.3%
WSO Watsco Inc. 0.02% 2,890 $1.3M Reduce -10.3%
MPWR Monolithic Power Systems Inc. 0.02% 1,618 $1.3M Reduce -1.6%
PLD Prologis Inc. 0.02% 11,509 $1.3M Reduce -7.4%
RSG Republic Services Inc. 0.02% 6,134 $1.2M Add +9.3%
CCJ Cameco Corp. 0.02% 23,476 $1.2M Reduce -8.0%
FSLR First Solar Inc. 0.02% 5,075 $1.1M Add +0.6%
FAST Fastenal Co. 0.02% 18,144 $1.1M Reduce -96.9%
OTEX Open Text Corp. 0.02% 37,790 $1.1M No change
LMB Limbach Holdings Inc. 0.01% 19,884 $1.1M Reduce -6.0%
PANW Palo Alto Networks Inc. 0.01% 3,333 $1.1M Reduce -0.2%
ZTS Zoetis Inc. 0.01% 6,475 $1.1M No change
GSK GSK PLC-Spon ADR 0.01% 25,450 $980K Reduce -15.3%
VAL Valaris Ltd. 0.01% 12,686 $945K Add +14.0%
NSC Norfolk Southern Corp. 0.01% 4,295 $922K Reduce -97.9%
TYL Tyler Technologies Inc. 0.01% 1,811 $911K Reduce -9.9%
RJF Raymond James Financial Inc. 0.01% 7,352 $909K No change
CB Chubb Ltd. 0.01% 3,170 $809K No change
UNH Unitedhealth Group Inc. 0.01% 1,581 $805K Reduce -30.7%
CP Canadian Pacific Kansas City 0.01% 8,654 $681K Reduce -15.9%
ITRI Itron Inc. 0.01% 6,800 $673K New
EXPO Exponent Inc. 0.01% 7,000 $666K Reduce -0.2%
EQIX Equinix Inc. 0.01% 841 $636K New
AON Aon PLC Class A 0.01% 1,989 $584K No change
RXST Rxsight Inc. 0.01% 9,618 $579K Reduce -12.7%
NEE Nextera Energy Inc. 0.01% 8,075 $572K Add +11.8%
CRSP Crispr Therapeutics AG 0.01% 9,779 $528K Reduce -10.5%
MTRX Matrix Service Co. 0.01% 50,920 $506K Reduce -10.5%
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 0.01% 7,260 $503K Add +10.5%
CPT Camden Property Trust 0.01% 4,540 $495K Add +4.0%
ENPH Enphase Energy Inc. 0.01% 4,830 $482K Add +0.0%
WY Weyerhaeuser Co. 0.01% 16,239 $461K Add +4.8%
CRWD CrowdStrike Holdings Inc. Class A 0.01% 1,131 $433K Reduce -11.2%
VIRT Virtu Financial Inc. Class A 0.01% 18,500 $415K No change
MAA Mid-America Apartment Comm 0.01% 2,830 $404K Add +31.9%
RMBS Rambus Inc. 0.01% 6,681 $393K Reduce -4.1%
WM Waste Management Inc. 0.01% 1,838 $392K Reduce -15.0%
PCH Potlatchdeltic Corp. 0.01% 9,675 $381K Add +10.9%
D Dominion Energy Inc. 0.01% 7,750 $380K Add +14.8%
ROST Ross Stores Inc. 0.00% 2,510 $365K Reduce -36.8%
ECL Ecolab Inc. 0.00% 1,500 $357K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.00% 2,043 $353K New
SHEL Shell PLC-ADR 0.00% 4,849 $350K No change
SONY Sony Group Corp. - SP ADR 0.00% 4,000 $340K Reduce -75.9%
FCX Freeport-McMoran Inc. 0.00% 6,754 $328K Reduce -0.9%
JPM JPMorgan Chase & Co. 0.00% 1,608 $325K No change
FROG Jfrog Ltd. 0.00% 8,601 $323K Reduce -23.7%
VZ Verizon Communications Inc. 0.00% 7,670 $316K No change
GIS General Mills Inc. 0.00% 4,923 $311K Reduce -18.3%
EME Emcor Group Inc. 0.00% 850 $310K New
V Visa Inc. Class A 0.00% 1,115 $293K Reduce -4.3%
CVX Chevron Corp. 0.00% 1,852 $290K No change
MU Micron Technology Inc. 0.00% 2,175 $286K Reduce -26.3%
BKNG Booking Holdings Inc. 0.00% 68 $269K Reduce -10.5%
CFLT Confluent Inc. Class A 0.00% 8,700 $257K No change
PH Parker Hannifin Corp. 0.00% 500 $253K Reduce -2.0%
ESTC Elastic NV 0.00% 2,192 $250K Reduce -8.3%
TD Toronto-Dominion Bank 0.00% 4,500 $247K No change
ZS Zscaler Inc. 0.00% 1,272 $244K Reduce -6.8%
MCHP Microchip Technology Inc. 0.00% 2,665 $244K Reduce -47.1%
GOOG Alphabet Inc. Class C 0.00% 1,325 $243K Reduce -40.4%
NVEC Nve Corp. 0.00% 3,100 $232K No change
SKM SK Telecom Co. Ltd.-Spon ADR 0.00% 11,000 $230K No change
HON Honeywell International Inc. 0.00% 1,000 $214K Reduce -79.8%
PSX Phillips 66 0.00% 1,500 $212K No change
TU Telus Corp. 0.00% 13,200 $200K Reduce -65.3%
ORANY Orange-Spon ADR 0.00% 20,000 $200K No change
IOVA Iovance Biotherapeutics Inc. 0.00% 19,200 $154K Reduce -23.8%
HLN Haleon PLC-ADR 0.00% 11,500 $95K No change

Portfolio Sells Q1 2024 → Q2 2024

LULU Lululemon Athletica Inc. Reduce -97.8% 0.02% −1.25
AMGN Amgen Inc. Reduce -69.5% 0.59% −1.24
NSC Norfolk Southern Corp. Reduce -97.9% 0.01% −0.70
EL Estee Lauder Companies Class A Sold out 0.00% −0.61
FAST Fastenal Co. Reduce -96.9% 0.02% −0.61
AMD Advanced Micro Devices Reduce -0.0% 2.62% −0.41
LOW Lowe's Cos Inc. Reduce -1.5% 1.26% −0.28
A Agilent Technologies Inc. Reduce -0.0% 1.57% −0.26
BMY Bristol-Myers Squibb Co. Reduce -25.9% 0.28% −0.23
ITW Illinois Tool Works Reduce -0.3% 0.99% −0.18
UNP Union Pacific Corp. Reduce -3.5% 1.04% −0.18
CSCO Cisco Systems Inc. Reduce -1.3% 1.59% −0.17
GWW WW Grainger Inc. Reduce -0.2% 0.98% −0.17
PPG PPG Industries Inc. Reduce -1.8% 0.63% −0.14
SYK Stryker Corp. Reduce -0.1% 1.41% −0.14
PFE Pfizer Inc. Reduce -27.2% 0.30% −0.12
ABT Abbott Laboratories Reduce -4.0% 0.56% −0.10
CHD Church & Dwight Co. Inc. Reduce -0.2% 1.64% −0.08
INTU Intuit Inc. Reduce -0.1% 2.60% −0.08
ACN Accenture PLC Class A Reduce -31.7% 0.05% −0.03
NKE Nike Inc. Class B Sold out 0.00% −0.03
SONY Sony Group Corp. - SP ADR Reduce -75.9% 0.00% −0.02
FND Floor & Decor Holdings Inc. Class A Reduce -3.2% 0.03% −0.01
FIX Comfort Systems USA Inc. Reduce -27.1% 0.02% −0.01
HON Honeywell International Inc. Reduce -79.8% 0.00% −0.01
MA Mastercard Inc. Class A Reduce -6.7% 0.05% −0.01
HD Home Depot Inc. Reduce -19.6% 0.02% −0.01
PSA Public Storage Reduce -18.9% 0.02% −0.01
COP Conocophillips Reduce -4.1% 0.03% −0.01
CTVA Corteva Inc. Reduce -8.3% 0.03% −0.01
TU Telus Corp. Reduce -65.3% 0.00% −0.01
XOM Exxon Mobil Corp. Sold out 0.00% −0.01
PLD Prologis Inc. Reduce -7.4% 0.02% −0.01
UNH Unitedhealth Group Inc. Reduce -30.7% 0.01% −0.00
GSK GSK PLC-Spon ADR Reduce -15.3% 0.01% −0.00
SBUX Starbucks Corp. Sold out 0.00% −0.00
SITM Sitime Corp. Sold out 0.00% −0.00
GIB Cgi Inc. Sold out 0.00% −0.00
CP Canadian Pacific Kansas City Reduce -15.9% 0.01% −0.00
MTRX Matrix Service Co. Reduce -10.5% 0.01% −0.00
CRSP Crispr Therapeutics AG Reduce -10.5% 0.01% −0.00
CLX Clorox Company Sold out 0.00% −0.00
ROST Ross Stores Inc. Reduce -36.8% 0.00% −0.00
IOVA Iovance Biotherapeutics Inc. Reduce -23.8% 0.00% −0.00
MCHP Microchip Technology Inc. Reduce -47.1% 0.00% −0.00
INTC Intel Corp. Sold out 0.00% −0.00
FROG Jfrog Ltd. Reduce -23.7% 0.00% −0.00
GIS General Mills Inc. Reduce -18.3% 0.00% −0.00
GOOG Alphabet Inc. Class C Reduce -40.4% 0.00% −0.00
WSO Watsco Inc. Reduce -10.3% 0.02% −0.00

Portfolio Buys Q1 2024 → Q2 2024

NVDA Nvidia Corp. Add +33.4% 3.57% +1.54
PG The Procter & Gamble Co. Add +267.6% 2.01% +1.45
TSM Taiwan Semiconductor-SP ADR Add +0.2% 4.91% +0.92
AVGO Broadcom Inc. Add +5.2% 3.10% +0.57
IDXX Idexx Laboratories Inc. Add +98.7% 1.07% +0.45
JCI Johnson Controls Internation Add +19.3% 2.33% +0.33
AZN Astrazeneca PLC-Spons ADR Add +0.2% 1.73% +0.17
FERG Ferguson Jersey Ltd. Add +44.8% 0.54% +0.10
TT Trane Technologies PLC Add +0.1% 1.76% +0.09
ASML ASML Holding NV-NY Reg SHS Add +0.1% 4.33% +0.06
UL Unilever PLC Add +6.3% 0.42% +0.04
KMB Kimberly-Clark Corp. Add +4.1% 0.55% +0.04
QCOM Qualcomm Inc. Add +13.5% 0.15% +0.03
CL Colgate-Palmolive Co. Add +0.6% 0.63% +0.03
ETN Eaton Corp. PLC Add +7.8% 0.56% +0.02
META Meta Platforms Inc. Class A Add +86.4% 0.04% +0.02
PWR Quanta Services Inc. Add +208.3% 0.03% +0.02
ITRI Itron Inc. New 0.01% +0.01
EQIX Equinix Inc. New 0.01% +0.01
ROP Roper Technologies Inc. Add +47.8% 0.03% +0.01
SAP Sap SE-Sponsored ADR Add +15.0% 0.05% +0.01
RIO Rio Tinto PLC-Spon ADR Add +8.1% 0.07% +0.01
IBM Intl Business Machines Corp. New 0.00% +0.00
EME Emcor Group Inc. New 0.00% +0.00
INFY Infosys Ltd.-SP ADR Add +11.4% 0.04% +0.00
FSLR First Solar Inc. Add +0.6% 0.02% +0.00
BSX Boston Scientific Corp. Add +5.0% 0.03% +0.00
B Barrick Gold Corp. Add +13.3% 0.04% +0.00
SQM Quimica Y Minera Chil-SP ADR Add +34.3% 0.03% +0.00
MAA Mid-America Apartment Comm Add +31.9% 0.01% +0.00
ALC Alcon Inc. Add +1.5% 0.03% +0.00
NEE Nextera Energy Inc. Add +11.8% 0.01% +0.00
SCCO Southern Copper Corp. Add +4.7% 0.06% +0.00
VMRK Vivmark Residential Add +10.5% 0.01% +0.00
ORLY O'reilly Automotive Inc. Add +13.3% 0.05% +0.00
RSG Republic Services Inc. Add +9.3% 0.02% +0.00
VAL Valaris Ltd. Add +14.0% 0.01% +0.00
CPT Camden Property Trust Add +4.0% 0.01% +0.00
D Dominion Energy Inc. Add +14.8% 0.01% +0.00
BHP BHP Group Ltd.-Spon ADR Add +6.9% 0.02% +0.00
PCH Potlatchdeltic Corp. Add +10.9% 0.01% −0.00
JBL Jabil Inc. Add +24.4% 0.04% −0.00
WY Weyerhaeuser Co. Add +4.8% 0.01% −0.00
EW Edwards Lifesciences Corp. Add +1.4% 0.03% −0.00
ENPH Enphase Energy Inc. Add +0.0% 0.01% −0.00
CRM Salesforce Inc. Add +3.1% 0.02% −0.00
STM Stmicroelectronics NV-NY SHS Add +3.3% 0.05% −0.01
KVUE Kenvue Inc. Add +18.3% 0.25% −0.01
NOW ServiceNow Inc. Add +0.2% 1.97% −0.01
MRK Merck & Co. Inc. Add +10.0% 1.56% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 140$8.2BTSM, AVGO, AAPL, LLY, MSFT
Q1 2026 148$7.1BTSM, LLY, AVGO, AAPL, ASML
Q4 2025 150$7.5BTSM, LLY, AVGO, MSFT, AAPL
Q3 2025 157$7.8BTSM, MSFT, AVGO, AAPL, LLY
Q2 2025 157$7.4BMSFT, TSM, LLY, AVGO, AAPL
Q1 2025 149$6.7BLLY, AAPL, MSFT, TSM, AVGO
Q4 2024 157$7.4BAAPL, LLY, MSFT, TSM, AVGO
Q3 2024 158$7.6BLLY, AAPL, MSFT, TSM, ASML
Q2 2024 166$7.5BLLY, MSFT, AAPL, TSM, ASML
Q1 2024 170$7.2BLLY, MSFT, AAPL, ASML, TSM