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SATURNA CAPITAL CORP

Q2 2024 · 13F-HR

SATURNA CAPITAL CORPholdings as filed

Filed 2024-07-31 · accession 0001316617-24-000012

$7.53B
Reported value
166
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
532457108LLYEli Lilly$618.3M8.21%682,898CommonSOLE
594918104MSFTMicrosoft$495.7M6.58%1,109,133CommonSOLE
037833100AAPLApple$459.1M6.09%2,179,793CommonSOLE
874039100TSMTaiwan Semiconductor ADS$370.3M4.91%2,130,406CommonSOLE
N07059210ASMLASML Holding NY$326.4M4.33%319,159CommonSOLE
670100205NVONovo Nordisk ADS$304.9M4.05%2,136,005CommonSOLE
67066G104NVDANVIDIA$269.2M3.57%2,179,031CommonSOLE
02079K305GOOGLAlphabet, Class A$259.9M3.45%1,426,992CommonSOLE
11135F101AVGOBroadcom Ltd$233.4M3.10%145,366CommonSOLE
007903107AMDAdvanced Micro Devices$197.2M2.62%1,215,870CommonSOLE
461202103INTUIntuit$195.8M2.60%297,973CommonSOLE
00724F101ADBEAdobe$189.3M2.51%340,665CommonSOLE
G51502105JCIJohnson Controls International$175.6M2.33%2,641,271CommonSOLE
742718109PGProcter & Gamble$151.7M2.01%919,716CommonSOLE
81762P102NOWServiceNow$148.4M1.97%188,608CommonSOLE
872540109TJXTJX Companies$135.5M1.80%1,230,641CommonSOLE
68389X105ORCLOracle$135.5M1.80%959,581CommonSOLE
G8994E103TTTrane$132.7M1.76%403,309CommonSOLE
046353108AZNNAstraZeneca ADS$130.4M1.73%1,672,209CommonSOLE
171340102CHDChurch & Dwight$123.6M1.64%1,191,867CommonSOLE
053332102AZOAutoZone$120.4M1.60%40,616CommonSOLE
17275R102CSCOCisco Systems$120.1M1.59%2,528,861CommonSOLE
49338L103KEYSKeysight Technologies$118.9M1.58%869,587CommonSOLE
00846U101AAgilent Technologies$118.0M1.57%910,466CommonSOLE
58933Y105MRKMerck & Co$117.7M1.56%951,032CommonSOLE
036752103ELVElevance Health$113.7M1.51%209,879CommonSOLE
863667101SYKStryker$106.6M1.41%313,220CommonSOLE
548661107LOWLowe's$94.7M1.26%429,366CommonSOLE
896239100TRMBTrimble$94.5M1.25%1,690,433CommonSOLE
773903109ROKRockwell Automation$82.7M1.10%300,300CommonSOLE
366651107ITGartner$81.1M1.08%180,641CommonSOLE
45168D104IDXXIDEXX Laboratories$80.4M1.07%165,072CommonSOLE
907818108UNPUnion Pacific$78.2M1.04%345,596CommonSOLE
452308109ITWIllinois Tool Works$74.7M0.99%315,339CommonSOLE
384802104GWWW.W. Grainger$73.7M0.98%81,730CommonSOLE
G54950103LINLinde$59.7M0.79%136,060CommonSOLE
533900106LECOLincoln Electric Holdings$53.2M0.71%282,270CommonSOLE
372460105GPCGenuine Parts$52.8M0.70%382,000CommonSOLE
882508104TXNTexas Instruments$51.7M0.69%265,598CommonSOLE
136375102CNICanadian National Railway$48.2M0.64%408,000CommonSOLE
693506107PPGPPG Industries$47.8M0.63%379,580CommonSOLE
194162103CLColgate-Palmolive$47.5M0.63%489,000CommonSOLE
031162100AMGNAmgen$44.1M0.59%141,262CommonSOLE
002824100ABTAbbott Laboratories$42.3M0.56%407,104CommonSOLE
G29183103ETNEaton Corp PLC$42.0M0.56%134,077CommonSOLE
494368103KMBKimberly-Clark$41.6M0.55%301,100CommonSOLE
G3421J106FERG1GBXFerguson PLC$40.8M0.54%210,556CommonSOLE
579780206MKCMcCormick & Co$39.7M0.53%560,016CommonSOLE
911312106UPSUnited Parcel Service, Cl B$37.6M0.50%274,797CommonSOLE
66987V109NVSNovartis ADS$34.7M0.46%326,413CommonSOLE
904767704Unilever ADS$31.4M0.42%571,239CommonSOLE
009158106APDAir Products & Chemicals$28.6M0.38%110,860CommonSOLE
478160104JNJJohnson & Johnson$27.0M0.36%184,601CommonSOLE
717081103PFEPfizer$22.4M0.30%801,200CommonSOLE
110122108BMYBristol-Myers Squibb$20.8M0.28%501,533CommonSOLE
00287Y109ABBVAbbVie$19.8M0.26%115,368CommonSOLE
49177J102KVUEKenvue Inc$18.7M0.25%1,027,821CommonSOLE
747525103QCOMQualcomm$11.6M0.15%58,033CommonSOLE
767204100RIORio Tinto ADS$5.5M0.07%83,529CommonSOLE
023135106AMZNAmazon.com$5.5M0.07%28,494CommonSOLE
58733R102MELIMercadoLibre$4.9M0.07%2,990CommonSOLE
84265V105SCCOSouthern Copper$4.7M0.06%43,431CommonSOLE
861012102STMSTMicroelectronics (NY shares)$4.0M0.05%102,035CommonNONE
67103H107ORLYO'Reilly Automotive$4.0M0.05%3,756CommonNONE
803054204SAPSAP ADS$3.8M0.05%18,804CommonSOLE
G1151C101ACNAccenture, Class A$3.5M0.05%11,581CommonNONE
22160K105COSTCostco Wholesale$3.5M0.05%4,119CommonSOLE
57636Q104MAMastercard, Class A$3.4M0.05%7,765CommonSOLE
466313103JBLJabil Inc$3.1M0.04%28,600CommonSOLE
456788108INFYInfosys ADS$3.0M0.04%163,200CommonSOLE
653656108NICENICE Systems ADR$3.0M0.04%17,437CommonSOLE
620076307MSIMotorola Solutions$2.9M0.04%7,527CommonSOLE
30303M102METAMeta Platforms Inc Cl A$2.8M0.04%5,460CommonSOLE
067901108ABXBarrick Gold$2.7M0.04%164,000CommonSOLE
615369105MCOMoody's$2.4M0.03%5,689CommonNONE
339750101FNDFloor & Decor Holdings, Inc. Class$2.2M0.03%22,631CommonNONE
H01301128ALCAlcon$2.2M0.03%25,145CommonSOLE
20825C104COPConocoPhillips$2.1M0.03%18,615CommonNONE
28176E108EWEdwards Lifesciences$2.1M0.03%22,916CommonNONE
101137107BSXBoston Scientific$2.0M0.03%26,100CommonSOLE
22052L104CTVACorteva$2.0M0.03%37,136CommonSOLE
833635105SQMQuimica y Minera Chile ADS$2.0M0.03%49,000CommonSOLE
H84989104TEL1USDTE Connectivity$2.0M0.03%13,190CommonNONE
126402106CSWCSW Industrials, Inc.$2.0M0.03%7,352CommonNONE
776696106ROPRoper Technologies$1.9M0.03%3,400CommonNONE
74762E102QUREQuanta Services$1.9M0.02%7,400CommonSOLE
74460D109PSAPublic Storage International$1.8M0.02%6,338CommonNONE
N6596X109NXPINXP Semiconductors$1.8M0.02%6,684CommonNONE
199908104FIXComfort Systems USA$1.8M0.02%5,876CommonNONE
79466L302CRMSalesforce Inc.$1.7M0.02%6,547CommonNONE
44925C103ICFIICF International$1.7M0.02%11,200CommonNONE
61174X109MNSTMonster Beverage$1.6M0.02%32,200CommonSOLE
715684106TLKTelekomunikasi Indonesia ADS$1.6M0.02%83,000CommonSOLE
088606108BHPBHP Biliton ADR$1.5M0.02%26,950CommonSOLE
008474108AEMAgnico-Eagle Mines$1.5M0.02%23,296CommonNONE
550021109LULULululemon Athletica$1.5M0.02%5,069CommonSOLE
437076102HDHome Depot$1.4M0.02%4,029CommonNONE
892356106TSCOTractor Supply$1.4M0.02%5,060CommonNONE
942622200WSOWatsco$1.3M0.02%2,890CommonNONE
609839105MPWRMonolithic Power Systems$1.3M0.02%1,618CommonSOLE
74340W103PLDPrologis Inc$1.3M0.02%11,509CommonNONE
760759100RSGRepublic Services$1.2M0.02%6,134CommonNONE
13321L108CCJCameco Corp$1.2M0.02%23,476CommonNONE
336433107FSLRFirst Solar$1.1M0.02%5,075CommonNONE
311900104FASTFastenal$1.1M0.02%18,144CommonNONE
683715106OTEXOpenText$1.1M0.02%37,790CommonSOLE
53263P105LMBLimbach Holdings, Inc$1.1M0.02%19,884CommonNONE
697435105PANWPalo Alto Networks Inc.$1.1M0.01%3,333CommonNONE
98978V103ZTSZoetis Inc.$1.1M0.01%6,475CommonSOLE
37733W204GSKGlaxoSmithKline ADS$979,8250.01%25,450CommonSOLE
G9460G101VALValaris PLC$945,1070.01%12,686CommonNONE
655844108NSCNorfolk Southern$922,0940.01%4,295CommonNONE
902252105TYLTyler Technologies$910,5350.01%1,811CommonNONE
754730109RJFRaymond James Financial$908,7810.01%7,352CommonNONE
H1467J104CBChubb$808,6040.01%3,170CommonSOLE
91324P102UNHUnitedHealth Group$805,1400.01%1,581CommonNONE
13646K108CPCanadian Pacific Kansas City Ltd$681,3290.01%8,654CommonNONE
465741106ITRIItron$672,9280.01%6,800CommonNONE
30214U102EXPOExponent$665,8400.01%7,000CommonNONE
29444U700EQIXEquinix$636,3010.01%841CommonNONE
G0403H108AONAon PLC$583,9310.01%1,989CommonNONE
78349D107RXSTRxSight$578,7150.01%9,618CommonNONE
65339F101NEENextEra Energy$571,7910.01%8,075CommonSOLE
H17182108CRSPCRISPR Therapeutics AG$528,1640.01%9,779CommonNONE
576853105MTRXMatrix Service Company$505,6360.01%50,920CommonNONE
29476L107EQREquity Residential Property Trust$503,4080.01%7,260CommonNONE
133131102CPTCamden Property Trust$495,3590.01%4,540CommonNONE
29355A107ENPHEnphase Energy$481,5990.01%4,830CommonNONE
962166104WYWeyerhaeuser$461,0250.01%16,239CommonNONE
22788C105CRWDCrowdStrike Holdings Inc Class A$433,3880.01%1,131CommonNONE
928254101VIRTVirtu Financial$415,3250.01%18,500CommonSOLE
59522J103MAAMid-America Apartment Communities$403,5860.01%2,830CommonNONE
750917106RMBSRambus$392,5760.01%6,681CommonNONE
94106L109WMWaste Management$392,1190.01%1,838CommonNONE
737630103PCHPotlatch$381,0980.01%9,675CommonNONE
25746U109DDominion Energy$379,7500.01%7,750CommonSOLE
778296103ROSTRoss Stores$364,7530.00%2,510CommonSOLE
278865100ECLEcolab$357,0000.00%1,500CommonSOLE
459200101IBMInternational Business Machines$353,3370.00%2,043CommonNONE
780259305SHELShell Plc$350,0010.00%4,849CommonSOLE
835699307SONYSony ADS$339,8000.00%4,000CommonSOLE
35671D857FCXFreeport-McMoRan$328,2440.00%6,754CommonNONE
46625H100JPMJP Morgan Chase$325,2340.00%1,608CommonNONE
M6191J100FROGJFROG LTD REGISTERED SHS ISIN#$322,9680.00%8,601CommonNONE
92343V104VZVerizon Communications$316,3110.00%7,670CommonSOLE
370334104GISGeneral Mills$311,4290.00%4,923CommonSOLE
29084Q100EMEEMCOR Group$310,3180.00%850CommonSOLE
92826C839VVisa$292,6540.00%1,115CommonSOLE
166764100CVXChevron Corporation$289,6900.00%1,852CommonNONE
595112103MUMicron Technology$286,0780.00%2,175CommonSOLE
09857L108BKNGBooking Holdings$269,3820.00%68CommonNONE
20717M1038QRConfluent Inc$256,9110.00%8,700CommonNONE
701094104PHParker Hannifin$252,9050.00%500CommonSOLE
N14506104ESTCElastic NV$249,6910.00%2,192CommonNONE
891160509TDToronto-Dominion Bank$247,3200.00%4,500CommonNONE
98980G102ZSZscaler$244,4660.00%1,272CommonNONE
595017104MCHPMicrochip Technology$243,8480.00%2,665CommonNONE
02079K107GOOGAlphabet inc., C$243,0320.00%1,325CommonNONE
629445206NVECNVE Corporation$231,5390.00%3,100CommonNONE
78440P306SKMSK Telecom ADR$230,2300.00%11,000CommonSOLE
438516106HONHoneywell International$213,5400.00%1,000CommonSOLE
718546104PSXPhillips 66$211,7550.00%1,500CommonSOLE
87971M103TUTelus$199,8480.00%13,200CommonNONE
684060106ORANYOrange ADR$199,8000.00%20,000CommonSOLE
462260100IOVAIovance Biotherapeutics Inc$153,9840.00%19,200CommonNONE
405552100HLNHaleon Plc ADR$94,9900.00%11,500CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.