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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Saturna Capital CORP

Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001316617-25-000009

Total Value
$7.40B
Positions
157
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (157)

#IssuerTicker / CUSIPSharesValue% of Filing
1MicrosoftMSFT1,113,148$553.7M7.48%
2Taiwan Semiconductor ADS8740391002,137,279$484.1M6.54%
3Eli LillyLLY593,584$462.7M6.25%
4Broadcom LtdAVGO1,533,809$422.8M5.71%
5AppleAAPL1,835,276$376.5M5.09%
6NVIDIANVDA2,246,118$354.9M4.80%
7Johnson Controls InternationalG515021052,647,612$279.6M3.78%
8ASML Holding NYASMLF320,967$257.2M3.48%
9Alphabet, Class AGOOG1,440,771$253.9M3.43%
10IntuitINTU295,763$233.0M3.15%
11OracleORCL-PD953,192$208.4M2.82%
12ServiceNowNOW189,501$194.8M2.63%
13TraneTT404,986$177.1M2.39%
14TJX Companies8725401091,230,877$152.0M2.05%
15AutoZoneAZO40,885$151.8M2.05%
16Procter & Gamble742718109924,568$147.3M1.99%
17Novo Nordisk ADSNONOF2,123,692$146.6M1.98%
18Keysight TechnologiesKEYS851,998$139.6M1.89%
19AbbVieABBV719,013$133.5M1.80%
20AdobeADBE342,163$132.4M1.79%
21TrimbleTRMB1,690,562$128.4M1.74%
22StrykerSYK317,311$125.5M1.70%
23Cisco SystemsCSCO1,744,887$121.1M1.64%
24Church & DwightCHD1,199,640$115.3M1.56%
25AstraZeneca ADSAZN1,633,715$114.2M1.54%
26Rockwell AutomationROK301,507$100.2M1.35%
27Lowe's548661107426,853$94.7M1.28%
28W.W. Grainger38480210482,003$85.3M1.15%
29Illinois Tool Works452308109308,328$76.2M1.03%
30GartnerIT180,691$73.0M0.99%
31Eaton Corp PLCETN203,498$72.6M0.98%
32LindeLIN135,977$63.8M0.86%
33Agilent TechnologiesA539,400$63.7M0.86%
34Texas Instruments882508104272,025$56.5M0.76%
35Lincoln Electric Holdings533900106269,070$55.8M0.75%
36Abbott LaboratoriesABLZF392,395$53.4M0.72%
37Ferguson Enterprises IncFERG238,178$51.9M0.70%
38Genuine PartsGPC384,075$46.6M0.63%
39McCormick & CoMKC-V560,423$42.5M0.57%
40Colgate-PalmoliveCL450,327$40.9M0.55%
41Canadian National Railway136375102384,280$40.0M0.54%
42Kimberly-ClarkKMB301,374$38.9M0.53%
43Novartis ADSNVSEF315,876$38.2M0.52%
44Unilever ADSUNLYF606,808$37.1M0.50%
45Kenvue IncKVUE1,731,373$36.2M0.49%
46Advanced Micro DevicesAMD253,175$35.9M0.49%
47Union PacificUNP137,594$31.7M0.43%
48Air Products & ChemicalsAIIR111,035$31.3M0.42%
49Johnson & JohnsonJNJ182,398$27.9M0.38%
50United Parcel Service, Cl BUPS268,288$27.1M0.37%
51AmgenAMGN47,077$13.1M0.18%
52Home DepotHD34,464$12.6M0.17%
53Merck & CoMRK145,106$11.5M0.16%
54Nike, Class BNKE155,055$11.0M0.15%
55QualcommQCOM50,813$8.1M0.11%
56Amazon.comAMZN28,999$6.4M0.09%
57Jabil IncJBL28,600$6.2M0.08%
58MercadoLibreMELI2,360$6.2M0.08%
59SAP ADSSAPGF19,949$6.1M0.08%
60O'Reilly Automotive67103H10757,405$5.2M0.07%
61Rio Tinto ADSRTNTF85,920$5.0M0.07%
62Southern CopperSCCO44,700$4.5M0.06%
63Boston ScientificBSX41,791$4.5M0.06%
64CRH PLCCRH48,467$4.4M0.06%
65Costco Wholesale22160K1054,346$4.3M0.06%
66Monolithic Power Systems6098391055,774$4.2M0.06%
67Barrick Mining Corporation06849F108176,561$3.7M0.05%
68Infosys ADSINFY191,318$3.5M0.05%
69Agnico-Eagle MinesAEM29,148$3.5M0.05%
70Meta Platforms Inc Cl AMETA4,607$3.4M0.05%
71Mastercard, Class AMA5,947$3.3M0.05%
72NICE Systems ADRNCSYF18,917$3.2M0.04%
73Motorola SolutionsMSI7,395$3.1M0.04%
74Accenture, Class AACN10,229$3.1M0.04%
75Quanta Services74762E1028,061$3.0M0.04%
76Quimica y Minera Chile ADS83363510580,407$2.8M0.04%
77Moody'sMCO5,015$2.5M0.03%
78Tyler TechnologiesTYL4,203$2.5M0.03%
79TE ConnectivityTEL13,460$2.3M0.03%
80CortevaCTVA28,463$2.1M0.03%
81Public Storage InternationalPSA-PS7,136$2.1M0.03%
82Monster BeverageMNST33,383$2.1M0.03%
83Salesforce Inc.CRM6,761$1.8M0.02%
84CopartCPRT37,132$1.8M0.02%
85Republic Services7607591007,315$1.8M0.02%
86Fortinet Inc.FTNT16,834$1.8M0.02%
87Telekomunikasi Indonesia ADS715684106100,782$1.7M0.02%
88Palo Alto Networks Inc.PANW8,175$1.7M0.02%
89FastenalFAST36,288$1.5M0.02%
90NXP SemiconductorsNXPI6,209$1.4M0.02%
91WatscoWSO-B3,051$1.3M0.02%
92Waste Management94106L1095,851$1.3M0.02%
93Comfort Systems USA1999081042,451$1.3M0.02%
94ItronITRI9,981$1.3M0.02%
95Prologis IncPLDGP12,382$1.3M0.02%
96ExponentEXPO15,817$1.2M0.02%
97NextEra EnergyNEE-PW16,415$1.1M0.02%
98EquinixEQIX1,417$1.1M0.02%
99Norfolk Southern6558441084,035$1.0M0.01%
100CSW Industrials, Inc.CSW3,395$973,7880.01%
101Limbach Holdings, IncLMB6,867$962,0670.01%
102ChubbCB3,170$918,4120.01%
103GlaxoSmithKline ADSGLAXF22,658$870,0670.01%
104JP Morgan ChaseVYLD2,873$832,9110.01%
105WelltowerWELL5,195$798,6260.01%
106Tractor SupplyTSCO14,830$782,5780.01%
107Roper TechnologiesROP1,328$752,7640.01%
108Amphenol Corp Class A0320951017,500$740,6250.01%
109Cameco CorpCCJ9,593$712,0880.01%
110Aon PLCAON1,989$709,5960.01%
111Dominion EnergyD12,315$696,0440.01%
112International Business MachinesINTR2,324$685,0690.01%
113Microchip TechnologyMCHPP9,625$677,3110.01%
114Camden Property Trust1331311025,990$675,0130.01%
115Virtu Financial92825410115,000$671,8500.01%
116First SolarFSLR3,943$652,7240.01%
117Equity Residential Property TrustEQR9,575$646,2160.01%
118EMCOR GroupEME1,142$610,8440.01%
119Mid-America Apartment Communities59522J1033,910$578,7180.01%
120Emerson ElectricEMR4,257$567,5860.01%
121WeyerhaeuserWY21,979$564,6410.01%
122BHP Biliton ADRBHPLF11,624$558,9980.01%
123Potlatch73763010314,280$547,9230.01%
124Floor & Decor Holdings, Inc. ClassFND7,150$543,1130.01%
125Sony ADSSNEJF20,000$520,6000.01%
126VisaV1,369$486,0630.01%
127Phillips 66PSX3,888$463,8380.01%
128Danaher2358511022,325$459,2810.01%
129Argan, Inc.AGX2,078$458,1570.01%
130Canadian Pacific Kansas City LtdCP5,768$457,2290.01%
131ConocoPhillipsCOP5,025$450,9440.01%
132ZscalerZS1,398$438,8880.01%
133EcolabECL1,500$404,1600.01%
134UnitedHealth GroupUNH1,191$371,5560.01%
135Alphabet inc., CGOOG1,951$346,0880.00%
136Intuitive SurgicalISRG623$338,5440.00%
137Matrix Service Company57685310523,850$322,2140.00%
138Verizon CommunicationsVZ7,410$320,6310.00%
139Ross StoresROST2,510$320,2260.00%
140Smith & Nephew plc ADSSNNUF10,171$311,5380.00%
141nVent Electric plcNVT4,242$310,7260.00%
142General Mills3703341045,908$306,0930.00%
143AlconALC3,345$295,2970.00%
144Parker HannifinPH420$293,3570.00%
145Enphase EnergyENPH7,351$291,4670.00%
146Shell PlcRYDAF3,800$267,5580.00%
147Fortune Brands InnovationsFBIN4,590$266,7580.00%
148SK Telecom ADRSKM11,000$256,8500.00%
149Booking HoldingsBKNG39$225,7800.00%
150Confluent Inc20717M1038,700$216,8910.00%
151Northern TrustNTRSO1,667$211,3590.00%
152Toronto-Dominion BankTORO2,850$209,3330.00%
153Wells Fargo9497461012,558$204,9470.00%
154SITIME CORP COMSITM960$204,5570.00%
155Banco Santander ADSBCDRF17,500$145,2500.00%
156Dynavax Technologies Corp26815820113,613$135,0410.00%
157Iovance Biotherapeutics IncIOVA20,553$35,3510.00%