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Portfolio (Quarterly) Guide ↗

PARNASSUS INVESTMENTS, LLC

· CIK 0000948669
13F Portfolio $37.4B AUM 135 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 44 Added 78 Reduced 11 Exited
Page 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 3,466.0 $347K 0.00% +27.0 +0.8% $100.07 +7.9%
42 CRH PLC 3,194.0 $342K 0.00% +25.0 +0.8% $107.00
43 CB CHUBB LIMITED Financial Services 983.0 $335K 0.00% +7.0 +0.7% $340.74 +0.1%
44 NVS NOVARTIS AG Healthcare 2,016.0 $316K 0.00% +17.0 +0.8% $156.72 +1.4%
Page 3 of 3  ·  44 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.5%
Industrials 14.4%
Financial Services 12.1%
Consumer Cyclical 10.2%
Healthcare 9.6%
Communication Services 7.6%
Basic Materials 4.8%
Consumer Defensive 3.8%
Utilities 2.4%
Real Estate 2.4%