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Portfolio (Quarterly) Guide ↗

SATURNA CAPITAL CORP

· CIK 0001316617
13F Portfolio $7.1B AUM 148 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 36 Added 59 Reduced 12 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AZN Astrazeneca PLC Healthcare 821,571.0 $162.0M 2.27% NEW $197.15 -9.4%
2 COP ConocoPhillips Energy 15,075.0 $2.0M 0.03% NEW $132.00 -15.7%
3 GEHC GE Healthcare Technologies Healthcare 8,655.0 $616K 0.01% NEW $71.18 -11.2%
4 RYN Rayonier Real Estate 14,074.0 $290K 0.00% NEW $20.62 +3.4%
5 DOX Amdocs Technology 4,200.0 $274K 0.00% NEW $65.26 -14.2%
6 GLW Corning Technology 2,000.0 $272K 0.00% NEW $135.97 +30.5%
7 XOM Exxon Mobil Energy 1,584.0 $269K 0.00% NEW $169.66 -16.9%
8 CVX Chevron Corporation Energy 1,033.0 $214K 0.00% NEW $206.90 -12.9%
9 URI United Rentals Industrials 290.0 $211K 0.00% NEW $728.56 +48.8%
10 CAT Caterpillar Industrials 295.0 $209K 0.00% NEW $708.46 +33.5%

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 48.6%
Healthcare 16.8%
Industrials 16.1%
Consumer Cyclical 7.1%
Communication Services 5.9%
Consumer Defensive 3.1%
Basic Materials 2.0%
Financial Services 0.1%
Real Estate 0.1%
Energy 0.1%