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Portfolio (Quarterly) Guide ↗

SATURNA CAPITAL CORP

· CIK 0001316617
13F Portfolio $7.5B AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 150 New
Page 4 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 APH Amphenol Corp Class A Technology 35,515.0 $4.8M 0.06% NEW $135.14 -7.5%
62 AEM Agnico-Eagle Mines Basic Materials 25,731.0 $4.4M 0.06% NEW $169.53 +6.4%
63 BSX Boston Scientific Healthcare 42,804.0 $4.1M 0.05% NEW $95.35 -44.8%
64 INFY Infosys ADS Technology 210,000.0 $3.7M 0.05% NEW $17.82 -34.6%
65 COST Costco Wholesale Consumer Defensive 4,246.0 $3.7M 0.05% NEW $862.34 +20.7%
66 MA Mastercard, Class A Financial Services 5,580.0 $3.2M 0.04% NEW $570.88 -14.2%
67 META Meta Platforms Inc Cl A Communication Services 4,811.0 $3.2M 0.04% NEW $660.09 -6.3%
68 PWR Quanta Services Industrials 7,150.0 $3.0M 0.04% NEW $422.06 +84.8%
69 TEL TE Connectivity Technology 12,095.0 $2.8M 0.04% NEW $227.51 -9.2%
70 RSG Republic Services Industrials 12,819.0 $2.7M 0.04% NEW $211.93 -1.5%
71 MSI Motorola Solutions Technology 7,085.0 $2.7M 0.04% NEW $383.32 +4.2%
72 CTVA Corteva Basic Materials 38,135.0 $2.6M 0.03% NEW $67.03 +24.3%
73 TLK Telekomunikasi Indonesia ADS Communication Services 120,000.0 $2.5M 0.03% NEW $21.05 -20.0%
74 PG Procter & Gamble Consumer Defensive 16,444.0 $2.4M 0.03% NEW $143.31 -0.4%
75 MCO Moody's Financial Services 4,368.0 $2.2M 0.03% NEW $510.85 -15.3%
76 MNST Monster Beverage Consumer Defensive 28,575.0 $2.2M 0.03% NEW $76.67 +11.9%
77 NICE NICE Systems ADR Technology 18,892.0 $2.1M 0.03% NEW $113.04 -22.2%
78 FIX Comfort Systems USA Industrials 2,256.0 $2.1M 0.03% NEW $933.50 +118.8%
79 MICC The Magnum Ice Cream Co BV Consumer Defensive 121,551.0 $1.9M 0.03% NEW $15.85 -5.2%
80 PSA Public Storage International Real Estate 6,863.0 $1.8M 0.02% NEW $259.50 +16.8%
Page 4 of 8  ·  150 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 51.2%
Healthcare 16.1%
Industrials 14.3%
Consumer Cyclical 7.3%
Communication Services 6.2%
Consumer Defensive 2.8%
Basic Materials 1.8%
Financial Services 0.1%
Real Estate 0.1%
Energy 0.0%