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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 7 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SAN Banco Santander ADS Financial Services 35,400.0 $415K 0.01% NEW $11.73 +0.9%
122 GEV GE Vernova Inc Utilities 613.0 $401K 0.01% NEW $653.57 +66.9%
123 LMB Limbach Holdings, Inc Industrials 5,145.0 $401K 0.01% NEW $77.85 -3.8%
124 ECL Ecolab Basic Materials 1,500.0 $394K 0.01% NEW $262.52 -5.2%
125 BMI Badger Meter Technology 2,233.0 $389K 0.01% NEW $174.41 -34.5%
126 ACM Aecom Technology Industrials 3,915.0 $373K 0.01% NEW $95.33 -25.2%
127 SNN Smith & Nephew plc ADS Healthcare 11,178.0 $367K 0.01% NEW $32.81 -9.4%
128 FSS Federal Signal Industrials 3,341.0 $363K 0.01% NEW $108.59 +6.0%
129 SITM SITIME CORP COM Technology 1,010.0 $357K 0.01% NEW $353.19 +132.2%
130 IT Gartner Technology 1,371.0 $346K 0.01% NEW $252.28 -44.2%
131 ENPH Enphase Energy Energy 10,515.0 $337K 0.00% NEW $32.05 +49.8%
132 ZS Zscaler Technology 1,458.0 $328K 0.00% NEW $224.92 -31.7%
133 Potlatch 7,740.0 $308K 0.00% NEW $39.78
134 AMAT Applied Materials Technology 1,185.0 $305K 0.00% NEW $256.99 +69.9%
135 EXPO Exponent Industrials 4,000.0 $278K 0.00% NEW $69.46 -22.7%
136 MU Micron Technology Technology 968.0 $276K 0.00% NEW $285.41 +171.9%
137 CRWD CrowdStrike Holdings Inc Class A Technology 583.0 $274K 0.00% NEW $469.16 +23.6%
138 TD Toronto-Dominion Bank Financial Services 2,850.0 $268K 0.00% NEW $94.20 +14.9%
139 INSW International Seaways, Inc. Energy 5,402.0 $262K 0.00% NEW $48.55 +76.1%
140 WY Weyerhaeuser Real Estate 10,990.0 $260K 0.00% NEW $23.69 -1.4%
Page 7 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%