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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
Page 3 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CRM Salesforce Inc. Technology 5,043.0 $941K 0.01% -643.0 -11.3% $186.67 -13.4%
42 JPM JP Morgan Chase Financial Services 2,873.0 $845K 0.01% -1K -25.8% $294.16 +12.6%
43 CCJ Cameco Corp Energy 6,820.0 $741K 0.01% -3K -32.4% $108.62 -0.7%
44 AGX Argan, Inc. Industrials 1,175.0 $640K 0.01% -414.0 -26.1% $544.65 +26.8%
45 NVT nVent Electric plc Industrials 5,099.0 $603K 0.01% -241.0 -4.5% $118.28 +41.5%
46 TYL Tyler Technologies Technology 1,688.0 $578K 0.01% -855.0 -33.6% $342.38 -12.9%
47 MAA Mid-America Apartment Communities Real Estate 3,445.0 $421K 0.01% -305.0 -8.1% $122.12 +11.7%
48 IBM International Business Machines Technology 1,632.0 $396K 0.01% -324.0 -16.6% $242.39 +11.7%
49 NXPI NXP Semiconductors Technology 1,979.0 $390K 0.01% -900.0 -31.3% $196.86 +53.9%
50 CB Chubb Financial Services 1,170.0 $381K 0.01% -2K -63.1% $325.93 +0.9%
51 ISRG Intuitive Surgical Healthcare 768.0 $354K 0.01% -15.0 -1.9% $460.99 -9.5%
52 PANW Palo Alto Networks Inc. Technology 2,183.0 $350K 0.01% -401.0 -15.5% $160.32 +74.6%
53 CSW Industrials, Inc. 1,313.0 $342K 0.01% -2K -56.8% $260.58
54 SAN Banco Santander ADS Financial Services 26,000.0 $290K 0.00% -9K -26.6% $11.16 +19.9%
55 ITRI Itron Technology 3,000.0 $269K 0.00% -4K -57.1% $89.63 -9.5%
56 STX Seagate Technology Holdings PLC Technology 667.0 $261K 0.00% -144.0 -17.8% $391.76 +163.3%
57 RTX Raytheon Technologies Industrials 1,187.0 $229K 0.00% -32.0 -2.6% $192.90 -3.2%
58 CRWD CrowdStrike Holdings Inc Class A Technology 538.0 $210K 0.00% -45.0 -7.7% $390.77 +73.9%
59 ZS Zscaler Technology 1,428.0 $200K 0.00% -30.0 -2.1% $140.29 -7.0%
Page 3 of 3  ·  59 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 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%