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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 4 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CTVA Corteva Basic Materials 35,135.0 $2.9M 0.04% -3K -7.9% $83.71 -7.6%
62 RSG Republic Services Industrials 13,009.0 $2.8M 0.04% +190.0 +1.5% $219.02 -5.3%
63 INFY Infosys ADS Technology 210,000.0 $2.8M 0.04% $13.51 -13.4%
64 FIX Comfort Systems USA Industrials 1,950.0 $2.7M 0.04% -306.0 -13.6% $1378.64 +40.1%
65 BSX Boston Scientific Healthcare 42,787.0 $2.7M 0.04% $62.75 -28.4%
66 PWR Quanta Services Industrials 4,884.0 $2.7M 0.04% -2K -31.7% $549.02 +30.2%
67 MA Mastercard, Class A Financial Services 5,320.0 $2.7M 0.04% -260.0 -4.7% $499.66 -1.3%
68 MSI Motorola Solutions Technology 6,095.0 $2.6M 0.04% -990.0 -14.0% $433.97 -7.7%
69 ROST Ross Stores Consumer Cyclical 11,056.0 $2.4M 0.03% +3K +31.1% $216.63 +7.7%
70 ADBE Adobe Technology 9,533.0 $2.3M 0.03% -156K -94.2% $243.08 -19.3%
71 TLK Telekomunikasi Indonesia ADS Communication Services 120,000.0 $2.2M 0.03% $18.68 -15.1%
72 META Meta Platforms Inc Cl A Communication Services 3,794.0 $2.2M 0.03% -1K -21.1% $572.13 -0.8%
73 PG Procter & Gamble Consumer Defensive 14,588.0 $2.1M 0.03% -2K -11.3% $144.44 +4.3%
74 MNST Monster Beverage Consumer Defensive 28,525.0 $2.1M 0.03% $72.46 +26.5%
75 COP ConocoPhillips Energy 15,075.0 $2.0M 0.03% NEW $132.00 -15.8%
76 EME EMCOR Group Industrials 2,670.0 $2.0M 0.03% +917.0 +52.3% $738.31 +12.1%
77 MCO Moody's Financial Services 4,362.0 $1.9M 0.03% $436.25 +4.6%
78 PSA Public Storage International Real Estate 6,863.0 $1.9M 0.03% $270.88 +15.4%
79 GSK GlaxoSmithKline ADS Healthcare 33,346.0 $1.8M 0.03% +4K +14.3% $55.19 -5.5%
80 PLD Prologis Inc Real Estate 12,410.0 $1.6M 0.02% $132.18 +6.6%
Page 4 of 8  ·  148 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%