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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 5 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PSX Phillips 66 Energy 8,334.0 $1.5M 0.02% +3K +48.2% $182.18 -8.2%
82 NEE NextEra Energy Utilities 16,039.0 $1.5M 0.02% -6K -27.2% $92.88 -7.7%
83 FAST Fastenal Industrials 31,860.0 $1.5M 0.02% -2K -6.3% $46.40 -3.2%
84 WELL Welltower Real Estate 7,205.0 $1.4M 0.02% +845.0 +13.3% $197.71 +4.5%
85 DHR Danaher Healthcare 7,476.0 $1.4M 0.02% +72.0 +1.0% $189.60 -6.2%
86 EQIX Equinix Real Estate 1,393.0 $1.4M 0.02% $980.24 +11.0%
87 TEL TE Connectivity Technology 6,458.0 $1.3M 0.02% -6K -46.6% $209.02 +1.6%
88 TER Teradyne Technology 4,303.0 $1.3M 0.02% -1K -24.4% $296.46 +37.8%
89 SCCO Southern Copper Basic Materials 7,282.0 $1.3M 0.02% -36K -83.2% $172.06 +11.4%
90 CPRT Copart Industrials 36,754.0 $1.2M 0.02% +21K +140.8% $33.20 -11.1%
91 INTU Intuit Technology 2,568.0 $1.1M 0.02% -6K -68.7% $432.38 -37.7%
92 Fortinet Inc. 13,423.0 $1.1M 0.01% -202.0 -1.5% $81.72
93 NSC Norfolk Southern Industrials 3,410.0 $979K 0.01% -450.0 -11.7% $287.00 +4.7%
94 CRM Salesforce Inc. Technology 5,043.0 $941K 0.01% -643.0 -11.3% $186.67 -16.9%
95 BHP BHP Biliton ADR Basic Materials 12,025.0 $875K 0.01% $72.74 +24.2%
96 ACM Aecom Technology Industrials 10,301.0 $874K 0.01% +6K +163.1% $84.82 -18.2%
97 JPM JP Morgan Chase Financial Services 2,873.0 $845K 0.01% -1K -25.8% $294.16 +13.4%
98 FSLR First Solar Energy 4,268.0 $842K 0.01% +1K +33.0% $197.26 +29.1%
99 EMR Emerson Electric Industrials 6,239.0 $817K 0.01% +3K +97.2% $131.02 +13.7%
100 D Dominion Energy Utilities 12,448.0 $770K 0.01% $61.82 +10.0%
Page 5 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%