CIK 2011335
J. Stern & Co. LLP
Institutional 13F holdings & portfolio
Holdings
43
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–43 of 43
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NVDA | Nvidia | 125.8M | $1M+ | SH |
| GOOG | Alphabet Class C | 112.1M | $1M+ | SH |
| AMZN | Amazon | 88.0M | $1M+ | SH |
| APH | Amphenol | 76.8M | $1M+ | SH |
| MA | Mastercard | 72.6M | $1M+ | SH |
| META | Meta | 69.7M | $1M+ | SH |
| RTX | RTX | 62.4M | $1M+ | SH |
| ETN | Eaton | 59.0M | $1M+ | SH |
| ICE | Intercontinental Exchange | 54.1M | $1M+ | SH |
| HON | Honeywell | 53.2M | $1M+ | SH |
| NKE | Nike Inc. | 48.1M | $1M+ | SH |
| CRM | Salesforce | 47.4M | $1M+ | SH |
| XYL | Xylem | 45.4M | $1M+ | SH |
| ABT | Abbott Laboratories | 39.3M | $1M+ | SH |
| OTIS | Otis | 38.6M | $1M+ | SH |
| DIS | Walt Disney | 38.1M | $1M+ | SH |
| AMT | American Tower | 37.7M | $1M+ | SH |
| TMO | Thermo Fisher | 31.5M | $1M+ | SH |
| ZTS | Zoetis | 24.1M | $1M+ | SH |
| BRK.B | Berkshire Hathaway Class B | 4.9M | $1M+ | SH |
| EL | Estee Lauder | 4.1M | $1M+ | SH |
| LLY | Eli Lilly & Co | 4.0M | $1M+ | SH |
| LRCX | Lam Research | 3.5M | $1M+ | SH |
| V | Visa | 3.4M | $1M+ | SH |
| CDNS | Cadence Design Systems | 3.0M | $1M+ | SH |
| BKNG | Booking Holdings | 2.8M | $1M+ | SH |
| IDXX | IDEXX Labs | 2.7M | $1M+ | SH |
| MCD | McDonalds | 2.5M | $1M+ | SH |
| XYZ | Block Inc | 2.3M | $1M+ | SH |
| HD | Home Depot | 2.2M | $1M+ | SH |
| ISRG | Intuitive Surgical Inc | 2.1M | $1M+ | SH |
| TEL | TE Connectivity | 2.0M | $1M+ | SH |
| DXCM | Dexcom Inc | 1.6M | $1M+ | SH |
| IT | Gartner | 1.5M | $1M+ | SH |
| LOW | Lowe's | 1.5M | $1M+ | SH |
| LIN | Linde Plc | 1.3M | $1M+ | SH |
| AAAU | Goldman Sachs Physical Gold ET | 902K | $1M+ | SH |
| AMAT | Applied Materials Common | 720K | $1M+ | SH |
| BF.B | Brown-Forman Corp B | 716K | $1M+ | SH |
| ADBE | Adobe | 652K | $1M+ | SH |
| NOC | Northrop Grumman Corp | 422K | $1M+ | SH |
| LMT | Lockheed Martin Corp | 341K | $1M+ | SH |
| GOOGL | Alphabet Class A | 328K | $1M+ | SH |