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Cookson Peirce & Co Inc

All holdings · as of Mar 31, 2026

303 positions

CompanyClassValueShares% of portfolio
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$152.75M451,9916.5%
CORNING INC /NY—$127.73M939,3655.4%
Alphabet Inc.—$121.78M423,4995.2%
AMPHENOL CORP /DE—$117.02M926,1285.0%
FLEX LTD.—$77.58M1,185,1363.3%
ELI LILLY & Co—$56.67M61,6092.4%
TechnipFMC plc—$49.83M720,8792.1%
HSBC HOLDINGS PLCHSBCADR$48.99M593,8772.1%
CARDINAL HEALTH INC—$47.93M226,8212.0%
Ralph Lauren Corp—$47.92M139,3152.0%
Howmet Aerospace Inc.—$45.15M195,8971.9%
NOVARTIS AG—$43.32M283,6171.8%
EMCOR Group Inc—$42.90M58,1081.8%
US Foods Holding Corp.—$39.97M433,4451.7%
Alcoa Corp—$37.12M559,6741.6%
STERLING INFRASTRUCTURE, INC.—$33.67M82,6621.4%
Palantir Technologies Inc—$33.37M228,1531.4%
STATE STREET CORPORATION—$32.50M256,8181.4%
SOUTHWEST AIRLINES CO—$32.44M863,3451.4%
Monolithic Power Systems Inc—$32.23M29,4741.4%
Quest Diagnostics Inc—$30.64M156,3421.3%
Woodward Inc—$28.17M78,6951.2%
GE Vernova Inc.—$27.72M31,7561.2%
Nextpower Inc.—$27.35M226,8811.2%
NVIDIA Corp—$26.47M151,7591.1%
CENOVUS ENERGY INC—$25.86M974,5731.1%
FLOWSERVE CORP—$25.78M350,6891.1%
Toll Brothers Incorporated—$25.72M188,4721.1%
CITIGROUP INC—$25.17M221,9391.1%
Interactive Brokers Group Inc—$24.77M369,2681.0%
BWX Technologies, Inc.—$24.03M117,5131.0%
BARRICK MNG CORP—$23.63M579,3901.0%
JABIL INC—$23.53M88,5861.0%
Broadcom Inc.—$22.62M73,0801.0%
ROSS STORES, INC.—$22.46M103,6761.0%
MICRON TECHNOLOGY INC—$21.79M64,4910.9%
Allison Transmission Holdings Inc—$21.67M185,0980.9%
Baker Hughes Co—$20.66M338,4810.9%
THE GOLDMAN SACHS GROUP, INC.—$20.42M24,1430.9%
MCKESSON CORP—$19.85M22,9430.8%
LAM RESEARCH CORP—$19.23M89,9860.8%
ROYALTY PHARMA PLC—$18.64M388,4840.8%
SUNCOR ENERGY INC NEW—$17.77M268,8110.8%
BARCLAYS PLC—$17.42M823,4690.7%
Evercore Inc—$17.15M57,4500.7%
GENERAL ELECTRIC CO—$15.88M55,9660.7%
Five Below Inc—$15.05M65,8860.6%
Cloudflare, Inc.—$14.43M69,9240.6%
BORGWARNER INC—$14.06M259,1650.6%
CASEYS GENERAL STORES INC—$13.93M19,1440.6%
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