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Navera Investment Management Ltd.

All holdings · as of Dec 31, 2025

60 positions

CompanyClassValueShares% of portfolio
Mastercard Inc—$385.34M674,9898.1%
INTUIT INC.—$337.76M509,8227.1%
MICROSOFT CORP—$327.81M677,8086.9%
Amazon.com Inc—$326.91M1,416,2366.9%
MARSH & MCLENNAN COMPANIES, INC.—$325.49M1,753,9176.9%
Intuitive Surgical Inc—$291.05M513,8046.1%
THERMO FISHER SCIENTIFIC INC.—$262.50M452,9985.5%
LABCORP HOLDINGS INC.—$257.69M1,026,8945.4%
TRACTOR SUPPLY CO /DE—$256.39M5,127,1115.4%
CADENCE DESIGN SYSTEMS INC—$245.39M784,9725.2%
BROADRIDGE FINANCIAL SOLUTIONS INC—$242.22M1,085,2965.1%
Accenture plc—$240.91M897,7135.1%
AMPHENOL CORP /DE—$225.21M1,666,3034.8%
AUTOMATIC DATA PROCESSING INC—$183.04M711,5363.9%
AMETEK Inc—$182.09M886,7673.8%
Alphabet Inc.—$179.17M572,4453.8%
Avery Dennison Corp—$143.20M787,0993.0%
Alphabet Inc.—$115.04M366,5972.4%
Verisk Analytics, Inc.—$98.58M440,6052.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$86.05M283,1961.8%
Warren E. Buffett—$8.60M17,1100.2%
Apple Inc.—$2.58M9,4940.1%
UNITEDHEALTH GROUP INC—$2.01M6,1000.0%
COSTCO WHOLESALE CORP /NEW—$1.77M2,0490.0%
SYNOPSYS INC—$1.56M3,3160.0%
Xylem Inc.—$821.0K6,0300.0%
HONEYWELL INTERNATIONAL INC—$760.9K3,9000.0%
JOHNSON & JOHNSON—$517.4K2,5000.0%
WHEATON PRECIOUS METALS CORP—$469.9K4,0000.0%
MCDONALD'S CORP—$443.2K1,4500.0%
AMERICAN EXPRESS CO—$370.1K1,0000.0%
Align Technology, Inc.—$319.1K2,0430.0%
Edwards Lifesciences Corp—$286.6K3,3620.0%
Quanta Services Inc—$284.8K6750.0%
S&P Global Inc.—$282.2K5400.0%
AbbVie Inc.—$273.1K1,1950.0%
Meta Platforms Inc—$256.1K3880.0%
WEC ENERGY GROUP, INC.—$251.0K2,3800.0%
EXXON MOBIL CORP—$228.6K1,9000.0%
DOLLAR GENERAL CORP—$205.8K1,5500.0%
Palo Alto Networks Inc—$176.8K9600.0%
Watsco, Inc.—$159.2K4720.0%
DEERE & CO—$151.4K3250.0%
COCA COLA CO—$151.2K2,1620.0%
Mettler-Toledo International Inc—$147.8K1060.0%
ECOLAB INC.—$145.5K5540.0%
MSCI Inc.—$140.6K2450.0%
IDEXX LABORATORIES INC /DE—$139.4K2060.0%
ADVANCED MICRO DEVICES INC—$139.2K6500.0%
STRYKER CORP—$123.0K3500.0%
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