SATURNA CAPITAL CORP — 13F holdings

SATURNA CAPITAL CORP reported 140 holdings worth $8.19B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. TSM TAIWAN SEMICONDUCTOR MFG LTD — $808M (9.9%)
2. AVGO BROADCOM INC — $559M (6.8%)
3. AAPL APPLE INC — $545M (6.7%)
4. LLY ELI LILLY & CO — $539M (6.6%)
5. MSFT MICROSOFT CORP — $480M (5.9%)
6. GOOGL ALPHABET INC — $479M (5.8%)
7. NVDA NVIDIA CORPORATION — $441M (5.4%)
8. ASML ASML HOLDING N V — $411M (5.0%)
9. JCI JOHNSON CTLS INTL PLC — $287M (3.5%)
10. AMD ADVANCED MICRO DEVICES INC — $251M (3.1%)