Investments: Sarasin & Partners LLP

Aktie	Ticker	2025/Q4
		Investment ($)	QoQ Veränd. ($)
		9.596.364.785 $	+9.596.364.785 $
BANK OF AMERICA CORP /DE/	BAC	3.447.444.137 $	+3.447.444.137 $
MICROSOFT CORP	MSFT	841.512.832 $	+841.512.832 $
NVIDIA CORP	NVDA	832.658.611 $	+832.658.611 $
ALPHA PRO TECH LTD	APT	638.830.675 $	+638.830.675 $
AMAZON COM INC	AMZN	524.303.706 $	+524.303.706 $
Mastercard Inc	MA	410.149.874 $	+410.149.874 $
APPFOLIO INC	APPF	364.905.185 $	+364.905.185 $
COLGATE PALMOLIVE CO	CL	343.560.628 $	+343.560.628 $
JPMORGAN CHASE & CO	JPM	327.825.019 $	+327.825.019 $
EMERSON ELECTRIC CO	EMR	298.611.373 $	+298.611.373 $
NETFLIX INC	NFLX	221.429.520 $	+221.429.520 $
Otis Worldwide Corp	OTIS	221.395.490 $	+221.395.490 $
AMGEN INC	AMGN	214.555.313 $	+214.555.313 $
MERCADOLIBRE INC	MELI	145.038.802 $	+145.038.802 $
DEERE & CO	DE	143.865.323 $	+143.865.323 $
ELI LILLY & Co	LLY	141.317.198 $	+141.317.198 $
Zoetis Inc.	ZTS	134.697.617 $	+134.697.617 $
SMITH A O CORP	AOS	88.631.117 $	+88.631.117 $
CHIPOTLE MEXICAN GRILL INC	CMG	78.332.145 $	+78.332.145 $
UNITEDHEALTH GROUP INC	UNH	72.310.928 $	+72.310.928 $
PFIZER INC	PFE	35.240.821 $	+35.240.821 $
SPS COMMERCE INC	SPSC	20.086.184 $	+20.086.184 $
TETRA TECH INC	TTEK	13.787.019 $	+13.787.019 $
WEYERHAEUSER CO	WY	8.525.202 $	+8.525.202 $
MORGAN STANLEY	MS	8.453.802 $	+8.453.802 $
Aramark	ARMK	4.219.954 $	+4.219.954 $
WELLTOWER INC.	WELL	3.421.535 $	+3.421.535 $
Walmart Inc.	WMT	2.787.812 $	+2.787.812 $
EQUITY RESIDENTIAL	EQR	2.043.000 $	+2.043.000 $
HDFC BANK LTD	HDB	1.853.747 $	+1.853.747 $
GRACO INC	GGG	1.786.045 $	+1.786.045 $
BlackRock, Inc.	BLK	1.652.462 $	+1.652.462 $
COPART INC	CPRT	1.131.709 $	+1.131.709 $
		9.596.364.785 $	+9.596.364.785 $