Parnassus Investments, LLC Top Holdings and 13F Report (2025) About Parnassus Investments, LLCInvestment ActivityParnassus Investments, LLC has $41.62 billion in total holdings as of March 31, 2025.Parnassus Investments, LLC owns shares of 135 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 7.34% of the portfolio was purchased this quarter.About 12.63% of the portfolio was sold this quarter.This quarter, Parnassus Investments, LLC has purchased 126 new stocks and bought additional shares in 33 stocks.Parnassus Investments, LLC sold shares of 77 stocks and completely divested from 8 stocks this quarter.Largest Holdings Microsoft $2,421,630,003Amazon.com $1,951,201,156NVIDIA $1,558,623,076Deere & Company $1,505,635,844Alphabet $1,493,966,215 Largest New Holdings this Quarter 115236101 - Brown & Brown $899,138,942 Holding81762P102 - ServiceNow $519,806,176 Holding46625H100 - JPMorgan Chase & Co. $91,698,537 Holding912008109 - US Foods $64,198,782 Holding443510607 - Hubbell $57,432,078 Holding Largest Purchases this Quarter Brown & Brown 7,227,805 shares (about $899.14M)ServiceNow 652,908 shares (about $519.81M)Advanced Micro Devices 4,133,785 shares (about $424.71M)Microsoft 474,827 shares (about $178.25M)Danaher 722,636 shares (about $148.14M) Largest Sales this Quarter Verizon Communications 13,308,721 shares (about $603.68M)D.R. Horton 2,797,095 shares (about $355.59M)Verisk Analytics 809,664 shares (about $240.97M)Sherwin-Williams 670,408 shares (about $234.10M)Mastercard 414,871 shares (about $227.40M) Sector Allocation Over TimeMap of 500 Largest Holdings ofParnassus Investments, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$2,421,630,003$178,245,307 ▲7.9%6,450,9715.8%Computer and TechnologyAMZNAmazon.com$1,951,201,156$173,665,713 ▼-8.2%10,255,4464.7%Retail/WholesaleNVDANVIDIA$1,558,623,076$198,633,553 ▼-11.3%14,381,0953.7%Computer and TechnologyDEDeere & Company$1,505,635,844$113,003,991 ▼-7.0%3,207,9173.6%IndustrialsGOOGLAlphabet$1,493,966,215$123,445,401 ▼-7.6%9,660,9303.6%Computer and TechnologyWMWaste Management$1,371,505,986$80,526,818 ▼-5.5%5,924,1763.3%Business ServicesMAMastercard$1,219,190,989$227,399,092 ▼-15.7%2,224,3142.9%Business ServicesICEIntercontinental Exchange$1,187,098,943$67,542,893 ▼-5.4%6,881,7332.9%FinanceORealty Income$1,103,500,388$213,109,771 ▼-16.2%19,022,5892.7%FinanceSPGIS&P Global$1,069,571,332$62,362,162 ▼-5.5%2,105,0412.6%Business ServicesAZOAutoZone$993,740,102$68,279,264 ▼-6.4%260,6342.4%Retail/WholesaleLINDE PLC$954,352,927$51,386,633 ▼-5.1%2,049,5512.3%SHSFIFiserv$951,867,841$121,754,400 ▼-11.3%4,310,4102.3%Business ServicesCIThe Cigna Group$949,356,807$28,492,058 ▲3.1%2,885,5832.3%MedicalBROBrown & Brown$899,138,942$899,138,942 ▲New Holding7,227,8052.2%FinanceVRTXVertex Pharmaceuticals$859,449,141$20,959,738 ▼-2.4%1,772,7182.1%MedicalBACBank of America$846,278,516$37,667,501 ▼-4.3%20,279,8592.0%FinanceAAPLApple$829,000,488$45,207,898 ▼-5.2%3,732,0512.0%Computer and TechnologyBALLBall$810,386,550$170,367,416 ▼-17.4%15,563,4061.9%IndustrialsAVGOBroadcom$797,890,679$91,315,317 ▼-10.3%4,765,5181.9%Computer and TechnologyDHRDanaher$784,744,920$148,140,380 ▲23.3%3,828,0241.9%MedicalLLYEli Lilly and Company$729,096,830$42,882,899 ▼-5.6%882,7801.8%MedicalINTUIntuit$717,740,803$31,713,198 ▲4.6%1,168,9781.7%Computer and TechnologyTMOThermo Fisher Scientific$706,806,466$4,714,262 ▲0.7%1,420,4311.7%MedicalWDAYWorkday$699,756,064$128,136,510 ▲22.4%2,996,4291.7%Computer and TechnologySYKStryker$683,368,733$49,435,917 ▼-6.7%1,835,7791.6%MedicalMMCMarsh & McLennan Companies$682,668,312$188,309,166 ▼-21.6%2,797,4771.6%FinanceCRMSalesforce$671,329,376$194,830,433 ▼-22.5%2,501,6001.6%Computer and TechnologySNPSSynopsys$584,655,493$78,326,022 ▲15.5%1,363,3101.4%Computer and TechnologyPGProcter & Gamble$577,731,980$18,645,993 ▼-3.1%3,390,0481.4%Consumer StaplesFERGUSON ENTERPRISES INC$523,009,307$43,749,039 ▼-7.7%3,264,1161.3%COMMON STOCK NEWNOWServiceNow$519,806,176$519,806,176 ▲New Holding652,9081.2%Computer and TechnologyAMATApplied Materials$494,077,584$27,464,831 ▼-5.3%3,404,6141.2%Computer and TechnologyMARMarriott International$481,944,581$42,864,566 ▼-8.2%2,023,2771.2%Consumer DiscretionaryCOSTCostco Wholesale$479,853,778$192,435,965 ▼-28.6%507,3631.2%Retail/WholesaleSHWSherwin-Williams$465,798,858$234,099,770 ▼-33.4%1,333,9411.1%Basic MaterialsKLACKLA$455,765,792$42,750,583 ▼-8.6%670,4411.1%Computer and TechnologyEFXEquifax$447,304,516$27,229,277 ▼-5.7%1,836,5271.1%Business ServicesAMDAdvanced Micro Devices$425,592,026$424,705,072 ▲47,883.5%4,142,4181.0%Computer and TechnologyORCLOracle$396,093,055$84,747,929 ▼-17.6%2,833,0811.0%Computer and TechnologyVRSKVerisk Analytics$347,588,910$240,972,200 ▼-40.9%1,167,8950.8%Business ServicesCBRECBRE Group$240,040,936$16,788,098 ▼-6.5%1,835,4560.6%FinanceBKBank of New York Mellon$222,164,753$19,206,398 ▼-8.0%2,648,9180.5%FinanceAAgilent Technologies$184,594,323$51,148,569 ▲38.3%1,577,9990.4%MedicalDHID.R. Horton$165,446,092$355,594,687 ▼-68.2%1,301,3930.4%ConstructionSYYSysco$153,335,085$162,086 ▲0.1%2,043,3780.4%Consumer StaplesVZVerizon Communications$149,881,143$603,683,585 ▼-80.1%3,304,2580.4%Computer and TechnologyBROOKFIELD RENEWABLE CORP$135,573,741$26,392,692 ▲24.2%4,855,7930.3%CL A EX SUB VTGPGRProgressive$116,483,803$10,656,176 ▼-8.4%411,5890.3%FinanceUNHUnitedHealth Group$115,641,905$5,036,904 ▲4.6%220,7960.3%MedicalUNPUnion Pacific$114,312,520$174,818 ▲0.2%483,8830.3%TransportationPFEPfizer$111,539,205$222,992 ▲0.2%4,401,7050.3%MedicalSPGSimon Property Group$111,361,290$8,025,982 ▼-6.7%670,5280.3%FinanceJBHTJ.B. Hunt Transport Services$110,706,990$6,179,132 ▼-5.3%748,2730.3%TransportationCMICummins$110,007,723$9,136,463 ▼-7.7%350,9690.3%Auto/Tires/TrucksGPNGlobal Payments$107,519,5870.0%1,098,0350.3%Business ServicesBRBroadridge Financial Solutions$106,314,103$5,118,573 ▼-4.6%438,4810.3%Business ServicesWDCWestern Digital$103,242,614$17,240,686 ▼-14.3%2,553,6140.2%Computer and TechnologySCHWCharles Schwab$102,337,323$30,360,115 ▼-22.9%1,307,3240.2%FinanceFISFidelity National Information Services$98,176,344$7,095,197 ▼-6.7%1,314,6270.2%Business ServicesRSGRepublic Services$97,726,332$6,485,045 ▼-6.2%403,5610.2%Business ServicesVVisa$94,966,600$3,786,019 ▲4.2%270,9770.2%Business ServicesORLYO'Reilly Automotive$93,882,698$18,970,224 ▼-16.8%65,5340.2%Retail/WholesaleCBOECboe Global Markets$92,372,709$22,363,562 ▼-19.5%408,2050.2%Financial ServicesJPMJPMorgan Chase & Co.$91,698,537$91,698,537 ▲New Holding373,8220.2%FinanceFDXFedEx$90,044,531$16,615,557 ▲22.6%369,3680.2%TransportationAZNAstraZeneca$90,019,787$3,361,964 ▲3.9%1,224,7590.2%MedicalTRUTransUnion$89,269,853$7,641,387 ▼-7.9%1,075,6700.2%Business ServicesCCitigroup$88,910,432$33,596,089 ▼-27.4%1,252,4360.2%FinanceADSKAutodesk$87,310,038$4,674,701 ▼-5.1%333,4990.2%Computer and TechnologyALLAllstate$87,129,051$5,398,315 ▼-5.8%420,7710.2%FinanceMUMicron Technology$84,986,414$6,912,447 ▼-7.5%978,0920.2%Computer and TechnologyNICENICE$84,864,727$5,115,823 ▲6.4%550,4620.2%Computer and TechnologyABNBAirbnb$84,431,341$6,120,653 ▲7.8%706,7750.2%Consumer DiscretionaryCMECME Group$83,826,069$13,489,466 ▼-13.9%315,9790.2%FinanceTTDTrade Desk$81,904,677$34,680,551 ▲73.4%1,496,7960.2%Computer and TechnologyXYLXylem$81,670,382$6,191,134 ▼-7.0%683,6630.2%Business ServicesTFCTruist Financial$81,572,180$6,570,832 ▼-7.5%1,982,3130.2%FinanceTSMTaiwan Semiconductor Manufacturing$80,904,084$196,378 ▲0.2%487,3740.2%Computer and TechnologyBAXBaxter International$78,833,333$2,479,519 ▲3.2%2,303,0480.2%MedicalODFLOld Dominion Freight Line$78,301,198$4,254,547 ▼-5.2%473,2620.2%TransportationBIOBio-Rad Laboratories$77,479,115$1,764,349 ▲2.3%318,1110.2%MedicalGILDGilead Sciences$72,002,210$57,065,273 ▼-44.2%642,5900.2%MedicalCMCSAComcast$71,051,873$139,482 ▲0.2%1,925,5250.2%Consumer DiscretionaryWRBW. R. Berkley$69,606,862$5,855,970 ▼-7.8%978,1740.2%FinanceGWREGuidewire Software$68,971,900$24,635,217 ▼-26.3%368,1250.2%Computer and TechnologyPOOLPool$67,246,662$20,033,765 ▼-23.0%211,2350.2%Consumer DiscretionaryNVONovo Nordisk A/S$64,307,204$23,079,148 ▲56.0%926,0830.2%MedicalUSFDUS Foods$64,198,782$64,198,782 ▲New Holding980,7330.2%Consumer StaplesROPRoper Technologies$61,424,803$44,190,790 ▼-41.8%104,1840.1%Computer and TechnologyHUBBHubbell$57,432,078$57,432,078 ▲New Holding173,5580.1%IndustrialsLAM RESEARCH CORP$56,157,697$5,454,318 ▼-8.9%772,4580.1%COM NEWHLTHilton Worldwide$56,069,230$5,316,706 ▼-8.7%246,4040.1%Consumer DiscretionaryIQVIQVIA$54,347,472$4,568,109 ▼-7.8%308,2670.1%MedicalTEAMAtlassian$54,187,824$14,858,308 ▼-21.5%255,3500.1%Computer and TechnologyHOLXHologic$44,898,822$20,788,694 ▼-31.6%726,8710.1%MedicalCPRTCopart$42,942,246$42,942,246 ▲New Holding758,8310.1%Business ServicesPNRPentair$41,538,391$3,671,098 ▼-8.1%474,8330.1%Business ServicesINTCIntel$41,153,336$8,978,512 ▼-17.9%1,812,1240.1%Computer and TechnologyFTNTFortinet$38,924,656$91,545,859 ▼-70.2%404,3700.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
