Parnassus Investments, LLC Top Holdings and 13F Report (2025) About Parnassus Investments, LLCInvestment ActivityParnassus Investments, LLC has $43.35 billion in total holdings as of June 30, 2025.Parnassus Investments, LLC owns shares of 148 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 3.84% of the portfolio was purchased this quarter.About 9.09% of the portfolio was sold this quarter.This quarter, Parnassus Investments, LLC has purchased 135 new stocks and bought additional shares in 32 stocks.Parnassus Investments, LLC sold shares of 94 stocks and completely divested from 9 stocks this quarter.Largest Holdings Microsoft $2,608,202,661NVIDIA $2,276,580,129Amazon.com $2,270,393,833Alphabet $1,743,725,006Deere & Company $1,591,367,253 Largest New Holdings this Quarter G96629103 - Willis Towers Watson Public $104,643,391 HoldingH01301128 - Alcon $80,935,192 Holding75886F107 - Regeneron Pharmaceuticals $53,069,100 Holding22160N109 - CoStar Group $52,693,999 Holding929160109 - Vulcan Materials $51,589,153 Holding Largest Purchases this Quarter Danaher 2,489,510 shares (about $491.78M)Thermo Fisher Scientific 744,827 shares (about $302.00M)Willis Towers Watson Public 341,414 shares (about $104.64M)Alcon 916,801 shares (about $80.94M)Synopsys 117,982 shares (about $60.49M) Largest Sales this Quarter Cigna Group 2,599,666 shares (about $859.40M)Microsoft 1,207,404 shares (about $600.57M)Ball 3,727,756 shares (about $209.09M)Agilent Technologies 903,951 shares (about $106.68M)Costco Wholesale 73,212 shares (about $72.48M) 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$2,608,202,661$600,574,824 ▼-18.7%5,243,5676.0%Computer and TechnologyNVDANVIDIA$2,276,580,129$4,510,930 ▲0.2%14,409,6475.3%Computer and TechnologyAMZNAmazon.com$2,270,393,833$20,451,536 ▲0.9%10,348,6665.2%Retail/WholesaleGOOGLAlphabet$1,743,725,006$41,179,312 ▲2.4%9,894,5984.0%Computer and TechnologyDEDeere & Company$1,591,367,253$39,826,462 ▼-2.4%3,129,5943.7%IndustrialsWMWaste Management$1,307,183,218$48,386,735 ▼-3.6%5,712,7143.0%Business ServicesAVGOBroadcom$1,250,791,094$62,823,943 ▼-4.8%4,537,6062.9%Computer and TechnologyDHRDanaher$1,247,965,667$491,777,806 ▲65.0%6,317,5342.9%MedicalICEIntercontinental Exchange$1,216,370,690$46,220,863 ▼-3.7%6,629,8072.8%FinanceMAMastercard$1,201,816,021$48,114,989 ▼-3.8%2,138,6912.8%Business ServicesSPGIS&P Global$1,073,919,415$36,047,654 ▼-3.2%2,036,6772.5%FinanceORealty Income$1,059,224,086$36,667,267 ▼-3.3%18,386,1152.4%FinanceLINDE PLC$1,005,106,955$43,498,616 ▲4.5%2,142,2632.3%SHSAZOAutoZone$936,057,356$31,475,998 ▼-3.3%252,1552.2%Retail/WholesaleBACBank of America$922,328,789$37,314,139 ▼-3.9%19,491,3102.1%FinanceINTUIntuit$893,359,876$27,362,266 ▼-3.0%1,134,2382.1%Computer and TechnologyTMOThermo Fisher Scientific$877,925,508$301,997,555 ▲52.4%2,165,2582.0%MedicalBROBrown & Brown$777,988,094$23,358,646 ▼-2.9%7,017,1201.8%FinanceVRTXVertex Pharmaceuticals$761,933,088$27,280,966 ▼-3.5%1,711,4401.8%MedicalSNPSSynopsys$759,428,783$60,487,012 ▲8.7%1,481,2921.8%Computer and TechnologyAAPLApple$740,234,279$25,470,624 ▼-3.3%3,607,9071.7%Computer and TechnologyFIFiserv$724,755,262$18,402,526 ▼-2.5%4,203,6731.7%Business ServicesSYKStryker$707,381,692$18,907,553 ▼-2.6%1,787,9881.6%MedicalFERGUSON ENTERPRISES INC$684,300,933$26,460,327 ▼-3.7%3,142,5991.6%COMMON STOCK NEWWDAYWorkday$682,954,560$36,188,400 ▼-5.0%2,845,6441.6%Computer and TechnologyCRMSalesforce$674,856,485$7,304,820 ▼-1.1%2,474,8121.6%Computer and TechnologyBALLBall$663,861,608$209,089,834 ▼-24.0%11,835,6501.5%IndustrialsLLYEli Lilly and Company$660,710,920$27,442,574 ▼-4.0%847,5761.5%MedicalNOWServiceNow$654,880,792$16,360,865 ▼-2.4%636,9941.5%Computer and TechnologyAMATApplied Materials$611,262,309$12,020,376 ▼-1.9%3,338,9541.4%Computer and TechnologyORCLOracle$608,551,140$10,845,360 ▼-1.8%2,783,4751.4%Computer and TechnologyKLACKLA$586,763,444$13,777,377 ▼-2.3%655,0601.4%Computer and TechnologyMMCMarsh & McLennan Companies$581,469,582$30,170,790 ▼-4.9%2,659,4841.3%FinanceAMDAdvanced Micro Devices$566,330,988$21,478,126 ▼-3.7%3,991,0571.3%Computer and TechnologyMARMarriott International$533,841,958$18,937,551 ▼-3.4%1,953,9621.2%Consumer DiscretionaryPGProcter & Gamble$509,248,695$30,853,752 ▼-5.7%3,196,3891.2%Consumer StaplesEFXEquifax$461,637,879$14,702,129 ▼-3.1%1,779,8431.1%Business ServicesSHWSherwin-Williams$435,826,848$22,195,134 ▼-4.8%1,269,3001.0%Basic MaterialsCOSTCostco Wholesale$429,783,441$72,475,487 ▼-14.4%434,1511.0%Retail/WholesaleVRSKVerisk Analytics$352,710,204$11,089,089 ▼-3.0%1,132,2960.8%Business ServicesCBRECBRE Group$250,748,523$6,435,571 ▼-2.5%1,789,5270.6%FinanceBKBank of New York Mellon$232,095,527$9,247,392 ▼-3.8%2,547,4210.5%FinanceBROOKFIELD RENEWABLE CORP$172,523,992$13,351,097 ▲8.4%5,263,0870.4%CL A EX SUB VTGDHID.R. Horton$166,570,699$1,204,886 ▼-0.7%1,292,0470.4%ConstructionJPMJPMorgan Chase & Co.$150,505,617$42,130,881 ▲38.9%519,1460.3%FinanceVZVerizon Communications$121,375,985$21,599,259 ▼-15.1%2,805,0840.3%Computer and TechnologySCHWCharles Schwab$119,214,549$65,693 ▼-0.1%1,306,6040.3%FinanceSYYSysco$118,472,735$36,292,714 ▼-23.5%1,564,2030.3%Consumer StaplesCMICummins$112,017,445$2,924,903 ▼-2.5%342,0380.3%Auto/Tires/TrucksUNPUnion Pacific$111,393,002$61,201 ▲0.1%484,1490.3%TransportationPGRProgressive$104,791,919$5,044,721 ▼-4.6%392,6850.2%FinanceWTWWillis Towers Watson Public$104,643,391$104,643,391 ▲New Holding341,4140.2%FinanceTSMTaiwan Semiconductor Manufacturing$103,561,193$6,824,144 ▼-6.2%457,2440.2%Computer and TechnologyFISFidelity National Information Services$100,522,951$6,500,833 ▼-6.1%1,234,7740.2%Business ServicesADSKAutodesk$97,422,298$5,818,987 ▼-5.6%314,7020.2%Computer and TechnologyBRBroadridge Financial Solutions$95,461,698$11,102,339 ▼-10.4%392,7980.2%Computer and TechnologyJBHTJ.B. Hunt Transport Services$95,219,724$12,232,279 ▼-11.4%663,0900.2%TransportationCICigna Group$94,518,442$859,397,588 ▼-90.1%285,9170.2%MedicalVVisa$94,471,704$1,738,680 ▼-1.8%266,0800.2%Business ServicesABNBAirbnb$92,607,032$927,571 ▼-1.0%699,7660.2%Consumer DiscretionaryWDCWestern Digital$91,993,368$71,412,392 ▼-43.7%1,437,6210.2%Computer and TechnologyAZNAstraZeneca$89,934,093$4,347,934 ▲5.1%1,286,9790.2%MedicalTRUTransUnion$88,532,752$6,126,208 ▼-6.5%1,006,0540.2%Business ServicesFDXFedEx$87,331,138$3,370,098 ▲4.0%384,1940.2%TransportationCCitigroup$86,938,929$19,668,423 ▼-18.4%1,021,3690.2%Financial ServicesRSGRepublic Services$86,913,502$12,608,676 ▼-12.7%352,4330.2%Business ServicesCMECME Group$86,582,716$507,416 ▼-0.6%314,1380.2%FinanceCBOECboe Global Markets$83,048,646$12,148,842 ▼-12.8%356,1110.2%Financial ServicesHLTHilton Worldwide$82,896,194$17,268,953 ▲26.3%311,2420.2%Consumer DiscretionaryALCAlcon$80,935,192$80,935,192 ▲New Holding916,8010.2%MedicalAAgilent Technologies$79,544,404$106,675,257 ▼-57.3%674,0480.2%MedicalNICENice$78,784,522$14,194,014 ▼-15.3%466,4290.2%Computer and TechnologyBIOBio-Rad Laboratories$76,551,048$215,499 ▼-0.3%317,2180.2%MedicalARESAres Management$73,147,209$58,539,694 ▲400.8%422,3280.2%FinanceCMCSAComcast$71,004,969$2,282,982 ▲3.3%1,989,4920.2%Consumer DiscretionaryLAM RESEARCH CORP$70,866,246$4,324,816 ▼-5.8%728,0280.2%COM NEWUSFDUS Foods$70,145,560$5,380,689 ▼-7.1%910,8630.2%Consumer StaplesNVONovo Nordisk A/S$69,816,905$5,898,656 ▲9.2%1,011,5460.2%MedicalODFLOld Dominion Freight Line$67,882,300$8,928,123 ▼-11.6%418,2520.2%TransportationHUBBHubbell$66,769,726$4,113,097 ▼-5.8%163,4870.2%IndustrialsMUMicron Technology$66,044,745$54,505,094 ▼-45.2%535,8600.2%Computer and TechnologyWRBW.R. Berkley$65,705,470$6,160,974 ▼-8.6%894,3170.2%FinanceUNHUnitedHealth Group$65,081,934$3,799,795 ▼-5.5%208,6160.2%MedicalXYLXylem$64,903,405$23,535,241 ▼-26.6%501,7270.1%Business ServicesTFCTruist Financial$63,471,812$21,747,824 ▼-25.5%1,476,4320.1%FinanceORLYO'Reilly Automotive$62,136,794$56,230,215 ▲952.0%689,4130.1%Retail/WholesaleTEAMAtlassian$61,763,121$9,904,090 ▲19.1%304,1170.1%Computer and TechnologyPOOLPool$57,628,802$3,941,976 ▼-6.4%197,7110.1%Consumer DiscretionaryROPRoper Technologies$55,030,528$4,025,131 ▼-6.8%97,0830.1%Computer and TechnologyGWREGuidewire Software$54,433,921$32,241,110 ▼-37.2%231,1910.1%Computer and TechnologyREGNRegeneron Pharmaceuticals$53,069,100$53,069,100 ▲New Holding101,0840.1%MedicalCSGPCoStar Group$52,693,999$52,693,999 ▲New Holding655,3980.1%Computer and TechnologyVMCVulcan Materials$51,589,153$51,589,153 ▲New Holding197,7960.1%ConstructionTTDTrade Desk$46,602,798$61,151,545 ▼-56.8%647,3510.1%Computer and TechnologySANDISK CORP$46,218,951$12,145,456 ▲35.6%1,019,1610.1%COMALLAllstate$45,706,429$38,998,981 ▼-46.0%227,0450.1%FinanceWMTWalmart$45,570,956$45,570,956 ▲New Holding466,0560.1%Retail/WholesalePNRPentair$45,534,535$3,211,821 ▼-6.6%443,5470.1%Business ServicesINTCIntel$43,822,262$3,230,685 ▲8.0%1,956,3510.1%Computer and TechnologyCPRTCopart$43,269,877$6,034,040 ▲16.2%881,7990.1%Business ServicesShowing 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. 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