Parnassus Investments, LLC Top Holdings and 13F Report (2026) About Parnassus Investments, LLCInvestment ActivityParnassus Investments, LLC has $37.45 billion in total holdings as of June 30, 2026.Parnassus Investments, LLC owns shares of 135 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 10.60% of the portfolio was purchased this quarter.About 13.38% of the portfolio was sold this quarter.This quarter, Parnassus Investments, LLC has purchased 135 new stocks and bought additional shares in 45 stocks.Parnassus Investments, LLC sold shares of 79 stocks and completely divested from 11 stocks this quarter.Largest Holdings Alphabet $1,962,484,847Applied Materials $1,830,453,081Microsoft $1,747,727,765NVIDIA $1,691,516,240Amazon.com $1,645,416,656 Largest New Holdings this Quarter 191216100 - CocaCola $149,936,080 Holding969457100 - Williams Companies $87,143,950 Holding833445109 - Snowflake $50,654,662 Holding314352105 - FEDEX FGHT HLDG CO INC $23,453,471 Holding199908104 - Comfort Systems USA $21,981,807 Holding Largest Purchases this Quarter KLA 3,864,707 shares (about $1.17B)DOORDASH INC 3,788,964 shares (about $699.18M)GE VERNOVA INC 446,557 shares (about $524.64M)Hubbell 871,351 shares (about $455.89M)Microsoft 493,182 shares (about $183.97M) Largest Sales this Quarter Eli Lilly and Company 409,998 shares (about $491.76M)Alphabet 953,951 shares (about $340.91M)Applied Materials 450,483 shares (about $325.70M)Boston Scientific 6,829,021 shares (about $291.46M)Advanced Micro Devices 374,357 shares (about $217.47M) 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 PortfolioSectorGOOGLAlphabet$1,962,484,847$340,913,469 â–¼-14.8%5,491,4655.2%Communication ServicesAMATApplied Materials$1,830,453,081$325,699,209 â–¼-15.1%2,531,7474.9%TechnologyMSFTMicrosoft$1,747,727,765$183,966,750 â–²11.8%4,685,3464.7%TechnologyNVDANVIDIA$1,691,516,240$197,054,635 â–¼-10.4%8,453,7774.5%TechnologyAMZNAmazon.com$1,645,416,656$109,860,201 â–¼-6.3%6,903,6534.4%Consumer DiscretionaryAMDAdvanced Micro Devices$1,353,243,206$217,467,725 â–¼-13.8%2,329,5233.6%TechnologyKLACKLA$1,328,450,551$1,166,020,749 â–²717.9%4,403,0713.5%TechnologyAAPLApple$1,249,528,820$103,158,287 â–¼-7.6%4,318,2503.3%TechnologyWMWaste Management$1,068,042,074$42,252,030 â–¼-3.8%4,792,0052.9%IndustrialsDEDeere & Company$1,040,382,394$157,516,826 â–¼-13.1%1,640,1282.8%IndustrialsLINDE PLC$823,193,484$58,697,822 â–¼-6.7%1,586,2982.2%SHSTMOThermo Fisher Scientific$822,024,341$67,652,516 â–²9.0%1,639,5892.2%HealthcareGWWW.W. Grainger$820,015,110$65,935,867 â–¼-7.4%602,7752.2%IndustrialsMAMastercard$811,630,780$58,910,434 â–¼-6.8%1,580,2782.2%FinanceAVGOBroadcom$798,963,537$62,896,886 â–¼-7.3%2,115,0592.1%TechnologyBACBank of America$775,142,301$68,665,059 â–¼-8.1%13,603,7612.1%FinanceORealty Income$721,231,625$155,025,965 â–¼-17.7%11,640,2781.9%Real EstateDOORDASH INC$717,176,767$699,177,526 â–²3,884.5%3,886,5051.9%CL ADHRDanaher$699,862,950$57,262,479 â–¼-7.6%3,674,2071.9%HealthcareFERGUSON ENTERPRISES INC$672,456,755$53,225,050 â–²8.6%2,833,4251.8%COMMON STOCK NEWHDHome Depot$651,700,796$40,668,236 â–¼-5.9%1,847,8531.7%Consumer DiscretionaryLLYEli Lilly and Company$630,257,285$491,763,901 â–¼-43.8%525,4641.7%HealthcareSNPSSynopsys$628,468,023$22,980,634 â–¼-3.5%1,408,9001.7%TechnologySYKStryker$605,913,988$35,594,866 â–¼-5.5%1,924,5141.6%HealthcareSPGIS&P Global$597,951,757$73,387,437 â–¼-10.9%1,468,2311.6%FinanceCOSTCostco Wholesale$584,715,524$47,198,203 â–¼-7.5%625,0501.6%Consumer StaplesAZOAutoZone$579,772,279$45,513,382 â–¼-7.3%181,4091.5%Consumer DiscretionaryICEIntercontinental Exchange$573,245,834$46,228,421 â–¼-7.5%4,656,3711.5%FinanceHUBBHubbell$561,168,624$455,890,843 â–²433.0%1,072,5701.5%IndustrialsVMCVulcan Materials$558,540,663$47,910,509 â–²9.4%1,893,2941.5%MaterialsMARMarriott International$543,635,518$44,868,072 â–¼-7.6%1,466,9461.5%Consumer DiscretionaryGE VERNOVA INC$530,900,436$524,641,957 â–²8,382.9%451,8841.4%COMODFLOld Dominion Freight Line$462,697,887$44,917,642 â–²10.8%2,136,1861.2%IndustrialsSHWSherwin-Williams$403,956,569$37,795,662 â–²10.3%1,173,2011.1%MaterialsPGProcter & Gamble$359,024,724$29,124,610 â–¼-7.5%2,448,3411.0%Consumer StaplesMARSH & MCLENNAN COS INC$341,277,325$27,136,543 â–¼-7.4%2,047,6230.9%COMORCLOracle$304,148,551$10,453,118 â–¼-3.3%2,075,3910.8%TechnologyBANK OF NY MELLON CORP$301,923,844$31,738,569 â–¼-9.5%2,087,8490.8%COMBROOKFIELD RENEWABLE CORP$186,669,353$75,094 â–¼0.0%5,028,8080.5%CL A EX SUB VTGJPMJPMorgan Chase & Co.$184,187,936$3,938,435 â–¼-2.1%562,6980.5%FinanceCBRECBRE Group$175,765,197$13,056,714 â–¼-6.9%1,304,9610.5%Real EstateTSMTaiwan Semiconductor Manufacturing$171,779,063$12,989,426 â–¼-7.0%359,6940.5%TechnologyCMSCMS Energy$169,809,728$20,388,933 â–²13.6%2,219,7350.5%UtilitiesMUMicron Technology$153,152,351$130,085,020 â–¼-45.9%132,6810.4%TechnologyKOCocaCola$149,936,080$149,936,080 â–²New Holding1,844,9130.4%Consumer StaplesCMICummins$148,756,349$53,561,358 â–¼-26.5%208,5730.4%IndustrialsVZVerizon Communications$137,064,276$2,332,934 â–²1.7%3,237,2290.4%Communication ServicesSYYSysco$134,964,817$2,658,931 â–²2.0%1,614,7980.4%Consumer StaplesWDCWestern Digital$126,768,036$126,677,338 â–¼-50.0%198,4720.3%TechnologyINTCIntel$124,746,838$52,790,472 â–¼-29.7%893,4100.3%TechnologyUNPUnion Pacific$122,366,000$2,549,728 â–¼-2.0%449,8750.3%IndustrialsAZNCFAstraZeneca$119,300,940$2,461,268 â–¼-2.0%629,1580.3%HealthcareSCHWCharles Schwab$116,114,967$2,427,070 â–¼-2.0%1,258,4260.3%FinanceCCitigroup$114,893,584$23,548,970 â–¼-17.0%820,9030.3%FinanceVVisa$106,953,504$2,336,443 â–¼-2.1%311,7360.3%FinancePGRProgressive$104,051,230$1,744,323 â–²1.7%476,3160.3%FinanceCICigna Group$99,345,699$3,958,213 â–²4.1%360,3660.3%HealthcareUSFDUS Foods$97,440,569$14,608,355 â–²17.6%952,9640.3%Consumer StaplesWTWWillis Towers Watson Public$92,833,135$2,625,723 â–¼-2.8%355,1790.2%FinanceEWEdwards Lifesciences$91,873,890$1,850,631 â–²2.1%1,015,6300.2%HealthcareFDXFedEx$89,716,442$2,021,880 â–¼-2.2%286,5150.2%IndustrialsNXPINXP Semiconductors$89,368,664$2,898,824 â–¼-3.1%318,0040.2%TechnologyWMBWilliams Companies$87,143,950$87,143,950 â–²New Holding1,172,2350.2%EnergyXYLXylem$81,591,615$18,334,607 â–²29.0%690,2260.2%IndustrialsUNHUnitedHealth Group$81,504,212$1,675,820 â–¼-2.0%196,0980.2%HealthcareAAgilent Technologies$80,640,827$2,710,927 â–²3.5%607,0980.2%HealthcareLAM RESEARCH CORP$80,390,082$33,213,011 â–¼-29.2%185,5170.2%COM NEWWALMART INC$79,783,515$1,810,461 â–¼-2.2%704,4280.2%COMSTANDARDAERO INC$79,009,478$429,328 â–²0.5%2,641,5740.2%COMCMECME Group$76,281,749$1,706,133 â–¼-2.2%345,4320.2%FinanceHLTHilton Worldwide$75,044,492$15,492,295 â–¼-17.1%227,0910.2%Consumer DiscretionaryRSGRepublic Services$74,397,734$10,919,071 â–²17.2%349,1540.2%IndustrialsGWREGuidewire Software$73,200,353$55,069,797 â–²303.7%594,8830.2%TechnologyDKSDICK'S Sporting Goods$71,705,755$6,572,500 â–²10.1%316,1490.2%Consumer DiscretionaryCBOECboe Global Markets$70,817,173$2,244,940 â–¼-3.1%291,8250.2%FinanceTFCTruist Financial$60,481,928$1,695,275 â–¼-2.7%1,214,0090.2%FinanceCNH INDL N V$59,626,258$27,450,432 â–²85.3%5,309,5510.2%SHSREGNRegeneron Pharmaceuticals$59,471,998$1,320,034 â–¼-2.2%95,3780.2%HealthcareABTAbbott Laboratories$59,037,985$1,024,273 â–²1.8%650,6280.2%HealthcareALLAllstate$55,375,062$1,757,663 â–¼-3.1%232,7270.1%FinanceWRBW.R. Berkley$54,997,249$1,857,196 â–¼-3.3%779,7710.1%FinanceDHID.R. Horton$53,650,717$1,895,923 â–¼-3.4%329,3880.1%Consumer DiscretionaryMEDLINE INC$53,555,142$14,582,782 â–²37.4%1,357,8890.1%COM CL AORLYO'Reilly Automotive$53,001,755$1,517,091 â–¼-2.8%575,5430.1%Consumer DiscretionaryNICENiCE$51,524,396$2,067,564 â–²4.2%567,1370.1%TechnologySNOWSnowflake$50,654,662$50,654,662 â–²New Holding199,0360.1%TechnologyIRIngersoll Rand$50,166,237$1,584,621 â–¼-3.1%611,8580.1%IndustrialsBSXBoston Scientific$50,140,421$291,462,614 â–¼-85.3%1,174,7990.1%HealthcareRCLRoyal Caribbean Cruises$49,044,096$31,692,352 â–¼-39.3%154,4550.1%Consumer DiscretionaryHOODRobinhood Markets$45,536,647$27,956,359 â–²159.0%454,0950.1%FinanceCMGChipotle Mexican Grill$43,726,142$18,457,750 â–¼-29.7%1,286,0630.1%Consumer DiscretionaryPNRPentair$40,589,477$1,366,771 â–¼-3.3%529,4740.1%IndustrialsADSKAutodesk$39,977,807$979,099 â–¼-2.4%205,6260.1%TechnologyTERTeradyne$37,935,959$1,473,777 â–¼-3.7%78,4060.1%TechnologyDDOGDatadog$33,905,902$859,448 â–¼-2.5%130,2270.1%TechnologyROKRockwell Automation$30,172,651$1,018,380 â–¼-3.3%60,9450.1%IndustrialsPODDInsulet$27,072,943$1,339,800 â–²5.2%177,8190.1%HealthcareRTORentokil Initial$25,787,166$25,484,730 â–²8,426.5%901,3340.1%IndustrialsPWRQuanta Services$25,275,564$7,783,632 â–¼-23.5%35,1030.1%IndustrialsMPWRMonolithic Power Systems$24,282,536$837,710 â–¼-3.3%17,5660.1%TechnologyShowing largest 100 holdings. 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