Pinestone Asset Management Inc. Top Holdings and 13F Report (2025) About Pinestone Asset Management Inc.Investment ActivityPinestone Asset Management Inc. has $16.07 billion in total holdings as of September 30, 2025.Pinestone Asset Management Inc. owns shares of 43 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 1.80% of the portfolio was purchased this quarter.About 4.56% of the portfolio was sold this quarter.This quarter, Pinestone Asset Management Inc. has purchased 44 new stocks and bought additional shares in 10 stocks.Pinestone Asset Management Inc. sold shares of 25 stocks and completely divested from 1 stock this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $1,828,403,999Alphabet $1,555,579,154Microsoft $1,506,217,246AutoZone $1,138,222,123Moody's $1,078,771,209 Largest Purchases this Quarter HDFC Bank 4,089,267 shares (about $139.69M)Copart 1,315,181 shares (about $59.14M)MSCI 71,720 shares (about $40.69M)Colgate-Palmolive 344,700 shares (about $27.56M)FactSet Research Systems 39,025 shares (about $11.18M) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 479,952 shares (about $134.06M)Microsoft 203,922 shares (about $105.62M)Alphabet 408,183 shares (about $99.23M)AutoZone 16,388 shares (about $70.31M)TJX Companies 351,826 shares (about $50.85M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPinestone Asset Management Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTSMTaiwan Semiconductor Manufacturing$1,828,403,999$134,062,906 ▼-6.8%6,545,77911.4%Computer and TechnologyGOOGLAlphabet$1,555,579,154$99,229,287 ▼-6.0%6,398,9279.7%Computer and TechnologyMSFTMicrosoft$1,506,217,246$105,621,400 ▼-6.6%2,908,0369.4%Computer and TechnologyAZOAutoZone$1,138,222,123$70,308,453 ▼-5.8%265,3057.1%Retail/WholesaleMCOMoody's$1,078,771,209$22,383,601 ▼-2.0%2,264,0436.7%FinanceORCLOracle$964,476,300$45,400,573 ▼-4.5%3,429,3716.0%Computer and TechnologyMAMastercard$901,956,329$12,239,085 ▼-1.3%1,585,6905.6%Business ServicesCMECME Group$694,411,807$7,973,037 ▲1.2%2,570,0874.3%FinanceTJXTJX Companies$627,093,583$50,852,930 ▼-7.5%4,338,5473.9%Retail/WholesaleSHWSherwin-Williams$569,904,140$12,193,546 ▼-2.1%1,645,8853.5%Basic MaterialsMSCIMSCI$545,759,337$40,694,645 ▲8.1%961,8433.4%FinanceOTISOtis Worldwide$412,945,515$11,204,198 ▼-2.6%4,516,5212.6%IndustrialsMTDMettler-Toledo International$397,217,768$13,232,408 ▼-3.2%323,5702.5%MedicalJNJJohnson & Johnson$387,603,637$16,420,981 ▼-4.1%2,090,4092.4%MedicalCPRTCopart$347,287,660$59,143,689 ▲20.5%7,722,6522.2%Business ServicesPEPPepsiCo$340,830,185$13,630,264 ▼-3.8%2,426,8742.1%Consumer StaplesGGGGraco$323,044,258$9,265,908 ▼-2.8%3,802,3102.0%IndustrialsCARRCarrier Global$317,332,007$893,172 ▲0.3%5,315,4442.0%ConstructionSPGIS&P Global$293,430,519$7,580,731 ▼-2.5%602,8681.8%FinanceHDBHDFC Bank$278,873,153$139,689,360 ▲100.4%8,163,7341.7%FinanceUNHUnitedHealth Group$267,477,667$18,898,960 ▼-6.6%774,6241.7%MedicalLOWLowe's Companies$244,436,672$4,284,836 ▼-1.7%972,6501.5%Retail/WholesaleADIAnalog Devices$227,266,603$4,766,580 ▼-2.1%924,9761.4%Computer and TechnologyHLTHilton Worldwide$216,301,355$2,804,546 ▼-1.3%833,7241.3%Consumer DiscretionaryCLColgate-Palmolive$128,230,875$27,555,318 ▲27.4%1,604,0890.8%Consumer StaplesFDSFactSet Research Systems$120,177,971$11,180,272 ▲10.3%419,4840.7%Business ServicesNKENIKE$114,729,210$2,758,519 ▼-2.3%1,645,3350.7%Consumer DiscretionaryADBEAdobe$70,713,676$44,711,063 ▼-38.7%200,4640.4%Computer and TechnologyFSSFederal Signal$22,070,741$1,511,173 ▼-6.4%185,4840.1%Multi-Sector ConglomeratesWHWyndham Hotels & Resorts$16,679,125$16,199,725 ▼-49.3%208,7500.1%Consumer DiscretionaryHLIHoulihan Lokey$15,295,3130.0%74,4950.1%FinanceMEDPMedpace$15,013,472$3,650,536 ▼-19.6%29,2000.1%MedicalTREXTrex$12,388,8640.0%239,7690.1%ConstructionDCIDonaldson$12,347,9730.0%150,8610.1%IndustrialsJBTJohn Bean Technologies$12,251,3130.0%87,2290.1%IndustrialsIPARInterparfums$11,741,850$1,065,947 ▲10.0%119,3520.1%Consumer DiscretionarySSDSimpson Manufacturing$9,513,403$199,277 ▼-2.1%56,8100.1%ConstructionEXPOExponent$9,122,307$597,528 ▲7.0%131,2940.1%Business ServicesHAYWHayward$8,999,424$1,117,368 ▲14.2%595,2000.1%Computer and TechnologyJKHYJack Henry & Associates$8,965,5860.0%60,2000.1%Computer and TechnologyWDFCWD-40$8,617,3360.0%43,6100.1%Consumer StaplesFNDFloor & Decor$8,276,5100.0%112,3000.1%Retail/WholesalePOWIPower Integrations$3,180,6110.0%79,1000.0%Computer and TechnologyBRKRBruker$0$9,788,131 ▼-100.0%00.0%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. 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