Pinestone Asset Management Inc. Top Holdings and 13F Report (2026) About Pinestone Asset Management Inc.Investment ActivityPinestone Asset Management Inc. has $15.36 billion in total holdings as of September 30, 2026.Pinestone Asset Management Inc. owns shares of 43 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 1.61% of the portfolio was purchased this quarter.About 5.08% of the portfolio was sold this quarter.This quarter, Pinestone Asset Management Inc. has purchased 44 new stocks and bought additional shares in 9 stocks.Pinestone Asset Management Inc. sold shares of 30 stocks and completely divested from 2 stocks this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $2,113,571,618Alphabet $1,479,709,502Microsoft $1,250,166,566Moody's $1,007,994,214Mastercard $986,454,095 Largest New Holdings this Quarter 11135F101 - Broadcom $126,821,733 Holding Largest Purchases this Quarter Broadcom 361,120 shares (about $126.82M)KLA 248,700 shares (about $48.48M)Amazon.com 130,810 shares (about $32.59M)LINDE PLC 41,024 shares (about $19.47M)HDFC Bank 498,886 shares (about $11.15M) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 328,102 shares (about $149.72M)Alphabet 307,340 shares (about $105.75M)Lowe's Companies 464,300 shares (about $85.57M)Microsoft 149,240 shares (about $76.55M)Copart 1,887,894 shares (about $51.50M) 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$2,113,571,618$149,715,726 ▼-6.6%4,631,89213.8%TechnologyGOOGLAlphabet$1,479,709,502$105,749,547 ▼-6.7%4,300,4819.6%Communication ServicesMSFTMicrosoft$1,250,166,566$76,545,196 ▼-5.8%2,437,4478.1%TechnologyMCOMoody's$1,007,994,214$29,220,995 ▼-2.8%2,219,6166.6%FinanceMAMastercard$986,454,095$23,845,563 ▼-2.4%1,788,7726.4%FinanceAMZNAmazon.com$724,929,332$32,591,312 ▲4.7%2,909,6104.7%Consumer DiscretionaryCMECME Group$683,806,311$28,608,216 ▼-4.0%2,610,1474.5%FinanceAZOAutoZone$671,337,344$19,923,341 ▼-2.9%237,2204.4%Consumer DiscretionarySHWSherwin-Williams$492,957,009$12,840,284 ▼-2.5%1,524,9083.2%MaterialsTJXTJX Companies$484,035,627$12,701,760 ▼-2.6%3,658,3453.2%Consumer DiscretionaryMSCIMSCI$480,005,313$28,247,330 ▼-5.6%891,1103.1%FinanceMTDMettler-Toledo International$479,427,457$13,323,557 ▼-2.7%317,3023.1%HealthcareKLACKLA$471,418,712$48,479,091 ▲11.5%2,418,4003.1%TechnologyJNJJohnson & Johnson$433,311,607$25,706,254 ▼-5.6%1,636,7442.8%HealthcareLINDE PLC$384,849,543$19,472,042 ▲5.3%810,8072.5%SHSADIAnalog Devices$348,641,839$2,047,024 ▼-0.6%878,8332.3%TechnologyCARRCarrier Global$336,226,407$11,224,356 ▼-3.2%6,128,8082.2%IndustrialsUNHUnitedHealth Group$304,060,440$7,635,264 ▲2.6%828,3222.0%HealthcarePEPPepsiCo$267,538,614$9,022,464 ▼-3.3%2,111,2581.7%Consumer StaplesOTISOtis Worldwide$260,171,441$15,790,560 ▼-5.7%4,044,9541.7%IndustrialsSPGIS&P Global$249,812,679$11,029,762 ▼-4.2%633,2651.6%FinanceGGGGraco$236,228,367$8,567,660 ▼-3.5%3,074,2891.5%IndustrialsCNICanadian National Railway$227,652,480$14,232,330 ▼-5.9%1,914,6551.5%IndustrialsAONAON$203,516,652$17,750,227 ▼-8.0%735,1731.3%FinanceHLTHilton Worldwide$193,287,803$16,898,534 ▼-8.0%607,5941.3%Consumer DiscretionaryCPRTCopart$164,384,179$51,501,748 ▼-23.9%6,025,8131.1%IndustrialsAVGOBroadcom$126,821,733$126,821,733 ▲New Holding361,1200.8%TechnologyCLColgate-Palmolive$116,777,399$8,028,612 ▼-6.4%1,368,6990.8%Consumer StaplesHDBHDFC Bank$108,990,873$11,145,113 ▲11.4%4,878,7320.7%FinanceLOWLowe's Companies$56,511,054$85,565,847 ▼-60.2%306,6420.4%Consumer DiscretionaryFSSFederal Signal$1,704,615$66,474 ▼-3.8%15,3860.0%IndustrialsHLIHoulihan Lokey$1,287,910$176,876 ▲15.9%10,1940.0%FinanceHAYWHayward$940,864$138,312 ▲17.2%76,8680.0%IndustrialsJBT MAREL CORPORATION$932,254$63,354 ▲7.3%8,8290.0%COMJKHYJack Henry & Associates$931,0600.0%6,5000.0%FinanceMEDPMedpace$923,786$174,770 ▼-15.9%1,4800.0%HealthcareSTVNStevanato Group$867,208$67,136 ▲8.4%41,3350.0%HealthcareIPARInterparfums$843,407$233,016 ▼-21.6%7,6010.0%Consumer StaplesEXPOExponent$771,5630.0%11,7940.0%IndustrialsDCIDonaldson$724,8690.0%8,3280.0%IndustrialsWDFCWD-40$613,787$80,788 ▼-11.6%3,0390.0%Consumer StaplesTREXTrex$490,878$34,848 ▼-6.6%11,2690.0%IndustrialsSSDSimpson Manufacturing$309,293$34,176 ▼-10.0%1,8100.0%IndustrialsFNDFloor & Decor$0$848,848 ▼-100.0%00.0%Consumer DiscretionaryWHWyndham Hotels & Resorts$0$559,997 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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