Pinestone Asset Management Inc. Top Holdings and 13F Report (2026) About Pinestone Asset Management Inc.Investment ActivityPinestone Asset Management Inc. has $16.19 billion in total holdings as of June 30, 2026.Pinestone Asset Management Inc. owns shares of 44 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 12.14% of the portfolio was purchased this quarter.About 6.58% of the portfolio was sold this quarter.This quarter, Pinestone Asset Management Inc. has purchased 44 new stocks and bought additional shares in 8 stocks.Pinestone Asset Management Inc. sold shares of 32 stocks and completely divested from 4 stocks this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $2,368,744,335Alphabet $1,646,696,991Moody's $1,034,451,616Microsoft $964,885,985Mastercard $940,921,363 Largest New Holdings this Quarter G54950103 - LINDE PLC $399,471,190 HoldingG0403H108 - AON $265,117,495 Holding136375102 - Canadian National Railway $242,576,490 HoldingT9224W109 - Stevanato Group $689,099 Holding Largest Purchases this Quarter KLA 2,062,660 shares (about $622.33M)LINDE PLC 769,783 shares (about $399.47M)Amazon.com 1,265,600 shares (about $301.64M)AON 799,293 shares (about $265.12M)Canadian National Railway 2,034,355 shares (about $242.58M) Largest Sales this Quarter Alphabet 566,974 shares (about $202.62M)Taiwan Semiconductor Manufacturing 328,485 shares (about $156.87M)Microsoft 279,496 shares (about $104.26M)AutoZone 12,585 shares (about $40.22M)Sherwin-Williams 101,765 shares (about $35.04M) 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$2,368,744,335$156,874,581 â–¼-6.2%4,959,99414.6%Computer and TechnologyGOOGLAlphabet$1,646,696,991$202,619,498 â–¼-11.0%4,607,82110.2%Computer and TechnologyMCOMoody's$1,034,451,616$29,812,553 â–¼-2.8%2,283,9616.4%FinanceMSFTMicrosoft$964,885,985$104,257,598 â–¼-9.8%2,586,6876.0%Computer and TechnologyMAMastercard$940,921,363$11,078,866 â–²1.2%1,832,0125.8%Business ServicesAZOAutoZone$780,640,304$40,220,905 â–¼-4.9%244,2604.8%Retail/WholesaleAMZNAmazon.com$662,299,192$301,643,104 â–²83.6%2,778,8004.1%Retail/WholesaleKLACKLA$654,620,187$622,325,149 â–²1,927.0%2,169,7004.0%Computer and TechnologyCMECME Group$600,513,398$27,545,451 â–²4.8%2,719,3473.7%FinanceTJXTJX Companies$568,783,268$23,325,698 â–¼-3.9%3,754,3453.5%Retail/WholesaleSHWSherwin-Williams$538,732,713$35,039,725 â–¼-6.1%1,564,6283.3%Basic MaterialsMSCIMSCI$528,425,742$18,606,769 â–¼-3.4%943,5503.3%FinanceCARRCarrier Global$464,555,477$17,567,472 â–¼-3.6%6,333,4082.9%ConstructionJNJJohnson & Johnson$440,344,361$13,924,159 â–¼-3.1%1,733,8442.7%MedicalMTDMettler-Toledo International$416,621,561$4,261,773 â–²1.0%326,1202.6%MedicalLINDE PLC$399,471,190$399,471,190 â–²New Holding769,7832.5%SHSADIAnalog Devices$351,095,500$23,623,274 â–²7.2%883,9932.2%Computer and TechnologyUNHUnitedHealth Group$335,630,369$561,516 â–¼-0.2%807,5222.1%MedicalOTISOtis Worldwide$307,196,506$14,565,445 â–¼-4.5%4,290,4541.9%IndustrialsPEPPepsiCo$295,504,813$27,441,383 â–¼-8.5%2,182,4581.8%Consumer StaplesSPGIS&P Global$269,290,494$52,474,229 â–²24.2%661,2251.7%FinanceAONAON$265,117,495$265,117,495 â–²New Holding799,2931.6%FinanceCNICanadian National Railway$242,576,490$242,576,490 â–²New Holding2,034,3551.5%TransportationGGGGraco$240,877,506$33,249,573 â–¼-12.1%3,185,7891.5%IndustrialsCPRTCopart$223,087,400$12,299,297 â–¼-5.2%7,913,7071.4%Business ServicesHLTHilton Worldwide$218,339,548$25,121,569 â–¼-10.3%660,7141.3%Consumer DiscretionaryLOWLowe's Companies$169,985,002$20,974,773 â–¼-11.0%770,9421.0%Retail/WholesaleCLColgate-Palmolive$134,109,412$8,057,755 â–¼-5.7%1,462,7990.8%Consumer StaplesHDBHDFC Bank$113,131,422$15,432,443 â–²15.8%4,379,8460.7%FinanceFSSFederal Signal$2,054,041$925,128 â–¼-31.1%15,9860.0%Multi-Sector ConglomeratesJBT MAREL CORPORATION$1,193,205$681,500 â–¼-36.4%8,2290.0%COMHLIHoulihan Lokey$1,179,539$603,585 â–¼-33.8%8,7940.0%FinanceHAYWHayward$1,134,982$650,856 â–¼-36.4%65,5680.0%Computer and TechnologyIPARInterparfums$1,085,154$447,440 â–¼-29.2%9,7010.0%Consumer DiscretionaryMEDPMedpace$932,078$466,039 â–¼-33.3%1,7600.0%MedicalJKHYJack Henry & Associates$895,310$289,254 â–¼-24.4%6,5000.0%Computer and TechnologyFNDFloor & Decor$848,848$415,520 â–¼-32.9%14,3000.0%Retail/WholesaleWDFCWD-40$837,878$438,552 â–¼-34.4%3,4390.0%Consumer StaplesDCIDonaldson$747,605$529,643 â–¼-41.5%8,3280.0%IndustrialsEXPOExponent$693,015$305,552 â–¼-30.6%11,7940.0%Business ServicesSTVNStevanato Group$689,099$689,099 â–²New Holding38,1350.0%MedicalTREXTrex$603,933$390,312 â–¼-39.3%12,0690.0%ConstructionWHWyndham Hotels & Resorts$559,997$547,365 â–¼-49.4%6,6500.0%Consumer DiscretionarySSDSimpson Manufacturing$420,794$314,025 â–¼-42.7%2,0100.0%ConstructionSUNBELT RENTALS HOLDINGS INC$0$95,821,397 â–¼-100.0%00.0%SHSNKENIKE$0$93,007,305 â–¼-100.0%00.0%Consumer DiscretionaryFDSFactSet Research Systems$0$84,145,250 â–¼-100.0%00.0%Business ServicesPOWIPower Integrations$0$435,200 â–¼-100.0%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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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 Email Me a Login Link 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.
