J. Stern & Co. Llp

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$1.03B
Q ending 2026-03-31
Prior quarter
$1.17B
Q ending 2025-12-31
Change
-12.1% QoQ · -1.1% YoY
Positions
49
reported holdings

Largest positions

All 49 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Nvidia CorporationNVDAShares$108.0M619K
Alphabet IncGOOGShares$91.1M318K
Amazon Com IncAMZNShares$72.6M348K
Amphenol CorpAPHShares$63.1M499K
Honeywell Intl IncHONGBPShares$62.2M275K
Eaton Corp PlcShares$61.4M172K
Meta Platforms IncMETAShares$61.4M107K
Mastercard IncorporatedMAShares$59.3M119K
Rtx CorporationRTXShares$58.3M302K
Intercontinental Exchange InICEShares$53.5M340K
Nike IncNKEShares$40.7M771K
American Tower CorpAMTShares$37.3M216K
Xylem IncXYLShares$34.3M287K
Salesforce IncCRMShares$34.2M183K
Disney Walt CoDISShares$32.7M340K
Abbott LaboratoriesABTShares$32.4M316K
Otis Worldwide CorpOTISShares$30.4M395K
Thermo Fisher Scientific IncTMOShares$27.0M55K
Zoetis IncZTSShares$22.7M192K
Berkshire Hathaway Inc DelBRK/BShares$4.7M10K
Lam Research CorpLRCXShares$4.2M20K
Eli Lilly & CoLLYShares$4.2M5K
Cadence Design System IncCDNSShares$3.5M13K
Visa IncVShares$3.1M10K
Mcdonalds CorpMCDShares$2.9M9K
Lauder Estee Cos IncELShares$2.8M39K
Booking Holdings IncBKNGShares$2.8M669
Block IncXYZShares$2.6M44K
Idexx Labs IncIDXXShares$2.6M5K
Home Depot IncHDShares$2.4M7K
Te Connectivity PlcShares$2.0M10K
Intuitive Surgical IncISRGShares$1.9M4K
Dexcom IncDXCMShares$1.7M27K
Lowes Cos IncLOWShares$1.7M7K
Linde PlcShares$1.5M3K
Alphabet IncGOOGLShares$892K3K
Applied Matls IncAMATShares$786K2K
Brown Forman CorpBF/BShares$674K25K
Northrop Grumman CorpNOCShares$505K740
Lockheed Martin CorpLMTShares$426K705
Slb LimitedSLBShares$380K7K
Adobe IncADBEShares$368K2K
Draftkings Inc NewDKNGShares$115K5K
Sap SeSAPShares$87K508
Asml Hldg NvShares$82K62
Microsoft CorpMSFTShares$74K200
Union Pac CorpUNPShares$34K140
Fidelity Natl Information SvFISShares$8K172
Solstice Advanced Matls IncSOLSShares$6K78

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.