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Ashburton (Jersey) Ltd Top Holdings and 13F Report (2025)

About Ashburton (Jersey) Ltd

Investment Activity

  • Ashburton (Jersey) Ltd has $226.67 thousand in total holdings as of December 31, 2024.
  • Ashburton (Jersey) Ltd owns shares of 52 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
  • Approximately 32.02% of the portfolio was purchased this quarter.
  • About 60.17% of the portfolio was sold this quarter.
  • This quarter, Ashburton (Jersey) Ltd has purchased 48 new stocks and bought additional shares in 7 stocks.
  • Ashburton (Jersey) Ltd sold shares of 25 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Microsoft
$29,961
Visa
$23,018
NVIDIA
$13,576
Alphabet
$11,449
Eaton
$10,341

Largest New Holdings this Quarter

Accenture
$9,189 Holding
Procter & Gamble
$7,468 Holding
Abbott Laboratories
$7,138 Holding
Booking
$4,496 Holding
Salesforce
$4,084 Holding

Largest Purchases this Quarter

Accenture
26,122 shares (about $9.19K)
Procter & Gamble
44,543 shares (about $7.47K)
Abbott Laboratories
63,103 shares (about $7.14K)
Coca-Cola
106,043 shares (about $6.60K)
UnitedHealth Group
12,482 shares (about $6.31K)

Largest Sales this Quarter

NVIDIA
129,531 shares (about $17.39K)
Eaton
52,262 shares (about $17.34K)
JPMorgan Chase & Co.
52,578 shares (about $12.60K)
Alphabet
66,072 shares (about $12.58K)
Apple
46,591 shares (about $11.67K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAshburton (Jersey) Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Co. stock logo
MSFT
Microsoft
$29,961$4,895 19.5%71,08213.2%Computer and Technology
Visa Inc. stock logo
V
Visa
$23,018$6,023 35.4%72,83110.2%Business Services
NVIDIA Co. stock logo
NVDA
NVIDIA
$13,576$17,395 -56.2%101,0946.0%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$11,449$12,583 -52.4%60,1195.1%Computer and Technology
Eaton Co. plc stock logo
ETN
Eaton
$10,341$17,344 -62.6%31,1604.6%Industrial Products
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$9,670$8,677 -47.3%44,0784.3%Retail/Wholesale
Accenture plc stock logo
ACN
Accenture
$9,189$9,189 New Holding26,1224.1%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$8,241$12,604 -60.5%34,3773.6%Finance
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$7,468$7,468 New Holding44,5433.3%Consumer Staples
The Coca-Cola Company stock logo
KO
Coca-Cola
$7,332$6,602 904.3%117,7693.2%Consumer Staples
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$7,138$7,138 New Holding63,1033.1%Medical
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$6,501$11,431 -63.7%14,3422.9%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$6,484$5,111 372.1%34,2552.9%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$6,456$6,314 4,457.9%12,7622.8%Medical
Apple Inc. stock logo
AAPL
Apple
$6,444$11,667 -64.4%25,7342.8%Computer and Technology
NXP Semiconductors stock logo
NXPI
NXP Semiconductors
$5,246$8,402 -61.6%25,2402.3%Computer and Technology
Booking Holdings Inc. stock logo
BKNG
Booking
$4,496$4,496 New Holding9052.0%Retail/Wholesale
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$4,250$5,186 -55.0%49,7941.9%Computer and Technology
Axon Enterprise, Inc. stock logo
AXON
Axon Enterprise
$4,186$695 -14.2%7,0431.8%Aerospace
Salesforce, Inc. stock logo
CRM
Salesforce
$4,084$4,084 New Holding12,2141.8%Computer and Technology
Otis Worldwide Co. stock logo
OTIS
Otis Worldwide
$3,621$3,621 New Holding39,0991.6%Construction
The Home Depot, Inc. stock logo
HD
Home Depot
$3,564$6,014 -62.8%9,1611.6%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,511$3,511 New Holding5,9961.5%Computer and Technology
Schlumberger Limited stock logo
SLB
Schlumberger
$3,488$5,418 -60.8%90,9631.5%Oils/Energy
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$3,259$5,216 -61.5%22,5341.4%Medical
Philip Morris International Inc. stock logo
PM
Philip Morris International
$2,854$2,854 New Holding23,7121.3%Consumer Staples
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$2,800$6 0.2%23,1771.2%Computer and Technology
Halliburton stock logo
HAL
Halliburton
$2,604$4,229 -61.9%95,7791.1%Oils/Energy
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$2,172$8,548 -79.7%29,3411.0%Finance
Morgan Stanley stock logo
MS
Morgan Stanley
$2,138$114 -5.1%17,0050.9%Finance
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$1,753$2 -0.1%14,5080.8%Retail/Wholesale
Expedia Group, Inc. stock logo
EXPE
Expedia Group
$1,496$103 -6.4%8,0280.7%Retail/Wholesale
Ambarella, Inc. stock logo
AMBA
Ambarella
$1,0190.0%14,0150.4%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$916$63 -6.4%9,2100.4%Medical
Enphase Energy, Inc. stock logo
ENPH
Enphase Energy
$912$184 25.2%13,2840.4%Oils/Energy
Netflix, Inc. stock logo
NFLX
Netflix
$882$882 New Holding9900.4%Consumer Discretionary
PDD Holdings Inc. stock logo
PDD
PDD
$862$46 -5.0%8,8910.4%Retail/Wholesale
Align Technology, Inc. stock logo
ALGN
Align Technology
$750$30 -3.9%3,5970.3%Medical
Tripadvisor, Inc. stock logo
TRIP
Tripadvisor
$583$42 -6.7%39,4560.3%Retail/Wholesale
Patterson-UTI Energy, Inc. stock logo
PTEN
Patterson-UTI Energy
$578$41 -6.7%69,9960.3%Oils/Energy
AT&T Inc. stock logo
T
AT&T
$410$34 -7.7%17,9880.2%Computer and Technology
DUOLINGO
$3990.0%1,2300.2%Common Stock
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1180.0%1530.1%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$111$111 New Holding2110.0%Business Services
PALANTIR TECHNOLOGIES INC-A
$1070.0%1,4100.0%Common Stock
Tesla, Inc. stock logo
TSLA
Tesla
$101$20 -16.7%2500.0%Auto/Tires/Trucks
BLACKROCK INC
$80$80 New Holding780.0%Common Stock
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$420.0%1230.0%Computer and Technology
Rivian Automotive, Inc. stock logo
RIVN
Rivian Automotive
$60.0%4150.0%Auto/Tires/Trucks
Fastly, Inc. stock logo
FSLY
Fastly
$30.0%2690.0%Computer and Technology
GINKGO BIOWORKS HOLDINGS INC
$10.0%1250.0%Common Stock
WORKHORSE GROUP INC
$00.0%300.0%Common Stock
ISHARES BITCOIN TRUST ETF
$0$138 -100.0%00.0%ETP
FIDELITY WISE ORIGIN BITCOIN
$0$113 -100.0%00.0%ETP
Comcast Co. stock logo
CMCSA
Comcast
$0$83 -100.0%00.0%Consumer Discretionary
BlackRock, Inc. stock logo
BLK
BlackRock
$0$73 -100.0%00.0%Finance
Adobe Inc. stock logo
ADBE
Adobe
$0$49 -100.0%00.0%Computer and Technology
Ecolab Inc. stock logo
ECL
Ecolab
$0$13 -100.0%00.0%Basic Materials
DocuSign, Inc. stock logo
DOCU
DocuSign
$0$8 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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