Pinestone Asset Management Inc. Top Holdings and 13F Report (2024) → BREAKING – Pentagon to Spend $20 Billion on “Distributed AI” (From Behind the Markets) (Ad) About Pinestone Asset Management Inc.Investment ActivityPinestone Asset Management Inc. has $6.29 billion in total holdings as of March 31, 2024.Pinestone Asset Management Inc. owns shares of 44 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 1.63% of the portfolio was purchased this quarter.About 60.54% of the portfolio was sold this quarter.This quarter, Pinestone Asset Management Inc. has purchased 44 new stocks and bought additional shares in 19 stocks.Pinestone Asset Management Inc. sold shares of 25 stocks and completely divested from 0 stocks this quarter.Largest Holdings Microsoft $582,205,799Taiwan Semiconductor Manufacturing $489,532,797Alphabet $437,994,030AutoZone $411,290,325Moody's $382,662,655 Largest Purchases this Quarter S&P Global 90,850 shares (about $38.65M)Adobe 39,780 shares (about $20.07M)Middleby 53,150 shares (about $8.55M)Colgate-Palmolive 80,925 shares (about $7.29M)FactSet Research Systems 14,500 shares (about $6.59M) Largest Sales this Quarter Microsoft 1,005,709 shares (about $423.12M)Alphabet 2,168,894 shares (about $327.35M)Moody's 800,369 shares (about $314.57M)Mastercard 566,743 shares (about $272.93M)AutoZone 84,479 shares (about $266.25M) 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 PortfolioSectorMSFTMicrosoft$582,205,799$423,121,890 ▼-42.1%1,383,8329.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$489,532,797$218,520,109 ▼-30.9%3,598,1837.8%Computer and TechnologyGOOGLAlphabet$437,994,030$327,351,171 ▼-42.8%2,901,9687.0%Computer and TechnologyAZOAutoZone$411,290,325$266,248,240 ▼-39.3%130,5006.5%Retail/WholesaleMCOMoody's$382,662,655$314,569,028 ▼-45.1%973,6226.1%FinanceMAMastercard$348,585,408$272,926,427 ▼-43.9%723,8525.5%Business ServicesUNHUnitedHealth Group$282,533,559$175,288,535 ▼-38.3%571,1214.5%MedicalSHWSherwin-Williams$240,148,477$175,018,892 ▼-42.2%691,4133.8%ConstructionTJXTJX Companies$236,799,169$189,378,929 ▼-44.4%2,334,8373.8%Retail/WholesalePEPPepsiCo$212,977,019$123,750,796 ▼-36.8%1,216,9423.4%Consumer StaplesORCLOracle$212,500,843$139,324,728 ▼-39.6%1,691,7513.4%Computer and TechnologyCMECME Group$204,858,554$132,836,514 ▼-39.3%951,5473.3%FinanceJNJJohnson & Johnson$186,136,320$107,078,020 ▼-36.5%1,176,6633.0%MedicalOTISOtis Worldwide$185,967,554$145,473,633 ▼-43.9%1,873,3513.0%ConstructionMSCIMSCI$178,557,689$137,714,335 ▼-43.5%318,5972.8%Computer and TechnologyGGGGraco$166,225,526$125,248,456 ▼-43.0%1,778,5742.6%Industrial ProductsCARRCarrier Global$155,653,364$120,612,367 ▼-43.7%2,677,6772.5%Computer and TechnologyMTDMettler-Toledo International$152,001,367$110,505,058 ▼-42.1%114,1762.4%Computer and TechnologyLOWLowe's Companies$139,473,081$5,046,201 ▲3.8%547,5332.2%Retail/WholesaleBDXBecton, Dickinson and Company$137,863,798$103,829,278 ▼-43.0%557,1382.2%MedicalSPGIS&P Global$122,164,564$38,652,133 ▲46.3%287,1421.9%Business ServicesHDBHDFC Bank$116,284,223$68,100,882 ▼-36.9%2,077,6171.8%FinanceNKENIKE$107,103,367$77,890,248 ▼-42.1%1,139,6401.7%Consumer DiscretionaryADIAnalog Devices$89,979,418$4,657,955 ▲5.5%454,9241.4%Computer and TechnologyMIDDMiddleby$88,050,373$8,545,989 ▲10.7%547,6111.4%Industrial ProductsADBEAdobe$87,660,121$20,072,988 ▲29.7%173,7221.4%Computer and TechnologyFDSFactSet Research Systems$80,890,962$6,588,655 ▲8.9%178,0211.3%Business ServicesCLColgate-Palmolive$53,216,668$7,287,296 ▲15.9%590,9680.8%Consumer StaplesKVUEKenvue$33,133,060$48,497,476 ▼-59.4%1,543,9450.5%Consumer StaplesWHWyndham Hotels & Resorts$18,550,475$928,675 ▲5.3%241,7000.3%Consumer DiscretionaryMEDPMedpace$15,478,945$1,657,015 ▼-9.7%38,3000.2%MedicalBRKRBruker$15,392,821$46,970 ▼-0.3%163,8580.2%Computer and TechnologyDCIDonaldson$13,800,864$552,632 ▲4.2%184,8000.2%Industrial ProductsJBTJohn Bean Technologies$13,603,813$3,114,813 ▲29.7%129,6960.2%Industrial ProductsSSDSimpson Manufacturing$12,946,858$2,174,908 ▲20.2%63,1000.2%ConstructionFNDFloor & Decor$12,573,140$285,164 ▲2.3%97,0000.2%ConstructionTREXTrex$11,398,333$1,848,467 ▼-14.0%114,2690.2%ConstructionIPARInter Parfums$11,015,984$660,397 ▲6.4%78,4000.2%Consumer StaplesEXPOExponent$9,558,964$487,871 ▲5.4%115,6000.2%Business ServicesWDFCWD-40$8,865,850$253,310 ▲2.9%35,0000.1%Consumer StaplesNRCNational Research$6,733,700$669,409 ▲11.0%170,0000.1%Business ServicesFOXFFox Factory$5,712,079$541,528 ▲10.5%109,7000.1%Auto/Tires/TrucksPOWIPower Integrations$5,659,605$1,159,110 ▲25.8%79,1000.1%Computer and TechnologyXPELXPEL$4,168,831$576,501 ▲16.0%77,1720.1%Auto/Tires/TrucksShowing largest 100 holdings. 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