Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Brown Shipley& Co Ltd (CIK 1912970) reported $166.5M across 77 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($24.8M, 14.90%), MSFT ($20.2M, 12.11%), GOOG ($16.4M, 9.84%), GOOGL ($10.6M, 6.36%), JPM ($9.1M, 5.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $24.8M | 14.90% | 142,301 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $20.2M | 12.11% | 54,456 | Added |
| 3 | GOOG | ALPHABET INC | $16.4M | 9.84% | 57,097 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $10.6M | 6.36% | 36,825 | Trimmed |
| 5 | JPM | JPMORGAN CHASE & CO | $9.1M | 5.49% | 31,077 | Added |
| 6 | V | VISA INC | $8.5M | 5.13% | 28,274 | Trimmed |
| 7 | META | META PLATFORMS INC | $6.7M | 4.04% | 11,764 | Added |
| 8 | DIS | DISNEY WALT CO | $5.8M | 3.49% | 60,345 | Trimmed |
| 9 | SNPS | SYNOPSYS INC | $5.6M | 3.36% | 14,104 | Trimmed |
| 10 | TSLA | TESLA INC | $5.3M | 3.17% | 14,198 | Trimmed |
| 11 | NOW | SERVICENOW INC | $5.1M | 3.09% | 49,164 | Added |
| 12 | PG | PROCTER & GAMBLE CO | $4.7M | 2.79% | 32,205 | Trimmed |
| 13 | MRK | MERCK & CO INC | $4.3M | 2.59% | 35,849 | Trimmed |
| 14 | LLY | ELI LILLY & CO | $4.3M | 2.56% | 4,642 | Added |
| 15 | CVX | CHEVRON CORPORATION | $3.7M | 2.21% | 17,797 | Added |
| 16 | NEE | NEXTERA ENERGY INC | $3.2M | 1.91% | 34,157 | Added |
| 17 | WM | WASTE MGMT INC DEL | $2.9M | 1.75% | 12,662 | Trimmed |
| 18 | T | AT&T INC | $2.7M | 1.62% | 93,319 | Added |
| 19 | AMT | AMERICAN TOWER CORP | $2.5M | 1.53% | 14,727 | Trimmed |
| 20 | OTIS | OTIS WORLDWIDE CORP | $2.3M | 1.36% | 29,307 | Trimmed |
| 21 | INTC | INTEL CORP | $2.2M | 1.35% | 50,942 | Added |
| 22 | AVGO | BROADCOM INC | $2.1M | 1.25% | 6,723 | New |
| 23 | RY | ROYAL BK CDA | $1.7M | 1.03% | 10,650 | Hold |
| 24 | KEYS | KEYSIGHT TECHNOLOGIES INC | $1.7M | 1.03% | 6,068 | Trimmed |
| 25 | UNH | UNITEDHEALTH GROUP INC | $1.6M | 0.93% | 5,740 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31