Knowledge Leaders Capital, LLC 13F Holdings · last filed Q2 2024
Knowledge Leaders Capital, LLC reported 32 securities worth $42.15M in its SEC 13F filing for Q2 2024 (period ended 2024-06-30). Top holdings: APH (5.64%), ADI (4.36%), GRMN (4.13%). Among its top 25 positions this quarter: 1 added, 24 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | APH | AMPHENOL CORP NEW | $2.4M | 5.64% | 35,274 | Added |
| 2 | ADI | ANALOG DEVICES INC | $1.8M | 4.36% | 8,044 | Trimmed |
| 3 | GRMN | GARMIN LTD | $1.7M | 4.13% | 10,696 | Trimmed |
| 4 | KLAC | KLA CORP | $1.7M | 4.07% | 2,081 | Trimmed |
| 5 | TT | TRANE TECHNOLOGIES PLC | $1.7M | 3.96% | 5,078 | Trimmed |
| 6 | ECL | ECOLAB INC | $1.7M | 3.92% | 6,942 | Trimmed |
| 7 | BSX | BOSTON SCIENTIFIC CORP | $1.6M | 3.82% | 20,907 | Trimmed |
| 8 | LRCX | LAM RESEARCH CORP | $1.5M | 3.67% | 1,451 | Trimmed |
| 9 | ACN | ACCENTURE PLC IRELAND | $1.5M | 3.65% | 5,078 | Trimmed |
| 10 | GOOGL | ALPHABET INC | $1.5M | 3.63% | 8,406 | Trimmed |
| 11 | NTAP | NETAPP INC | $1.5M | 3.63% | 11,864 | Trimmed |
| 12 | A | AGILENT TECHNOLOGIES INC | $1.5M | 3.56% | 11,578 | Trimmed |
| 13 | TMO | THERMO FISHER SCIENTIFIC INC | $1.5M | 3.47% | 2,647 | Trimmed |
| 14 | MPWR | MONOLITHIC PWR SYS INC | $1.4M | 3.43% | 1,760 | Trimmed |
| 15 | GPC | GENUINE PARTS CO | $1.4M | 3.37% | 10,272 | Trimmed |
| 16 | INTU | INTUIT | $1.4M | 3.35% | 2,149 | Trimmed |
| 17 | MU | MICRON TECHNOLOGY INC | $1.4M | 3.34% | 10,696 | Trimmed |
| 18 | DHR | DANAHER CORPORATION | $1.4M | 3.30% | 5,573 | Trimmed |
| 19 | AMZN | AMAZON COM INC | $1.4M | 3.23% | 7,040 | Trimmed |
| 20 | KDP | KEURIG DR PEPPER INC | $1.3M | 3.05% | 38,461 | Trimmed |
| 21 | PPG | PPG INDS INC | $1.2M | 2.88% | 9,632 | Trimmed |
| 22 | HUBB | HUBBELL INC | $1.2M | 2.86% | 3,301 | Trimmed |
| 23 | STE | STERIS PLC | $1.1M | 2.62% | 5,034 | Trimmed |
| 24 | TRU | TRANSUNION | $1.1M | 2.61% | 14,852 | Trimmed |
| 25 | MMM | 3M CO | $1.1M | 2.50% | 10,321 | Trimmed |
Source: SEC Form 13F filings · as of 2024-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR