MU Investments Co., Ltd. 13F Holdings · last filed Q3 2023
MU Investments Co., Ltd. reported 24 securities worth $74.73M in its SEC 13F filing for Q3 2023 (period ended 2023-09-30). Top holdings: PH (5.47%), CARR (5.38%), MSFT (5.16%). Among its top 25 positions this quarter: 24 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PH | PARKER-HANNIFIN CP | $4.1M | 5.47% | 10,420 | Trimmed |
| 2 | CARR | CARRIER GLOBAL CORP | $4.0M | 5.38% | 71,890 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $3.9M | 5.16% | 12,300 | Trimmed |
| 4 | AAPL | APPLE COMPUTER | $3.8M | 5.12% | 22,430 | Trimmed |
| 5 | GWW | WW GRAINGER INC | $3.8M | 5.09% | 5,440 | Trimmed |
| 6 | COST | COSTCO WHOLESALE CORP | $3.7M | 4.91% | 6,450 | Trimmed |
| 7 | NUE | NUCOR CORP | $3.5M | 4.75% | 22,500 | Trimmed |
| 8 | SU | SUNCOR ENERGY INC | $3.5M | 4.72% | 100,300 | Trimmed |
| 9 | MRSH | MARSH & MCLENNAN COS | $3.5M | 4.69% | 18,110 | Trimmed |
| 10 | TJX | TJX COMPANIES | $3.5M | 4.65% | 38,790 | Trimmed |
| 11 | ACN | ACCENTURE PLC-CL A | $3.4M | 4.56% | 11,320 | Trimmed |
| 12 | TSM | TAIWAN SEMICONDUCTOR-SP ADR | $3.4M | 4.54% | 39,220 | Trimmed |
| 13 | V | VISA INC-CLASS A SHARES | $3.4M | 4.50% | 14,500 | Trimmed |
| 14 | CMI | CUMMINS | $3.0M | 3.97% | 12,810 | Trimmed |
| 15 | ROST | ROSS STORES INC | $3.0M | 3.95% | 26,430 | Trimmed |
| 16 | UNH | UNITEDHEALTH GROUP INC | $2.9M | 3.90% | 5,720 | Trimmed |
| 17 | TXN | TEXAS INSTRUMENTS INC | $2.8M | 3.79% | 17,810 | Trimmed |
| 18 | TMO | THERMO FISHER SCIENTIFIC INC | $2.8M | 3.76% | 5,580 | Trimmed |
| 19 | JNJ | JOHNSON & JOHNSON | $2.7M | 3.60% | 17,150 | Trimmed |
| 20 | BBY | BEST BUY CO INC | $2.6M | 3.50% | 37,940 | Trimmed |
| 21 | NKE | NIKE INC B | $2.5M | 3.40% | 28,360 | Trimmed |
| 22 | PFE | PFIZER INC | $1.9M | 2.51% | 58,470 | Trimmed |
| 23 | EL | ESTEE LAUDER-A | $1.8M | 2.38% | 12,510 | Trimmed |
| 24 | DG | DOLLAR GENERAL | $1.3M | 1.71% | 12,110 | Trimmed |
Source: SEC Form 13F filings · as of 2023-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR