MU Investments Co., Ltd. 13F Holdings
CIK 0001473438 · TOKYO, M0
As of Sep 30, 2023, MU Investments Co., Ltd. reported 24 positions worth $74.7M in its SEC Form 13F filing.
Top 24 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| PARKER-HANNIFIN CORP | PH | Industrials | 10,420 | $4.1M | 5.47% |
| CARRIER GLOBAL CORP | CARR | Basic Materials | 71,890 | $4.0M | 5.38% |
| MICROSOFT CORP | MSFT | Technology | 12,300 | $3.9M | 5.16% |
| APPLE INC | AAPL | Technology | 22,430 | $3.8M | 5.12% |
| WW GRAINGER INC | GWW | Industrials | 5,440 | $3.8M | 5.09% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 6,450 | $3.7M | 4.91% |
| NUCOR CORP | NUE | Basic Materials | 22,500 | $3.5M | 4.75% |
| SUNCOR ENERGY INC | SU | Energy | 100,300 | $3.5M | 4.72% |
| MARSH & MCLENNAN COMPANIES INC | MMC | Financial Services | 18,110 | $3.5M | 4.69% |
| TJX COMPANIES INC | TJX | Consumer Cyclical | 38,790 | $3.5M | 4.65% |
| ACCENTURE PLC | ACN | Technology | 11,320 | $3.4M | 4.56% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 39,220 | $3.4M | 4.54% |
| VISA INC-CLASS A SHARES | V | Financial Services | 14,500 | $3.4M | 4.50% |
| CUMMINS INC | CMI | Industrials | 12,810 | $3.0M | 3.97% |
| ROSS STORES INC | ROST | Consumer Cyclical | 26,430 | $3.0M | 3.95% |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 5,720 | $2.9M | 3.90% |
| TEXAS INSTRUMENTS INC | TXN | Technology | 17,810 | $2.8M | 3.79% |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 5,580 | $2.8M | 3.76% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 17,150 | $2.7M | 3.60% |
| BEST BUY CO INC | BBY | Consumer Cyclical | 37,940 | $2.6M | 3.50% |
| NIKE INC | NKE | Consumer Cyclical | 28,360 | $2.5M | 3.40% |
| PFIZER INC | PFE | Healthcare | 58,470 |