Stewart Asset Management, LLC 13F Holdings

CIK 0001803340 · NEW YORK, NY

As of Dec 31, 2022, Stewart Asset Management, LLC reported 28 positions worth 30.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
UNITEDHEALTH GROUP INCUNHHealthcare31,566 6.7M12.83%
MASTERCARD INCMAFinancial Services40,049 3.9M10.67%
ALPHABET INCGOOGEquity116,249 0.3M7.91%
INTUITIVE SURGICAL INCISRGHealthcare34,156$9.1M6.95%
AMAZON.COM INCAMZNEquity100,445$8.4M6.47%
WALT DISNEY CODISCommunication Services88,443$7.7M5.89%
FLOOR & DECOR HOLDINGS INCFNDConsumer Cyclical108,282$7.5M5.78%
NVIDIA CORPNVDATechnology50,678$7.4M5.68%
ABBOTT LABORATORIESABTHealthcare46,297$5.1M3.90%
PARKER-HANNIFIN CORPPHIndustrials17,151$5.0M3.83%
DOMINOS PIZZA INCDPZConsumer Cyclical13,264$4.6M3.52%
ADOBE INCADBETechnology12,959$4.4M3.34%
COSTCO WHOLESALE CORPCOSTConsumer Defensive8,176$3.7M2.86%
MATCH GROUP INCMTCHCommunication Services89,495$3.7M2.85%
DANAHER CORPDHRHealthcare13,281$3.5M2.70%
APPLE INCAAPLTechnology22,683$2.9M2.26%
MSCI INCMSCIFinancial Services5,180$2.4M1.85%
THERMO FISHER SCIENTIFIC INCTMOHealthcare3,787$2.1M1.60%
BARRICK MINING CORPBBasic Materials120,000$2.1M1.58%
AUTOMATIC DATA PROCESSING INCADPIndustrials7,749 .9M1.42%
RHRHConsumer Cyclical6,605 .8M1.35%
ALGONQUIN POWER & UTILITIES CORPAQNUtilities183,650 .2M0.92%
MICROSOFT CORPMSFTTechnology4,747 .1M0.87%
VISA INC-CLASS A SHARESVFinancial Services4,704$977.0K0.75%
ANSYS INCANSSTechnology3,900$942.0K0.72%