Top 50 Ashburton (Jersey) Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 13.22% | 71.1K | $30K | +17.42%(+10.54K) | โ | 2024-12-31 | |
| V | VISA INC-CLASS A SHARES | 10.15% | 72.8K | $23K | +33.63%(+18.33K) | โ | 2024-12-31 | |
| NVDA | NVIDIA CORP | 5.99% | 101.1K | $14K | -57.03%(-134.15K) | โ | 2024-12-31 | |
| GOOG | ALPHABET INC-CL C | 5.05% | 60.1K | $11K | -53.16%(-68.24K) | โ | 2024-12-31 | |
| ETN | EATON CORP PLC | 4.56% | 31.2K | $10K | -68.47%(-67.65K) | โ | 2024-12-31 | |
| AMZN | AMAZON.COM INC | 4.27% | 44.1K | $10K | -47.38%(-39.68K) | โ | 2024-12-31 | |
| ACN | ACCENTURE PLC-CL A | 4.05% | 26.1K | $9K | +5124.40%(+25.62K) | โ | 2024-12-31 | |
| JPM | JPMORGAN CHASE & CO | 3.64% | 34.4K | $8K | -61.26%(-54.35K) | โ | 2024-12-31 | |
| PG | PROCTER & GAMBLE CO/THE | 3.29% | 44.5K | $7K | new | โ | 2024-12-31 | |
| KO | COCA-COLA CO/THE | 3.23% | 117.8K | $7K | +800.58%(+104.69K) | โ | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
Ashburton (Jersey) Ltd reports $226.67K in US-listed equity holdings across 52 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (13.2%), V (10.2%) and NVDA (6.0%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ashburton (Jersey) Ltdโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1661222). View Ashburton (Jersey) Ltdโs 13F filings on SEC