StockDriftsStockDriftsTop 49 Stewart & Patten Co Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | Microsoft Corp | 6.35% | 101.0K | $42.5M | -8.48%(-9.35K) | — | 2024-03-31 | |
| JPM | J P Morgan Chase & Co | 6.03% | 201.5K | $40.4M | -5.33%(-11.36K) | — | 2024-03-31 | |
| AAPL | Apple Computer, Inc. | 4.86% | 189.6K | $32.5M | -1.44%(-2.77K) | — | 2024-03-31 | |
| HD | Home Depot, Inc. | 4.79% | 83.5K | $32.0M | -2.37%(-2.03K) | — | 2024-03-31 | |
| SYK | Stryker Corp. | 4.33% | 80.9K | $28.9M | -1.89%(-1.55K) | — | 2024-03-31 | |
| AXP | American Express | 4.32% | 126.9K | $28.9M | -2.58%(-3.37K) | — | 2024-03-31 | |
| JNJ | Johnson & Johnson | 4.27% | 180.6K | $28.6M | +1.49%(+2.66K) | — | 2024-03-31 | |
| PG | Procter & Gamble Co | 3.9% | 160.9K | $26.1M | -0.71%(-1.15K) | — | 2024-03-31 | |
| ADP | Automatic Data Processing | 3.79% | 101.6K | $25.4M | -1.05%(-1.08K) | — | 2024-03-31 | |
| AVGO | Broadcom Ltd. | 3.73% | 18.8K | $25.0M | -8.25%(-1.69K) | — | 2024-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Stewart & Patten Co Llc reports $668.92M in US-listed equity holdings across 124 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (6.3%), JPM (6.0%) and AAPL (4.9%). Figures reflect the Q1 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 Stewart & Patten Co Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 860580). View Stewart & Patten Co Llc’s 13F filings on SEC