Top 50 TriCert Investment Counsel Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | 7.92% | 446.3K | $85.0M | new | $159.01(+17.45%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 4.59% | 194.2K | $49.3M | new | $248.23(+5.81%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.42% | 94.9K | $47.5M | new | $487.53(+7.35%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.91% | 112.5K | $42.0M | new | $365.99(+37.37%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.49% | 50.9K | $37.5M | new | $647.34(+11.35%) | 2026-06-30 | |
| NVS | NOVARTIS AG | 3.3% | 226.3K | $35.5M | new | $153.54(+2.31%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.61% | 78.5K | $28.1M | new | $315.43(+11.42%) | 2026-06-30 | |
| V | VISA INC | 2.54% | 79.5K | $27.3M | new | $321.32(+12.48%) | 2026-06-30 | |
| ETN | EATON CORP PLC | 2.52% | 63.6K | $27.1M | new | $384.82(+18.26%) | 2026-06-30 | |
| IQLT | ISHARES TR | 2.4% | 519.8K | $25.8M | new | $47.18(+9.93%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
TriCert Investment Counsel Inc. reports $1.07B in US-listed equity holdings across 88 positions in its most recent 13F filing. Its largest disclosed positions are XLK (7.9%), JNJ (4.6%) and BRK.B (4.4%). The top 20 holdings account for 58.35% of reported assets. Figures reflect the Q2 2026 filing.
Sign up free to track TriCert Investment Counsel Inc., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from TriCert Investment Counsel Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2143895). View TriCert Investment Counsel Inc.’s 13F filings on SEC