Universe · entity
COOKSON PEIRCE & CO INC
Institutional manager (13F) · CIK 1141455
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.9B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MANUFAC | $153M | 451,991 |
| 2 | CORNING INC | $128M | 939,365 |
| 3 | ALPHABET INC | $122M | 423,499 |
| 4 | AMPHENOL CORP | $117M | 926,128 |
| 5 | FLEXTRONICS INTL LTD | $78M | 1,185,136 |
| 6 | ELI LILLY & CO | $57M | 61,609 |
| 7 | TECHNIPFMC PLC | $50M | 720,879 |
| 8 | HSBC HLDGS PLC | $49M | 593,877 |
| 9 | CARDINAL HEALTH INC | $48M | 226,821 |
| 10 | RALPH LAUREN CORP | $48M | 139,315 |
| 11 | HOWMET AEROSPACE INC | $45M | 195,897 |
| 12 | NOVARTIS AG | $43M | 283,617 |
| 13 | EMCOR GROUP INC | $43M | 58,108 |
| 14 | US FOODS HLDG CORP | $40M | 433,445 |
| 15 | ALCOA CORP | $37M | 559,674 |
| 16 | STERLING INFRASTRUCTURE INC | $34M | 82,662 |
| 17 | PALANTIR TECHNOLOGIES INC | $33M | 228,153 |
| 18 | STATE STR CORP | $33M | 256,818 |
| 19 | SOUTHWEST AIRLS CO | $32M | 863,345 |
| 20 | MONOLITHIC PWR SYS INC | $32M | 29,474 |
| 21 | QUEST DIAGNOSTICS INC | $31M | 156,342 |
| 22 | WOODWARD INC | $28M | 78,695 |
| 23 | GE VERNOVA INC | $28M | 31,756 |
| 24 | NEXTPOWER INC | $27M | 226,881 |
| 25 | NVIDIA CORPORATION | $26M | 151,759 |
| 26 | CENOVUS ENERGY INC | $26M | 974,573 |
| 27 | FLOWSERVE CORP | $26M | 350,689 |
| 28 | TOLL BROTHERS INC | $26M | 188,472 |
| 29 | CITIGROUP INC | $25M | 221,939 |
| 30 | INTERACTIVE BROKERS GROUP IN | $25M | 369,268 |
| 31 | BWX TECHNOLOGIES INC | $24M | 117,513 |
| 32 | BARRICK MNG CORP | $24M | 579,390 |
| 33 | JABIL INC | $24M | 88,586 |
| 34 | BROADCOM INC | $23M | 73,080 |
| 35 | ROSS STORES INC | $22M | 103,676 |
| 36 | MICRON TECHNOLOGY INC | $22M | 64,491 |
| 37 | ALLISON TRANSMISSION HLDGS I | $22M | 185,098 |
| 38 | BAKER HUGHES COMPANY | $21M | 338,481 |
| 39 | GOLDMAN SACHS GROUP INC | $20M | 24,143 |
| 40 | MCKESSON CORP | $20M | 22,943 |
| 41 | LAM RESEARCH CORP | $19M | 89,986 |
| 42 | ROYALTY PHARMA PLC | $19M | 388,484 |
| 43 | SUNCOR ENERGY INC NEW | $18M | 268,811 |
| 44 | BARCLAYS PLC | $17M | 823,469 |
| 45 | EVERCORE INC | $17M | 57,450 |
| 46 | GE AEROSPACE | $16M | 55,966 |
| 47 | FIVE BELOW INC | $15M | 65,886 |
| 48 | CLOUDFLARE INC | $14M | 69,924 |
| 49 | BORGWARNER INC | $14M | 259,165 |
| 50 | CASEYS GEN STORES INC | $14M | 19,144 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.