Universe · entity
Covea Finance
Institutional manager (13F) · CIK 1636948
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.2B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | MICROSOFT CORP | $156M | 420,418 |
| 2 | APPLE INC | $142M | 558,877 |
| 3 | ALPHABET INC | $121M | 422,351 |
| 4 | AMAZON COM INC | $119M | 573,759 |
| 5 | NVIDIA CORPORATION | $113M | 645,750 |
| 6 | BROADCOM INC | $70M | 225,880 |
| 7 | WALMART INC | $65M | 521,910 |
| 8 | CAMECO CORP | $64M | 592,764 |
| 9 | WASTE MGMT INC DEL | $53M | 231,703 |
| 10 | FRANCO NEV CORP | $50M | 203,857 |
| 11 | THERMO FISHER SCIENTIFIC INC | $48M | 98,185 |
| 12 | BANK AMERICA CORP | $48M | 975,085 |
| 13 | NETFLIX INC. | $46M | 474,460 |
| 14 | MOTOROLA SOLUTIONS INC | $43M | 99,354 |
| 15 | AMERICAN WTR WKS CO INC NEW | $42M | 307,467 |
| 16 | GE VERNOVA INC | $41M | 47,275 |
| 17 | VISA INC | $41M | 135,057 |
| 18 | EMERSON ELEC CO | $40M | 302,599 |
| 19 | INTUITIVE SURGICAL INC | $39M | 84,875 |
| 20 | L3HARRIS TECHNOLOGIES INC | $38M | 110,180 |
| 21 | TJX COS INC NEW | $37M | 228,813 |
| 22 | KEYSIGHT TECHNOLOGIES INC | $36M | 128,788 |
| 23 | ABBOTT LABORATORIES | $35M | 340,869 |
| 24 | ANALOG DEVICES INC | $34M | 106,680 |
| 25 | COCA COLA CO | $33M | 438,480 |
| 26 | AMERICAN EXPRESS CO | $32M | 107,080 |
| 27 | PALO ALTO NETWORKS INC | $32M | 197,900 |
| 28 | HOWMET AEROSPACE INC | $31M | 135,729 |
| 29 | TELEDYNE TECHNOLOGIES INC | $30M | 49,357 |
| 30 | XYLEM INC | $29M | 246,193 |
| 31 | MARRIOTT INTL INC NEW | $29M | 88,618 |
| 32 | LOWES COS INC | $28M | 116,903 |
| 33 | ELI LILLY & CO | $27M | 29,140 |
| 34 | CONSTELLATION ENERGY CORP | $26M | 92,421 |
| 35 | APPLIED MATLS INC | $25M | 71,700 |
| 36 | BWX TECHNOLOGIES INC | $24M | 118,959 |
| 37 | PARKER-HANNIFIN CORP | $24M | 26,852 |
| 38 | HUBBELL INC | $24M | 48,700 |
| 39 | SHERWIN WILLIAMS CO | $24M | 74,487 |
| 40 | CMS ENERGY CORP | $23M | 293,100 |
| 41 | CURTISS WRIGHT CORP | $22M | 31,581 |
| 42 | ROCKWELL AUTOMATION INC | $21M | 58,609 |
| 43 | SERVICENOW INC | $20M | 193,425 |
| 44 | DANAHER CORP DEL | $20M | 102,956 |
| 45 | BAKER HUGHES COMPANY | $19M | 317,900 |
| 46 | MORGAN STANLEY | $19M | 117,570 |
| 47 | JPMORGAN CHASE & CO | $19M | 63,265 |
| 48 | MCCORMICK & CO INC | $18M | 365,664 |
| 49 | SOLSTICE ADVANCED MATLS INC | $18M | 240,172 |
| 50 | ADVANCED MICRO DEVICES INC | $18M | 89,800 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.