Universe · entity
Williams Jones Wealth Management, LLC.
Institutional manager (13F) · CIK 1788587
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $6.6B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC COM | $532M | 2,098,040 |
| 2 | ALPHABET INC CAP STK CL A | $453M | 1,574,102 |
| 3 | COSTCO WHSL CORP NEW COM | $425M | 426,863 |
| 4 | MICROSOFT CORP COM | $361M | 974,320 |
| 5 | NVIDIA CORP COM | $339M | 1,941,198 |
| 6 | VISA INC COM CL A | $325M | 1,076,057 |
| 7 | AMAZON COM INC COM | $235M | 1,126,687 |
| 8 | ECOLAB INC COM | $192M | 723,014 |
| 9 | TJX COS INC NEW COM | $187M | 1,171,680 |
| 10 | EATON CORP PLC SHS | $183M | 512,646 |
| 11 | BROADCOM INC | $178M | 575,837 |
| 12 | JPMORGAN CHASE & CO COM | $171M | 580,888 |
| 13 | IDEXX LABS INC COM | $148M | 263,513 |
| 14 | ALPHABET INC CAP STK CL C | $146M | 508,899 |
| 15 | METTLER TOLEDO INTERNATIONAL C | $136M | 107,488 |
| 16 | BERKSHIRE HATHAWAY INC DEL CL | $124M | 259,278 |
| 17 | INTUIT COM | $122M | 282,597 |
| 18 | O REILLY AUTOMOTIVE INC NEW CO | $117M | 1,271,426 |
| 19 | AUTOMATIC DATA PROCESSING INC | $110M | 539,625 |
| 20 | DOVER CORP COM | $110M | 525,891 |
| 21 | AMPHENOL CORP NEW CL A | $103M | 818,200 |
| 22 | SHERWIN-WILLIAMS CO | $100M | 312,764 |
| 23 | INTUITIVE SURGICAL INC COM NEW | $99M | 214,327 |
| 24 | JOHNSON & JOHNSON COM | $93M | 380,130 |
| 25 | ISHARES SHORT-TERM CORP B | $92M | 1,750,360 |
| 26 | DANAHER CORP DEL COM | $88M | 465,440 |
| 27 | STERIS PLC SHS USD | $84M | 378,777 |
| 28 | CIENA CORP COM NEW | $83M | 214,693 |
| 29 | UBER TECHNOLOGIES INC COM | $83M | 1,154,197 |
| 30 | QUANTA SVCS INC COM | $81M | 148,289 |
| 31 | LILLY ELI & CO COM | $79M | 85,949 |
| 32 | APTARGROUP INC COM | $74M | 587,336 |
| 33 | APOLLO GLOBAL MGMT INC COM CL | $70M | 630,836 |
| 34 | VERTIV HOLDINGS CO-A | $69M | 273,950 |
| 35 | CINTAS CORP COM | $64M | 377,453 |
| 36 | ALCON AG ORD SHS | $61M | 813,900 |
| 37 | HOME DEPOT INC COM | $60M | 183,488 |
| 38 | LAM RESEARCH CORP COM | $59M | 274,069 |
| 39 | ISHARES COMEX GOLD TR ISHARES | $58M | 656,355 |
| 40 | META PLATFORMS INC | $57M | 99,809 |
| 41 | ENTERPRISE PRODS PARTNERS L P | $57M | 1,498,970 |
| 42 | BLACKSTONE GROUP INC | $56M | 482,767 |
| 43 | GOLDMAN SACHS GROUP INC | $54M | 64,118 |
| 44 | INTERNATIONAL BUSINESS MACHS C | $54M | 222,562 |
| 45 | EXXON MOBIL CORP COM | $53M | 312,428 |
| 46 | ZOETIS INC CL A | $43M | 364,658 |
| 47 | PEPSICO INC COM | $42M | 269,423 |
| 48 | AMGEN INC COM | $39M | 111,037 |
| 49 | AMERICAN EXPRESS CO COM | $38M | 124,502 |
| 50 | ONEX CORP SUB VTG | $36M | 493,214 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.