PA

Page Arthur B

Diversified strategyQuality / disciplined sizingLong-term holder

Total reported value

$97.2M

Reporting period: 2024-03-31 · Number of holdings: 110

Page Arthur B disclosed 110 holdings in its latest 13F filing for the period ending 2024-03-31, with total reported value of $97.2M and a quarterly turnover rate of 0.0%.

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Personality snowflake

Concentration
13.51
Portfolio Stability
0
Momentum/Contrarian
50
Sector conviction
56.16
Diversification
88
Sizing Uniformity
92.95

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 44 holdings (of 110 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1MSFTMicrosoft CORPStock-Tech6.11%—-4.55%
2AMDAdvanced Micro DevicesStock-Tech4.80%—-11.85%
3MAMastercard INC - AStock-Financials4.77%—-7.40%
4GOOGLAlphabet Inc-cl AStock-Comm Services4.76%—-6.07%
5AAPLApple INCStock-Tech4.42%—-5.30%
6FISVFiserv INCStock-Other4.20%—-5.97%
7ADPAutomatic Data ProcessingStock-Tech3.98%—-6.44%
8ADIAnalog Devices INCStock-Tech3.64%—-7.26%
9ABTAbbott LaboratoriesStock-Healthcare3.63%—-5.04%
10NVDANvidia CORPStock-Tech3.58%—-9.89%
11HDHome Depot INCStock-Consumer Disc3.57%—-2.18%
12DHRDanaher CORPStock-Healthcare3.53%—-2.33%
13JNJJohnson & JohnsonStock-Healthcare3.47%—-5.45%
14AMZNAmazon.com INCStock-Consumer Disc3.40%—+0.88%
15CNICanadian Natl Railway CoStock-Industrials3.12%—-21.96%
16TJXTjx Companies INCStock-Consumer Disc3.05%—-5.12%
17ROKRockwell Automation INCStock-Industrials3.00%—-6.05%
18UNHUnitedhealth Group INCStock-Healthcare2.97%—-5.33%
19ATRAptargroup INCStock-Healthcare2.79%—-2.19%
20PGProcter & Gamble Co/theStock-Consumer Staples2.71%—-0.22%
21CVXChevron CORPStock-Energy2.70%—+0.23%
22XYLXylem INCStock-Industrials2.48%—-4.87%
23NSRGYNestle Sa-spons AdrStock-Other2.27%—-5.17%
24SBGSYSchneider Elect Se-unsp AdrStock-Other2.26%—+27.74%
25WMTWalmart INCStock-Consumer Staples2.01%—+166.11%
26NKENike INC -cl BStock-Consumer Disc1.33%—-6.28%
27BDXBecton Dickinson And CoStock-Healthcare1.21%—+0.42%
28PEPPepsico INCStock-Consumer Staples1.18%—-5.47%
29RTXRtx CORPStock-Industrials1.18%—-0.09%
30CHDChurch & Dwight Co INCStock-Consumer Staples1.17%—-18.98%
31MDTMedtronic plcStock-Healthcare0.92%—-5.85%
32SYKStryker CORPStock-Healthcare0.75%——
33NVSNovartis Ag-sponsored AdrStock-Healthcare0.75%—-56.73%
34BALLBall CORPStock-Consumer Disc0.57%——
35CARRCarrier Global CORPStock-Industrials0.51%——
36BRK-BBerkshire Hathaway Inc-cl BStock-Other0.50%—-8.70%
37SYYSysco CORPStock-Consumer Staples0.47%—-25.33%
38MRKMerck & Co. INC.Stock-Healthcare0.38%——
39PANWPalo Alto Networks INCStock-Tech0.35%——
40EQPGXFidelity Adv Eqty Grw-iStock-Other0.34%——
41HONHoneywell International INCStock-Industrials0.31%—-40.52%
42VRTXVertex Pharmaceuticals INCStock-Healthcare0.31%——
43COSTCostco Wholesale CORPStock-Consumer Staples0.30%——
44AMGNAmgen INCStock-Healthcare0.25%—-5.49%

Holding changes this quarter

Position changes disclosed by Page Arthur B for the quarter ending 2024-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction

FAQ

What is Page Arthur B and what type of investor is it?
Page Arthur B is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2024-03-31), the firm manages a tracked equity portfolio valued at approximately $97.2M, spread across 110 disclosed positions.
What are Page Arthur B's largest equity positions?
Based on the latest 13F filing, Page Arthur B's top holdings by market value are: 1. Microsoft CORP (MSFT) — $5.9M (6.1%) 2. Advanced Micro Devices (AMD) — $4.7M (4.8%) 3. Mastercard INC - A (MA) — $4.6M (4.8%) 4. Alphabet Inc-cl A (GOOGL) — $4.6M (4.8%) 5. Apple INC (AAPL) — $4.3M (4.4%)
What changes did Page Arthur B make in its most recent portfolio filing?
No notable portfolio changes were recorded for Page Arthur B in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Page Arthur B focus on?
Page Arthur B is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 29.7% • Health Care: 23.2% • Consumer Discretionary: 13.2% • Industrials: 11.7% • Consumer Staples: 8.7% • Financials: 5.3%

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