First Personal Financial Services 13F Holdings · last filed Q3 2024
First Personal Financial Services reported 570 securities worth $472.91M in its SEC 13F filing for Q3 2024 (period ended 2024-09-30). Top holdings: MSFT (3.77%), ACN (3.30%), GOOGL (3.12%). Among its top 25 positions this quarter: 2 added, 23 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $17.8M | 3.77% | 41,442 | Added |
| 2 | ACN | ACCENTURE PLC IRELAND | $15.6M | 3.30% | 44,143 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $14.7M | 3.12% | 88,909 | Trimmed |
| 4 | WM | WASTE MGMT INC DEL | $13.7M | 2.90% | 66,080 | Trimmed |
| 5 | IVV | ISHARES TR | $12.5M | 2.64% | 21,664 | Trimmed |
| 6 | TMO | THERMO FISHER SCIENTIFIC INC | $11.7M | 2.47% | 18,886 | Trimmed |
| 7 | PG | PROCTER AND GAMBLE CO | $11.6M | 2.45% | 66,863 | Added |
| 8 | BMI | BADGER METER INC | $11.5M | 2.44% | 52,791 | Trimmed |
| 9 | PSA | PUBLIC STORAGE OPER CO | $11.5M | 2.44% | 31,691 | Trimmed |
| 10 | AWK | AMERICAN WTR WKS CO INC NEW | $11.3M | 2.40% | 77,514 | Trimmed |
| 11 | DE | DEERE & CO | $11.1M | 2.35% | 26,607 | Trimmed |
| 12 | IJH | ISHARES TR | $10.7M | 2.27% | 171,987 | Trimmed |
| 13 | ANSS | ANSYS INC | $10.4M | 2.21% | 32,778 | Trimmed |
| 14 | NOBL | PROSHARES TR | $10.4M | 2.20% | 97,615 | Trimmed |
| 15 | MKC | MCCORMICK & CO INC | $10.3M | 2.17% | 124,690 | Trimmed |
| 16 | ORCL | ORACLE CORP | $10.2M | 2.16% | 60,044 | Trimmed |
| 17 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $10.0M | 2.12% | 57,712 | Trimmed |
| 18 | NUE | NUCOR CORP | $9.7M | 2.06% | 64,816 | Trimmed |
| 19 | EWL | ISHARES INC | $9.7M | 2.05% | 186,322 | Trimmed |
| 20 | CL | COLGATE PALMOLIVE CO | $9.4M | 1.99% | 90,714 | Trimmed |
| 21 | UL | UNILEVER PLC | $9.3M | 1.97% | 143,496 | Trimmed |
| 22 | EQIX | EQUINIX INC | $8.5M | 1.79% | 9,546 | Trimmed |
| 23 | WMT | WALMART INC | $8.5M | 1.79% | 104,847 | Trimmed |
| 24 | AAPL | APPLE INC | $8.2M | 1.74% | 35,226 | Trimmed |
| 25 | COST | COSTCO WHSL CORP NEW | $7.8M | 1.64% | 8,775 | Trimmed |
Source: SEC Form 13F filings · as of 2024-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR