As per corporate shareholdings filed for May-2025, people matching SVS Brown Shipley Balanced Fund publicly holds 25 stocks with a net worth of over US$ 84.9 M.
These are shares held by SVS Brown Shipley Balanced Fund as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.
| Stock Name | Holders Name | Current Price US$ | Quantity Held | Holding Percent | Change from Previous Qtr | Holding Value US$ | History | |
|---|---|---|---|---|---|---|---|---|
| Agilent Technologies Inc. | Svs Brown Shipley Balanced Fund | 123.28 | 8,017 | 0.00% | 0.00 | 988.3 K | ||
| Apple Inc | Svs Brown Shipley Balanced Fund | 211.16 | 27,391 | 0.00% | 0.00 | 5.8 M | ||
| American Tower Corp. | Svs Brown Shipley Balanced Fund | 219.24 | 8,504 | 0.00% | 0.00 | 1.9 M | ||
| Amazon.com Inc. | Svs Brown Shipley Balanced Fund | 225.02 | 29,985 | 0.00% | 0.00 | 6.7 M | ||
| Berkshire Hathaway Inc. - Ordinary Shares - Class B | Svs Brown Shipley Balanced Fund | 475.86 | 7,893 | 0.00% | 0.00 | 3.8 M | ||
| Chevron Corp. | Svs Brown Shipley Balanced Fund | 155.31 | 11,402 | 0.00% | 0.00 | 1.8 M | ||
| Walt Disney Co (The) | Svs Brown Shipley Balanced Fund | 119.87 | 27,334 | 0.00% | 0.00 | 3.3 M | ||
| Eaton Corporation plc | Svs Brown Shipley Balanced Fund | 360.62 | 5,813 | 0.00% | NEW | 2.1 M | ||
| Edwards Lifesciences Corp | Svs Brown Shipley Balanced Fund | 78.05 | 24,392 | 0.00% | 0.00 | 1.9 M | ||
| Alphabet Inc - Ordinary Shares - Class C | Svs Brown Shipley Balanced Fund | 181.31 | 38,634 | 0.00% | 0.00 | 7.0 M | ||
| JPMorgan Chase & Co. | Svs Brown Shipley Balanced Fund | 286.86 | 16,390 | 0.00% | 0.00 | 4.7 M | ||
| Linde Plc. | Svs Brown Shipley Balanced Fund | 468.81 | 3,562 | 0.00% | 0.00 | 1.7 M | ||
| Lilly(Eli) & Co | Svs Brown Shipley Balanced Fund | 793.01 | 2,143 | 0.00% | 0.00 | 1.7 M | ||
| Merck & Co Inc | Svs Brown Shipley Balanced Fund | 83.36 | 20,971 | 0.00% | 0.00 | 1.7 M | ||
| Microsoft Corporation | Svs Brown Shipley Balanced Fund | 503.32 | 20,741 | 0.00% | 0.00 | 10.4 M | ||
| ServiceNow Inc | Svs Brown Shipley Balanced Fund | 938.78 | 2,386 | 0.00% | 0.00 | 2.2 M | ||
| NVIDIA Corp | Svs Brown Shipley Balanced Fund | 164.92 | 57,668 | 0.00% | 0.00 | 9.5 M | ||
| Otis Worldwide Corp | Svs Brown Shipley Balanced Fund | 99.49 | 19,397 | 0.00% | 0.00 | 1.9 M | ||
| Procter & Gamble Co. | Svs Brown Shipley Balanced Fund | 157.05 | 23,001 | 0.00% | 0.00 | 3.6 M | ||
| Synopsys, Inc. | Svs Brown Shipley Balanced Fund | 559.28 | 4,635 | 0.00% | 0.00 | 2.6 M | ||
| Thermo Fisher Scientific Inc. | Svs Brown Shipley Balanced Fund | 434.86 | 3,828 | 0.00% | 0.00 | 1.7 M | ||
| Tesla Inc | Svs Brown Shipley Balanced Fund | 313.51 | 4,096 | 0.00% | 0.00 | 1.3 M | ||
| Unitedhealth Group Inc | Svs Brown Shipley Balanced Fund | 304.10 | 4,947 | 0.00% | 0.00 | 1.5 M | ||
| Visa Inc - Ordinary Shares - Class A | Svs Brown Shipley Balanced Fund | 347.93 | 9,429 | 0.00% | 0.00 | 3.3 M | ||
| Waste Management, Inc. | Svs Brown Shipley Balanced Fund | 226.01 | 8,156 | 0.00% | 0.00 | 1.8 M | ||
| Nike, Inc. - Ordinary Shares - Class B | 72.63 | - | Investor holds below 1% | |||||
| Fortive Corp | 52.69 | - | Investor holds below 1% |