Stewart Asset Management as of Dec. 31, 2021
Portfolio Holdings for Stewart Asset Management
Stewart Asset Management holds 30 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 9.1 | $17M | 5.9k | 2893.64 | |
| UnitedHealth (UNH) | 9.1 | $17M | 34k | 502.13 | |
| Amazon (AMZN) | 8.3 | $16M | 4.7k | 3334.33 | |
| Match Group (MTCH) | 7.5 | $14M | 39k | 359.33 | |
| Walt Disney Company (DIS) | 6.7 | $13M | 82k | 154.88 | |
| Parker-Hannifin Corporation (PH) | 6.1 | $11M | 39k | 294.10 | |
| Mastercard Incorporated Cl A (MA) | 6.0 | $11M | 32k | 359.31 | |
| Generac Holdings (GNRC) | 4.7 | $8.9M | 69k | 130.01 | |
| Danaher Corporation (DHR) | 4.5 | $8.4M | 15k | 567.71 | |
| Meta Platforms Cl A (META) | 3.8 | $7.1M | 54k | 132.24 | |
| Elanco Animal Health (ELAN) | 3.8 | $7.1M | 13k | 564.27 | |
| Pool Corporation (POOL) | 3.3 | $6.1M | 33k | 188.57 | |
| Abbott Laboratories (ABT) | 3.2 | $6.1M | 43k | 140.73 | |
| Microsoft Corporation (MSFT) | 2.9 | $5.4M | 16k | 336.33 | |
| Paypal Holdings (PYPL) | 2.4 | $4.5M | 14k | 318.14 | |
| Apple (AAPL) | 2.3 | $4.4M | 25k | 177.57 | |
| Floor & Decor Hldgs Cl A (FND) | 2.2 | $4.1M | 143k | 28.38 | |
| Domino's Pizza (DPZ) | 2.1 | $4.0M | 12k | 329.01 | |
| Rh (RH) | 1.9 | $3.6M | 6.7k | 535.89 | |
| Ross Stores (ROST) | 1.8 | $3.5M | 30k | 114.29 | |
| Algonquin Power & Utilities equs (AQN) | 1.6 | $3.1M | 212k | 14.45 | |
| Adobe Systems Incorporated (ADBE) | 1.6 | $3.1M | 5.4k | 566.99 | |
| Costco Wholesale Corporation (COST) | 1.2 | $2.3M | 121k | 19.00 | |
| Automatic Data Processing (ADP) | 1.1 | $2.0M | 8.1k | 246.59 | |
| Ansys (ANSS) | 0.9 | $1.8M | 4.4k | 401.14 | |
| NVIDIA Corporation (NVDA) | 0.9 | $1.7M | 5.0k | 336.24 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $759k | 262.00 | 2896.95 | |
| AutoZone (AZO) | 0.1 | $273k | 130.00 | 2100.00 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $219k | 622.00 | 352.09 | |
| Visa Com Cl A (V) | 0.1 | $218k | 496.00 | 439.52 |
