Brown Shipley& Co Ltd Diversified Active

Location: London, United Kingdom

CIK: 0001912970 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 6, 2026

Total Value: $167M (100.0% shares, 0.0% debt)

Holdings (78)

NVDA NVIDIA CORPORATION 14.9%
Value $24.82M Shares 142,301 Est. Cost $92.57 Unrealized +101.6%
MSFT MICROSOFT CORP 12.1%
Value $20.16M Shares 54,456 Est. Cost $282.09 Unrealized +54.1%
GOOG ALPHABET INC 9.8%
Value $16.38M Shares 57,097 Est. Cost $102.73 Unrealized +215.1%
GOOGL ALPHABET INC 6.4%
Value $10.59M Shares 36,825 Est. Cost $98.37 Unrealized +228.6%
JPM JPMORGAN CHASE & CO 5.5%
Value $9.142M Shares 31,077 Est. Cost $133.70 Unrealized +132.9%
V VISA INC 5.1%
Value $8.546M Shares 28,274 Est. Cost $219.70 Unrealized +49.8%
META META PLATFORMS INC 4.0%
Value $6.731M Shares 11,764 Est. Cost $510.63 Unrealized +28.4%
DIS DISNEY WALT CO 3.5%
Value $5.816M Shares 60,345 Est. Cost $97.69 Unrealized +12.0%
SNPS SYNOPSYS INC 3.4%
Value $5.592M Shares 14,104 Est. Cost $516.78 Unrealized -8.7%
TSLA TESLA INC 3.2%
Value $5.278M Shares 14,198 Est. Cost $178.26 Unrealized +139.0%
NOW SERVICENOW INC 3.1%
Value $5.14M Shares 49,164 Est. Cost $150.52 Unrealized -19.5%
PG PROCTER & GAMBLE CO 2.8%
Value $4.652M Shares 32,205 Est. Cost $137.07 Unrealized +10.7%
MRK MERCK & CO INC 2.6%
Value $4.312M Shares 35,849 Est. Cost $102.32 Unrealized +11.7%
LLY ELI LILLY & CO 2.6%
Value $4.27M Shares 4,642 Est. Cost $695.76 Unrealized +50.5%
CVX CHEVRON CORPORATION 2.2%
Value $3.682M Shares 17,797 Est. Cost $146.25 Unrealized +17.5%
NEE NEXTERA ENERGY INC 1.9%
Value $3.173M Shares 34,157 Est. Cost $87.06 Unrealized +0.1%
WM WASTE MGMT INC DEL 1.7%
Value $2.91M Shares 12,662 Est. Cost $151.59 Unrealized +49.1%
T AT&T INC 1.6%
Value $2.705M Shares 93,319 Est. Cost $25.73 Unrealized +0.1%
AMT AMERICAN TOWER CORP 1.5%
Value $2.542M Shares 14,727 Est. Cost $184.32 Unrealized -5.2%
OTIS OTIS WORLDWIDE CORP 1.4%
Value $2.259M Shares 29,307 Est. Cost $80.89 Unrealized +10.7%
INTC INTEL CORP 1.4%
Value $2.248M Shares 50,942 Est. Cost $32.72 Unrealized +41.9%
AVGO BROADCOM INC 1.2%
Value $2.081M Shares 6,723 Est. Cost $334.17 Unrealized 0.0%
RY ROYAL BK CDA 1.0%
Value $1.716M Shares 10,650 Est. Cost $99.10 Unrealized +71.5%
KEYS KEYSIGHT TECHNOLOGIES INC 1.0%
Value $1.713M Shares 6,068 Est. Cost $150.34 Unrealized +51.8%
UNH UNITEDHEALTH GROUP INC 0.9%
Value $1.553M Shares 5,740 Est. Cost $471.72 Unrealized -34.6%
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.8%
Value $1.26M Shares 3,729 Est. Cost $102.67 Unrealized
EQX EQUINOX GOLD CORP 0.5%
Value $844K Shares 58,650 Est. Cost $15.52 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC 0.5%
Value $838K Shares 7,349 Est. Cost $136.52 Unrealized -1.3%
EL LAUDER ESTEE COS INC 0.3%
Value $546K Shares 7,605 Est. Cost $195.58 Unrealized -42.8%
NKE NIKE INC 0.3%
Value $464K Shares 8,793 Est. Cost $112.83 Unrealized -43.3%
CM CANADIAN IMPERIAL BANK OF CO 0.3%
Value $459K Shares 4,860 Est. Cost $38.53 Unrealized +145.4%
PYPL PAYPAL HLDGS INC 0.3%
Value $421K Shares 9,316 Est. Cost $73.98 Unrealized -32.3%
KO COCA COLA CO 0.2%
Value $382K Shares 5,027 Est. Cost $56.65 Unrealized +32.0%
PANW PALO ALTO NETWORKS INC 0.2%
Value $257K Shares 1,600 Est. Cost $159.90 Unrealized +7.7%
PFE PFIZER INC 0.1%
Value $229K Shares 8,155 Est. Cost $29.82 Unrealized -12.2%
XOM EXXON MOBIL CORP 0.1%
Value $227K Shares 1,336 Est. Cost $103.01 Unrealized +34.7%
MA MASTERCARD INCORPORATED 0.1%
Value $222K Shares 445 Est. Cost $361.53 Unrealized +49.1%
TD TORONTO DOMINION BK ONT 0.1%
Value $214K Shares 2,300 Est. Cost $64.61 Unrealized +47.4%
FERG FERGUSON ENTERPRISES INC 0.1%
Value $194K Shares 830 Est. Cost $197.54 Unrealized +27.1%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value $182K Shares 1,154 Est. Cost $112.48 Unrealized +46.7%
PEP PEPSICO INC 0.1%
Value $156K Shares 1,006 Est. Cost $153.13 Unrealized +1.1%
CSCO CISCO SYS INC 0.1%
Value $146K Shares 1,882 Est. Cost $70.88 Unrealized +9.9%
ORCL ORACLE CORP 0.1%
Value $108K Shares 732 Est. Cost $89.77 Unrealized +88.9%
GE GE AEROSPACE 0.1%
Value $100K Shares 353 Est. Cost $65.91 Unrealized +382.8%
MELI MERCADOLIBRE INC 0.1%
Value $96,825 Shares 56 Est. Cost $1444.11 Unrealized +43.1%
INTU INTUIT 0.1%
Value $83,449 Shares 193 Est. Cost $418.09 Unrealized +19.0%
HON HONEYWELL INTL INC 0.0%
Value $80,241 Shares 355 Est. Cost $198.77 Unrealized +13.7%
SBUX STARBUCKS CORP 0.0%
Value $70,059 Shares 782 Est. Cost $97.06 Unrealized -3.5%
MCD MCDONALDS CORP 0.0%
Value $69,617 Shares 224 Est. Cost $252.29 Unrealized +25.7%
JNJ JOHNSON & JOHNSON 0.0%
Value $68,443 Shares 280 Est. Cost $148.10 Unrealized +53.9%
JXN JACKSON FINANCIAL INC 0.0%
Value $67,661 Shares 640 Est. Cost $35.87 Unrealized +220.5%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $66,117 Shares 527 Est. Cost $107.17 Unrealized
FTV FORTIVE CORP 0.0%
Value $58,099 Shares 1,051 Est. Cost $51.86 Unrealized +8.3%
KHC KRAFT HEINZ CO 0.0%
Value $57,777 Shares 2,569 Est. Cost $24.37 Unrealized -1.8%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $50,903 Shares 1,014 Est. Cost $30.84 Unrealized +42.1%
ADBE ADOBE INC 0.0%
Value $47,887 Shares 197 Est. Cost $340.78 Unrealized -14.9%
CTAS CINTAS CORP 0.0%
Value $45,668 Shares 270 Est. Cost $170.03 Unrealized +13.7%
ISRG INTUITIVE SURGICAL INC 0.0%
Value $42,872 Shares 93 Est. Cost $520.97 Unrealized 0.0%
SYK STRYKER CORPORATION 0.0%
Value $41,074 Shares 125 Est. Cost $257.74 Unrealized +41.5%
BKNG BOOKING HOLDINGS INC 0.0%
Value $37,893 Shares 9 Est. Cost $2454.44 Unrealized +94.8%
SUNB SUNBELT RENTALS HOLDINGS INC 0.0%
Value $32,545 Shares 500 Est. Cost $65.09 Unrealized
NFLX NETFLIX INC. 0.0%
Value $28,845 Shares 300 Est. Cost $105.28 Unrealized -20.4%
GIS GENERAL MILLS INC 0.0%
Value $26,054 Shares 700 Est. Cost $45.47 Unrealized 0.0%
COST COSTCO WHOLESALE CORPORATION 0.0%
Value $24,911 Shares 25 Est. Cost $471.27 Unrealized +104.5%
MDLZ MONDELEZ INTL INC 0.0%
Value $18,848 Shares 327 Est. Cost $61.12 Unrealized -4.8%
TRI THOMSON REUTERS CORP 0.0%
Value $17,274 Shares 192 Est. Cost $122.38 Unrealized -12.5%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $16,376 Shares 270 Est. Cost $47.53 Unrealized +20.8%
BIIB BIOGEN INC 0.0%
Value $15,583 Shares 85 Est. Cost $170.45 Unrealized +7.5%
RSG REPUBLIC SVCS INC 0.0%
Value $15,331 Shares 70 Est. Cost $216.60 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.0%
Value $14,355 Shares 500 Est. Cost $28.53 Unrealized +4.5%
XYL XYLEM INC 0.0%
Value $13,145 Shares 110 Est. Cost $136.45 Unrealized 0.0%
CRM SALESFORCE INC 0.0%
Value $13,067 Shares 70 Est. Cost $215.77 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value $12,504 Shares 45 Est. Cost $303.32 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.0%
Value $10,634 Shares 25 Est. Cost $485.25 Unrealized 0.0%
DXCM DEXCOM INC 0.0%
Value $8,478 Shares 135 Est. Cost $70.92 Unrealized 0.0%
HASI HA SUSTAINABLE INFRA CAP INC 0.0%
Value $5,513 Shares 150 Est. Cost $35.18 Unrealized 0.0%
MRNA MODERNA INC 0.0%
Value $5,283 Shares 104 Est. Cost $47.80 Unrealized -10.2%
HBIO HARVARD BIOSCIENCE INC 0.0%
Value $2,328 Shares 478 Est. Cost $4.87 Unrealized