Institutional manager
Navera Investment Management Ltd.
Holds positions in 51 of the S&P 500, worth $3.67bn as reported for the quarter ended 31-mar-2026.
Positions held51of 488 index companies covered
Reported value$3.67bnS&P 500 positions only
Top ten weight65%how concentrated the book is
Filing entities1single filer
Largest positions
The 51 biggest by reported value.
Marsh McLennanMRSH1.7m$291mFinancialsMastercardMA574,253$287mFinancialsLabcorpLH979,371$261mHealth CareIntuitive SurgicalISRG543,889$251mHealth CareMicrosoftMSFT646,783$239mInformation TechnologyAmazonAMZN1.1m$238mConsumer DiscretionaryThermo Fisher ScientificTMO438,260$216mHealth CareCadence Design SystemsCDNS752,430$209mInformation TechnologyAlphabet Inc. (Class A)GOOGL716,648$206mCommunication ServicesAmphenolAPH1.6m$202mInformation TechnologyTractor SupplyTSCO4.2m$191mConsumer DiscretionaryAmetekAME854,750$183mIndustrialsBroadridge Financial SolutionsBR1.0m$170mIndustrialsAutomatic Data ProcessingADP676,863$138mIndustrialsAvery DennisonAVY749,182$129mMaterialsIntuitINTU281,272$122mInformation TechnologyBoston ScientificBSX1.6m$98mHealth CareAccentureACN453,800$90mInformation TechnologyVerisk AnalyticsVRSK423,430$80mIndustrialsXylem Inc.XYL429,702$51mIndustrialsBerkshire HathawayBRK.B15,470$7mFinancialsApple Inc.AAPL7,944$2mInformation TechnologyCostcoCOST1,952$2mConsumer StaplesUnitedHealth GroupUNH4,680$1mHealth CareSynopsysSNPS2,860$1mInformation TechnologyJohnson & JohnsonJNJ2,500$611,013Health CareMcDonald'sMCD1,327$412,491Consumer DiscretionaryExxonMobilXOM1,900$322,307EnergyAmerican ExpressAXP1,000$302,595FinancialsWEC Energy GroupWEC2,380$275,497UtilitiesAbbVieABBV1,100$239,179Health CareQuanta ServicesPWR417$229,018IndustrialsMeta PlatformsMETA388$221,955Communication ServicesDollar GeneralDG1,550$184,001Consumer StaplesDeere & CompanyDE325$183,081IndustrialsEdwards LifesciencesEW2,167$173,566Health CareCoca-Cola Company (The)KO2,162$164,485Consumer StaplesPalo Alto NetworksPANW960$153,907Information TechnologyAlign TechnologyALGN850$145,771Health CareMettler ToledoMTD106$133,777Health CareMSCIMSCI245$132,119FinancialsIdexx LaboratoriesIDXX206$115,729Health CareStryker CorporationSYK350$114,984Health CareLinde plcLIN197$97,641MaterialsAdvanced Micro DevicesAMD450$91,544Information TechnologyJPMorgan ChaseJPM280$82,365FinancialsVisa Inc.V250$75,535FinancialsAbbott LaboratoriesABT465$47,693Health CareChubb LimitedCB108$35,200FinancialsVerizonVZ690$34,628Communication ServicesWells FargoWFC350$27,864Financials
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.