Page Arthur B Top Holdings and 13F Report (2024) → Forget the “Magnificent 7” Tech Companies, Buy This AI Stock Instead (From Banyan Hill Publishing) (Ad) About Page Arthur BInvestment ActivityPage Arthur B has $97.20 million in total holdings as of March 31, 2024.Page Arthur B owns shares of 49 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 10.47% of the portfolio was purchased this quarter.About 17.14% of the portfolio was sold this quarter.This quarter, Page Arthur B has purchased 47 new stocks and bought additional shares in 9 stocks.Page Arthur B sold shares of 32 stocks and completely divested from 1 stock this quarter.Largest Holdings Microsoft $5,937,201Advanced Micro Devices $4,665,847Mastercard $4,637,037Alphabet $4,624,947Apple $4,299,004 Largest New Holdings this Quarter Ball $558,414 HoldingCarrier Global $496,139 HoldingVertex Pharmaceuticals $299,295 Holding Largest Purchases this Quarter Johnson & Johnson 18,085 shares (about $2.86M)Procter & Gamble 14,336 shares (about $2.33M)Schneider Electric S.E. 26,138 shares (about $1.18M)Walmart 18,761 shares (about $1.13M)Church & Dwight 9,733 shares (about $1.02M) Largest Sales this Quarter Novartis 15,119 shares (about $1.46M)Advanced Micro Devices 6,778 shares (about $1.22M)Canadian National Railway 8,849 shares (about $1.17M)Microsoft 2,067 shares (about $869.63K)Apple 5,049 shares (about $865.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPage Arthur B Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$5,937,201$869,628 ▼-12.8%14,1126.1%Computer and TechnologyAMDAdvanced Micro Devices$4,665,847$1,223,361 ▼-20.8%25,8514.8%Computer and TechnologyMAMastercard$4,637,037$857,195 ▼-15.6%9,6294.8%Business ServicesGOOGLAlphabet$4,624,947$781,063 ▼-14.4%30,6434.8%Computer and TechnologyAAPLApple$4,299,004$865,803 ▼-16.8%25,0704.4%Computer and TechnologyFIFiserv$4,080,045$588,138 ▼-12.6%25,5294.2%Business ServicesADPAutomatic Data Processing$3,872,968$765,453 ▼-16.5%15,5084.0%Business ServicesADIAnalog Devices$3,538,463$558,163 ▼-13.6%17,8903.6%Computer and TechnologyABTAbbott Laboratories$3,526,642$469,643 ▼-11.8%31,0283.6%MedicalNVDANVIDIA$3,481,416$643,335 ▼-15.6%3,8533.6%Computer and TechnologyHDHome Depot$3,470,046$283,480 ▼-7.6%9,0463.6%Retail/WholesaleDHRDanaher$3,429,155$310,901 ▼-8.3%13,7323.5%Multi-Sector ConglomeratesAMZNAmazon.com$3,305,463$38,241 ▼-1.1%18,3253.4%Retail/WholesaleCNICanadian National Railway$3,033,413$1,165,502 ▼-27.8%23,0313.1%TransportationTJXTJX Companies$2,959,943$414,808 ▼-12.3%29,1853.0%Retail/WholesaleJNJJohnson & Johnson$2,951,825$2,860,866 ▲3,145.2%18,6603.0%MedicalROKRockwell Automation$2,919,417$469,915 ▼-13.9%10,0213.0%Industrial ProductsUNHUnitedHealth Group$2,888,553$495,689 ▼-14.6%5,8393.0%MedicalATRAptarGroup$2,716,787$138,422 ▼-4.8%18,8812.8%Industrial ProductsCVXChevron$2,627,948$42,748 ▲1.7%16,6602.7%Oils/EnergyPGProcter & Gamble$2,423,366$2,326,016 ▲2,389.3%14,9362.5%Consumer StaplesXYLXylem$2,412,911$234,054 ▼-8.8%18,6702.5%Industrial ProductsNSRGYNestlé$2,208,960$262,526 ▼-10.6%20,8002.3%Consumer StaplesSBGSYSchneider Electric S.E.$2,200,085$1,184,051 ▲116.5%48,5672.3%Industrial ProductsWMTWalmart$1,953,479$1,128,849 ▲136.9%32,4662.0%Retail/WholesaleNKENIKE$1,289,593$238,145 ▼-15.6%13,7221.3%Consumer DiscretionaryBDXBecton, Dickinson and Company$1,175,882$90,814 ▼-7.2%4,7521.2%MedicalPEPPepsiCo$1,144,040$216,662 ▼-15.9%6,5371.2%Consumer StaplesRTXRTX$1,143,051$474,191 ▼-29.3%11,7201.2%AerospaceCHDChurch & Dwight$1,072,828$1,015,249 ▲1,763.2%10,2851.1%Consumer StaplesMDTMedtronic$890,150$302,672 ▼-25.4%10,2140.9%MedicalSYKStryker$733,633$379,342 ▼-34.1%2,0500.8%MedicalNVSNovartis$725,958$1,462,460 ▼-66.8%7,5050.7%MedicalBALLBall$558,414$558,414 ▲New Holding8,2900.6%Industrial ProductsCARRCarrier Global$496,139$496,139 ▲New Holding8,5350.5%Computer and TechnologyBRK.BBerkshire Hathaway$485,701$168,208 ▼-25.7%1,1550.5%FinanceSYYSysco$454,608$343,797 ▼-43.1%5,6000.5%Consumer StaplesMRKMerck & Co., Inc.$365,237$6,597 ▼-1.8%2,7680.4%MedicalPANWPalo Alto Networks$342,6610.0%1,2060.4%Computer and TechnologyJNJJohnson & Johnson$334,572$243,613 ▲267.8%2,1150.3%MedicalFIDELITY ADVISOR EQUITY GROWTH$325,8510.0%14,2230.3%Equity Mutual FuHONHoneywell International$303,154$677,530 ▼-69.1%1,4770.3%Multi-Sector ConglomeratesVRTXVertex Pharmaceuticals$299,295$299,295 ▲New Holding7160.3%MedicalCOSTCostco Wholesale$293,0520.0%4000.3%Retail/WholesaleAMGNAmgen$244,515$39,805 ▼-14.0%8600.3%MedicalPGProcter & Gamble$110,330$12,980 ▲13.3%6800.1%Consumer StaplesPGProcter & Gamble$97,3500.0%6000.1%Consumer StaplesJNJJohnson & Johnson$90,9590.0%5750.1%MedicalCHDChurch & Dwight$61,856$4,277 ▲7.4%5930.1%Consumer StaplesEWEdwards Lifesciences$0$823,115 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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