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| Happy Holidays!! thanks for using AUM13F!! |
| Saturna Capital Corporation
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| CRD # | 25586 |
| SEC # | 801-35428 |
| CIK # | 0001316617 |
| AUM | $8.4 B (2025-02-19) |
| Employees | 80 (19% Investors, 91% Brokers) |
| Phone | 360-734-9900 |
| Address | 1300 N State St Bellingham, WA 98225-4730 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001316617 |
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Microsoft Corp | 0.6 | |
| Taiwan Semiconductor Manufacturing Co Ltd | 0.5 | |
| Lilly Eli & Co | 0.5 | |
| Broadcom Inc | 0.4 | |
| Apple Inc | 0.4 | |
| Nvidia Corp | 0.4 | |
| Tyco International Ltd /Ber/ | 0.3 | |
| ASML Holding NV | 0.3 | |
| Alphabet Inc | 0.3 | |
| Intuit Inc | 0.2 | |
| Oracle Corp | 0.2 | |
| ServiceNow Inc | 0.2 | |
| Ingersoll-Rand PLC | 0.2 | |
| TJX Companies Inc /DE/ | 0.2 | |
| Autozone Inc | 0.2 | |
| Procter & Gamble Co | 0.1 | |
| Novo Nordisk A S | 0.1 | |
| Keysight Technologies Inc | 0.1 | |
| AbbVie Inc | 0.1 | |
| Adobe Systems Inc | 0.1 | |
| Trimble Navigation Ltd /CA/ | 0.1 | |
| Stryker Corp | 0.1 | |
| Cisco Systems Inc | 0.1 | |
| Church & Dwight Co Inc /DE/ | 0.1 | |
| Astrazeneca PLC | 0.1 | |
| Rockwell Automation Inc | 0.1 | |
| Lowes Companies Inc | 0.1 | |
| Grainger W W Inc | 0.1 | |
| Illinois Tool Works Inc | 0.1 | |
| Gartner Inc | 0.1 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 0.0 |
| (b) Individuals (high net worth individuals) | 42 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 8.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 111 | 8.4 |
| By Discretionary | ||
| Discretionary | 111 | 8.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 111 | 8.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.4 | |
| Total | 111 | 8.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001316617] |
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|---|---|---|
|
Perigon Wealth Management LLC
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|
CA | 8.7 |
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PA | 8.7 |
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GA | 8.6 |
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MD | 8.6 |
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Crawford Investment Counsel Inc
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GA | 8.5 |
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Mariner Independent Advisor Network LLC
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KS | 8.5 |
|
Valmark Advisers Inc
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OH | 8.4 |
|
CornerStone Advisors Asset Management LLC
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|
PA | 8.3 |
|
Douglas Lane & Associates LLC
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|
NY | 8.2 |
|
Prowell Financial Management LLC
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|
PA | 8.1 |