Filed: 10/14/2022ACC: 0000950123-22-010256
📋 What this filing means
MU INVESTMENTS CO., LTD. filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $72.0K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$72.0K
Total AUM (reported)
550.39K
Total Shares
Allocation by class
COMMON STOCK$72.0K100.0%
Portfolio Concentration
Top 3$11.7K16.2%
4–10$23.5K32.6%
11–25$36.9K51.2%
Top 3 weight
16.2%
Top 10 weight
48.8%
Voting Authority Distribution
Total shares with voting rights: 550.39K
Sole
Full voting authority
550.39K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole24
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings24
Rows:
DOLLAR GENERAL
SOLEShares16.97K
TypeSH
Market value$4.1K
5.64%
Sole
16.97K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares7.78K
TypeSH
Market value$4.0K
5.49%
Sole
7.78K
Shared
0.00
None
0.00
WW GRAINGER INC
SOLEShares7.54K
TypeSH
Market value$3.7K
5.10%
Sole
7.54K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares22.14K
TypeSH
Market value$3.6K
5.06%
Sole
22.14K
Shared
0.00
None
0.00
NUCOR CORP
SOLEShares33.63K
TypeSH
Market value$3.5K
4.91%
Sole
33.63K
Shared
0.00
None
0.00
MARSH & MCLENNAN COS
SOLEShares22.53K
TypeSH
Market value$3.4K
4.71%
Sole
22.53K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORP
SOLEShares6.93K
TypeSH
Market value$3.3K
4.61%
Sole
6.93K
Shared
0.00
None
0.00
TEXAS INSTRUMENTS INC
SOLEShares20.35K
TypeSH
Market value$3.2K
4.47%
Sole
20.35K
Shared
0.00
None
0.00
TJX COMPANIES
SOLEShares52.13K
TypeSH
Market value$3.2K
4.44%
Sole
52.13K
Shared
0.00
None
0.00
APPLE COMPUTER
SOLEShares22.23K
TypeSH
Market value$3.2K
4.40%
Sole
22.23K
Shared
0.00
None
0.00
STRYKER CORP
SOLEShares15.23K
TypeSH
Market value$3.1K
4.34%
Sole
15.23K
Shared
0.00
None
0.00
PARKER-HANNIFIN CP
SOLEShares12.23K
TypeSH
Market value$3.0K
4.17%
Sole
12.23K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares5.79K
TypeSH
Market value$3.0K
4.15%
Sole
5.79K
Shared
0.00
None
0.00
ROSS STORES INC
SOLEShares35.06K
TypeSH
Market value$2.9K
4.09%
Sole
35.06K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares11.79K
TypeSH
Market value$2.8K
3.89%
Sole
11.79K
Shared
0.00
None
0.00
PFIZER INC
SOLEShares62.53K
TypeSH
Market value$2.8K
3.83%
Sole
62.53K
Shared
0.00
None
0.00
PPG INDUSTRIES INC
SOLEShares22.63K
TypeSH
Market value$2.5K
3.51%
Sole
22.63K
Shared
0.00
None
0.00
DR HORTON INC
SOLEShares36.67K
TypeSH
Market value$2.5K
3.48%
Sole
36.67K
Shared
0.00
None
0.00
BEST BUY CO INC
SOLEShares38.23K
TypeSH
Market value$2.5K
3.45%
Sole
38.23K
Shared
0.00
None
0.00
ACCENTURE PLC-CL A
SOLEShares9.56K
TypeSH
Market value$2.5K
3.43%
Sole
9.56K
Shared
0.00
None
0.00
3M
SOLEShares21.48K
TypeSH
Market value$2.4K
3.35%
Sole
21.48K
Shared
0.00
None
0.00
ESTEE LAUDER-A
SOLEShares10.56K
TypeSH
Market value$2.3K
3.21%
Sole
10.56K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR-SP ADR
SOLEShares32.86K
TypeSH
Market value$2.3K
3.16%
Sole
32.86K
Shared
0.00
None
0.00
NIKE INC B
SOLEShares23.54K
TypeSH
Market value$2.2K
3.11%
Sole
23.54K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DOLLAR GENERALSOLE | Common Stock | 16.97K | SH | $4.1K 5.64% | 16.97K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | Common Stock | 7.78K | SH | $4.0K 5.49% | 7.78K | 0.00 | 0.00 |
WW GRAINGER INCSOLE | Common Stock | 7.54K | SH | $3.7K 5.10% | 7.54K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | Common Stock | 22.14K | SH | $3.6K 5.06% | 22.14K | 0.00 | 0.00 |
NUCOR CORPSOLE | Common Stock | 33.63K | SH | $3.5K 4.91% | 33.63K | 0.00 | 0.00 |
MARSH & MCLENNAN COSSOLE | Common Stock | 22.53K | SH | $3.4K 4.71% | 22.53K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPSOLE | Common Stock | 6.93K | SH | $3.3K 4.61% | 6.93K | 0.00 | 0.00 |
TEXAS INSTRUMENTS INCSOLE | Common Stock | 20.35K | SH | $3.2K 4.47% | 20.35K | 0.00 | 0.00 |
TJX COMPANIESSOLE | Common Stock | 52.13K | SH | $3.2K 4.44% | 52.13K | 0.00 | 0.00 |
APPLE COMPUTERSOLE | Common Stock | 22.23K | SH | $3.2K 4.40% | 22.23K | 0.00 | 0.00 |
STRYKER CORPSOLE | Common Stock | 15.23K | SH | $3.1K 4.34% | 15.23K | 0.00 | 0.00 |
PARKER-HANNIFIN CPSOLE | Common Stock | 12.23K | SH | $3.0K 4.17% | 12.23K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | Common Stock | 5.79K | SH | $3.0K 4.15% | 5.79K | 0.00 | 0.00 |
ROSS STORES INCSOLE | Common Stock | 35.06K | SH | $2.9K 4.09% | 35.06K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Common Stock | 11.79K | SH | $2.8K 3.89% | 11.79K | 0.00 | 0.00 |
PFIZER INCSOLE | Common Stock | 62.53K | SH | $2.8K 3.83% | 62.53K | 0.00 | 0.00 |
PPG INDUSTRIES INCSOLE | Common Stock | 22.63K | SH | $2.5K 3.51% | 22.63K | 0.00 | 0.00 |
DR HORTON INCSOLE | Common Stock | 36.67K | SH | $2.5K 3.48% | 36.67K | 0.00 | 0.00 |
BEST BUY CO INCSOLE | Common Stock | 38.23K | SH | $2.5K 3.45% | 38.23K | 0.00 | 0.00 |
ACCENTURE PLC-CL ASOLE | Common Stock | 9.56K | SH | $2.5K 3.43% | 9.56K | 0.00 | 0.00 |
3MSOLE | Common Stock | 21.48K | SH | $2.4K 3.35% | 21.48K | 0.00 | 0.00 |
ESTEE LAUDER-ASOLE | Common Stock | 10.56K | SH | $2.3K 3.21% | 10.56K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR-SP ADRSOLE | Common Stock | 32.86K | SH | $2.3K 3.16% | 32.86K | 0.00 | 0.00 |
NIKE INC BSOLE | Common Stock | 23.54K | SH | $2.2K 3.11% | 23.54K | 0.00 | 0.00 |