Saturna Capital Corp.
Saturna Capital Corp is an independent investment adviser and asset management firm headquartered in Bellingham, Washington, United States. Founded in 1989, it employs approximately 80 people and primarily serves individuals (including high-net-worth clients), investment companies, pooled investment vehicles, and charitable organizations. The firm is known for managing mutual funds, retirement accounts, and portfolios for private investors in the US.
Investment Strategy
Saturna Capital applies disciplined, value-driven investment strategies rooted in fundamental analysis, focusing on long-term growth and capital preservation. The firm is recognized for its expertise in socially responsible investing and for managing investment portfolios with an emphasis on transparency, prudence, and a clear understanding of risk. Saturna often provides discretionary investment management and operates several mutual funds, including ‘Amana’, which adheres to Islamic investment principles, and funds with environmental, social, and governance (ESG) criteria.
Latest 13F Filing Activity
Saturna Capital Corp. filed their most recent 13F report on Jun 30, 2025 disclosing 155 equity positions with a total 13F market value of $7B. The fund increased holdings in Broadcom LTD, Microsoft, Taiwan Semiconductor Ads among other positions. Saturna Capital Corp. reduced exposure to Apple, Advanced Micro Devices, Eli Lilly among others.
Top Holdings
Equity Positions (155)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft | 7.48% | $553.7M | 1,113,148 | $205.53 | $497.41 | +$136.3M |
T TSM | Taiwan Semiconductor ADS | 6.54% | $484.1M | 2,137,279 | $20.87 | $226.49 | +$130.0M |
L LLY | Eli Lilly | 6.25% | $462.7M | 593,584 | $50.38 | $779.53 | -$33.5M |
A AVGO | Broadcom Ltd | 5.71% | $422.8M | 1,533,809 | $115.30 | $275.65 | +$166.6M |
A AAPL | Apple | 5.09% | $376.5M | 1,835,276 | $16.00 | $205.17 | -$91.9M |
Industry Allocation
Investment Team (19)
| Name | Role | Location | |
|---|---|---|---|
 | Vice President, Product Development | Bellingham, WA , United States | |
 | Portfolio Manager and Senior Investment Analyst | Bellevue, WA , United States | |
E Elizabeth Alm | Portfolio Manager and Senior Investment Analyst | Bellingham, WA , United States | |
 | President | Bellingham, WA , United States | |
 | Portfolio Manager and Senior Investment Analyst | Bellingham, WA , United States | |
 | Executive Vice President, Portfolio Manager | Bellingham, WA , United States | |
 | Vice President Information Technology | Kirkland, WA , United States | |
 | Investment Associate | Bellingham, WA , United States | |
H Haitham Al-Sayed | Vice President - Investment Advisory Services | Newport Beach, CA , United States | |
J John Corrieri | Vice President Retirement Services | Bellingham, WA , United States |