# GigaValue — 2025Q2

Canonical: https://gigainvestors.com/value?q=2025Q2

Published as of: 2026-10-16T08:06:01.803Z. Quarter end: 2025-06-30.

Quality code order: understandable (earnings resilience, evidence only), moat, economics, management, accounting. P = pass; F = fail; C/U = unresolved; N = not applicable. Buy now needs moat, economics, management and accounting passes, a profit record (no recurring losses, positive owner earnings) and a price at or below central value.

History covers analysed companies from today’s selected indexes, with coverage varying by quarter. Held companies outside those indexes are not included. Today’s index membership and restated accounts create survivorship and hindsight bias.

The fair-price count includes every buy-qualified company in that quarter and market scope. Headline gains are equal-weight average price changes for those picks and for all analysed index companies with available returns, including failed quality tests. Companies without a measured price change are excluded from averages. The headline follows the market switch, not the other list filters. Returns exclude dividends and are not annualised; overlapping cohorts are not an investable portfolio.

Market scope: Western-accessible listings. 221 matching companies.

| Company | Quality code | Buy qualified | Price per share | Price as of | Expected return per year | Subsequent price change |
|---|---|---|---|---|---|---|
| [Taiwan Semiconductor Manufacturing Co. Ltd. (2330.TW)](https://gigainvestors.com/s/2330.TW) | PPPPP | no | TWD 1,060.00 | 2025-06-30 | 6.1% | 128.3% to 2026-10-16 |
| [China Pacific Insurance Group Co Ltd (601601.SHG)](https://gigainvestors.com/s/601601.SHG) | PPPPP | no | CNY 37.51 | 2025-06-30 | 9.6% | -21.8% to 2026-10-16 |
| [Agilent Technologies Inc (A.US)](https://gigainvestors.com/s/A) | PPPPP | no | $118.01 | 2025-06-30 | 5.4% | 48.8% to 2026-10-15 |
| [Apple Inc. (AAPL.US)](https://gigainvestors.com/s/AAPL) | PPPPP | no | $205.17 | 2025-06-30 | 7.2% | 66.7% to 2026-10-15 |
| [Abbott Laboratories (ABT.US)](https://gigainvestors.com/s/ABT) | PPPPP | no | $136.01 | 2025-06-30 | 5.9% | -23.0% to 2026-10-15 |
| [Arch Capital Group Ltd. (ACGL.US)](https://gigainvestors.com/s/ACGL) | PPPPP | no | $91.05 | 2025-06-30 | 9.3% | 9.1% to 2026-10-15 |
| [Accenture plc (ACN.US)](https://gigainvestors.com/s/ACN) | PPPPP | no | $298.89 | 2025-06-30 | 7.1% | -24.7% to 2026-10-15 |
| [Adobe Systems Incorporated (ADBE.US)](https://gigainvestors.com/s/ADBE) | PPPPP | no | $386.88 | 2025-06-30 | 7.0% | -34.9% to 2026-10-15 |
| [Addtech AB (publ.) (ADDT-B.ST)](https://gigainvestors.com/s/ADDT-B.ST) | PPPPP | no | SEK 322.00 | 2025-06-30 | 6.3% | 3.2% to 2026-10-16 |
| [Admiral Group PLC (ADM.LSE)](https://gigainvestors.com/s/ADM.LSE) | PPPPP | no | GBX 3,270.00 | 2025-06-30 | 4.8% | 15.5% to 2026-10-16 |
| [Aflac Incorporated (AFL.US)](https://gigainvestors.com/s/AFL) | PPPPP | no | $105.46 | 2025-06-30 | 7.2% | 11.9% to 2026-10-15 |
| [Alfa Laval AB (ALFA.ST)](https://gigainvestors.com/s/ALFA.ST) | PPPPP | no | SEK 397.80 | 2025-06-30 | 6.7% | 44.5% to 2026-10-16 |
| [Aristocrat Leisure Ltd (ALL.AU)](https://gigainvestors.com/s/ALL.AU) | PPPPP | no | AUD 65.17 | 2025-06-30 | 6.1% | -3.3% to 2026-10-16 |
| [The Allstate Corporation (ALL.US)](https://gigainvestors.com/s/ALL) | PPPPP | no | $201.31 | 2025-06-30 | 9.7% | 19.0% to 2026-10-15 |
| [Allegion PLC (ALLE.US)](https://gigainvestors.com/s/ALLE) | PPPPP | no | $144.12 | 2025-06-30 | 9.1% | 8.1% to 2026-10-15 |
| [AL Sydbank A/S (ALSYDB.CO)](https://gigainvestors.com/s/ALSYDB.CO) | PPPPP | no | DKK 469.80 | 2025-06-30 | 10.0% | 50.6% to 2026-10-16 |
| [Amcor PLC (AMCR.US)](https://gigainvestors.com/s/AMCR) | PPPPP | no | $45.95 | 2025-06-30 | 7.7% | -8.9% to 2026-10-02 |
| [Ametek Inc (AME.US)](https://gigainvestors.com/s/AME) | PPPPP | no | $180.96 | 2025-06-30 | 5.6% | 37.3% to 2026-10-15 |
| [Smith AO Corporation (AOS.US)](https://gigainvestors.com/s/AOS) | PPPPP | no | $65.57 | 2025-06-30 | 10.5% | -9.3% to 2026-10-15 |
| [ASML Holding N.V. (ASML.AS)](https://gigainvestors.com/s/ASML.AS) | PPPPP | no | EUR 677.60 | 2025-06-30 | 6.5% | 119.1% to 2026-10-16 |
| [ASSA ABLOY AB (publ) (ASSA-B.ST)](https://gigainvestors.com/s/ASSA-B.ST) | PPPPP | no | SEK 295.20 | 2025-06-30 | 7.7% | 20.9% to 2026-10-16 |
| [Atlas Copco AB Series A (ATCO-A.ST)](https://gigainvestors.com/s/ATCO-A.ST) | PPPPP | no | SEK 152.85 | 2025-06-30 | 7.7% | 31.0% to 2026-10-16 |
| [Alten SA (ATE.PA)](https://gigainvestors.com/s/ATE.PA) | PPPPP | no | EUR 74.45 | 2025-06-30 | 11.1% | 15.8% to 2026-10-16 |
| [Avery Dennison Corp (AVY.US)](https://gigainvestors.com/s/AVY) | PPPPP | no | $175.47 | 2025-06-30 | 8.0% | 0.2% to 2026-10-15 |
| [Avanza Bank Holding AB (publ) (AZA.ST)](https://gigainvestors.com/s/AZA.ST) | PPPPP | no | SEK 320.70 | 2025-06-30 | 8.0% | 12.9% to 2026-10-16 |
| [AutoZone Inc (AZO.US)](https://gigainvestors.com/s/AZO) | PPPPP | no | $3,712.23 | 2025-06-30 | 7.2% | -17.6% to 2026-10-15 |
| [Bank of America Corp (BAC.US)](https://gigainvestors.com/s/BAC) | PPPPP | no | $47.32 | 2025-06-30 | 9.6% | 9.3% to 2026-10-15 |
| [Bechtle AG (BC8.XETRA)](https://gigainvestors.com/s/BC8.XETRA) | PPPPP | no | EUR 39.78 | 2025-06-30 | 9.6% | -10.2% to 2026-10-16 |
| [Beiersdorf Aktiengesellschaft (BEI.XETRA)](https://gigainvestors.com/s/BEI.XETRA) | PPPPP | no | EUR 106.60 | 2025-06-30 | 6.3% | -23.8% to 2026-10-16 |
| [BAWAG Group AG (BG.VI)](https://gigainvestors.com/s/BG.VI) | PPPPP | no | EUR 108.40 | 2025-06-30 | 10.2% | 53.3% to 2026-10-16 |
| [Biomerieux SA (BIM.PA)](https://gigainvestors.com/s/BIM.PA) | PPPPP | no | EUR 117.40 | 2025-06-30 | 6.1% | -25.3% to 2026-10-16 |
| [BlackRock Inc (BLK.US)](https://gigainvestors.com/s/BLK) | PPPPP | no | $1,049.25 | 2025-06-30 | 5.8% | 6.8% to 2026-10-15 |
| [Bloomsbury Publishing Plc (BMY.LSE)](https://gigainvestors.com/s/BMY.LSE) | PPPPP | no | GBX 512.00 | 2025-06-30 | 9.4% | 35.4% to 2026-10-16 |
| [Danone SA (BN.PA)](https://gigainvestors.com/s/BN.PA) | PPPPP | no | EUR 69.36 | 2025-06-30 | 6.6% | -11.8% to 2026-10-16 |
| [Bank of Nova Scotia (BNS.TO)](https://gigainvestors.com/s/BNS.TO) | PPPPP | yes | CAD 75.30 | 2025-06-30 | 13.6% | 71.6% to 2026-10-15 |
| [The Bank of New York Mellon Corporation (BNY.US)](https://gigainvestors.com/s/BNY) | PPPPP | no | $91.11 | 2025-06-30 | 10.4% | 56.0% to 2026-10-15 |
| [Broadridge Financial Solutions Inc (BR.US)](https://gigainvestors.com/s/BR) | PPPPP | no | $243.03 | 2025-06-30 | 7.6% | -28.4% to 2026-10-15 |
| [Berkshire Hathaway Inc (BRK-B.US)](https://gigainvestors.com/s/BRK-B) | PPPPP | no | $485.77 | 2025-06-30 | 10.7% | 8.2% to 2026-10-15 |
| [Brown & Brown Inc (BRO.US)](https://gigainvestors.com/s/BRO) | PPPPP | no | $110.87 | 2025-06-30 |  | -38.7% to 2026-10-15 |
| [Bureau Veritas SA (BVI.PA)](https://gigainvestors.com/s/BVI.PA) | PPPPP | no | EUR 28.94 | 2025-06-30 | 6.7% | -3.8% to 2026-10-16 |
| [Capgemini SE (CAP.PA)](https://gigainvestors.com/s/CAP.PA) | PPPPP | no | EUR 145.05 | 2025-06-30 | 8.7% | -14.6% to 2026-10-16 |
| [Commonwealth Bank of Australia (CBA.AU)](https://gigainvestors.com/s/CBA.AU) | PPPPP | no | AUD 184.75 | 2025-06-30 | 8.1% | -16.4% to 2026-10-16 |
| [Close Brothers Group plc (CBG.LSE)](https://gigainvestors.com/s/CBG.LSE) | PPPPP | no | GBX 369.60 | 2025-06-30 |  | 1.0% to 2026-10-16 |
| [CBRE Group Inc Class A (CBRE.US)](https://gigainvestors.com/s/CBRE) | PPPPP | no | $140.12 | 2025-06-30 | 5.4% | -3.3% to 2026-10-15 |
| [Computacenter PLC (CCC.LSE)](https://gigainvestors.com/s/CCC.LSE) | PPPPP | yes | GBX 2,400.00 | 2025-06-30 | 12.4% | 117.5% to 2026-10-16 |
| [CCL Industries Inc (CCL-B.TO)](https://gigainvestors.com/s/CCL-B.TO) | PPPPP | no | CAD 79.41 | 2025-06-30 | 8.0% | 21.8% to 2026-10-15 |
| [CD PROJEKT SA (CDR.WAR)](https://gigainvestors.com/s/CDR.WAR) | PPPPP | no | PLN 280.80 | 2025-06-30 | 3.9% | -5.0% to 2026-10-16 |
| [CDW Corp (CDW.US)](https://gigainvestors.com/s/CDW) | PPPPP | no | $178.59 | 2025-06-30 | 8.5% | -13.6% to 2026-10-15 |
| [Church & Dwight Company Inc (CHD.US)](https://gigainvestors.com/s/CHD) | PPPPP | no | $96.11 | 2025-06-30 | 5.2% | 7.3% to 2026-10-15 |
| [Colgate-Palmolive Company (CL.US)](https://gigainvestors.com/s/CL) | PPPPP | no | $90.90 | 2025-06-30 | 6.1% | 1.9% to 2026-10-15 |
| [Canadian Imperial Bank Of Commerce (CM.TO)](https://gigainvestors.com/s/CM.TO) | PPPPP | no | CAD 96.66 | 2025-06-30 | 11.8% | 64.9% to 2026-10-15 |
| [CMC Markets PLC (CMCX.LSE)](https://gigainvestors.com/s/CMCX.LSE) | PPPPP | yes | GBX 252.00 | 2025-06-30 | 14.4% | 180.2% to 2026-10-16 |
| [Cummins Inc (CMI.US)](https://gigainvestors.com/s/CMI) | PPPPP | no | $327.50 | 2025-06-30 | 9.8% | 62.7% to 2026-10-15 |
| [Coloplast A/S (COLO-B.CO)](https://gigainvestors.com/s/COLO-B.CO) | PPPPP | no | DKK 601.60 | 2025-06-30 | 6.7% | -21.8% to 2026-10-16 |
| [Cencora Inc. (COR.US)](https://gigainvestors.com/s/COR) | PPPPP | no | $299.85 | 2025-06-30 | 5.6% | 13.9% to 2026-10-15 |
| [Costco Wholesale Corp (COST.US)](https://gigainvestors.com/s/COST) | PPPPP | no | $989.94 | 2025-06-30 | 4.1% | -1.2% to 2026-10-15 |
| [Copart Inc (CPRT.US)](https://gigainvestors.com/s/CPRT) | PPPPP | no | $49.07 | 2025-06-30 | 6.5% | -43.4% to 2026-10-15 |
| [Charles River Laboratories (CRL.US)](https://gigainvestors.com/s/CRL) | PPPPP | no | $151.73 | 2025-06-30 | 3.8% | 101.8% to 2026-10-15 |
| [Cintas Corporation (CTAS.US)](https://gigainvestors.com/s/CTAS) | PPPPP | no | $222.87 | 2025-06-30 | 5.2% | -4.4% to 2026-10-15 |
| [Demant A/S (DEMANT.CO)](https://gigainvestors.com/s/DEMANT.CO) | PPPPP | no | DKK 264.20 | 2025-06-30 | 7.0% | 35.7% to 2026-10-16 |
| [Quest Diagnostics Incorporated (DGX.US)](https://gigainvestors.com/s/DGX) | PPPPP | no | $179.63 | 2025-06-30 | 6.7% | 33.1% to 2026-10-15 |
| [Danaher Corporation (DHR.US)](https://gigainvestors.com/s/DHR) | PPPPP | no | $197.54 | 2025-06-30 | 5.7% | 17.2% to 2026-10-15 |
| [Dunelm Group PLC (DNLM.LSE)](https://gigainvestors.com/s/DNLM.LSE) | PPPPP | no | GBX 1,185.00 | 2025-06-30 | 8.0% | -25.3% to 2026-10-16 |
| [Dino Polska SA (DNP.WAR)](https://gigainvestors.com/s/DNP.WAR) | PPPPP | no | PLN 52.60 | 2025-06-30 | 3.5% | -28.7% to 2026-10-16 |
| [Dover Corporation (DOV.US)](https://gigainvestors.com/s/DOV) | PPPPP | no | $183.23 | 2025-06-30 | 7.2% | 5.9% to 2026-10-15 |
| [Domino's Pizza Inc Common Stock (DPZ.US)](https://gigainvestors.com/s/DPZ) | PPPPP | no | $450.60 | 2025-06-30 | 7.5% | -32.7% to 2026-10-15 |
| [Ecolab Inc (ECL.US)](https://gigainvestors.com/s/ECL) | PPPPP | no | $269.44 | 2025-06-30 | 4.4% | 7.9% to 2026-10-15 |
| [FBD Holdings PLC (EG7.IR)](https://gigainvestors.com/s/EG7.IR) | PPPPP | no | EUR 13.90 | 2025-06-30 |  | 37.8% to 2026-10-16 |
| [Elisa Oyj (ELISA.HE)](https://gigainvestors.com/s/ELISA.HE) | PPPPP | no | EUR 47.08 | 2025-06-30 | 7.0% | -24.6% to 2026-10-16 |
| [Elevance Health Inc (ELV.US)](https://gigainvestors.com/s/ELV) | PPPPP | no | $388.96 | 2025-06-30 | 11.5% | 10.1% to 2026-10-15 |
| [EMCOR Group Inc (EME.US)](https://gigainvestors.com/s/EME) | PPPPP | no | $534.89 | 2025-06-30 | 5.9% | 36.9% to 2026-10-15 |
| [Epiroc AB (publ) (EPI-A.ST)](https://gigainvestors.com/s/EPI-A.ST) | PPPPP | no | SEK 205.40 | 2025-06-30 | 6.2% | 27.8% to 2026-10-16 |
| [Erie Indemnity Company (ERIE.US)](https://gigainvestors.com/s/ERIE) | PPPPP | no | $346.79 | 2025-06-30 | 7.8% | -31.2% to 2026-10-15 |
| [Essity AB (publ) (ESSITY-B.ST)](https://gigainvestors.com/s/ESSITY-B.ST) | PPPPP | no | SEK 262.00 | 2025-06-30 | 7.6% | 5.0% to 2026-10-16 |
| [Eaton Corporation PLC (ETN.US)](https://gigainvestors.com/s/ETN) | PPPPP | no | $356.99 | 2025-06-30 | 4.6% | 12.7% to 2026-10-15 |
| [Expeditors International of Washington, Inc. (EXPD.US)](https://gigainvestors.com/s/EXPD) | PPPPP | no | $114.25 | 2025-06-30 | 7.6% | 73.9% to 2026-10-15 |
| [Volution Group plc (FAN.LSE)](https://gigainvestors.com/s/FAN.LSE) | PPPPP | no | GBX 591.00 | 2025-06-30 | 6.1% | 7.8% to 2026-10-16 |
| [Fastenal Company (FAST.US)](https://gigainvestors.com/s/FAST) | PPPPP | no | $42.00 | 2025-06-30 | 6.2% | 20.0% to 2026-10-15 |
| [FDJ United (FDJU.PA)](https://gigainvestors.com/s/FDJU.PA) | PPPPP | no | EUR 33.30 | 2025-06-30 | 8.9% | -34.9% to 2026-10-16 |
| [FactSet Research Systems Inc (FDS.US)](https://gigainvestors.com/s/FDS) | PPPPP | no | $447.28 | 2025-06-30 | 6.8% | -32.5% to 2026-10-15 |
| [Ferguson Plc (FERG.US)](https://gigainvestors.com/s/FERG) | PPPPP | no | $217.75 | 2025-06-30 | 8.3% | 5.1% to 2026-10-15 |
| [Comfort Systems USA Inc (FIX.US)](https://gigainvestors.com/s/FIX) | PPPPP | no | $536.21 | 2025-06-30 | 5.2% | 176.2% to 2026-10-15 |
| [Fuchs Petrolub SE (FPE3.XETRA)](https://gigainvestors.com/s/FPE3.XETRA) | PPPPP | no | EUR 46.84 | 2025-06-30 | 8.7% | -2.5% to 2026-10-16 |
| [Galenica Sante AG (GALE.SW)](https://gigainvestors.com/s/GALE.SW) | PPPPP | no | CHF 86.85 | 2025-06-30 | 6.1% | 0.7% to 2026-10-16 |
| [Gamma Communications PLC (GAMA.LSE)](https://gigainvestors.com/s/GAMA.LSE) | PPPPP | yes | GBX 1,138.00 | 2025-06-30 | 12.9% | -3.8% to 2026-10-16 |
| [Games Workshop Group PLC (GAW.LSE)](https://gigainvestors.com/s/GAW.LSE) | PPPPP | no | GBX 16,220.00 | 2025-06-30 | 6.5% | 4.4% to 2026-10-16 |
| [Geberit AG (GEBN.SW)](https://gigainvestors.com/s/GEBN.SW) | PPPPP | no | CHF 624.00 | 2025-06-30 | 5.3% | -11.0% to 2026-10-16 |
| [CGI Inc (GIB-A.TO)](https://gigainvestors.com/s/GIB-A.TO) | PPPPP | no | CAD 143.01 | 2025-06-30 | 7.0% | -25.7% to 2026-10-15 |
| [Givaudan SA (GIVN.SW)](https://gigainvestors.com/s/GIVN.SW) | PPPPP | no | CHF 3,841.00 | 2025-06-30 | 5.0% | 2.1% to 2026-10-16 |
| [Gjensidige Forsikring ASA (GJF.OL)](https://gigainvestors.com/s/GJF.OL) | PPPPP | no | NOK 255.40 | 2025-06-30 | 4.3% | 3.1% to 2026-10-16 |
| [Generac Holdings Inc (GNRC.US)](https://gigainvestors.com/s/GNRC) | PPPPP | no | $143.21 | 2025-06-30 | 7.7% | 38.5% to 2026-10-15 |
| [Garmin Ltd (GRMN.US)](https://gigainvestors.com/s/GRMN) | PPPPP | no | $208.72 | 2025-06-30 | 6.9% | 36.7% to 2026-10-15 |
| [WW Grainger Inc (GWW.US)](https://gigainvestors.com/s/GWW) | PPPPP | no | $1,040.24 | 2025-06-30 | 7.5% | 28.0% to 2026-10-15 |
| [The Home Depot Inc (HD.US)](https://gigainvestors.com/s/HD) | PPPPP | no | $366.64 | 2025-06-30 | 9.0% | -15.9% to 2026-10-15 |
| [Hexagon AB (publ) (HEXA-B.ST)](https://gigainvestors.com/s/HEXA-B.ST) | PPPPP | no | SEK 95.16 | 2025-06-30 | 6.5% | 10.8% to 2026-10-16 |
| [Halma PLC (HLMA.LSE)](https://gigainvestors.com/s/HLMA.LSE) | PPPPP | no | GBX 3,200.00 | 2025-06-30 | 6.3% | 6.4% to 2026-10-16 |
| [Honeywell International Inc (HON.US)](https://gigainvestors.com/s/HON) | PPPPP | no | $230.20 | 2025-06-30 | 11.1% | -8.6% to 2026-10-15 |
| [Hershey Co (HSY.US)](https://gigainvestors.com/s/HSY) | PPPPP | no | $165.95 | 2025-06-30 | 9.8% | 1.6% to 2026-10-15 |
| [Hubbell Inc (HUBB.US)](https://gigainvestors.com/s/HUBB) | PPPPP | no | $408.41 | 2025-06-30 | 5.4% | 13.8% to 2026-10-15 |
| [Intercontinental Exchange Inc (ICE.US)](https://gigainvestors.com/s/ICE) | PPPPP | no | $183.47 | 2025-06-30 | 5.3% | -13.7% to 2026-10-15 |
| [IDEXX Laboratories Inc (IDXX.US)](https://gigainvestors.com/s/IDXX) | PPPPP | no | $536.34 | 2025-06-30 | 5.5% | 2.0% to 2026-10-15 |
| [3I Group PLC (III.LSE)](https://gigainvestors.com/s/III.LSE) | PPPPP | no | GBX 4,120.00 | 2025-06-30 |  | -39.8% to 2026-10-16 |
| [IMI PLC (IMI.LSE)](https://gigainvestors.com/s/IMI.LSE) | PPPPP | no | GBX 2,094.00 | 2025-06-30 | 6.9% | 42.9% to 2026-10-16 |
| [Indutrade AB (INDT.ST)](https://gigainvestors.com/s/INDT.ST) | PPPPP | no | SEK 258.20 | 2025-06-30 | 7.4% | 5.0% to 2026-10-16 |
| [Infosys Ltd ADR (INFY.US)](https://gigainvestors.com/s/INFY) | PPPPP | no | $18.53 | 2025-06-30 | 8.1% | -34.5% to 2026-10-15 |
| [Ipsen SA (IPN.PA)](https://gigainvestors.com/s/IPN.PA) | PPPPP | no | EUR 101.10 | 2025-06-30 | 6.6% | 47.7% to 2026-10-16 |
| [Ipsos SA (IPS.PA)](https://gigainvestors.com/s/IPS.PA) | PPPPP | no | EUR 45.50 | 2025-06-30 | 12.3% | -17.8% to 2026-10-16 |
| [IQVIA Holdings Inc (IQV.US)](https://gigainvestors.com/s/IQV) | PPPPP | no | $157.59 | 2025-06-30 | 7.5% | 72.0% to 2026-10-15 |
| [Intertek Group PLC (ITRK.LSE)](https://gigainvestors.com/s/ITRK.LSE) | PPPPP | no | GBX 4,740.00 | 2025-06-30 | 6.6% | 24.8% to 2026-10-16 |
| [Illinois Tool Works Inc (ITW.US)](https://gigainvestors.com/s/ITW) | PPPPP | no | $247.25 | 2025-06-30 | 7.2% | 9.7% to 2026-10-15 |
| [Industria de Diseno Textil SA (ITX.MC)](https://gigainvestors.com/s/ITX.MC) | PPPPP | no | EUR 44.18 | 2025-06-30 | 8.2% | 26.5% to 2026-10-16 |
| [Jacobs Solutions Inc. (J.US)](https://gigainvestors.com/s/J) | PPPPP | no | $131.45 | 2025-06-30 |  | 8.0% to 2026-10-15 |
| [JB Hi-Fi Ltd (JBH.AU)](https://gigainvestors.com/s/JBH.AU) | PPPPP | no | AUD 110.35 | 2025-06-30 | 8.6% | -34.4% to 2026-10-16 |
| [Johnson Controls International PLC (JCI.US)](https://gigainvestors.com/s/JCI) | PPPPP | no | $105.62 | 2025-06-30 | 4.8% | 39.8% to 2026-10-15 |
| [JPMorgan Chase & Co. (JPM.US)](https://gigainvestors.com/s/JPM) | PPPPP | no | $289.91 | 2025-06-30 | 9.5% | 15.7% to 2026-10-15 |
| [KBC Groep NV (KBC.BR)](https://gigainvestors.com/s/KBC.BR) | PPPPP | no | EUR 87.66 | 2025-06-30 | 11.2% | 38.0% to 2026-10-16 |
| [KLA Corporation (KLAC.US)](https://gigainvestors.com/s/KLAC) | PPPPP | no | $89.57 | 2025-06-30 | 6.5% | 94.8% to 2026-10-15 |
| [KONE Oyj (KNEBV.HE)](https://gigainvestors.com/s/KNEBV.HE) | PPPPP | no | EUR 55.88 | 2025-06-30 | 5.8% | -2.0% to 2026-10-16 |
| [Kuehne & Nagel (KNIN.SW)](https://gigainvestors.com/s/KNIN.SW) | PPPPP | no | CHF 171.65 | 2025-06-30 | 8.8% | 34.6% to 2026-10-16 |
| [The Coca-Cola Company (KO.US)](https://gigainvestors.com/s/KO) | PPPPP | no | $70.75 | 2025-06-30 | 7.1% | 30.0% to 2026-10-15 |
| [Kingspan Group plc (KRX.IR)](https://gigainvestors.com/s/KRX.IR) | PPPPP | no | EUR 72.20 | 2025-06-30 |  | 36.3% to 2026-10-16 |
| [Lagercrantz Group AB (publ) (LAGR-B.ST)](https://gigainvestors.com/s/LAGR-B.ST) | PPPPP | no | SEK 227.60 | 2025-06-30 | 5.9% | 2.5% to 2026-10-16 |
| [Lennar Corporation (LEN-B.US)](https://gigainvestors.com/s/LEN-B) | PPPPP | yes | $105.25 | 2025-06-30 | 22.4% | -25.2% to 2026-10-02 |
| [Lifco AB (publ) (LIFCO-B.ST)](https://gigainvestors.com/s/LIFCO-B.ST) | PPPPP | no | SEK 382.80 | 2025-06-30 | 5.0% | -13.9% to 2026-10-16 |
| [Lockheed Martin Corporation (LMT.US)](https://gigainvestors.com/s/LMT) | PPPPP | no | $463.14 | 2025-06-30 | 9.3% | 15.0% to 2026-10-15 |
| [Cia de Distribucion Integral (LOG.MC)](https://gigainvestors.com/s/LOG.MC) | PPPPP | no | EUR 27.80 | 2025-06-30 | 9.5% | 33.6% to 2026-10-16 |
| [Lotus Bakeries (LOTB.BR)](https://gigainvestors.com/s/LOTB.BR) | PPPPP | no | EUR 8,170.00 | 2025-06-30 | 4.8% | 56.4% to 2026-10-16 |
| [Lowe's Companies Inc (LOW.US)](https://gigainvestors.com/s/LOW) | PPPPP | no | $221.87 | 2025-06-30 | 7.8% | -11.8% to 2026-10-15 |
| [Legrand SA (LR.PA)](https://gigainvestors.com/s/LR.PA) | PPPPP | no | EUR 113.50 | 2025-06-30 | 6.3% | 18.7% to 2026-10-16 |
| [Lam Research Corp (LRCX.US)](https://gigainvestors.com/s/LRCX) | PPPPP | no | $97.34 | 2025-06-30 | 7.4% | 185.0% to 2026-10-15 |
| [Mastercard Inc (MA.US)](https://gigainvestors.com/s/MA) | PPPPP | no | $561.94 | 2025-06-30 | 5.9% | 9.7% to 2026-10-15 |
| [McKesson Corporation (MCK.US)](https://gigainvestors.com/s/MCK) | PPPPP | no | $732.78 | 2025-06-30 | 5.6% | 36.3% to 2026-10-15 |
| [Moodys Corporation (MCO.US)](https://gigainvestors.com/s/MCO) | PPPPP | no | $501.59 | 2025-06-30 | 5.3% | -3.6% to 2026-10-15 |
| [Medtronic PLC (MDT.US)](https://gigainvestors.com/s/MDT) | PPPPP | no | $87.17 | 2025-06-30 | 6.8% | 9.5% to 2026-10-15 |
| [Melexis NV (MELE.BR)](https://gigainvestors.com/s/MELE.BR) | PPPPP | no | EUR 72.15 | 2025-06-30 | 10.4% | -19.2% to 2026-10-16 |
| [Manulife Financial Corp (MFC.TO)](https://gigainvestors.com/s/MFC.TO) | PPPPP | no | CAD 43.54 | 2025-06-30 | 6.8% | 42.8% to 2026-10-15 |
| [McCormick & Company Incorporated (MKC-V.US)](https://gigainvestors.com/s/MKC-V) | PPPPP | no | $75.51 | 2025-06-30 | 5.9% | -37.6% to 2026-10-15 |
| [Medibank Private Ltd (MPL.AU)](https://gigainvestors.com/s/MPL.AU) | PPPPP | no | AUD 5.05 | 2025-06-30 | 8.0% | -6.1% to 2026-10-16 |
| [Marsh & McLennan Companies, Inc. (MRSH.US)](https://gigainvestors.com/s/MRSH) | PPPPP | no | $218.64 | 2025-06-30 |  | -14.7% to 2026-10-15 |
| [MSCI Inc (MSCI.US)](https://gigainvestors.com/s/MSCI) | PPPPP | no | $576.74 | 2025-06-30 | 6.0% | -0.3% to 2026-10-15 |
| [Microsoft Corporation (MSFT.US)](https://gigainvestors.com/s/MSFT) | PPPPP | no | $497.41 | 2025-06-30 | 5.1% | 8.4% to 2026-10-15 |
| [Motorola Solutions Inc (MSI.US)](https://gigainvestors.com/s/MSI) | PPPPP | no | $420.46 | 2025-06-30 | 4.7% | 8.5% to 2026-10-15 |
| [Mettler-Toledo International Inc (MTD.US)](https://gigainvestors.com/s/MTD) | PPPPP | no | $1,174.72 | 2025-06-30 | 6.7% | 39.5% to 2026-10-15 |
| [National Bank of Canada (NA.TO)](https://gigainvestors.com/s/NA.TO) | PPPPP | yes | CAD 140.52 | 2025-06-30 | 11.9% | 45.4% to 2026-10-15 |
| [Nordea Bank Abp (NDA-FI.HE)](https://gigainvestors.com/s/NDA-FI.HE) | PPPPP | no | EUR 12.61 | 2025-06-30 | 9.7% | 25.4% to 2026-10-16 |
| [NIB Holdings Ltd (NHF.AU)](https://gigainvestors.com/s/NHF.AU) | PPPPP | no | AUD 7.08 | 2025-06-30 | 8.3% | -7.9% to 2026-10-16 |
| [Nike Inc (NKE.US)](https://gigainvestors.com/s/NKE) | PPPPP | no | $71.04 | 2025-06-30 | 9.0% | -47.7% to 2026-10-15 |
| [Northrop Grumman Corporation (NOC.US)](https://gigainvestors.com/s/NOC) | PPPPP | no | $499.98 | 2025-06-30 | 8.3% | -0.1% to 2026-10-15 |
| [Novartis AG (NOVN.SW)](https://gigainvestors.com/s/NOVN.SW) | PPPPP | no | CHF 96.17 | 2025-06-30 | 8.1% | 29.2% to 2026-10-16 |
| [Novo Nordisk A/S (NOVO-B.CO)](https://gigainvestors.com/s/NOVO-B.CO) | PPPPP | no | DKK 439.60 | 2025-06-30 | 7.1% | -40.5% to 2026-10-16 |
| [Netwealth Group Ltd (NWL.AU)](https://gigainvestors.com/s/NWL.AU) | PPPPP | no | AUD 33.59 | 2025-06-30 | 4.0% | -50.7% to 2026-10-16 |
| [Grupo Aeroportuario del Centro Norte S.A.B. de C.V (OMAB.MX)](https://gigainvestors.com/s/OMAB.MX) | PPPPP | no | MXN 246.80 | 2025-06-30 | 6.4% | -14.6% to 2026-10-15 |
| [LOréal S.A. (OR.PA)](https://gigainvestors.com/s/OR.PA) | PPPPP | no | EUR 363.10 | 2025-06-30 | 6.4% | 11.6% to 2026-10-16 |
| [O'Reilly Automotive Inc (ORLY.US)](https://gigainvestors.com/s/ORLY) | PPPPP | no | $90.13 | 2025-06-30 | 6.5% | -1.8% to 2026-10-15 |
| [Open Text Corp (OTEX.TO)](https://gigainvestors.com/s/OTEX.TO) | PPPPP | no | CAD 39.79 | 2025-06-30 | 12.6% | -7.9% to 2026-10-15 |
| [Paychex Inc (PAYX.US)](https://gigainvestors.com/s/PAYX) | PPPPP | no | $145.46 | 2025-06-30 | 6.9% | -23.8% to 2026-10-15 |
| [PepsiCo Inc (PEP.US)](https://gigainvestors.com/s/PEP) | PPPPP | no | $132.04 | 2025-06-30 | 7.2% | -2.8% to 2026-10-15 |
| [Procter & Gamble Company (PG.US)](https://gigainvestors.com/s/PG) | PPPPP | no | $159.32 | 2025-06-30 | 6.5% | -1.4% to 2026-10-15 |
| [Parker-Hannifin Corporation (PH.US)](https://gigainvestors.com/s/PH) | PPPPP | no | $698.47 | 2025-06-30 | 4.9% | 37.7% to 2026-10-15 |
| [Packaging Corp of America (PKG.US)](https://gigainvestors.com/s/PKG) | PPPPP | no | $188.45 | 2025-06-30 | 7.8% | 23.4% to 2026-10-15 |
| [Plus500 Ltd (PLUS.LSE)](https://gigainvestors.com/s/PLUS.LSE) | PPPPP | no | GBX 3,396.00 | 2025-06-30 | 11.4% | -0.5% to 2026-10-16 |
| [Philip Morris International Inc (PM.US)](https://gigainvestors.com/s/PM) | PPPPP | no | $182.13 | 2025-06-30 | 5.5% | 9.8% to 2026-10-15 |
| [PNC Financial Services Group Inc (PNC.US)](https://gigainvestors.com/s/PNC) | PPPPP | no | $186.42 | 2025-06-30 | 10.6% | 15.3% to 2026-10-15 |
| [Pandora A/S (PNDORA.CO)](https://gigainvestors.com/s/PNDORA.CO) | PPPPP | no | DKK 1,112.00 | 2025-06-30 | 10.3% | -23.2% to 2026-10-16 |
| [Powszechny Zaklad Ubezpieczen SA (PZU.WAR)](https://gigainvestors.com/s/PZU.WAR) | PPPPP | yes | PLN 63.00 | 2025-06-30 | 14.4% | 17.5% to 2026-10-16 |
| [RATIONAL Aktiengesellschaft (RAA.XETRA)](https://gigainvestors.com/s/RAA.XETRA) | PPPPP | no | EUR 712.00 | 2025-06-30 | 6.6% | -12.6% to 2026-10-16 |
| [FERRARI (RACE.MI)](https://gigainvestors.com/s/RACE.MI) | PPPPP | no | EUR 416.10 | 2025-06-30 |  | -14.3% to 2026-10-16 |
| [Raymond James Financial Inc. (RJF.US)](https://gigainvestors.com/s/RJF) | PPPPP | no | $153.37 | 2025-06-30 | 11.6% | 2.6% to 2026-10-15 |
| [Resmed Inc (RMD.US)](https://gigainvestors.com/s/RMD) | PPPPP | no | $258.00 | 2025-06-30 | 6.0% | -6.1% to 2026-10-15 |
| [Hermes International SCA (RMS.PA)](https://gigainvestors.com/s/RMS.PA) | PPPPP | no | EUR 2,299.00 | 2025-06-30 | 5.0% | -41.6% to 2026-10-16 |
| [Rightmove PLC (RMV.LSE)](https://gigainvestors.com/s/RMV.LSE) | PPPPP | no | GBX 788.60 | 2025-06-30 | 7.2% | -29.9% to 2026-10-16 |
| [Roper Technologies Inc (ROP.US)](https://gigainvestors.com/s/ROP) | PPPPP | no | $566.84 | 2025-06-30 | 5.3% | -32.5% to 2026-10-15 |
| [Ross Stores Inc (ROST.US)](https://gigainvestors.com/s/ROST) | PPPPP | no | $127.58 | 2025-06-30 | 8.5% | 84.1% to 2026-10-15 |
| [RS GROUP PLC (RS1.LSE)](https://gigainvestors.com/s/RS1.LSE) | PPPPP | yes | GBX 574.50 | 2025-06-30 | 11.7% | 37.9% to 2026-10-16 |
| [Royal Bank of Canada (RY.TO)](https://gigainvestors.com/s/RY.TO) | PPPPP | no | CAD 179.47 | 2025-06-30 | 11.1% | 55.5% to 2026-10-15 |
| [Sandvik AB (SAND.ST)](https://gigainvestors.com/s/SAND.ST) | PPPPP | no | SEK 216.90 | 2025-06-30 | 7.8% | 64.7% to 2026-10-16 |
| [Starbucks Corporation (SBUX.US)](https://gigainvestors.com/s/SBUX) | PPPPP | no | $91.63 | 2025-06-30 | 4.9% | 5.7% to 2026-10-15 |
| [Schindler Holding AG (SCHP.SW)](https://gigainvestors.com/s/SCHP.SW) | PPPPP | no | CHF 295.00 | 2025-06-30 | 6.0% | -9.0% to 2026-10-16 |
| [Skandinaviska Enskilda Banken AB (publ) (SEB-A.ST)](https://gigainvestors.com/s/SEB-A.ST) | PPPPP | no | SEK 165.10 | 2025-06-30 | 10.6% | 32.6% to 2026-10-16 |
| [SFS Group AG (SFSN.SW)](https://gigainvestors.com/s/SFSN.SW) | PPPPP | no | CHF 108.80 | 2025-06-30 | 9.1% | 28.9% to 2026-10-16 |
| [Compagnie de Saint-Gobain S.A. (SGO.PA)](https://gigainvestors.com/s/SGO.PA) | PPPPP | no | EUR 99.64 | 2025-06-30 | 7.9% | -33.3% to 2026-10-16 |
| [Svenska Handelsbanken AB (publ) (SHB-A.ST)](https://gigainvestors.com/s/SHB-A.ST) | PPPPP | no | SEK 126.45 | 2025-06-30 | 10.9% | 21.2% to 2026-10-16 |
| [Siemens Healthineers AG (SHL.XETRA)](https://gigainvestors.com/s/SHL.XETRA) | PPPPP | no | EUR 47.06 | 2025-06-30 | 6.2% | -11.5% to 2026-10-16 |
| [Sherwin-Williams Co (SHW.US)](https://gigainvestors.com/s/SHW) | PPPPP | no | $343.36 | 2025-06-30 | 5.5% | -1.9% to 2026-10-15 |
| [Smartgroup Corporation Ltd (SIQ.AU)](https://gigainvestors.com/s/SIQ.AU) | PPPPP | yes | AUD 7.37 | 2025-06-30 | 12.6% | 57.1% to 2026-10-16 |
| [SEB SA (SK.PA)](https://gigainvestors.com/s/SK.PA) | PPPPP | no | EUR 80.10 | 2025-06-30 | 10.7% | -28.0% to 2026-10-16 |
| [Sonova H Ag (SOON.SW)](https://gigainvestors.com/s/SOON.SW) | PPPPP | no | CHF 236.40 | 2025-06-30 | 6.6% | 16.6% to 2026-10-16 |
| [Sopra Steria Group SA (SOP.PA)](https://gigainvestors.com/s/SOP.PA) | PPPPP | no | EUR 206.80 | 2025-06-30 | 8.1% | -12.0% to 2026-10-16 |
| [Spirax Group plc (SPX.LSE)](https://gigainvestors.com/s/SPX.LSE) | PPPPP | no | GBX 5,955.00 | 2025-06-30 | 8.4% | 24.0% to 2026-10-16 |
| [Straumann Holding AG (STMN.SW)](https://gigainvestors.com/s/STMN.SW) | PPPPP | no | CHF 103.55 | 2025-06-30 | 5.4% | -8.7% to 2026-10-16 |
| [Schneider Electric S.E. (SU.PA)](https://gigainvestors.com/s/SU.PA) | PPPPP | no | EUR 225.80 | 2025-06-30 | 5.5% | 13.2% to 2026-10-16 |
| [Suncorp Group Ltd (SUN.AU)](https://gigainvestors.com/s/SUN.AU) | PPPPP | no | AUD 21.61 | 2025-06-30 | 7.5% | -9.4% to 2026-10-16 |
| [Sweco AB (publ) (SWEC-B.ST)](https://gigainvestors.com/s/SWEC-B.ST) | PPPPP | no | SEK 164.00 | 2025-06-30 | 5.7% | -18.4% to 2026-10-16 |
| [Stryker Corporation (SYK.US)](https://gigainvestors.com/s/SYK) | PPPPP | no | $395.63 | 2025-06-30 | 4.9% | -25.9% to 2026-10-15 |
| [Sysco Corporation (SYY.US)](https://gigainvestors.com/s/SYY) | PPPPP | no | $75.74 | 2025-06-30 | 6.4% | 8.5% to 2026-10-15 |
| [Toronto Dominion Bank (TD.TO)](https://gigainvestors.com/s/TD.TO) | PPPPP | yes | CAD 100.16 | 2025-06-30 | 11.9% | 69.7% to 2026-10-15 |
| [Transdigm Group Incorporated (TDG.US)](https://gigainvestors.com/s/TDG) | PPPPP | no | $1,520.64 | 2025-06-30 | 4.4% | -25.4% to 2026-10-15 |
| [TE Connectivity Ltd (TEL.US)](https://gigainvestors.com/s/TEL) | PPPPP | no | $168.67 | 2025-06-30 | 5.7% | 26.3% to 2026-10-15 |
| [Temenos Group AG (TEMN.SW)](https://gigainvestors.com/s/TEMN.SW) | PPPPP | no | CHF 61.60 | 2025-06-30 | 5.8% | 20.1% to 2026-10-16 |
| [Thule Group AB (THULE.ST)](https://gigainvestors.com/s/THULE.ST) | PPPPP | no | SEK 272.00 | 2025-06-30 | 6.2% | -26.7% to 2026-10-16 |
| [The TJX Companies Inc (TJX.US)](https://gigainvestors.com/s/TJX) | PPPPP | no | $123.49 | 2025-06-30 | 6.6% | 17.1% to 2026-10-15 |
| [Trelleborg AB (publ) (TREL-B.ST)](https://gigainvestors.com/s/TREL-B.ST) | PPPPP | no | SEK 352.10 | 2025-06-30 | 7.4% | 32.3% to 2026-10-16 |
| [Trigano S.A. (TRI.PA)](https://gigainvestors.com/s/TRI.PA) | PPPPP | yes | EUR 147.90 | 2025-06-30 | 17.0% | -11.9% to 2026-10-16 |
| [The Travelers Companies Inc (TRV.US)](https://gigainvestors.com/s/TRV) | PPPPP | no | $267.54 | 2025-06-30 | 8.8% | 43.5% to 2026-10-15 |
| [Trane Technologies plc (TT.US)](https://gigainvestors.com/s/TT) | PPPPP | no | $437.41 | 2025-06-30 | 4.5% | 4.6% to 2026-10-15 |
| [Unilever PLC (ULVR.LSE)](https://gigainvestors.com/s/ULVR.LSE) | PPPPP | no | GBX 4,732.35 | 2025-06-30 | 7.0% | 3.2% to 2026-10-16 |
| [UnitedHealth Group Incorporated (UNH.US)](https://gigainvestors.com/s/UNH) | PPPPP | no | $311.97 | 2025-06-30 | 10.7% | 30.4% to 2026-10-15 |
| [United Rentals Inc (URI.US)](https://gigainvestors.com/s/URI) | PPPPP | no | $753.40 | 2025-06-30 | 6.1% | 39.0% to 2026-10-15 |
| [U.S. Bancorp (USB.US)](https://gigainvestors.com/s/USB) | PPPPP | yes | $45.25 | 2025-06-30 | 12.5% | 26.8% to 2026-10-15 |
| [Visa Inc. Class A (V.US)](https://gigainvestors.com/s/V) | PPPPP | no | $355.05 | 2025-06-30 | 6.2% | 12.6% to 2026-10-15 |
| [Verisk Analytics Inc (VRSK.US)](https://gigainvestors.com/s/VRSK) | PPPPP | no | $311.50 | 2025-06-30 | 4.2% | -39.9% to 2026-10-15 |
| [VeriSign Inc (VRSN.US)](https://gigainvestors.com/s/VRSN) | PPPPP | no | $288.80 | 2025-06-30 | 6.3% | 5.3% to 2026-10-15 |
| [Westinghouse Air Brake Technologies Corp (WAB.US)](https://gigainvestors.com/s/WAB) | PPPPP | no | $209.35 | 2025-06-30 | 5.4% | 37.5% to 2026-10-15 |
| [Waters Corporation (WAT.US)](https://gigainvestors.com/s/WAT) | PPPPP | no | $349.04 | 2025-06-30 | 6.4% | 27.2% to 2026-10-15 |
| [Westpac Banking Corporation (WBC.AU)](https://gigainvestors.com/s/WBC.AU) | PPPPP | no | AUD 33.86 | 2025-06-30 | 5.6% | 3.8% to 2026-10-16 |
| [Wells Fargo & Company (WFC.US)](https://gigainvestors.com/s/WFC) | PPPPP | no | $80.12 | 2025-06-30 | 10.1% | 3.3% to 2026-10-15 |
| [Wolters Kluwer N.V. (WKL.AS)](https://gigainvestors.com/s/WKL.AS) | PPPPP | no | EUR 141.95 | 2025-06-30 | 7.2% | -42.3% to 2026-10-16 |
| [Waste Management Inc (WM.US)](https://gigainvestors.com/s/WM) | PPPPP | no | $228.82 | 2025-06-30 | 4.9% | -2.0% to 2026-10-15 |
| [Worley Ltd (WOR.AU)](https://gigainvestors.com/s/WOR.AU) | PPPPP | no | AUD 13.08 | 2025-06-30 | 7.0% | -28.8% to 2026-10-16 |
| [Yum! Brands Inc (YUM.US)](https://gigainvestors.com/s/YUM) | PPPPP | no | $148.18 | 2025-06-30 | 7.6% | 1.8% to 2026-10-15 |
| [Zoetis Inc (ZTS.US)](https://gigainvestors.com/s/ZTS) | PPPPP | no | $155.95 | 2025-06-30 | 6.4% | -49.7% to 2026-10-15 |

Method: https://gigainvestors.com/value/method

2025 Q2: 12 at a fair price. Up 49% since; analysed index companies +24%.

The rest 207