Parnassus Investments

large-active, lo, esg

Quarters 52

2016-03-31 $15.57B

Positions 86

Fund Profile

Stored public background and source notes.

Background

Founded 1984 by Jerome Dodson; one of the first U.S. mutual-fund firms to apply formal social-responsibility screens. Acquired by AMG in 2021 but operates as an independent affiliate.

Key People

Todd Ahlsten CIO; PM, Parnassus Core Equity (since 2001)
One of the longest-tenured PMs in the ESG-quality space.

Track Record / Style

Parnassus Core Equity under Ahlsten has one of the longest live records in the ESG/quality space, with consistently low downside capture in 2008, 2020, and 2022 drawdowns. The 13F leans toward quality compounders that pass both fundamental and ESG screens.

Profile Sources

2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30

Top 10 $15.57B 86 positions total

Issuer

Value

Weight

Share Δ%

Danaher Corp. DHR $623.2M 4.00% +0.90% Charles Schwab Corp. SCHW $536.2M 3.44% +48.82% Gilead Sciences Inc. GILD $534.6M 3.43% +37.31% Applied Materials Inc. AMAT $518.4M 3.33% +0.78% Intel Corp. INTC $517.9M 3.33% -2.09% Mondelez International Inc., Class A MDLZ $477.8M 3.07% +0.79% Xylem Inc. XYL $462.5M 2.97% +1.28% Perrigo Co. plc $457.5M 2.94% +61.21% Motorola Solutions Inc. MSI $445.2M 2.86% -31.99% United Parcel Service Inc., Class B UPS $433.7M 2.78% +0.89% Others (76 positions) $10.57B 67.85%

Total Disclosed Value

2013-06-30 → 2026-03-31 · $7.64B → $34.15B