Fund HoldingsCovea Finance

Total Portfolio Value
$2.18B
Total Bought
$461.35M
Total Sold
$436.78M
Net Transaction
+$24.57M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ALPHABET INC(GOOG)138,315444,500+306,18526,18368,7373.16%+42,554
ABBOTT LABS0293,454+293,454038,9271.79%+38,927
FRANCO NEV CORP(FNV)101,320286,170+184,85011,89545,0962.07%+33,201
ADOBE INC(ADBE)075,889+75,889029,1061.34%+29,106
ELI LILLY & CO(LLY)031,100+31,100025,6861.18%+25,686
VISA INC(V)176,421226,018+49,59755,75679,2103.64%+23,454
WASTE MGMT INC DEL(WM)216,585275,133+58,54843,70563,6962.92%+19,991
BANK AMERICA CORP0471,700+471,700019,6840.90%+19,684
TEXAS INSTRS INC(TXN)57,950150,850+92,90010,86627,1081.24%+16,242
JPMORGAN CHASE & CO.(JPM)061,700+61,700015,1350.69%+15,135
APPLE INC(AAPL)535,442655,199+119,757134,085145,5396.68%+11,454
INTUITIVE SURGICAL INC61,60086,348+24,74832,15342,7661.96%+10,613
ZOETIS INC(ZTS)0297,862+297,862049,0432.25%+49,043
TJX COS INC NEW(TJX)130,528200,868+70,34015,76924,4661.12%+8,697
AMERICAN WTR WKS CO INC NEW0161,467+161,467023,8201.09%+23,820
ANALOG DEVICES INC(ADI)036,700+36,70007,4010.34%+7,401
MOTOROLA SOLUTIONS INC(MSI)66,84586,445+19,60030,89837,8461.74%+6,949
BAKER HUGHES COMPANY(BKR)0132,000+132,00005,8010.27%+5,801
ROCKWELL AUTOMATION INC(ROK)33,92358,823+24,9009,69515,1990.70%+5,504
COCA COLA CO(KO)075,500+75,50005,4070.25%+5,407
AMERICAN EXPRESS CO(AXP)019,000+19,00005,1120.23%+5,112
STRYKER CORPORATION(SYK)013,500+13,50005,0250.23%+5,025
NEXTERA ENERGY INC(NEE)106,675176,675+70,0007,64812,5240.57%+4,877
TELEDYNE TECHNOLOGIES INC(TDY)21,40029,000+7,6009,93214,4340.66%+4,501
EMERSON ELEC CO(EMR)228,000298,760+70,76028,25632,7561.50%+4,500
XYLEM INC(XYL)106,286136,901+30,61512,33116,3540.75%+4,023
OSHKOSH CORP(OSK)30,00070,500+40,5002,8526,6330.30%+3,781
CBOE GLOBAL MKTS INC(CBOE)43,30053,200+9,9008,46112,0390.55%+3,578
US BANCORP DEL(USB)084,000+84,00003,5460.16%+3,546
GILEAD SCIENCES INC(GILD)030,500+30,50003,4180.16%+3,418
NUCOR CORP(NUE)50,00076,640+26,6405,8369,2230.42%+3,387
MORGAN STANLEY(MS)028,800+28,80003,3600.15%+3,360
MCCORMICK & CO INC(MKC)0339,510+339,510027,9451.28%+27,945
STARBUCKS CORP(SBUX)94,999118,994+23,9958,66911,6720.54%+3,003
BJS WHSL CLUB HLDGS INC(BJ)022,500+22,50002,5670.12%+2,567
BIOMARIN PHARMACEUTICAL INC(BMRN)77,100106,300+29,2005,0687,5140.34%+2,447
PROCTER AND GAMBLE CO(PG)068,070+68,070011,6000.53%+11,600
CARLISLE COS INC(CSL)06,000+6,00002,0430.09%+2,043
POOL CORP(POOL)06,000+6,00001,9100.09%+1,910
BECTON DICKINSON & CO(BDX)58,62566,000+7,37513,30015,1180.69%+1,818
COOPER COS INC(COO)23,50046,000+22,5002,1603,8800.18%+1,720
KIRBY CORP(KEX)014,000+14,00001,4140.06%+1,414
ESSENTIAL UTILS INC(WTRG)034,500+34,50001,3640.06%+1,364
CMS ENERGY CORP(CMS)177,300173,400-3,90011,81713,0240.60%+1,207
MONGODB INC(MDB)16,50028,400+11,9003,8414,9810.23%+1,140
PTC INC(PTC)15,30025,500+10,2002,8133,9510.18%+1,138
DONALDSON INC(DCI)44,00061,000+17,0002,9634,0910.19%+1,127
HEALTHEQUITY INC(HQY)18,00032,000+14,0001,7272,8280.13%+1,101
ENBRIDGE INC(ENB)529,820529,120-70022,46623,4641.08%+998
HOWMET AEROSPACE INC(HWM)330,470285,602-44,86836,14437,0511.70%+908
CHEMED CORP NEW(CHE)6,0006,500+5003,1794,0000.18%+821
COMMERCIAL METALS CO(CMC)62,00084,500+22,5003,0753,8880.18%+813
NUTRIEN LTD(NTR)55,60063,100+7,5002,4853,1380.14%+652
OREILLY AUTOMOTIVE INC(ORLY)11,96010,314-1,64614,18214,7760.68%+593
SIMPLY GOOD FOODS CO(SMPL)166,600202,500+35,9006,4946,9840.32%+490
ROPER TECHNOLOGIES INC(ROP)22,34120,480-1,86111,61412,0750.55%+461
SHERWIN WILLIAMS CO(SHW)38,29738,297013,01813,3730.61%+355
WOODWARD INC(WWD)22,50022,200-3003,7444,0510.19%+307
SKECHERS U S A INC26,00036,000+10,0001,7482,0440.09%+296
IDEX CORP(IEX)14,50018,000+3,5003,0353,2570.15%+223
INGREDION INC(INGR)50,10052,500+2,4006,8927,0990.33%+207
HYATT HOTELS CORP(H)12,50017,700+5,2001,9622,1680.10%+206
BENTLEY SYS INC(BSY)27,70037,000+9,3001,2941,4560.07%+162
EAGLE MATLS INC(EXP)12,00014,000+2,0002,9613,1070.14%+146
DYNATRACE INC(DT)40,50047,000+6,5002,2012,2160.10%+15
COGNEX CORP(CGNX)73,50086,000+12,5002,6362,5650.12%-70
GENTEX CORP(GNTX)70,00080,000+10,0002,0111,8640.09%-147
INTERNATIONAL FLAVORS&FRAGRA(IFF)123,090131,760+8,67010,40710,2260.47%-181
ILLINOIS TOOL WKS INC(ITW)46,04546,045011,67511,4200.52%-256
THERMO FISHER SCIENTIFIC INC(TMO)0103,114+103,114051,3102.36%+51,310
KEYSIGHT TECHNOLOGIES INC(KEYS)37,98837,98806,1025,6890.26%-413
ATI INC(ATI)65,00060,000-5,0003,5783,1220.14%-456
COHERENT CORP(COHR)35,00043,000+8,0003,3162,7920.13%-523
VALMONT INDS INC(VMI)15,20014,300-9004,6614,0810.19%-581
NETFLIX INC(NFLX)63,60060,020-3,58056,68855,9702.57%-718
DATADOG INC(DDOG)29,40033,400+4,0004,2013,3140.15%-887
MACOM TECH SOLUTIONS HLDGS I(MTSI)27,00026,000-1,0003,5082,6100.12%-898
ECOLAB INC(ECL)61,49552,954-8,54114,41013,4250.62%-985
MARRIOTT INTL INC NEW(MAR)60,54066,440+5,90016,88715,8260.73%-1,061
TELEFLEX INCORPORATED(TFX)6,2000-6,2001,1030-1,103
COTY INC(COTY)175,0000-175,0001,2180-1,218
BRUKER CORP(BRKR)22,7000-22,7001,3310-1,331
PARKER-HANNIFIN CORP(PH)33,34632,267-1,07921,20919,6130.90%-1,596
AMKOR TECHNOLOGY INC62,5000-62,5001,6060-1,606
DARLING INGREDIENTS INC(DAR)64,0000-64,0002,1560-2,156
TARGA RES CORP(TRGP)71,24051,740-19,50012,71610,3720.48%-2,344
EQUINIX INC(EQIX)12,60811,391-1,21711,8889,2880.43%-2,600
MARKETAXESS HLDGS INC(MKTX)13,7000-13,7003,0970-3,097
ROLLINS INC(ROL)655,351503,351-152,00030,37627,1961.25%-3,179
LAUDER ESTEE COS INC(EL)44,3810-44,3813,3280-3,328
NIKE INC(NKE)344,266353,766+9,50026,05122,4571.03%-3,594
CURTISS WRIGHT CORP(CW)27,90019,700-8,2009,9016,2500.29%-3,651
CADENCE DESIGN SYSTEM INC(CDNS)55,99851,261-4,73716,82513,0370.60%-3,788
BWX TECHNOLOGIES INC(BWXT)130,300108,292-22,00814,51410,6830.49%-3,831
VERTIV HOLDINGS CO(VRT)38,9000-38,9004,4190-4,419
MONDELEZ INTL INC(MDLZ)269,770165,220-104,55016,11311,2100.51%-4,903
WABTEC(WAB)133,948112,748-21,20025,39520,4470.94%-4,948
COSTCO WHSL CORP NEW(COST)50,18042,992-7,18845,97840,6611.87%-5,317
DANAHER CORPORATION(DHR)69,15649,256-19,90015,87510,0970.46%-5,777
MARTIN MARIETTA MATLS INC(MLM)30,19020,090-10,10015,5939,6060.44%-5,988
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