Fund HoldingsXXEC, Inc.

Total Portfolio Value
$124.40M
Total Bought
$48.82M
Total Sold
$45.20M
Net Transaction
+$3.62M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
MASTERCARD INC CLASS A(MA)020,055+20,055011,2709.06%+11,270
VISA INC CLASS A(V)024,210+24,21008,5966.91%+8,596
UNIVERSAL DISPLAY CORP052,113+52,11308,0496.47%+8,049
VERISK ANALYTICS INC CLASS A(VRSK)020,489+20,48906,3825.13%+6,382
XYLEM INC(XYL)033,698+33,69804,3593.50%+4,359
NORDSON CORP(NDSN)17,51036,031+18,5213,5327,7246.21%+4,192
SCHLUMBERGER LTD F(SLB)68,087152,670+84,5832,8465,1604.15%+2,314
CHUBB LTD F06,772+6,77201,9621.58%+1,962
NOVO-NORDISK A S F SPONSORED A(NVO)56,42978,185+21,7563,9185,3964.34%+1,478
INTUIT(INTU)15,34813,414-1,9349,42410,5658.49%+1,142
BADGER METER INC18,48917,748-7413,5184,3473.49%+830
TERADYNE INC(TER)119,106115,516-3,5909,83810,3878.35%+549
MOODYS CORP(MCO)14,01313,418-5956,5266,7305.41%+205
RELIANCE INC(RS)16,23215,503-7294,6874,8663.91%+179
FAIR ISAAC CORP(FICO)2,8692,823-465,2915,1604.15%-131
METTLER-TOLEDO INTL INC(MTD)2,5632,442-1213,0272,8692.31%-158
GENTEX CORP(GNTX)293,831301,317+7,4866,8466,6265.33%-220
ZOETIS INC(ZTS)2,3510-2,3513870-387
BERKSHIRE HATHAWAY CLASS B9,1308,680-4504,8624,2163.39%-646
MICROSOFT CORP(MSFT)28,62619,567-9,05910,7469,7337.82%-1,013
QUALCOMM INC(QCOM)11,4980-11,4981,7660-1,766
CHUBB LTD
COM
7,5200-7,5202,2710-2,271
XYLEM INC(XYL)20,2940-20,2942,4240-2,424
UNIVERSAL DISPLAY CORP(OLED)35,0810-35,0814,8930-4,893
VERISK ANALYTICS INC(VRSK)21,3870-21,3876,3650-6,365
VISA INC-CLASS A SHARES(V)30,0380-30,03810,5270-10,527
MASTERCARD INC - CLASS A(MA)21,3720-21,37211,7140-11,714
Page 1 of 1