Fund HoldingsXXEC, Inc.

Total Portfolio Value
$118.51M
Total Bought
$5.06M
Total Sold
$19.75M
Net Transaction
-$14.70M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
NORDSON CORP(NDSN)12,00033,610+21,6102,9787,5016.33%+4,523
INTUIT INC(INTU)19,20518,636-5698,8009,5228.03%+722
UNIVERSAL DISPLAY CO03,000+3,00004710.40%+471
FACTSET RESEARCH SYS(FDS)10,21810,005-2134,0944,3753.69%+281
VERISK ANALYTICS INC CLASS A(VRSK)23,84023,276-5645,3895,4994.64%+110
PFIZER INC(PFE)130,710146,467+15,7574,7944,8584.10%+64
BERKSHIRE HATHAWAY CLASS B12,32912,104-2254,2044,2403.58%+36
BADGER METER INC21,66021,215-4453,1963,0522.58%-144
FAIR ISAAC INTL CORP(FICO)4,7254,225-5003,8243,6703.10%-154
ROPER TECHNOLOGIES(ROP)8,2977,770-5273,9893,7633.18%-226
BENTLEY SYSTEM INC CLASS B(BSY)52,93652,141-7952,8712,6152.21%-255
AUTODESK INC30,72428,892-1,8326,2865,9785.04%-308
DEERE & CO(DE)11,57511,341-2344,6904,2803.61%-410
IDEXX LABS INC6,8806,710-1703,4552,9342.48%-521
MASTERCARD INC CLASS A(MA)31,97130,304-1,66712,57411,99810.12%-577
VISA INC CLASS A(V)35,26133,679-1,5828,3747,7476.54%-627
METTLER TOLEDO INTL(MTD)2,8532,806-473,7423,1092.62%-633
QUALCOMM INC(QCOM)53,22551,229-1,9966,3365,6894.80%-646
MOODYS CORP(MCO)23,24822,748-5008,0847,1926.07%-892
GRACO INC(GGG)56,38152,474-3,9074,8683,8243.23%-1,044
MICROSOFT CORP(MSFT)34,68933,459-1,23011,81310,5658.91%-1,248
ZOETIS INC CLASS A(ZTS)27,12618,317-8,8094,6713,1872.69%-1,485
XYLEM INC.(XYL)42,71526,808-15,9074,8112,4402.06%-2,370
CHEVRON CORP(CVX)22,3800-22,3803,5210-3,521
UNION PACIFIC CORP(UNP)17,3100-17,3103,5420-3,542
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