Fund Holdings

XXEC, Inc.

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
MASTERCARD INC CLASS A(MA)019,960+19,960011,353,4489.57%+11,353,448
VISA INC CLASS A(V)024,159+24,15908,247,3996.95%+8,247,399
UNIVERSAL DISPLAY CORP(OLED)052,046+52,04607,475,3676.30%+7,475,367
VERISK ANALYTICS INC CLASS A(VRSK)020,431+20,43105,138,6014.33%+5,138,601
XYLEM INC(XYL)033,610+33,61004,957,4754.18%+4,957,475
BERKSHIRE HATHAWAY CLASS CLASS B08,655+8,65504,351,2153.67%+4,351,215
BADGER METER INC(BMI)017,698+17,69803,160,5092.66%+3,160,509
CHUBB LTD F09,748+9,74802,751,3732.32%+2,751,373
RELIANCE INC07,448+7,44802,091,6221.76%+2,091,622
GENTEX CORP(GNTX)301,317300,368-9496,625,9618,500,4147.17%+1,874,453
ABBOTT LABS011,394+11,39401,526,1121.29%+1,526,112
HEARTFLOW INC(HTFL)029,832+29,83201,004,1450.85%+1,004,145
CSX CORP(CSX)019,000+19,0000674,6900.57%+674,690
NORDSON CORP(NDSN)36,03135,866-1657,723,9658,139,7896.86%+415,824
MICROSOFT CORP(MSFT)19,56719,367-2009,732,82110,031,1388.46%+298,317
METTLER-TOLEDO INTL INC(MTD)2,4422,432-102,868,6662,985,5482.52%+116,882
NOVO-NORDISK A S F(NVO)78,18599,075+20,8905,396,3295,497,6724.64%+101,343
SCHLUMBERGER LTD(SLB)152,670152,020-6505,160,2465,224,9274.41%+64,681
MOODYS CORP(MCO)13,41813,352-666,730,3356,361,9615.36%-368,374
INTUIT(INTU)13,41413,414010,565,2699,160,5557.72%-1,404,714
TERADYNE INC(TER)115,51663,189-52,32710,387,1998,697,3347.33%-1,689,865
CHUBB LTD F6,7720-6,7721,961,9840-1,961,984
FAIR ISAAC CORP(FICO)2,823851-1,9725,160,3311,273,5471.07%-3,886,784
BERKSHIRE HATHAWAY CLASS B8,6800-8,6804,216,4840-4,216,484
BADGER METER INC17,7480-17,7484,347,3730-4,347,373
XYLEM INC(XYL)33,6980-33,6984,359,1730-4,359,173
RELIANCE INC(RS)15,5030-15,5034,866,3920-4,866,392
VERISK ANALYTICS INC CLASS A(VRSK)20,4890-20,4896,382,3230-6,382,323
UNIVERSAL DISPLAY CORP52,1130-52,1138,049,3740-8,049,374
VISA INC CLASS A(V)24,2100-24,2108,595,7600-8,595,760
MASTERCARD INC CLASS A(MA)20,0550-20,05511,269,7070-11,269,707
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