Fund HoldingsXXEC, Inc.

Total Portfolio Value
$127.05M
Total Bought
$7.08M
Total Sold
$17.00M
Net Transaction
-$9.92M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
UNIVERSAL DISPLAY CO3,00038,982+35,9824717,4565.87%+6,985
INTUIT INC(INTU)18,63617,730-9069,52211,0828.72%+1,560
MOODYS CORP(MCO)22,74822,223-5257,1928,6796.83%+1,487
MICROSOFT CORP(MSFT)33,45931,474-1,98510,56511,8359.32%+1,271
FAIR ISAAC INTL CORP(FICO)4,2254,100-1253,6704,7723.76%+1,103
VISA INC CLASS A(V)33,67932,600-1,0797,7478,4876.68%+741
IDEXX LABS INC6,7106,525-1852,9343,6222.85%+688
GRACO INC(GGG)52,47450,388-2,0863,8244,3723.44%+547
NORDSON CORP(NDSN)33,61029,729-3,8817,5017,8536.18%+352
FACTSET RESEARCH SYS(FDS)10,0059,732-2734,3754,6433.65%+268
ROPER TECHNOLOGIES(ROP)7,7707,388-3823,7634,0283.17%+265
MASTERCARD INC CLASS A(MA)30,30428,713-1,59111,99812,2469.64%+249
METTLER TOLEDO INTL(MTD)2,8062,746-603,1093,3312.62%+222
XYLEM INC.(XYL)26,80822,598-4,2102,4402,5842.03%+144
BADGER METER INC21,21520,667-5483,0523,1902.51%+138
DEERE & CO(DE)11,34111,002-3394,2804,3993.46%+120
PFIZER INC(PFE)146,467172,002+25,5354,8584,9523.90%+94
ZOETIS INC CLASS A(ZTS)18,31716,417-1,9003,1873,2402.55%+53
BENTLEY SYSTEM INC CLASS B(BSY)52,14150,571-1,5702,6152,6392.08%+23
BERKSHIRE HATHAWAY CLASS B12,10411,679-4254,2404,1653.28%-75
VERISK ANALYTICS INC CLASS A(VRSK)23,27622,483-7935,4995,3704.23%-128
QUALCOMM INC(QCOM)51,22916,179-35,0505,6892,3401.84%-3,350
AUTODESK INC28,8927,240-21,6525,9781,7631.39%-4,215
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