Fund HoldingsXXEC, Inc.

Total Portfolio Value
$100.07M
Total Bought
$34.66M
Total Sold
$53.37M
Net Transaction
-$18.70M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
MASTERCARD INC CLASS CLASS A(MA)018,022+18,022010,28810.28%+10,288
VISA INC CLASS CLASS A(V)021,140+21,14007,4147.41%+7,414
SLB LIMITED F(SLB)0134,265+134,26505,1535.15%+5,153
NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS(NVO)092,835+92,83504,7234.72%+4,723
BERKSHIRE HATHAWAY CLASS B07,124+7,12403,5813.58%+3,581
RELIANCE INC(RS)06,347+6,34701,8331.83%+1,833
ABBOTT LABS010,049+10,04901,2591.26%+1,259
HEARTFLOW INC(HTFL)29,83241,920+12,0881,0041,2221.22%+218
UNIVERSAL DISPLAY CORP(OLED)52,04665,661+13,6157,4757,6687.66%+193
FAIR ISAAC CORP(FICO)85185101,2741,4391.44%+165
CHUBB LTD F
COM
9,7488,728-1,0202,7512,7242.72%-27
CSX CORP(CSX)19,00016,988-2,0126756160.62%-59
MOODYS CORP(MCO)13,35211,850-1,5026,3626,0546.05%-308
BADGER METER INC(BMI)17,69815,381-2,3173,1612,6832.68%-478
VERISK ANALYTICS INC(VRSK)20,43119,894-5375,1394,4504.45%-689
NORDSON CORP(NDSN)35,86630,533-5,3338,1407,3417.34%-799
XYLEM INC(XYL)33,61029,625-3,9854,9574,0344.03%-923
ABBOTT LABS11,3940-11,3941,5260-1,526
MICROSOFT CORP(MSFT)19,36717,476-1,89110,0318,4528.45%-1,579
INTUIT(INTU)13,41411,435-1,9799,1617,5757.57%-1,586
RELIANCE INC7,4480-7,4482,0920-2,092
GENTEX CORP(GNTX)300,368263,942-36,4268,5006,1426.14%-2,358
METTLER-TOLEDO INTL INC(MTD)2,4322,200-2322,9863070.31%-2,679
TERADYNE INC(TER)63,18926,397-36,7928,6975,1095.11%-3,588
BERKSHIRE HATHAWAY CLASS CLASS B8,6550-8,6554,3510-4,351
SCHLUMBERGER LTD(SLB)152,0200-152,0205,2250-5,225
NOVO-NORDISK A S F(NVO)99,0750-99,0755,4980-5,498
VISA INC CLASS A(V)24,1590-24,1598,2470-8,247
MASTERCARD INC CLASS A(MA)19,9600-19,96011,3530-11,353
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