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CIK 0001037766 • 6 13F filings • Apr 11, 2025 – Jul 17, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Alibaba Group Holding Ltd | SPONSORED ADS | $49.7M | 4.9%Prev: 3.0% | 278,000 SH | Increased |
| Becton Dickinson and Co | COMMON | $27.3M | 2.7% | 146,100 SH | New |
| Charles Schwab Corp | COMMON | $58.3M | 5.7%Prev: 7.0% | 611,000 SH | Decreased-60,000 SH |
| Charter Communications Inc | CL A | $42.1M | 4.1%Prev: 2.7% | 153,200 SH | Increased-16,500 SH |
| Ecolab Inc | COMMON | $33.7M | 3.3% | 123,210 SH | New |
| Fastenal Co | COMMON | $67.9M | 6.7%Prev: 7.5% | 1,385,112 SH | Increased |
| Fortis Inc | COMMON | $23.0M | 2.3%Prev: 2.7% | 456,700 SH | Decreased+46,700 SH |
| Microsoft Corp | COMMON | $131.2M | 12.9%Prev: 8.4% | 253,317 SH | Increased+54,000 SH |
| Moody's Corp | COMMON | $56.6M | 5.6%Prev: 7.0% | 118,800 SH | Decreased-17,500 SH |
| Oracle Corp | COMMON | $119.8M | 11.8%Prev: 6.2% | 426,100 SH | Increased+53,000 SH |
| Philip Morris International Inc | COMMON | $118.8M | 11.7%Prev: 14.4% | 732,563 SH | Decreased+30,000 SH |
| Pool Corp | COMMON | $49.9M | 4.9%Prev: 4.3% | 160,887 SH | Increased-15,000 SH |
| Texas Instruments Inc | COMMON | $95.1M | 9.4%Prev: 13.4% | 518,000 SH | Decreased+121,000 SH |
| Thermo Fisher Scientific Inc | COMMON | $54.2M | 5.3%Prev: 6.3% | 111,767 SH | Decreased |
| Watsco Inc | COMMON | $88.7M | 8.7%Prev: 11.0% | 219,427 SH | Decreased-13,500 SH |
| 13F-HR |
| 0001193125-25-267961 |
| $1.02B |
| View |
| Jul 17, 2026 | Q2 2026 | 13F-HR | 0001193125-26-306735 | $883.3M | View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0000950123-25-006449 | $1.02B | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001193125-26-168214 | $855.9M | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0000950123-25-003446 | $859.8M | View |