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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 | $34.9M | 4.1% | 278,000 SH | New |
| Charles Schwab Corp | COMMON | $57.4M | 6.7% | 611,000 SH | New |
| Charter Communications Inc | CL A | $36.6M | 4.3%Prev: 6.1% | 169,700 SH | Decreased+28,300 SH |
| Cintas Corp | COMMON | $37.5M | 4.4% | 222,000 SH | New |
| Fastenal Co | COMMON | $64.3M | 7.5%Prev: 6.5% | 1,385,112 SH | Increased+667,056 SH |
| Fortis Inc | COMMON | $22.8M | 2.7%Prev: 2.8% | 410,000 SH | Decreased-116,700 SH |
| Microsoft Corp | COMMON | $86.7M | 10.1%Prev: 11.0% | 234,317 SH | Decreased-19,000 SH |
| Moody's Corp | COMMON | $56.6M | 6.6%Prev: 5.7% | 129,800 SH | Increased+23,750 SH |
| Oracle Corp | COMMON | $54.9M | 6.4%Prev: 10.8% | 373,100 SH | Decreased-294,000 SH |
| Paychex Inc | COMMON | $12.2M | 1.4% | 133,000 SH | New |
| Philip Morris International Inc | COMMON | $116.1M | 13.6%Prev: 13.5% | 702,563 SH | Decreased-30,000 SH |
| Pool Corp | COMMON | $35.6M | 4.2%Prev: 4.8% | 175,887 SH | Decreased+46,500 SH |
| Texas Instruments Inc | COMMON | $100.5M | 11.7%Prev: 9.6% | 518,000 SH | Increased+57,050 SH |
| Thermo Fisher Scientific Inc | COMMON | $55.0M | 6.4%Prev: 5.8% | 111,767 SH | Increased+11,500 SH |
| Watsco Inc | COMMON | $84.7M | 9.9%Prev: 11.5% | 232,927 SH | Decreased+38,500 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 |