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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 | $26.7M | 3.0%Prev: 3.1% | 278,000 SH | Decreased |
| Charles Schwab Corp | COMMON | $61.9M | 7.0%Prev: 4.5% | 671,000 SH | Increased+170,000 SH |
| Charter Communications Inc | CL A | $24.1M | 2.7%Prev: 6.2% | 169,700 SH | Decreased+16,500 SH |
| Cintas Corp | COMMON | $40.6M | 4.6% | 239,000 SH | New |
| Fastenal Co | COMMON | $66.5M | 7.5%Prev: 5.9% | 1,385,112 SH | Increased-51,000 SH |
| Fortis Inc | COMMON | $23.5M | 2.7%Prev: 2.5% | 410,000 SH | Decreased-116,700 SH |
| Microsoft Corp | COMMON | $74.3M | 8.4%Prev: 12.4% | 199,317 SH | Decreased-54,000 SH |
| Moody's Corp | COMMON | $61.7M | 7.0%Prev: 5.9% | 136,300 SH | Increased+17,500 SH |
| Oracle Corp | COMMON | $54.7M | 6.2%Prev: 13.5% | 373,100 SH | Decreased-255,500 SH |
| Paychex Inc | COMMON | $13.1M | 1.5% | 133,000 SH | New |
| Philip Morris International Inc | COMMON | $127.0M | 14.4%Prev: 13.1% | 702,563 SH | Decreased-30,000 SH |
| Pool Corp | COMMON | $37.8M | 4.3%Prev: 4.4% | 175,887 SH | Decreased+23,000 SH |
| Texas Instruments Inc | COMMON | $118.3M | 13.4%Prev: 10.0% | 397,000 SH | Increased-92,450 SH |
| Thermo Fisher Scientific Inc | COMMON | $56.0M | 6.3%Prev: 4.5% | 111,767 SH | Increased |
| Watsco Inc | COMMON | $97.1M | 11.0%Prev: 8.4% | 232,927 SH | Increased+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 |