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CIK 0002009273 • 7 13F filings • Apr 18, 2025 – Oct 16, 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 | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $440K | 0.2% | 1,980 SH | |
| BROADRIDGE FINL SOLUTIONS IN | COM | $9.2M | 4.6% | 37,848 SH | |
| CATERPILLAR INC | COM | $2.0M | 1.0% | 6,000 SH | |
| CHEVRON CORP NEW | COM | $530K | 0.3% | 3,165 SH | |
| CHURCH & DWIGHT CO INC | COM | $12.7M | 6.4% | 115,635 SH | |
| COPART INC | COM | $9.9M | 5.0% | 174,917 SH | |
| DEERE & CO | COM | $11.4M | 5.7% | 24,212 SH | |
| EXXON MOBIL CORP | COM | $437K | 0.2% | 3,676 SH | |
| GARTNER INC | COM | $9.4M | 4.7% | 22,365 SH | |
| GE AEROSPACE | COM NEW | $2.7M | 1.4% | 13,477 SH | |
| HEICO CORP NEW | CL A | $13.8M | 7.0% | 65,511 SH | |
| ISHARES TR | PFD AND INCM SEC | $4.0M | 2.0% | 130,000 SH | |
| KEYSIGHT TECHNOLOGIES INC | COM | $8.8M | 4.4% | 58,665 SH | |
| METTLER TOLEDO INTERNATIONAL | COM | $7.0M | 3.5% | 5,942 SH | |
| MOODYS CORP | COM | $7.7M | 3.9% | 16,468 SH | |
| NORDSON CORP | COM | $7.8M | 3.9% | 38,490 SH | |
| ROLLINS INC | COM | $11.7M | 5.9% | 215,797 SH | |
| SCHWAB CHARLES CORP | COM | $35.8M | 18.1% | 457,442 SH | |
| SITEONE LANDSCAPE SUPPLY INC | COM | $6.7M | 3.4% | 55,476 SH | |
| STANLEY BLACK & DECKER INC | COM | $908K | 0.5% | 11,815 SH | |
| VISA INC | COM CL A | $22.7M | 11.5% | 64,824 SH | |
| WATSCO INC | COM | $12.4M | 6.3% | 24,371 SH |
| 13F-HR |
| 0002009273-25-000002 |
| $211.5M |
| View |
| Jul 17, 2026 | Q2 2026 | 13F-HR | 0002009273-26-000003 | $214.7M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001221073-25-000058 | $211.5M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0002009273-26-000002 | $199.4M | View |
| Apr 18, 2025 | Q1 2025 | 13F-HR | 0001221073-25-000037 | $197.9M | View |