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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 | $366K | 0.2%Prev: 0.2% | 1,785 SH | Decreased |
| BROADRIDGE FINL SOLUTIONS IN | COM | $9.3M | 4.4%Prev: 2.4% | 38,092 SH | Increased-191 SH |
| CATERPILLAR INC | COM | $2.3M | 1.1%Prev: 2.5% | 5,821 SH | Decreased+787 SH |
| CHEVRON CORP NEW | COM | $459K | 0.2% | 3,203 SH | New |
| CHURCH & DWIGHT CO INC | COM | $11.1M | 5.3%Prev: 5.3% | 115,839 SH | Decreased-2,009 SH |
| COPART INC | COM | $8.8M | 4.2%Prev: 2.4% | 179,527 SH | Increased-5,060 SH |
| DEERE & CO | COM | $12.3M | 5.8%Prev: 8.3% | 24,225 SH | Decreased-3,823 SH |
| DESCARTES SYS GROUP INC | COM | $4.4M | 2.1%Prev: 1.4% | 42,857 SH | Increased-1,841 SH |
| EXXON MOBIL CORP | COM | $400K | 0.2%Prev: 0.2% | 3,710 SH | Decreased-117 SH |
| GARTNER INC | COM | $9.1M | 4.3%Prev: 1.4% | 22,498 SH | Increased-935 SH |
| GE AEROSPACE | COM NEW | $3.4M | 1.6%Prev: 2.3% | 13,073 SH | Decreased |
| HEICO CORP NEW | CL A | $17.0M | 8.0%Prev: 10.5% | 65,511 SH | Decreased-22,117 SH |
| ISHARES TR | PFD AND INCM SEC | $4.0M | 1.9%Prev: 1.3% | 130,000 SH | Increased+38,322 SH |
| KEYSIGHT TECHNOLOGIES INC | COM | $9.7M | 4.6%Prev: 4.7% | 59,012 SH | Decreased+30,053 SH |
| METTLER TOLEDO INTERNATIONAL | COM | $7.1M | 3.4%Prev: 3.5% | 6,035 SH | Decreased+229 SH |
| MOODYS CORP | COM | $8.4M | 4.0%Prev: 3.4% | 16,673 SH | Increased+587 SH |
| NORDSON CORP | COM | $8.3M | 3.9%Prev: 4.1% | 38,925 SH | Decreased+9,483 SH |
| ROLLINS INC | COM | $12.3M | 5.8%Prev: 4.4% | 217,344 SH | Increased-6,671 SH |
| SCHWAB CHARLES CORP | COM | $41.9M | 19.8%Prev: 20.3% | 459,576 SH | Decreased-12,194 SH |
| SITEONE LANDSCAPE SUPPLY INC | COM | $6.7M | 3.2%Prev: 2.7% | 55,670 SH | Increased+4,307 SH |
| STANLEY BLACK & DECKER INC | COM | $791K | 0.4% | 11,674 SH | New |
| VISA INC | COM CL A | $23.0M | 10.9%Prev: 10.4% | 64,673 SH | Increased-472 SH |
| WATSCO INC | COM | $10.6M | 5.0%Prev: 5.7% | 23,921 SH | Decreased-5,394 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 |