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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 | $485K | 0.2%Prev: 0.2% | 1,785 SH | Increased |
| BROADRIDGE FINL SOLUTIONS IN | COM | $8.4M | 4.0%Prev: 4.4% | 37,620 SH | Decreased-472 SH |
| CATERPILLAR INC | COM | $3.3M | 1.6%Prev: 1.1% | 5,821 SH | Increased |
| CHEVRON CORP NEW | COM | $499K | 0.2%Prev: 0.2% | 3,275 SH | Increased+72 SH |
| CHURCH & DWIGHT CO INC | COM | $9.6M | 4.6%Prev: 5.3% | 114,882 SH | Decreased-957 SH |
| COPART INC | COM | $7.1M | 3.4%Prev: 4.2% | 181,718 SH | Decreased+2,191 SH |
| DEERE & CO | COM | $11.3M | 5.4%Prev: 5.8% | 24,251 SH | Decreased+26 SH |
| DESCARTES SYS GROUP INC | COM | $3.8M | 1.8%Prev: 2.1% | 43,559 SH | Decreased+702 SH |
| EXXON MOBIL CORP | COM | $454K | 0.2%Prev: 0.2% | 3,775 SH | Increased+65 SH |
| GARTNER INC | COM | $5.8M | 2.8%Prev: 4.3% | 23,184 SH | Decreased+686 SH |
| GE AEROSPACE | COM NEW | $4.0M | 1.9%Prev: 1.6% | 13,073 SH | Increased |
| HEICO CORP NEW | CL A | $16.5M | 7.8%Prev: 8.0% | 65,512 SH | Decreased+1 SH |
| ISHARES TR | PFD AND INCM SEC | $3.3M | 1.6%Prev: 1.9% | 106,543 SH | Decreased-23,457 SH |
| KEYSIGHT TECHNOLOGIES INC | COM | $11.8M | 5.6%Prev: 4.6% | 58,225 SH | Increased-787 SH |
| METTLER TOLEDO INTERNATIONAL | COM | $8.3M | 4.0%Prev: 3.4% | 5,984 SH | Increased-51 SH |
| MOODYS CORP | COM | $8.4M | 4.0%Prev: 4.0% | 16,449 SH | Increased-224 SH |
| NORDSON CORP | COM | $9.4M | 4.5%Prev: 3.9% | 39,068 SH | Increased+143 SH |
| ROLLINS INC | COM | $13.0M | 6.1%Prev: 5.8% | 216,014 SH | Increased-1,330 SH |
| SCHWAB CHARLES CORP | COM | $45.9M | 21.8%Prev: 19.8% | 459,634 SH | Increased+58 SH |
| SITEONE LANDSCAPE SUPPLY INC | COM | $6.8M | 3.2%Prev: 3.2% | 54,758 SH | Increased-912 SH |
| STANLEY BLACK & DECKER INC | COM | $852K | 0.4%Prev: 0.4% | 11,474 SH | Increased-200 SH |
| VISA INC | COM CL A | $22.6M | 10.7%Prev: 10.9% | 64,303 SH | Decreased-370 SH |
| WATSCO INC | COM | $9.0M | 4.3%Prev: 5.0% | 26,721 SH | Decreased+2,800 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 |