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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 | $453K | 0.2%Prev: 0.2% | 1,785 SH | Increased-195 SH |
| BROADRIDGE FINL SOLUTIONS IN | COM | $6.2M | 3.1%Prev: 4.6% | 38,414 SH | Decreased+566 SH |
| CATERPILLAR INC | COM | $4.1M | 2.1%Prev: 1.0% | 5,821 SH | Increased-179 SH |
| CHEVRON CORPORATION | COM | $684K | 0.3% | 3,306 SH | New |
| CHURCH & DWIGHT CO INC | COM | $10.5M | 5.3%Prev: 6.4% | 113,036 SH | Decreased-2,599 SH |
| COPART INC | COM | $6.2M | 3.1%Prev: 5.0% | 186,514 SH | Decreased+11,597 SH |
| DEERE & CO | COM | $13.7M | 6.9%Prev: 5.7% | 24,262 SH | Increased+50 SH |
| DESCARTES SYS GROUP INC | COM | $3.3M | 1.6% | 45,912 SH | New |
| EXXON MOBIL CORP | COM | $645K | 0.3%Prev: 0.2% | 3,801 SH | Increased+125 SH |
| GARTNER INC | COM | $3.7M | 1.9%Prev: 4.7% | 23,361 SH | Decreased+996 SH |
| GE AEROSPACE | COM NEW | $3.7M | 1.9%Prev: 1.4% | 13,073 SH | Increased-404 SH |
| HEICO CORP NEW | CL A | $13.8M | 6.9%Prev: 7.0% | 65,514 SH | Increased+3 SH |
| ISHARES TR | PFD AND INCM SEC | $748K | 0.4%Prev: 2.0% | 24,674 SH | Decreased-105,326 SH |
| KEYSIGHT TECHNOLOGIES INC | COM | $16.5M | 8.3%Prev: 4.4% | 58,303 SH | Increased-362 SH |
| METTLER TOLEDO INTERNATIONAL | COM | $7.6M | 3.8%Prev: 3.5% | 6,020 SH | Increased+78 SH |
| MOODYS CORP | COM | $7.3M | 3.7%Prev: 3.9% | 16,747 SH | Decreased+279 SH |
| NORDSON CORP | COM | $7.8M | 3.9%Prev: 3.9% | 29,188 SH | Increased-9,302 SH |
| ROLLINS INC | COM | $11.6M | 5.8%Prev: 5.9% | 217,073 SH | Decreased+1,276 SH |
| SCHWAB CHARLES CORP | COM | $43.2M | 21.7%Prev: 18.1% | 459,669 SH | Increased+2,227 SH |
| SITEONE LANDSCAPE SUPPLY INC | COM | $7.3M | 3.7%Prev: 3.4% | 55,128 SH | Increased-348 SH |
| STANLEY BLACK & DECKER INC | COM | $816K | 0.4%Prev: 0.5% | 11,481 SH | Decreased-334 SH |
| VISA INC | COM CL A | $19.6M | 9.8%Prev: 11.5% | 64,840 SH | Decreased+16 SH |
| WATSCO INC | COM | $9.9M | 4.9%Prev: 6.3% | 27,097 SH | Decreased+2,726 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 |