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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 | $517K | 0.2%Prev: 0.2% | 1,785 SH | Increased |
| BROADRIDGE FINL SOLUTIONS IN | COM | $5.2M | 2.4%Prev: 4.4% | 38,283 SH | Decreased+191 SH |
| CATERPILLAR INC | COM | $5.4M | 2.5%Prev: 1.1% | 5,034 SH | Increased-787 SH |
| CHEVRON CORPORATION | COM | $1.1M | 0.5% | 6,337 SH | New |
| CHURCH & DWIGHT CO INC | COM | $11.4M | 5.3%Prev: 5.3% | 117,848 SH | Increased+2,009 SH |
| COPART INC | COM | $5.2M | 2.4%Prev: 4.2% | 184,587 SH | Decreased+5,060 SH |
| DEERE & CO | COM | $17.8M | 8.3%Prev: 5.8% | 28,048 SH | Increased+3,823 SH |
| DESCARTES SYS GROUP INC | COM | $3.1M | 1.4%Prev: 2.1% | 44,698 SH | Decreased+1,841 SH |
| EXXON MOBIL CORP | COM | $523K | 0.2%Prev: 0.2% | 3,827 SH | Increased+117 SH |
| GARTNER INC | COM | $3.0M | 1.4%Prev: 4.3% | 23,433 SH | Decreased+935 SH |
| GE AEROSPACE | COM NEW | $4.9M | 2.3%Prev: 1.6% | 13,073 SH | Increased |
| HEICO CORP NEW | CL A | $22.6M | 10.5%Prev: 8.0% | 87,628 SH | Increased+22,117 SH |
| IDEXX LABS INC | COM | $4.2M | 1.9% | 7,892 SH | New |
| ISHARES TR | PFD AND INCM SEC | $2.8M | 1.3%Prev: 1.9% | 91,678 SH | Decreased-38,322 SH |
| KEYSIGHT TECHNOLOGIES INC | COM | $10.1M | 4.7%Prev: 4.6% | 28,959 SH | Increased-30,053 SH |
| METTLER TOLEDO INTERNATIONAL | COM | $7.4M | 3.5%Prev: 3.4% | 5,806 SH | Increased-229 SH |
| MOODYS CORP | COM | $7.3M | 3.4%Prev: 4.0% | 16,086 SH | Decreased-587 SH |
| NORDSON CORP | COM | $8.9M | 4.1%Prev: 3.9% | 29,442 SH | Increased-9,483 SH |
| ROLLINS INC | COM | $9.4M | 4.4%Prev: 5.8% | 224,015 SH | Decreased+6,671 SH |
| SCHWAB CHARLES CORP | COM | $43.5M | 20.3%Prev: 19.8% | 471,770 SH | Increased+12,194 SH |
| SITEONE LANDSCAPE SUPPLY INC | COM | $5.9M | 2.7%Prev: 3.2% | 51,363 SH | Decreased-4,307 SH |
| VISA INC | COM CL A | $22.4M | 10.4%Prev: 10.9% | 65,145 SH | Decreased+472 SH |
| WATSCO INC | COM | $12.2M | 5.7%Prev: 5.0% | 29,315 SH | Increased+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 |