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CIK 0000883511 • 6 13F filings • Apr 9, 2025 – Jul 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Agilent Tech, Inc. | COM | $9.2M | 1.4%Prev: 1.0% | 69,500 SH | Increased+14,300 SH |
| Allison Transmission | COM | $18.6M | 2.8%Prev: 2.5% | 165,037 SH | Increased+490 SH |
| Amer. Water Works | COM | $22.3M | 3.4%Prev: 3.5% | 169,344 SH | Decreased+8,040 SH |
| Ametek Inc. | COM | $33.8M | 5.1%Prev: 4.0% | 139,731 SH | Increased+45 SH |
| Amphenol Corp. | COM | $41.3M | 6.2%Prev: 6.6% | 234,451 SH | Decreased-193,549 SH |
| Analog Devices | COM | $26.7M | 4.0%Prev: 4.6% | 67,200 SH | Decreased-55,776 SH |
| Aon plc | COM | $29.5M | 4.4%Prev: 5.0% | 88,807 SH | Decreased+175 SH |
| ATHA Energy Corp. | COM | $52K | 0.0%Prev: 0.0% | 74,500 SH | Increased+55,500 SH |
| Badger Meter Inc | COM | $9.3M | 1.4% | 63,000 SH | New |
| Charles Schwab | COM | $22.2M | 3.4%Prev: 3.5% | 240,933 SH | Increased-30 SH |
| Danaher Corp. | COM | $14.1M | 2.1%Prev: 3.4% | 74,024 SH | Decreased-35,528 SH |
| Donaldson Co., Inc. | COM | $24.4M | 3.7%Prev: 2.3% | 272,330 SH | Increased+63,145 SH |
| Ecolab Inc. | COM | $29.2M | 4.4%Prev: 4.4% | 104,693 SH | Increased-290 SH |
| Fastenal Co. | COM | $22.7M | 3.4% | 472,440 SH | New |
| Federal Signal Corp | COM | $21.8M | 3.3% | 169,285 SH | New |
| Ferguson Enterprises | COM | $24.7M | 3.7%Prev: 2.6% | 104,225 SH | Increased+28,725 SH |
| Fiserv Inc. | COM | $5.4M | 0.8%Prev: 4.6% | 110,558 SH | Decreased-58,786 SH |
| Generac Holdings | COM | $4.7M | 0.7%Prev: 0.4% | 16,150 SH | Increased-3,500 SH |
| HEICO Corp. | COM | $6.9M | 1.0%Prev: 1.0% | 19,500 SH | Increased-50 SH |
| Kadant Inc. | COM | $23.8M | 3.6%Prev: 2.8% | 75,735 SH | Increased+20,560 SH |
| Kornit Digital | COM | $20.4M | 3.1%Prev: 2.0% | 1,255,265 SH | Increased+617,965 SH |
| Microsoft Corp. | COM | $3.9M | 0.6%Prev: 0.8% | 10,569 SH | Decreased-285 SH |
| NexGen Energy Ltd. | COM | $11.5M | 1.7%Prev: 1.3% | 1,225,500 SH | Increased-11,500 SH |
| Ormat Technologies | COM | $2.8M | 0.4%Prev: 0.4% | 26,100 SH | Increased-3,900 SH |
| Pfizer, Inc. | COM | $4.0M | 0.6% | 165,000 SH | New |
| Progressive Corp. | COM | $14.5M | 2.2%Prev: 2.7% | 66,280 SH | Decreased+2,025 SH |
| Rollins, Inc. | COM | $20.7M | 3.1%Prev: 4.0% | 495,655 SH | Decreased+38,755 SH |
| Roper Technologies | COM | $677K | 0.1%Prev: 0.2% | 2,000 SH | Decreased-550 SH |
| Ryan Specialty Hldngs | COM | $17.6M | 2.7%Prev: 4.9% | 465,146 SH | Decreased+3,075 SH |
| Service Corp. Int'l | COM | $27.9M | 4.2%Prev: 4.7% | 367,783 SH | Decreased-1,250 SH |
| Stallion Uranium Corp | COM | $25K | 0.0% | 180,000 SH | New |
| Viper Energy Inc | COM | $326K | 0.0% | 7,700 SH | New |
| Visa Inc. | COM | $33.3M | 5.0%Prev: 5.4% | 96,971 SH | Decreased-240 SH |
| Waters Corporation | COM | $8.8M | 1.3% | 23,590 SH | New |
| Watsco, Inc. | COM | $32.5M | 4.9%Prev: 2.8% | 78,012 SH | Increased+38,179 SH |
| Wheaton Precious Mtls | COM | $51.1M | 7.7%Prev: 10.8% | 454,640 SH | Decreased-308,835 SH |
| Xylem Inc. | COM | $21.4M | 3.2% | 181,050 SH | New |
| 13F-HR |
| 0000883511-25-000008 |
| $621.5M |
| View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0000883511-26-000003 | $662.3M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0000883511-25-000006 | $636.8M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0000883511-26-000002 | $611.2M | View |
| Apr 9, 2025 | Q1 2025 | 13F-HR | 0000883511-25-000005 | $635.1M | View |