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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 | $11.1M | 1.8%Prev: 1.1% | 64,550 SH | Increased+9,350 SH |
| Allison Transmission | COM | $19.9M | 3.2%Prev: 2.2% | 175,274 SH | Increased+10,727 SH |
| Amer. Water Works | COM | $20.8M | 3.3%Prev: 3.8% | 160,550 SH | Decreased-8,609 SH |
| Ametek Inc. | COM | $31.5M | 5.0%Prev: 4.2% | 127,243 SH | Increased-12,543 SH |
| Amphenol Corp. | COM | $25.9M | 4.1%Prev: 6.3% | 307,828 SH | Decreased-8,768 SH |
| Analog Devices | COM | $25.6M | 4.1%Prev: 4.9% | 64,639 SH | Decreased-60,357 SH |
| Aon plc | COM | $23.6M | 3.7%Prev: 5.1% | 85,202 SH | Decreased-3,530 SH |
| ATHA Energy Corp. | COM | $80K | 0.0% | 118,000 SH | New |
| Badger Meter Inc | COM | $10.5M | 1.7% | 84,600 SH | New |
| Charles Schwab | COM | $20.7M | 3.3%Prev: 3.7% | 211,965 SH | Decreased-28,898 SH |
| Danaher Corp. | COM | $15.8M | 2.5%Prev: 3.7% | 71,195 SH | Decreased-43,746 SH |
| Donaldson Co., Inc. | COM | $22.6M | 3.6%Prev: 3.6% | 260,170 SH | Increased-10,415 SH |
| Ecolab Inc. | COM | $27.2M | 4.3%Prev: 4.6% | 99,043 SH | Decreased-5,940 SH |
| Fastenal Co. | COM | $22.5M | 3.6% | 454,940 SH | New |
| Federal Signal Corp | COM | $19.3M | 3.1% | 174,050 SH | New |
| Ferguson Enterprises | COM | $22.3M | 3.5%Prev: 2.7% | 100,032 SH | Increased+24,532 SH |
| Fiserv Inc. | COM | $2.8M | 0.4%Prev: 3.6% | 62,449 SH | Decreased-112,472 SH |
| Generac Holdings | COM | $3.3M | 0.5%Prev: 0.5% | 16,150 SH | Increased-3,500 SH |
| HEICO Corp. | COM | $5.8M | 0.9%Prev: 1.0% | 19,000 SH | Decreased-500 SH |
| Kadant Inc. | COM | $19.0M | 3.0%Prev: 2.6% | 72,782 SH | Increased+17,607 SH |
| Kornit Digital | COM | $19.4M | 3.1%Prev: 2.7% | 1,168,545 SH | Increased-90,350 SH |
| Microsoft Corp. | COM | $5.4M | 0.9%Prev: 0.9% | 10,569 SH | Decreased-285 SH |
| NexGen Energy Ltd. | COM | $11.2M | 1.8%Prev: 1.8% | 1,225,500 SH | Increased-9,650 SH |
| Ormat Technologies | COM | $2.4M | 0.4%Prev: 0.5% | 26,100 SH | Decreased-4,100 SH |
| Pfizer, Inc. | COM | $4.7M | 0.7% | 165,000 SH | New |
| Progressive Corp. | COM | $21.6M | 3.4%Prev: 2.6% | 104,152 SH | Increased+39,897 SH |
| Roper Technologies | COM | $20.0M | 3.2%Prev: 0.2% | 57,325 SH | Increased+54,775 SH |
| Ryan Specialty Hldngs | COM | $17.2M | 2.7%Prev: 4.2% | 465,889 SH | Decreased+3,968 SH |
| Service Corp. Int'l | COM | $26.1M | 4.1%Prev: 4.9% | 342,425 SH | Decreased-27,008 SH |
| Tyler Technologies | COM | $20.5M | 3.3% | 64,400 SH | New |
| Viper Energy Inc | COM | $307K | 0.0% | 7,700 SH | New |
| Visa Inc. | COM | $30.3M | 4.8%Prev: 5.3% | 84,419 SH | Decreased-12,762 SH |
| Waters Corporation | COM | $10.4M | 1.6% | 23,590 SH | New |
| Watsco, Inc. | COM | $15.6M | 2.5%Prev: 2.6% | 51,565 SH | Decreased+12,195 SH |
| Wheaton Precious Mtls | COM | $56.4M | 9.0%Prev: 12.5% | 421,408 SH | Decreased-274,257 SH |
| Xylem Inc. | COM | $17.2M | 2.7% | 170,310 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 |