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CIK 0001484150 • 6 13F filings • May 15, 2025 – Jul 15, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $1.9M | 0.0%Prev: 0.0% | 5,300 SH | Increased+800 SH |
| ALPHABET INC | CAP STK CL A | $653.7M | 16.6%Prev: 13.3% | 2,088,598 SH | Increased-145,500 SH |
| AMERICAN EXPRESS CO | COM | $3.6M | 0.1%Prev: 0.1% | 9,800 SH | Increased-400 SH |
| BROWN FORMAN CORP | CL A | $72.2M | 1.8%Prev: 1.8% | 2,742,740 SH | Decreased |
| BROWN FORMAN CORP | CL B | $43.0M | 1.1%Prev: 1.1% | 1,649,764 SH | Decreased |
| CANADIAN PACIFIC KANSAS CITY | COM | $2.2M | 0.1%Prev: 0.1% | 30,000 SH | Increased+1,500 SH |
| CME GROUP INC | COM | $2.0M | 0.1%Prev: 0.0% | 7,400 SH | Increased |
| COCA COLA CO | COM | $1.2M | 0.0%Prev: 0.0% | 17,000 SH | Decreased-1,500 SH |
| COLGATE PALMOLIVE CO | COM | $1.2M | 0.0%Prev: 0.0% | 14,600 SH | Decreased-400 SH |
| DISNEY WALT CO | COM | $396.1M | 10.0%Prev: 10.5% | 3,481,830 SH | Decreased-244,000 SH |
| EBAY INC. | COM | $181.1M | 4.6%Prev: 5.5% | 2,079,079 SH | Decreased-376,000 SH |
| EQUIFAX INC | COM | $2.4M | 0.1%Prev: 0.1% | 11,000 SH | Decreased+500 SH |
| FAIR ISAAC CORP | COM | $366.2M | 9.3%Prev: 8.2% | 216,593 SH | Increased-6,362 SH |
| INTUIT | COM | $404.2M | 10.3%Prev: 10.2% | 610,251 SH | Decreased-1,559 SH |
| LAUDER ESTEE COS INC | CL A | $1.6M | 0.0%Prev: 0.0% | 15,500 SH | Increased |
| MADISON SQUARE GRDN SPRT COR | CL A | $854K | 0.0%Prev: 0.0% | 3,300 SH | Increased |
| MANCHESTER UTD PLC NEW | ORD CL A | $57.3M | 1.5%Prev: 1.6% | 3,596,500 SH | Decreased-780,000 SH |
| MONDELEZ INTL INC | CL A | $241.2M | 6.1%Prev: 7.7% | 4,479,854 SH | Decreased-548,933 SH |
| NIKE INC | CL B | $1.3M | 0.0%Prev: 0.0% | 20,400 SH | Decreased |
| ORACLE CORP | COM | $1.8M | 0.0%Prev: 0.1% | 9,000 SH | Decreased |
| PAYPAL HLDGS INC | COM | $251.0M | 6.4%Prev: 7.4% | 4,298,618 SH | Decreased-185,000 SH |
| PEPSICO INC | COM | $258.6M | 6.6%Prev: 7.6% | 1,801,971 SH | Decreased-399,700 SH |
| PRICE T ROWE GROUP INC | COM | $1.2M | 0.0%Prev: 0.0% | 12,000 SH | Decreased |
| S&P GLOBAL INC | COM | $3.6M | 0.1%Prev: 0.1% | 6,800 SH | Increased+300 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $399.5M | 10.1%Prev: 9.7% | 689,503 SH | Increased-128,026 SH |
| TKO GROUP HOLDINGS INC | CL A | $589.4M | 14.9%Prev: 14.6% | 2,820,204 SH | Decreased-134,500 SH |
| VERISK ANALYTICS INC | COM | $1.7M | 0.0%Prev: 0.0% | 7,500 SH | Decreased |
| VISA INC | COM CL A | $3.5M | 0.1%Prev: 0.1% | 10,000 SH | Increased |
| 13F-HR |
| 0001172661-26-002623 |
| $2.63B |
| View |
| Aug 8, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002977 | $4.24B | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001535 | $3.14B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001932 | $4.00B | View |