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CIK 0001828822 • 8 13F filings • Apr 9, 2025 – Aug 17, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $27.6M | 3.6% | 311,607 SH | New |
| BADGER METER INC | COM | $26.0M | 3.4%Prev: 3.5% | 204,736 SH | Increased+186,988 SH |
| BERKSHIRE HATHAWAY CLASS B | CL B | $33.1M | 4.3% | 68,400 SH | New |
| CHUBB LTD F | COM | $26.2M | 3.4%Prev: 1.6% | 80,652 SH | Increased+73,880 SH |
| CSX CORP | COM | $2.9M | 0.4% | 63,806 SH | New |
| FAIR ISAAC CORP | COM | $32.2M | 4.2%Prev: 4.1% | 27,534 SH | Increased+24,711 SH |
| GENTEX CORP | COM | $51.3M | 6.7%Prev: 5.3% | 2,107,299 SH | Increased+1,805,982 SH |
| HEARTFLOW INC | COM | $18.4M | 2.4% | 599,194 SH | New |
| INTUIT | COM | $38.7M | 5.0%Prev: 8.5% | 120,315 SH | Increased+106,901 SH |
| MASTERCARD INC CLASS CLASS A | CL A | $47.4M | 6.1% | 95,940 SH | New |
| MCCORMICK & CO INC | COM | $1.2M | 0.2% | 24,927 SH | New |
| METTLER-TOLEDO INTL INC | COM | $51.1M | 6.6%Prev: 2.3% | 44,343 SH | Increased+41,901 SH |
| MIRCOSOFT CORP | COM | $56.9M | 7.4% | 140,205 SH | New |
| MOODYS CORP | COM | $63.5M | 8.2%Prev: 5.4% | 141,570 SH | Increased+128,152 SH |
| NORDSON CORP | COM | $55.1M | 7.2%Prev: 6.2% | 191,958 SH | Increased+155,927 SH |
| NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | ADR | $37.3M | 4.8% | 830,388 SH | New |
| PAYCHEX INC | COM | $15.1M | 2.0% | 156,379 SH | New |
| RELIANCE INC | COM | $17.3M | 2.3%Prev: 3.9% | 45,566 SH | Increased+30,063 SH |
| UNIVERSAL DISPLAY CORP | COM | $63.7M | 8.3%Prev: 6.5% | 703,521 SH | Increased+651,408 SH |
| VERISK ANALYTICS INC | COM | $39.5M | 5.1% | 225,561 SH | New |
| VISA INC CLASS CLASS A | COM CL A | $41.4M | 5.4% | 126,672 SH | New |
| WASTE CONNECTIONS INC F | COM | $5.9M | 0.8% | 37,165 SH | New |
| XYLEM INC | COM | $18.3M | 2.4%Prev: 3.5% | 164,256 SH | Increased+130,558 SH |
| 13F-HR/A |
| 0001828822-26-000007 |
| $770.1M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001828822-25-000003 | $124.4M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR/A | 0001828822-26-000003 | $570.6M | View |
| Apr 9, 2025 | Q1 2025 | 13F-HR | 0001828822-25-000002 | $115.4M | View |