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CIK 0001584801 • 6 13F filings • May 13, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $16.1M | 1.2%Prev: 1.2% | 46,075 SH | Decreased+151 SH |
| ALPHABET INC | CAP STK CL C | $64.0M | 4.8%Prev: 4.6% | 203,895 SH | Increased-49,655 SH |
| AMAZON COM INC | COM | $45.7M | 3.4%Prev: 5.7% | 198,050 SH | Decreased-145,711 SH |
| AMGEN INC | COM | $523K | 0.0% | 1,598 SH | New |
| AON PLC | SHS CL A | $53.4M | 4.0%Prev: 4.1% | 151,443 SH | Decreased+179 SH |
| APPLE INC | COM | $15.7M | 1.2%Prev: 4.4% | 57,659 SH | Decreased-170,543 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.5M | 0.1% | 2 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $24.6M | 1.9%Prev: 1.9% | 48,926 SH | Decreased-399 SH |
| CANADIAN NATL RY CO | COM | $29.0M | 2.2%Prev: 2.1% | 293,152 SH | Increased+1,366 SH |
| CANADIAN PACIFIC KANSAS CITY | COM | $28.7M | 2.2%Prev: 2.2% | 389,690 SH | Decreased+2,346 SH |
| CATERPILLAR INC | COM | $341K | 0.0% | 596 SH | New |
| CBRE GROUP INC | CL A | $28.9M | 2.2%Prev: 2.4% | 179,785 SH | Decreased-25,605 SH |
| CME GROUP INC | COM | $34.2M | 2.6%Prev: 2.2% | 125,225 SH | Increased+18,064 SH |
| COCA COLA CO | COM | $5.3M | 0.4%Prev: 0.4% | 76,066 SH | Decreased-5,793 SH |
| COLGATE PALMOLIVE CO | COM | $16.5M | 1.2%Prev: 1.3% | 208,887 SH | Decreased-161 SH |
| COPART INC | COM | $58.0M | 4.4%Prev: 4.4% | 1,480,257 SH | Decreased+186,470 SH |
| COSTAR GROUP INC | COM | $24.2M | 1.8%Prev: 2.3% | 359,225 SH | Decreased-96 SH |
| CRH PLC | ORD | $14.3M | 1.1%Prev: 1.0% | 114,294 SH | Increased+323 SH |
| EQUIFAX INC | COM | $1.3M | 0.1%Prev: 0.1% | 6,000 SH | Decreased |
| FAIR ISAAC CORP | COM | $71.3M | 5.4%Prev: 5.0% | 42,187 SH | Increased-2,231 SH |
| FERRARI N V | COM | $23.8M | 1.8%Prev: 1.4% | 64,367 SH | Increased+25,925 SH |
| INTUIT | COM | $41.9M | 3.2%Prev: 3.2% | 63,286 SH | Decreased+300 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $1.6M | 0.1%Prev: 0.0% | 16,345 SH | Increased+13,207 SH |
| JOHNSON & JOHNSON | COM | $898K | 0.1%Prev: 0.0% | 4,340 SH | Increased+840 SH |
| LINDE PLC | SHS | $33.9M | 2.6% | 79,425 SH | New |
| MARSH & MCLENNAN COS INC | COM | $44.7M | 3.4%Prev: 3.5% | 240,693 SH | Decreased+12,679 SH |
| MARTIN MARIETTA MATLS INC | COM | $12.8M | 1.0%Prev: 1.0% | 20,509 SH | Decreased+138 SH |
| MASTERCARD INCORPORATED | CL A | $91.9M | 6.9%Prev: 7.3% | 161,036 SH | Decreased-10,322 SH |
| META PLATFORMS INC | CL A | $17.1M | 1.3%Prev: 0.0% | 25,863 SH | Increased+25,161 SH |
| MICROSOFT CORP | COM | $84.1M | 6.3%Prev: 8.6% | 173,891 SH | Decreased-46,249 SH |
| MOODYS CORP | COM | $92.5M | 7.0%Prev: 6.6% | 181,005 SH | Increased-3,426 SH |
| MSCI INC | COM | $63.3M | 4.8%Prev: 4.7% | 110,286 SH | Increased+572 SH |
| OREILLY AUTOMOTIVE INC | COM | $239K | 0.0% | 2,625 SH | New |
| PROCTER AND GAMBLE CO | COM | $16.8M | 1.3%Prev: 1.3% | 117,047 SH | Decreased+1,423 SH |
| PROGRESSIVE CORP | COM | $14.6M | 1.1%Prev: 1.1% | 64,149 SH | Decreased+2,968 SH |
| REPUBLIC SVCS INC | COM | $44.6M | 3.4%Prev: 3.6% | 210,414 SH | Decreased+2,640 SH |
| S&P GLOBAL INC | COM | $44.9M | 3.4%Prev: 3.1% | 85,851 SH | Increased+748 SH |
| SCHWAB CHARLES CORP | COM | $209K | 0.0% | 2,088 SH | New |
| STRYKER CORPORATION | COM | $1.4M | 0.1%Prev: 0.1% | 3,926 SH | Increased+723 SH |
| TRANSDIGM GROUP INC | COM | $31.0M | 2.3% | 23,288 SH | New |
| VERISK ANALYTICS INC | COM | $41.7M | 3.1%Prev: 2.8% | 186,418 SH | Increased+38,390 SH |
| VISA INC | COM CL A | $21.4M | 1.6%Prev: 1.6% | 61,125 SH | Increased-117 SH |
| VULCAN MATLS CO | COM | $12.8M | 1.0%Prev: 0.9% | 45,050 SH | Increased+4,080 SH |
| WASTE MGMT INC DEL | COM | $53.9M | 4.1%Prev: 4.1% | 245,540 SH | Decreased+753 SH |
| 13F-HR |
| 0001584801-26-000004 |
| $1.14B |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001584801-25-000004 | $1.29B | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001584801-26-000003 | $1.10B | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001584801-25-000003 | $1.28B | View |