XXEC, Inc.: 13F holdings
CIK 18288222026Q2
| Positions | 23 |
|---|
| Reported value | $770.1m |
|---|
| Filed | 2026-08-17 |
|---|
Change since last quarter
| Positions | 23 (+0 vs prior quarter) |
|---|
| Reported value | $770.1m (+37.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| OLED UNIVERSAL DISPLAY CORP | 703,521 | $63.7m | 8.3% |
| MCO MOODYS CORP | 141,570 | $63.5m | 8.2% |
| MSFT MIRCOSOFT CORP | 140,205 | $56.9m | 7.4% |
| NDSN NORDSON CORP | 191,958 | $55.1m | 7.2% |
| GNTX GENTEX CORP | 2,107,299 | $51.3m | 6.7% |
| MTD METTLER-TOLEDO INTL INC | 44,343 | $51.1m | 6.6% |
| MA MASTERCARD INC CLASS CLASS A | 95,940 | $47.4m | 6.1% |
| V VISA INC CLASS CLASS A | 126,672 | $41.4m | 5.4% |
| VRSK VERISK ANALYTICS INC | 225,561 | $39.5m | 5.1% |
| INTU INTUIT | 120,315 | $38.7m | 5.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1828822")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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