Holdings (Monthly)
Guide ↗
YCG Enhanced Fund
· YCG Funds| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | Moody's Corp | MCO | Feb 2026 | 69,509 | $33.2M | 6.19% | EC |
| 2 | Mastercard Inc | MA | Feb 2026 | 57,685 | $29.8M | 5.56% | EC |
| 3 | Hermes International SCA | RMS | Feb 2026 | 11,359 | $27.5M | 5.13% | EC |
| 4 | MSCI Inc | MSCI | Feb 2026 | 41,877 | $23.9M | 4.46% | EC |
| 5 | Microsoft Corp | MSFT | Feb 2026 | 59,753 | $23.5M | 4.38% | EC |
| 6 | Waste Management Inc | WM | Feb 2026 | 96,522 | $23.2M | 4.33% | EC |
| 7 | Copart Inc | CPRT | Feb 2026 | 570,180 | $21.7M | 4.05% | EC |
| 8 | Fair Isaac Corp | FICO | Feb 2026 | 15,344 | $21.6M | 4.03% | EC |
| 9 | Republic Services Inc | RSG | Feb 2026 | 92,256 | $21.1M | 3.94% | EC |
| 10 | Linde PLC | LIN | Feb 2026 | 40,809 | $20.7M | 3.87% | EC |
| 11 | Aon PLC | AON | Feb 2026 | 61,134 | $20.5M | 3.82% | EC |
| 12 | CME Group Inc | CME | Feb 2026 | 62,097 | $19.8M | 3.70% | EC |
| 13 | Marsh & McLennan Cos Inc | MRSH | Feb 2026 | 98,033 | $18.3M | 3.41% | EC |
| 14 | TransDigm Group Inc | TDG | Feb 2026 | 13,694 | $17.8M | 3.33% | EC |
| 15 | TREASURY BILL | 912797QN0 | Feb 2026 | 16,381,000 | $16.3M | 3.03% | DBT |
| 16 | S&P Global Inc | SPGI | Feb 2026 | 34,240 | $15.1M | 2.82% | EC |
| 17 | Alphabet Inc | GOOG | Feb 2026 | 48,309 | $15.0M | 2.81% | EC |
| 18 | Amazon.com Inc | AMZN | Feb 2026 | 70,187 | $14.7M | 2.75% | EC |
| 19 | Canadian Pacific Kansas City L | CP | Feb 2026 | 150,282 | $13.2M | 2.45% | EC |
| 20 | Canadian National Railway Co | CNI | Feb 2026 | 114,325 | $12.8M | 2.39% | EC |
| 21 | Verisk Analytics Inc | VRSK | Feb 2026 | 57,409 | $11.9M | 2.22% | EC |
| 22 | Intuit Inc | INTU | Feb 2026 | 26,583 | $10.9M | 2.03% | EC |
| 23 | Ferrari NV | RACE | Feb 2026 | 26,240 | $10.0M | 1.86% | EC |
| 24 | Visa Inc | V | Feb 2026 | 27,652 | $8.9M | 1.65% | EC |
| 25 | Procter & Gamble Co/The | PG | Feb 2026 | 42,509 | $7.1M | 1.33% | EC |
| 26 | CBRE Group Inc | CBRE | Feb 2026 | 47,957 | $7.1M | 1.32% | EC |
| 27 | CoStar Group Inc | CSGP | Feb 2026 | 156,574 | $7.0M | 1.30% | EC |
| 28 | TREASURY BILL | 912797QX8 | Feb 2026 | 6,825,000 | $6.8M | 1.26% | DBT |
| 29 | Meta Platforms Inc | META | Feb 2026 | 9,339 | $6.1M | 1.13% | EC |
| 30 | TREASURY BILL | 912797RG4 | Feb 2026 | 5,978,000 | $5.9M | 1.10% | DBT |
| 31 | Progressive Corp/The | PGR | Feb 2026 | 26,092 | $5.6M | 1.04% | EC |
| 32 | Apple Inc | AAPL | Feb 2026 | 20,321 | $5.4M | 1.00% | EC |
| 33 | Vulcan Materials Co | VMC | Feb 2026 | 16,075 | $5.0M | 0.93% | EC |
| 34 | CRH PLC | CRH | Feb 2026 | 35,193 | $4.2M | 0.79% | EC |
| 35 | Adobe Inc | ADBE | Feb 2026 | 15,675 | $4.1M | 0.77% | EC |
| 36 | Martin Marietta Materials Inc | MLM | Feb 2026 | 6,038 | $4.1M | 0.76% | EC |
| 37 | TREASURY BILL | 912797RF6 | Feb 2026 | 2,697,000 | $2.7M | 0.50% | DBT |
| 38 | LVMH Moet Hennessy Louis Vuitt | MC | Feb 2026 | 3,822 | $2.5M | 0.46% | EC |
| 39 | Colgate-Palmolive Co | CL | Feb 2026 | 23,805 | $2.4M | 0.44% | EC |
| 40 | TREASURY BILL | 912797TW7 | Feb 2026 | 587,000 | $578K | 0.11% | DBT |
| 41 | TREASURY BILL | 912797TX5 | Feb 2026 | 87,000 | $86K | 0.02% | DBT |
| 42 | TREASURY BILL | 912797TD9 | Feb 2026 | 27,000 | $27K | 0.00% | DBT |
| 43 | TREASURY BILL | 912797TE7 | Feb 2026 | 16,000 | $16K | 0.00% | DBT |
| 44 | TREASURY BILL | 912797TN7 | Feb 2026 | 13,000 | $13K | 0.00% | DBT |
| 45 | TREASURY BILL | 912797SX6 | Feb 2026 | 1,000 | $991 | 0.00% | DBT |
| 46 | N/A | MLM 4 P680 | Feb 2026 | -6 | $-15360 | -0.00% | DE |
| 47 | N/A | META 5 P65 | Feb 2026 | -4 | $-19240 | -0.00% | DE |
| 48 | N/A | CPRT 3 P40 | Feb 2026 | -105 | $-23625 | -0.00% | DE |
| 49 | N/A | MLM 4 P650 | Feb 2026 | -19 | $-27740 | -0.01% | DE |
| 50 | N/A | VMC 5 P300 | Feb 2026 | -28 | $-30520 | -0.01% | DE |
| 51 | N/A | MSCI 3 P57 | Feb 2026 | -35 | $-58100 | -0.01% | DE |
| 52 | N/A | LIN 5 P510 | Feb 2026 | -50 | $-111250 | -0.02% | DE |
| 53 | N/A | TDG 5 P130 | Feb 2026 | -18 | $-114300 | -0.02% | DE |
| 54 | N/A | RACE 5 P37 | Feb 2026 | -62 | $-115010 | -0.02% | DE |
| 55 | N/A | CRH 3 P130 | Feb 2026 | -105 | $-122850 | -0.02% | DE |
| 56 | N/A | META 5 P66 | Feb 2026 | -28 | $-140700 | -0.03% | DE |
| 57 | N/A | TDG 5 P134 | Feb 2026 | -22 | $-182710 | -0.03% | DE |
| 58 | N/A | CME 5 P320 | Feb 2026 | -107 | $-183505 | -0.03% | DE |
| 59 | N/A | INTU 4 P44 | Feb 2026 | -43 | $-227255 | -0.04% | DE |
| 60 | N/A | FICO 4 P16 | Feb 2026 | -13 | $-284505 | -0.05% | DE |
| 61 | N/A | CPRT 5 P37 | Feb 2026 | -1,548 | $-294120 | -0.05% | DE |
| 62 | N/A | FICO 5 P13 | Feb 2026 | -33 | $-343530 | -0.06% | DE |
| 63 | N/A | VRSK 3 P22 | Feb 2026 | -310 | $-486700 | -0.09% | DE |