+31
New
31
Positions
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 02079K107 | Apr 2025 | 184,863 | $29.7M | 7.40% | EC |
| 2 | Arch Capital Group Ltd | 000000000 | Apr 2025 | 276,047 | $25.0M | 6.23% | EC |
| 3 | Fiserv Inc | 337738108 | Apr 2025 | 118,047 | $21.8M | 5.42% | EC |
| 4 | Amazon.com Inc | 023135106 | Apr 2025 | 101,538 | $18.7M | 4.66% | EC |
| 5 | Progressive Corp/The | 743315103 | Apr 2025 | 60,947 | $17.2M | 4.27% | EC |
| 6 | Alcon AG | 000000000 | Apr 2025 | 166,764 | $16.3M | 4.05% | EC |
| 7 | Visa Inc | 92826C839 | Apr 2025 | 46,105 | $15.9M | 3.96% | EC |
| 8 | Danaher Corp | 235851102 | Apr 2025 | 77,714 | $15.5M | 3.85% | EC |
| 9 | PACCAR Inc | 693718108 | Apr 2025 | 170,897 | $15.4M | 3.84% | EC |
| 10 | Copart Inc | 217204106 | Apr 2025 | 250,961 | $15.3M | 3.81% | EC |
| 11 | Ferguson Enterprises Inc | 31488V107 | Apr 2025 | 89,953 | $15.3M | 3.80% | EC |
| 12 | Lowe's Cos Inc | 548661107 | Apr 2025 | 63,788 | $14.3M | 3.55% | EC |
| 13 | Analog Devices Inc | 032654105 | Apr 2025 | 71,598 | $14.0M | 3.47% | EC |
| 14 | Parker-Hannifin Corp | 701094104 | Apr 2025 | 22,625 | $13.7M | 3.41% | EC |
| 15 | Keysight Technologies Inc | 49338L103 | Apr 2025 | 91,985 | $13.4M | 3.33% | EC |
| 16 | Texas Instruments Inc | 882508104 | Apr 2025 | 79,359 | $12.7M | 3.16% | EC |
| 17 | Brookfield Corp | 11271J107 | Apr 2025 | 214,918 | $11.5M | 2.87% | EC |
| 18 | Accenture PLC | 000000000 | Apr 2025 | 37,134 | $11.1M | 2.76% | EC |
| 19 | Marsh & McLennan Cos Inc | 571748102 | Apr 2025 | 48,673 | $11.0M | 2.73% | EC |
| 20 | Agilent Technologies Inc | 00846U101 | Apr 2025 | 93,557 | $10.1M | 2.50% | EC |
| 21 | Deere & Co | 244199105 | Apr 2025 | 21,265 | $9.9M | 2.45% | EC |
| 22 | Charles Schwab Corp/The | 808513105 | Apr 2025 | 120,034 | $9.8M | 2.43% | EC |
| 23 | Berkshire Hathaway Inc | 084670702 | Apr 2025 | 18,124 | $9.7M | 2.40% | EC |
| 24 | Elevance Health Inc | 036752103 | Apr 2025 | 22,139 | $9.3M | 2.32% | EC |
| 25 | TJX Cos Inc/The | 872540109 | Apr 2025 | 69,627 | $9.0M | 2.23% | EC |
| 26 | Liberty Broadband Corp | 530307305 | Apr 2025 | 82,684 | $7.5M | 1.86% | EC |
| 27 | Starbucks Corp | 855244109 | Apr 2025 | 87,225 | $7.0M | 1.74% | EC |
| 28 | Airbnb Inc | 009066101 | Apr 2025 | 52,618 | $6.4M | 1.60% | EC |
| 29 | CDW Corp/DE | 12514G108 | Apr 2025 | 39,460 | $6.3M | 1.58% | EC |
| 30 | State Street Global Advisors | 857492706 | Apr 2025 | 4,425,934 | $4.4M | 1.10% | STIV |
| 31 | NIKE Inc | 654106103 | Apr 2025 | 78,353 | $4.4M | 1.10% | EC |