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Portfolio (Quarterly) Guide ↗

XXEC, Inc.

· CIK 0001828822
13F Portfolio $570.6B AUM 23 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 20 Added 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EZRA RELIANCE INC Financial Services 36,655.0 $11.1M 1.95% NEW $303.50 -100.0%
2 ABBOTT LABS 58,393.0 $7.0M 1.22% NEW $119.55
3 PAYX PAYCHEX INC Industrials 32,927.0 $3.0M 0.53% NEW $92.12 -3.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.9%
Technology 28.7%
Industrials 18.9%
Healthcare 10.3%
Consumer Cyclical 6.8%
Energy 5.4%