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Portfolio (Quarterly) Guide ↗

XXEC, Inc.

· CIK 0001828822
13F Portfolio $100M AUM Filed Mar 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CSX CSX CORP Industrials 16,988.0 $616K 0.61% NEW $36.25 +26.2%
22 MTD METTLER-TOLEDO INTL INC Healthcare 2,200.0 $307K 0.31% NEW $139.42 +650.2%
Page 2 of 2  ·  22 positions

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
Technology 32.2%
Financial Services 28.2%
Industrials 17.5%
Healthcare 8.0%
Consumer Cyclical 6.5%
Energy 5.5%
Basic Materials 2.0%