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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
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CSX CSX CORP Industrials 99,702.0 $3.7M 0.64% +83K +486.9% $36.88 +24.5%
22 PAYX PAYCHEX INC Industrials 32,927.0 $3.0M 0.53% NEW $92.12 -3.6%
23 BADGER METER INC 97,646.0 $2.7M 0.47% +82K +534.9% $27.47
Page 2 of 2  ·  23 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
Financial Services 29.9%
Technology 28.7%
Industrials 18.9%
Healthcare 10.3%
Consumer Cyclical 6.8%
Energy 5.4%