Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
XXEC, Inc. (CIK 1828822) reported $570.6M across 22 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MA ($57.8M, 10.13%), MSFT ($47.2M, 8.27%), OLED ($45.6M, 7.99%), NDSN ($45.5M, 7.98%), V ($41.6M, 7.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MA | MASTERCARD INC CLASS CLASS A | $57.8M | 10.13% | 104,321 | Added |
| 2 | MSFT | MIRCOSOFT CORP | $47.2M | 8.27% | 102,148 | Added |
| 3 | OLED | UNIVERSAL DISPLAY CORP | $45.6M | 7.99% | 386,937 | Added |
| 4 | NDSN | NORDSON CORP | $45.5M | 7.98% | 178,821 | Added |
| 5 | V | VISA INC CLASS CLASS A | $41.6M | 7.29% | 121,565 | Added |
| 6 | INTU | INTUIT | $40.8M | 7.16% | 69,661 | Added |
| 7 | GNTX | GENTEX CORP | $36.6M | 6.42% | 1.5M | Added |
| 8 | MCO | MOODYS CORP | $35.2M | 6.18% | 69,245 | Added |
| 9 | SLB | SLB LIMITED F | $29.3M | 5.13% | 669,474 | Added |
| 10 | NVO | NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $29.0M | 5.08% | 545,020 | Added |
| 11 | VRSK | VERISK ANALYTICS INC | $26.7M | 4.67% | 124,617 | Added |
| 12 | XYL | XYLEM INC | $23.3M | 4.08% | 171,211 | Added |
| 13 | BRK/B | BERKSHIRE HATHAWAY CLASS B | $20.7M | 3.62% | 42,125 | Added |
| 14 | MTD | METTLER-TOLEDO INTL INC | $18.5M | 3.25% | 13,108 | Added |
| 15 | CB | CHUBB LTD F | $15.6M | 2.73% | 50,041 | Added |
| 16 | TER | TERADYNE INC | $13.9M | 2.44% | 61,749 | Added |
| 17 | RELI | RELIANCE INC | $11.1M | 1.95% | 36,655 | New |
| 18 | HEARTFLOW INC | $8.1M | 1.42% | 278,681 | Added | |
| 19 | FICO | FAIR ISAAC CORP | $7.7M | 1.35% | 5,106 | Added |
| 20 | ABT | ABBOTT LABS | $7.0M | 1.22% | 58,393 | New |
| 21 | CSX | CSX CORP | $3.7M | 0.64% | 99,702 | Added |
| 22 | PAYX | PAYCHEX INC | $3.0M | 0.53% | 32,927 | New |
| 23 | BMI | BADGER METER INC | $2.7M | 0.47% | 97,646 | Added |
| 24 | ABT | ABBOTT LABS | $0 | 0.00% | 0 | Exited |
| 25 | RS | RELIANCE INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31