XXEC, Inc. 13F 持仓 · 2026年Q2
XXEC 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 23 只证券，申报市值合计 7.70 亿美元。前几大持仓：OLED（8.27%）、MCO（8.25%）、MSFT（7.38%）。本季前 25 大持仓中：新建仓 2 只、增持 18 只、减持 3 只、清仓 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | OLED | UNIVERSAL DISPLAY CORP | $63.7M | 8.27% | 703,521 | 增持 |
| 2 | MCO | MOODYS CORP | $63.5M | 8.25% | 141,570 | 增持 |
| 3 | MSFT | MIRCOSOFT CORP | $56.9M | 7.38% | 140,205 | 增持 |
| 4 | NDSN | NORDSON CORP | $55.1M | 7.16% | 191,958 | 增持 |
| 5 | GNTX | GENTEX CORP | $51.3M | 6.66% | 2.1M | 增持 |
| 6 | MTD | METTLER-TOLEDO INTL INC | $51.1M | 6.64% | 44,343 | 增持 |
| 7 | MA | MASTERCARD INC CLASS CLASS A | $47.4M | 6.15% | 95,940 | 减持 |
| 8 | V | VISA INC CLASS CLASS A | $41.4M | 5.37% | 126,672 | 增持 |
| 9 | VRSK | VERISK ANALYTICS INC | $39.5M | 5.13% | 225,561 | 增持 |
| 10 | INTU | INTUIT | $38.7M | 5.02% | 120,315 | 增持 |
| 11 | NVO | NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $37.3M | 4.85% | 830,388 | 增持 |
| 12 | BRKB | BERKSHIRE HATHAWAY CLASS B | $33.1M | 4.30% | 68,400 | 增持 |
| 13 | FICO | FAIR ISAAC CORP | $32.2M | 4.18% | 27,534 | 增持 |
| 14 | ABT | ABBOTT LABS | $27.6M | 3.58% | 311,607 | 增持 |
| 15 | CB | CHUBB LTD F | $26.2M | 3.40% | 80,652 | 增持 |
| 16 | BMI | BADGER METER INC | $26.0M | 3.38% | 204,736 | 增持 |
| 17 | HTFL | HEARTFLOW INC | $18.4M | 2.38% | 599,194 | 增持 |
| 18 | XYL | XYLEM INC | $18.3M | 2.37% | 164,256 | 减持 |
| 19 | EZRA | RELIANCE INC | $17.3M | 2.25% | 45,566 | 增持 |
| 20 | PAYX | PAYCHEX INC | $15.1M | 1.96% | 156,379 | 增持 |
| 21 | WCN | WASTE CONNECTIONS INC F | $5.9M | 0.77% | 37,165 | 新建仓 |
| 22 | CSX | CSX CORP | $2.9M | 0.38% | 63,806 | 减持 |
| 23 | MKC | MCCORMICK & CO INC | $1.2M | 0.16% | 24,927 | 新建仓 |
| 24 | SLB | SLB LIMITED F | $0 | 0.00% | 0 | 清仓 |
| 25 | TER | TERADYNE INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR