Boise, IDCIK 10673244 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
144 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amphenol Corp New | 412.7K | $55.78M | 9.0% | −65.3K | Reduced |
| 2 | Ametek Inc | 187.6K | $38.52M | 6.2% | −4.1K | Reduced |
| 3 | Danaher Corporation | 129.0K | $29.53M | 4.8% | −1.3K | Reduced |
| 4 | Thermo Fisher Scientific Inc |
| 39.3K |
| $22.79M |
| 3.7% |
| −579 |
| Reduced |
| 5 | Idex Corp | 120.4K | $21.42M | 3.5% | −863 | Reduced |
| 6 | Gallagher Arthur J & Co | 73.7K | $19.08M | 3.1% | −1.2K | Reduced |
| 7 | Roper Technologies Inc | 41.4K | $18.43M | 3.0% | +607 | Added |
| 8 | Xylem Inc | 134.9K | $18.37M | 3.0% | −1.0K | Reduced |
| 9 | Fiserv Inc | 251.8K | $16.91M | 2.7% | +310 | Added |
| 10 | Aptargroup Inc | 134.3K | $16.38M | 2.7% | −1.4K | Reduced |
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