Austin, TXCIK 11043664 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
76 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 273.9K | $132.45M | 11.5% | −35.3K | Reduced |
| 2 | Taiwan Semiconductor Mfg Ltd | 264.7K | $80.44M | 7.0% | −21.4K | Reduced |
| 3 | Apple Inc | 278.5K | $75.71M | 6.6% | −79.3K | Reduced |
| 4 | Amphenol Corp New |
| 387.5K |
| $52.37M |
| 4.6% |
| −18.3K |
| Reduced |
| 5 | Nordson Corp | 214.9K | $51.67M | 4.5% | −20.3K | Reduced |
| 6 | Automatic Data Processing In | 179.2K | $46.10M | 4.0% | −14.3K | Reduced |
| 7 | Donaldson Inc | 503.1K | $44.61M | 3.9% | −52.7K | Reduced |
| 8 | Illinois Tool Wks Inc | 173.1K | $42.63M | 3.7% | −13.3K | Reduced |
| 9 | Paccar Inc | 375.4K | $41.10M | 3.6% | −23.9K | Reduced |
| 10 | Ecolab Inc | 155.3K | $40.76M | 3.5% | −12.3K | Reduced |
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