Edina, MNCIK 18039944 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
56 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 66.3K | $20.80M | 2.6% | −12.0K | Reduced |
| 2 | Parker-Hannifin Corp | 20.6K | $18.09M | 2.3% | −3.1K | Reduced |
| 3 | Curtiss Wright Corp | 31.8K | $17.53M | 2.2% | −4.6K | Reduced |
| 4 | Tjx Cos Inc New |
| 114.0K |
| $17.51M |
| 2.2% |
| −13.2K |
| Reduced |
| 5 | Nvent Electric PLC | 171.2K | $17.46M | 2.2% | −31.9K | Reduced |
| 6 | Iqvia Hldgs Inc | 76.2K | $17.18M | 2.2% | −14.5K | Reduced |
| 7 | Emcor Group Inc | 27.6K | $16.88M | 2.1% | −3.6K | Reduced |
| 8 | Icon PLC | 91.5K | $16.67M | 2.1% | −6.9K | Reduced |
| 9 | Ametek Inc | 80.1K | $16.44M | 2.1% | −8.4K | Reduced |
| 10 | Caci Intl Inc | 30.3K | $16.13M | 2.0% | −5.5K | Reduced |
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