Xxec, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 17, 2026, Xxec, Inc. disclosed 20 stock positions valued at approximately $770.13M as of quarter-end June 30, 2026. The largest holdings include UNIVERSAL DISPLAY CORP, MOODYS CORP, and MIRCOSOFT CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 20
- Portfolio Value
- $770.13M
Holdings by Sector
Xxec, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| UNIVERSAL DISPLAY CORP | OLED | Technology | 8.27% | 703,521 | +316,584 | +81.82% | $63,716,093 |
| MOODYS CORP | MCO | Financial Services | 8.25% | 141,570 | +72,325 | +104.45% | $63,526,379 |
| MIRCOSOFT CORP | MSFT | Technology | 7.38% | 140,205 | +38,057 | +37.26% | $56,863,337 |
| NORDSON CORP | NDSN | Industrials | 7.16% | 191,958 | +13,137 | +7.35% | $55,144,168 |
| GENTEX CORP | GNTX | Consumer Cyclical | 6.66% | 2,107,299 | +566,237 | +36.74% | $51,260,506 |
| METTLER-TOLEDO INTL INC | MTD | Healthcare | 6.64% | 44,343 | +31,235 | +238.29% | $51,139,167 |
| MASTERCARD INC CLASS CLASS A | MA | Financial Services | 6.15% | 95,940 | -8,381 | -8.03% | $47,358,837 |
| VISA INC CLASS CLASS A | V | Financial Services | 5.37% | 126,672 | +5,107 | +4.20% | $41,377,928 |
| VERISK ANALYTICS INC | VRSK | Industrials | 5.13% | 225,561 | +100,944 | +81.00% | $39,494,279 |
| INTUIT | INTU | Technology | 5.02% | 120,315 | +50,654 | +72.72% | $38,669,626 |
| NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | NVO | Healthcare | 4.85% | 830,388 | +285,368 | +52.36% | $37,319,978 |
| BERKSHIRE HATHAWAY CLASS B | BRK-B | Financial Services | 4.30% | 68,400 | +26,275 | +62.37% | $33,087,798 |
| FAIR ISAAC CORP | FICO | Technology | 4.18% | 27,534 | +22,428 | +439.25% | $32,200,631 |
| CHUBB LTD F | CB | Financial Services | 3.40% | 80,652 | +30,611 | +61.17% | $26,210,121 |
| HEARTFLOW INC | HTFL | Other | 2.38% | 599,194 | +320,513 | +115.01% | $18,363,954 |
| XYLEM INC | XYL | Industrials | 2.37% | 164,256 | -6,955 | -4.06% | $18,262,404 |
| PAYCHEX INC | PAYX | Technology | 1.96% | 156,379 | +123,452 | +374.93% | $15,123,866 |
| WASTE CONNECTIONS INC F | WCN | Industrials | 0.77% | 37,165 | +37,165 | +100.00% | $5,946,393 |
| CSX CORP | CSX | Industrials | 0.38% | 63,806 | -35,896 | -36.00% | $2,947,476 |
| MCCORMICK & CO INC | MKC | Consumer Defensive | 0.16% | 24,927 | +24,927 | +100.00% | $1,196,258 |
Showing 20 of 20 holdings in the latest reporting period.