Xxec, Inc. Portfolio Stock Holdings
Xxec, Inc. disclosed 23 stock positions valued at approximately $570.6 million in its latest SEC 13F filing. The largest holdings include MASTERCARD INC CLASS CLASS A, MIRCOSOFT CORP, and UNIVERSAL DISPLAY CORP. The filing reflects positions held as of March 31, 2026 and was filed on April 24, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 23
- Portfolio Value
- $570.6M
Holdings by Sector
Xxec, Inc. Portfolio Holdings in Q1 2026
19 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MASTERCARD INC CLASS CLASS A | MA | Financial Services | 10.13% | 104,321 | +86,299 | +478.85% | $57,784,243 |
| MIRCOSOFT CORP | MSFT | Technology | 8.27% | 102,148 | +84,672 | +484.50% | $47,183,628 |
| UNIVERSAL DISPLAY CORP | OLED | Technology | 7.99% | 386,937 | +321,276 | +489.30% | $45,565,766 |
| NORDSON CORP | NDSN | Industrials | 7.98% | 178,821 | +148,288 | +485.66% | $45,539,412 |
| VISA INC CLASS CLASS A | V | Financial Services | 7.29% | 121,565 | +100,425 | +475.05% | $41,578,073 |
| INTUIT | INTU | Technology | 7.16% | 69,661 | +58,226 | +509.19% | $40,844,607 |
| GENTEX CORP | GNTX | Consumer Cyclical | 6.42% | 1,541,062 | +1,277,120 | +483.86% | $36,612,047 |
| MOODYS CORP | MCO | Financial Services | 6.18% | 69,245 | +57,395 | +484.35% | $35,247,921 |
| SLB LIMITED F | SLB | Energy | 5.13% | 669,474 | +535,209 | +398.62% | $29,296,473 |
| NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | NVO | Healthcare | 5.08% | 545,020 | +452,185 | +487.08% | $28,985,048 |
| VERISK ANALYTICS INC | VRSK | Industrials | 4.67% | 124,617 | +104,723 | +526.40% | $26,668,609 |
| XYLEM INC | XYL | Industrials | 4.08% | 171,211 | +141,586 | +477.93% | $23,257,422 |
| BERKSHIRE HATHAWAY CLASS B | BRK-B | Financial Services | 3.62% | 42,125 | +35,001 | +491.31% | $20,671,231 |
| METTLER-TOLEDO INTL INC | MTD | Healthcare | 3.25% | 13,108 | +10,908 | +495.82% | $18,533,106 |
| CHUBB LTD F | CB | Financial Services | 2.73% | 50,041 | +41,313 | +473.34% | $15,572,252 |
| TERADYNE INC | TER | Technology | 2.44% | 61,749 | +35,352 | +133.92% | $13,893,727 |
| FAIR ISAAC CORP | FICO | Technology | 1.35% | 5,106 | +4,255 | +500.00% | $7,718,936 |
| CSX CORP | CSX | Industrials | 0.64% | 99,702 | +82,714 | +486.90% | $3,676,571 |
| PAYCHEX INC | PAYX | Technology | 0.53% | 32,927 | +32,927 | +100.00% | $3,033,235 |