Von Mueffling's Top Holdings in Portfolio

As of December 31, 2025, William Von Mueffling's portfolio managed by Cantillon Capital Management totals approximately $18.5 billion. His top holdings include significant positions in Broadcom (AVGO), Alphabet (GOOGL), S&P Global (SPGI), Taiwan Semiconductor Manufacturing (TSM), and Interactive Brokers (IBKR).

Broadcom (AVGO), a leader in semiconductor and infrastructure software, represents 8.62% of the portfolio. Von Mueffling reduced his stake by 2.03% compared to the previous period. You can learn more about Broadcom at this link.

Alphabet (GOOGL), the parent company of Google, holds a 7.13% allocation. Von Mueffling increased his Alphabet shares by 0.76%. For more information on Alphabet, visit this link.

S&P Global (SPGI) and Taiwan Semiconductor Manufacturing (TSM) each hold a 4.96% and 4.65% allocation respectively, both showing a 0.76% increase in shares during the period. Details on S&P Global are available here, and information on Taiwan Semiconductor Manufacturing can be found here.

Interactive Brokers (IBKR) holds a 4.44% allocation, with a 0.76% increase in shares. More details on Interactive Brokers are available here.

The portfolio also includes Applied Materials (AMAT) at 4.13%, CBRE Group (CBRE) at 3.88%, Visa (V) at 3.7%, Microsoft (MSFT) at 3.3%, and Analog Devices (ADI) at 3.18%, all showing increases in share count during the period. You can explore Applied Materials here, CBRE here, Visa here, Microsoft here, and Analog Devices here.

For a complete view of William Von Mueffling's investment profile, including his holdings and any changes, please visit his profile on InsiderSet.