Xxec, Inc. Top Holdings and 13F Report (2026) About Xxec, Inc.Investment ActivityXxec, Inc. has $770.13 million in total holdings as of June 30, 2026.Xxec, Inc. owns shares of 23 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 38.41% of the portfolio was purchased this quarter.About 6.46% of the portfolio was sold this quarter.This quarter, Xxec, Inc. has purchased 23 new stocks and bought additional shares in 18 stocks.Xxec, Inc. sold shares of 3 stocks and completely divested from 2 stocks this quarter.Largest Holdings Universal Display $63,716,093Moody's $63,526,379Microsoft $56,863,337Nordson $55,144,168Gentex $51,260,506 Largest New Holdings this Quarter 94106B101 - Waste Connections $5,946,393 Holding579780206 - McCormick & Company, Incorporated $1,196,258 Holding Largest Purchases this Quarter Mettler-Toledo International 31,235 shares (about $36.02M)Moody's 72,325 shares (about $32.45M)Universal Display 316,584 shares (about $28.67M)Fair Isaac 22,428 shares (about $26.23M)ABBOTT LABS 253,214 shares (about $22.39M) Largest Sales this Quarter Mastercard 8,381 shares (about $4.14M)CSX 35,896 shares (about $1.66M)Xylem 6,955 shares (about $773.27K) Sector Allocation Over TimeMap of 500 Largest Holdings ofXxec, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorOLEDUniversal Display$63,716,093$28,672,201 ▲81.8%703,5218.3%TechnologyMCOMoody's$63,526,379$32,454,230 ▲104.4%141,5708.2%FinanceMSFTMicrosoft$56,863,337$15,434,885 ▲37.3%140,2057.4%TechnologyNDSNNordson$55,144,168$3,773,893 ▲7.3%191,9587.2%IndustrialsGNTXGentex$51,260,506$13,773,838 ▲36.7%2,107,2996.7%Consumer DiscretionaryMTDMettler-Toledo International$51,139,167$36,022,188 ▲238.3%44,3436.6%HealthcareMAMastercard$47,358,837$4,137,111 ▼-8.0%95,9406.1%FinanceVVisa$41,377,928$1,668,222 ▲4.2%126,6725.4%FinanceVRSKVerisk Analytics$39,494,279$17,674,645 ▲81.0%225,5615.1%IndustrialsINTUIntuit$38,669,626$16,280,358 ▲72.7%120,3155.0%TechnologyNVONovo Nordisk A/S$37,319,978$12,825,243 ▲52.4%830,3884.8%HealthcareBRK.BBerkshire Hathaway$33,087,798$12,710,262 ▲62.4%68,4004.3%FinanceFICOFair Isaac$32,200,631$26,229,235 ▲439.2%27,5344.2%TechnologyABBOTT LABS$27,557,202$22,393,173 ▲433.6%311,6073.6%COMCBChubb$26,210,121$9,947,900 ▲61.2%80,6523.4%FinanceBADGER METER INC$26,030,248$13,615,482 ▲109.7%204,7363.4%COMHEARTFLOW INC$18,363,954$9,823,006 ▲115.0%599,1942.4%COMXYLXylem$18,262,404$773,275 ▼-4.1%164,2562.4%IndustrialsRELIANCE INC$17,328,935$3,388,890 ▲24.3%45,5662.3%COMPAYXPaychex$15,123,866$11,939,400 ▲374.9%156,3792.0%IndustrialsWCNWaste Connections$5,946,393$5,946,393 ▲New Holding37,1650.8%IndustrialsCSXCSX$2,947,476$1,658,192 ▼-36.0%63,8060.4%IndustrialsMKCMcCormick & Company, Incorporated$1,196,258$1,196,258 ▲New Holding24,9270.2%Consumer StaplesSLBSLB$0$29,296,473 ▼-100.0%00.0%EnergyTERTeradyne$0$13,893,727 ▼-100.0%00.0%TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
