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Xxec, Inc. Top Holdings and 13F Report (2026)

About Xxec, Inc.

Investment Activity

  • Xxec, Inc. has $136.78 million in total holdings as of June 30, 2026.
  • Xxec, Inc. owns shares of 23 different stocks, but just 1 company or ETF makes up 80% of its holdings.
  • Approximately 96.16% of the portfolio was purchased this quarter.
  • About 31.58% of the portfolio was sold this quarter.
  • This quarter, Xxec, Inc. has purchased 23 new stocks and bought additional shares in 21 stocks.
  • Xxec, Inc. sold shares of 0 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

ABBOTT LABS
$111,461,682
Gentex
$7,705,220
Novo Nordisk A/S
$2,890,154
HEARTFLOW INC
$2,524,764

Largest New Holdings this Quarter

94106B101 - Waste Connections
$164,870 Holding
579780206 - McCormick & Company, Incorporated
$154,566 Holding

Largest Purchases this Quarter

ABBOTT LABS
1,203,154 shares (about $106.30M)
Gentex
185,705,484 shares (about $7.64M)
Novo Nordisk A/S
129,348,944 shares (about $2.88M)
HEARTFLOW INC
76,992,164 shares (about $2.52M)
Universal Display
227,015,496 shares (about $2.50M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofXxec, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
ABBOTT LABS
$111,461,682$106,302,475 â–²2,060.4%1,261,54781.5%COM
Gentex Corporation stock logo
GNTX
Gentex
$7,705,220$7,641,805 â–²12,050.5%187,246,5465.6%Consumer Discretionary
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$2,890,154$2,878,027 â–²23,732.9%129,893,9642.1%Healthcare
HEARTFLOW INC
$2,524,764$2,515,658 â–²27,627.3%77,270,8451.8%COM
Universal Display Corporation stock logo
OLED
Universal Display
$2,508,286$2,504,018 â–²58,669.9%227,402,4331.8%Technology
Paychex, Inc. stock logo
PAYX
Paychex
$1,123,016$1,122,675 â–²329,395.0%108,492,8090.8%Industrials
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,058,173$1,057,968 â–²516,251.6%217,513,1140.8%Finance
Verisk Analytics, Inc. stock logo
VRSK
Verisk Analytics
$992,675$991,963 â–²139,266.1%173,673,8110.7%Industrials
Nordson Corporation stock logo
NDSN
Nordson
$896,378$895,755 â–²143,735.8%257,208,6570.7%Industrials
Xylem Inc. stock logo
XYL
Xylem
$850,841$849,302 â–²55,178.6%94,642,9640.6%Industrials
BADGER METER INC
$825,029$824,260 â–²107,124.3%104,700,2070.6%COM
CSX Corporation stock logo
CSX
CSX
$765,595$764,824 â–²99,148.8%98,953,0070.6%Industrials
Visa Inc. stock logo
V
Visa
$571,428$571,055 â–²153,118.8%186,260,4480.4%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$511,225$510,973 â–²203,149.2%207,614,9510.4%Technology
Mastercard Incorporated stock logo
MA
Mastercard
$505,263$505,052 â–²238,993.8%249,425,0520.4%Finance
Intuit Inc. stock logo
INTU
Intuit
$436,740$436,524 â–²202,222.7%140,939,9870.3%Technology
Moody's Corporation stock logo
MCO
Moody's
$365,610$365,456 â–²236,812.6%164,050,1310.3%Finance
Chubb Limited stock logo
CB
Chubb
$228,226$228,072 â–²148,065.6%74,143,5610.2%Finance
Waste Connections, Inc. stock logo
WCN
Waste Connections
$164,870$164,870 â–²New Holding26,376,5900.1%Industrials
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$154,566$154,566 â–²New Holding7,414,6400.1%Consumer Staples
RELIANCE INC
$127,493$127,396 â–²131,307.3%48,167,3530.1%COM
Mettler-Toledo International, Inc. stock logo
MTD
Mettler-Toledo International
$77,044$77,033 â–²677,592.2%88,831,8880.1%Healthcare
Fair Isaac Corporation stock logo
FICO
Fair Isaac
$33,189$33,185 â–²760,066.0%38,814,0750.0%Technology
SLB Limited stock logo
SLB
SLB
$0$29,296,473 â–¼-100.0%00.0%Energy
Teradyne, Inc. stock logo
TER
Teradyne
$0$13,893,727 â–¼-100.0%00.0%Technology

Showing largest 100 holdings. View all holdings.
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