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

About Xxec, Inc.

Investment Activity

  • Xxec, Inc. has $570.58 million in total holdings as of March 31, 2026.
  • Xxec, Inc. owns shares of 23 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 82.87% of the portfolio was purchased this quarter.
  • About 0.54% of the portfolio was sold this quarter.
  • This quarter, Xxec, Inc. has purchased 22 new stocks and bought additional shares in 20 stocks.
  • Xxec, Inc. sold shares of 0 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Mastercard
$57,784,243
Microsoft
$47,183,628
Universal Display
$45,565,766
Nordson
$45,539,412
Visa
$41,578,073

Largest New Holdings this Quarter

75946W405 - RELIANCE INC
$11,124,800 Holding
282410000 - ABBOTT LABS
$6,980,631 Holding
704326107 - Paychex
$3,033,235 Holding

Largest Purchases this Quarter

Mastercard
86,299 shares (about $47.80M)
Microsoft
84,672 shares (about $39.11M)
Universal Display
321,276 shares (about $37.83M)
Nordson
148,288 shares (about $37.76M)
Visa
100,425 shares (about $34.35M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofXxec, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Mastercard Incorporated stock logo
MA
Mastercard
$57,784,243$47,801,712 â–²478.9%104,32110.1%Business Services
Microsoft Corporation stock logo
MSFT
Microsoft
$47,183,628$39,111,213 â–²484.5%102,1488.3%Computer and Technology
Universal Display Corporation stock logo
OLED
Universal Display
$45,565,766$37,833,516 â–²489.3%386,9378.0%Computer and Technology
Nordson Corporation stock logo
NDSN
Nordson
$45,539,412$37,763,732 â–²485.7%178,8218.0%Industrials
Visa Inc. stock logo
V
Visa
$41,578,073$34,347,699 â–²475.0%121,5657.3%Business Services
Intuit Inc. stock logo
INTU
Intuit
$40,844,607$34,139,879 â–²509.2%69,6617.2%Computer and Technology
Gentex Corporation stock logo
GNTX
Gentex
$36,612,047$30,341,399 â–²483.9%1,541,0626.4%Auto/Tires/Trucks
Moody's Corporation stock logo
MCO
Moody's
$35,247,921$29,215,892 â–²484.3%69,2456.2%Finance
SLB Limited stock logo
SLB
SLB
$29,296,473$23,420,978 â–²398.6%669,4745.1%Energy
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$28,985,048$24,047,932 â–²487.1%545,0205.1%Medical
Verisk Analytics, Inc. stock logo
VRSK
Verisk Analytics
$26,668,609$22,411,202 â–²526.4%124,6174.7%Business Services
Xylem Inc. stock logo
XYL
Xylem
$23,257,422$19,233,141 â–²477.9%171,2114.1%Business Services
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$20,671,231$17,175,401 â–²491.3%42,1253.6%Finance
Mettler-Toledo International, Inc. stock logo
MTD
Mettler-Toledo International
$18,533,106$15,422,576 â–²495.8%13,1083.2%Medical
Chubb Limited stock logo
CB
Chubb
$15,572,252$12,856,187 â–²473.3%50,0412.7%Finance
Teradyne, Inc. stock logo
TER
Teradyne
$13,893,727$7,954,316 â–²133.9%61,7492.4%Computer and Technology
RELIANCE INC
$11,124,800$11,124,800 â–²New Holding36,6551.9%COM
HEARTFLOW INC
$8,129,611$6,906,731 â–²564.8%278,6811.4%COM
Fair Isaac Corporation stock logo
FICO
Fair Isaac
$7,718,936$6,432,447 â–²500.0%5,1061.4%Computer and Technology
ABBOTT LABS
$6,980,631$6,980,631 â–²New Holding58,3931.2%COM
CSX Corporation stock logo
CSX
CSX
$3,676,571$3,050,128 â–²486.9%99,7020.6%Transportation
Paychex, Inc. stock logo
PAYX
Paychex
$3,033,235$3,033,235 â–²New Holding32,9270.5%Computer and Technology
BADGER METER INC
$2,682,600$2,260,042 â–²534.8%97,6460.5%COM
Reliance, Inc. stock logo
RS
Reliance
$0$1,833,458 â–¼-100.0%00.0%Basic Materials
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$0$1,259,039 â–¼-100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data