Ycg, LLC Top Holdings and 13F Report (2025) About Ycg, LLCInvestment ActivityYcg, LLC has $1.28 billion in total holdings as of March 31, 2025.Ycg, LLC owns shares of 38 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 3.45% of the portfolio was purchased this quarter.About 2.51% of the portfolio was sold this quarter.This quarter, Ycg, LLC has purchased 38 new stocks and bought additional shares in 2 stocks.Ycg, LLC sold shares of 28 stocks and completely divested from 3 stocks this quarter.Largest Holdings Mastercard $93,763,204Moody's $83,675,735Microsoft $83,640,186Copart $66,951,120Amazon.com $64,018,511 Largest New Holdings this Quarter 929160109 - Vulcan Materials $9,347,864 Holding573284106 - Martin Marietta Materials $9,328,316 HoldingG25508105 - CRH PLC $7,007,690 Holding Largest Purchases this Quarter Fair Isaac 9,865 shares (about $18.19M)Vulcan Materials 40,068 shares (about $9.35M)Martin Marietta Materials 19,510 shares (about $9.33M)CRH PLC 79,660 shares (about $7.01M)S&P Global 313 shares (about $159.03K) Largest Sales this Quarter Canadian Pacific Kansas City 107,026 shares (about $7.51M)Canadian National Railway 55,112 shares (about $5.37M)Berkshire Hathaway 10,045 shares (about $5.35M)Amazon.com 15,435 shares (about $2.94M)CME Group 10,302 shares (about $2.73M) Sector Allocation Over TimeMap of 500 Largest Holdings ofYcg, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMAMastercard$93,763,204$325,584 ▼-0.3%171,0637.3%Business ServicesMCOMoody's$83,675,735$669,663 ▼-0.8%179,6816.6%FinanceMSFTMicrosoft$83,640,186$2,298,511 ▼-2.7%222,8096.5%Computer and TechnologyCPRTCopart$66,951,120$113,237 ▼-0.2%1,183,0915.2%Business ServicesAMZNAmazon.com$64,018,511$2,936,664 ▼-4.4%336,4795.0%Retail/WholesaleMSCIMSCI$60,260,230$314,418 ▼-0.5%106,5614.7%FinanceAONAON$59,071,705$345,612 ▼-0.6%148,0164.6%FinanceWMWaste Management$57,597,815$245,632 ▼-0.4%248,7924.5%Business ServicesVRSKVerisk Analytics$57,529,036$753,574 ▼-1.3%193,2974.5%Business ServicesMMCMarsh & McLennan Companies$53,170,379$71,989 ▼-0.1%217,8854.2%FinanceRSGRepublic Services$51,993,880$306,816 ▼-0.6%214,7094.1%Business ServicesFICOFair Isaac$48,162,083$18,192,639 ▲60.7%26,1163.8%Computer and TechnologyAAPLApple$43,623,291$183,924 ▼-0.4%196,3863.4%Computer and TechnologySPGIS&P Global$41,886,067$159,035 ▲0.4%82,4373.3%Business ServicesGOOGAlphabet$39,548,108$509,310 ▼-1.3%253,1403.1%Computer and TechnologyINTUIntuit$37,967,849$117,272 ▼-0.3%61,8383.0%Computer and TechnologyCSGPCoStar Group$35,407,332$129,779 ▼-0.4%446,8932.8%Computer and TechnologyCMECME Group$29,453,611$2,733,023 ▼-8.5%111,0242.3%FinanceCNICanadian National Railway$27,858,649$5,371,216 ▼-16.2%285,8472.2%TransportationCBRECBRE Group$26,731,040$129,995 ▼-0.5%204,3972.1%FinanceCPCanadian Pacific Kansas City$26,692,368$7,514,296 ▼-22.0%380,1792.1%TransportationBRK.BBerkshire Hathaway$26,370,699$5,349,766 ▼-16.9%49,5152.1%FinanceVVisa$22,536,317$38,901 ▼-0.2%64,3051.8%Business ServicesPGProcter & Gamble$19,216,498$142,471 ▼-0.7%112,7601.5%Consumer StaplesCLColgate-Palmolive$19,051,498$84,799 ▼-0.4%203,3241.5%Consumer StaplesADBEAdobe$17,279,177$101,252 ▼-0.6%45,0531.4%Computer and TechnologyPGRProgressive$17,014,459$57,168 ▼-0.3%60,1201.3%FinancePEPPepsiCo$15,665,325$180,378 ▼-1.1%104,4771.2%Consumer StaplesRACEFerrari$15,317,676$18,827 ▼-0.1%35,7991.2%Auto/Tires/TrucksVMCVulcan Materials$9,347,864$9,347,864 ▲New Holding40,0680.7%ConstructionMLMMartin Marietta Materials$9,328,316$9,328,316 ▲New Holding19,5100.7%ConstructionCRH PLC$7,007,690$7,007,690 ▲New Holding79,6600.5%ORDKOCoca-Cola$5,964,3290.0%83,2770.5%Consumer StaplesEFXEquifax$1,461,3600.0%6,0000.1%Business ServicesSYKStryker$1,321,1150.0%3,5490.1%MedicalJNJJohnson & Johnson$580,4400.0%3,5000.0%MedicalBDXBecton, Dickinson and Company$294,113$72,612 ▼-19.8%1,2840.0%MedicalTJXTJX Companies$243,6000.0%2,0000.0%Retail/WholesaleISHARES BITCOIN TRUST ETF$0$370,501 ▼-100.0%00.0%SHS BEN INTTSLATesla$0$331,149 ▼-100.0%00.0%Auto/Tires/TrucksMSTRStrategy$0$263,554 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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