XXEC, INC.

PrivateCIK: 1828822
Location

TULSA, OK

23
Positions
$570.58M
Total AUM (reported)
4.86M
Total Shares

Allocation by class

TOTAL AUM$570.58M23 positions
COM$392.26M68.7%
CL A$57.78M10.1%
COM CL A$41.58M7.3%
COM STK$29.30M5.1%
ADR$28.99M5.1%
CL B$20.67M3.6%

Portfolio Concentration

Top 326.4%4–1045.2%11–2528.4%TOP 1071.6%0%100%
Top 3$150.53M26.4%
4–10$258.10M45.2%
11–25$161.94M28.4%

Top 3 weight

26.4%

Top 10 weight

71.6%

Voting Authority Distribution

Total shares with voting rights: 4.86M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

4.86M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole23
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings23
Rows:

MASTERCARD INC CLASS CLASS A

SOLE
CL A
Shares104.32K
TypeSH
Market value$57.78M
10.13%
Sole
0.00
Shared
0.00
None
104.32K

MIRCOSOFT CORP

SOLE
COM
Shares102.15K
TypeSH
Market value$47.18M
8.27%
Sole
0.00
Shared
0.00
None
102.15K

UNIVERSAL DISPLAY CORP

SOLE
COM
Shares386.94K
TypeSH
Market value$45.57M
7.99%
Sole
0.00
Shared
0.00
None
386.94K

NORDSON CORP

SOLE
COM
Shares178.82K
TypeSH
Market value$45.54M
7.98%
Sole
0.00
Shared
0.00
None
178.82K

VISA INC CLASS CLASS A

SOLE
COM CL A
Shares121.56K
TypeSH
Market value$41.58M
7.29%
Sole
0.00
Shared
0.00
None
121.56K

INTUIT

SOLE
COM
Shares69.66K
TypeSH
Market value$40.84M
7.16%
Sole
0.00
Shared
0.00
None
69.66K

GENTEX CORP

SOLE
COM
Shares1.54M
TypeSH
Market value$36.61M
6.42%
Sole
0.00
Shared
0.00
None
1.54M

MOODYS CORP

SOLE
COM
Shares69.25K
TypeSH
Market value$35.25M
6.18%
Sole
0.00
Shared
0.00
None
69.25K

SLB LIMITED F

SOLE
COM STK
Shares669.47K
TypeSH
Market value$29.30M
5.13%
Sole
0.00
Shared
0.00
None
669.47K

NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS

SOLE
ADR
Shares545.02K
TypeSH
Market value$28.99M
5.08%
Sole
0.00
Shared
0.00
None
545.02K

VERISK ANALYTICS INC

SOLE
COM
Shares124.62K
TypeSH
Market value$26.67M
4.67%
Sole
0.00
Shared
0.00
None
124.62K

XYLEM INC

SOLE
COM
Shares171.21K
TypeSH
Market value$23.26M
4.08%
Sole
0.00
Shared
0.00
None
171.21K

BERKSHIRE HATHAWAY CLASS B

SOLE
CL B
Shares42.13K
TypeSH
Market value$20.67M
3.62%
Sole
0.00
Shared
0.00
None
42.13K

METTLER-TOLEDO INTL INC

SOLE
COM
Shares13.11K
TypeSH
Market value$18.53M
3.25%
Sole
0.00
Shared
0.00
None
13.11K

CHUBB LTD F

SOLE
COM
Shares50.04K
TypeSH
Market value$15.57M
2.73%
Sole
0.00
Shared
0.00
None
50.04K

TERADYNE INC

SOLE
COM
Shares61.75K
TypeSH
Market value$13.89M
2.44%
Sole
0.00
Shared
0.00
None
61.75K

RELIANCE INC

SOLE
COM
Shares36.66K
TypeSH
Market value$11.12M
1.95%
Sole
0.00
Shared
0.00
None
36.66K

HEARTFLOW INC

SOLE
COM
Shares278.68K
TypeSH
Market value$8.13M
1.42%
Sole
0.00
Shared
0.00
None
278.68K

FAIR ISAAC CORP

SOLE
COM
Shares5.11K
TypeSH
Market value$7.72M
1.35%
Sole
0.00
Shared
0.00
None
5.11K

ABBOTT LABS

SOLE
COM
Shares58.39K
TypeSH
Market value$6.98M
1.22%
Sole
0.00
Shared
0.00
None
58.39K

CSX CORP

SOLE
COM
Shares99.70K
TypeSH
Market value$3.68M
0.64%
Sole
0.00
Shared
0.00
None
99.70K

PAYCHEX INC

SOLE
COM
Shares32.93K
TypeSH
Market value$3.03M
0.53%
Sole
0.00
Shared
0.00
None
32.93K

BADGER METER INC

SOLE
COM
Shares97.65K
TypeSH
Market value$2.68M
0.47%
Sole
0.00
Shared
0.00
None
97.65K