Mar Vista Investment Partners LLC — AI-Powered 13F Analysis

CIK: 0001419999

Momentum followerQuality / disciplined sizingDiversified strategy

Total reported value

$999.7M

Reporting period: 2026-03-31 · Number of holdings: 35

MAR VISTA INVESTMENT PARTNERS LLC disclosed 35 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $999.7M and a quarterly turnover rate of 26.3%.

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Personality snowflake

Concentration: 16.15
Portfolio Stability: 26.27
Momentum/Contrarian: 100
Sector conviction: 61.06
Diversification: 70
Sizing Uniformity: 93.48

Mar Vista Investment Partners LLC's disclosed holdings carry a Herfindahl concentration index of 0.040 — mathematically equivalent to about 25 equally-sized positions, close to its 35 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.

Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.65), suggesting a disciplined, rules-based approach to how much capital goes into each idea.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Recent moves

Trim INTU
-64.6%　-$30.2M
Trim SAP
-96.6%　-$21.5M
Add GEV
+353.8%　$16.9M
Add AVGO
+67.7%　$14.4M
Add GE
+72.1%　$13.5M
Add NFLX
+105.1%　$13.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AAPL	Apple INC	Stock-Tech	6.55%	+0.22%	+1.77%
2	NVDA	Nvidia CORP	Stock-Tech	6.28%	+0.88%	+14.05%
3	MSFT	Microsoft CORP	Stock-Tech	5.91%	-1.24%	-0.89%
4	AMZN	Amazon.com INC	Stock-Consumer Disc	5.62%	-0.13%	-0.62%
5	GOOG	Alphabet Inc-cl C	Stock-Comm Services	5.02%	+0.10%	+2.36%
6	TDG	Transdigm Group INC	Stock-Industrials	4.55%	-0.31%	-1.37%
7	AVGO	Broadcom INC	Stock-Tech	4.33%	+1.68%	+67.71%
8	V	Visa Inc-class A Shares	Stock-Financials	4.15%	-0.12%	+3.50%
9	JNJ	Johnson & Johnson	Stock-Healthcare	4.06%	+0.84%	-2.13%
10	MCO	Moody's CORP	Stock-Financials	4.02%	-0.09%	+5.15%
11	ADI	Analog Devices INC	Stock-Tech	3.80%	+0.83%	-0.01%
12	LIN	Linde plc	Stock-Materials	3.69%	-0.75%	-34.53%
13	APH	Amphenol Corp-cl A	Stock-Tech	3.67%	-0.01%	-2.11%
14	AME	Ametek INC	Stock-Industrials	3.67%	+0.37%	-2.40%
15	GE	General Electric	Stock-Industrials	3.64%	+1.53%	+72.11%
16	SYK	Stryker CORP	Stock-Healthcare	3.41%	+0.15%	+2.44%
17	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	3.06%	-0.79%	-34.52%
18	META	Meta Platforms Inc-class A	Stock-Comm Services	3.01%	-0.39%	-6.45%
19	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	2.88%	+0.12%	+0.26%
20	NFLX	Netflix INC	Stock-Comm Services	2.49%	+1.40%	+105.06%
21	DHR	Danaher CORP	Stock-Healthcare	2.28%	+0.03%	+12.26%
22	MTD	Mettler-toledo International	Stock-Healthcare	2.14%	+0.01%	+2.17%
23	GEV	GE Vernova INC	Stock-Industrials	2.02%	+1.71%	+353.84%
24	UL	Unilever Plc-sponsored Adr	Stock-Consumer Staples	1.97%	-0.06%	+2.52%
25	ORCL	Oracle CORP	Stock-Tech	1.76%	-0.42%	-2.12%
26	AMT	American Tower CORP	Stock-Real Estate	1.54%	+0.13%	+1.72%
27	HEI	Heico CORP	Stock-Industrials	1.31%	-0.08%	+1.92%
28	ECL	Ecolab INC	Stock-Materials	0.95%	+0.95%	NEW
29	QXO	Qxo INC	Stock-Industrials	0.93%	+0.93%	NEW
30	INTU	Intuit INC	Stock-Tech	0.91%	-2.70%	-64.55%
31	ASML	ASML Holding N.V.	Stock-Tech	0.30%	-0.06%	-36.82%
32	SAP	Sap Se-sponsored Adr	Stock-Tech	0.05%	-1.98%	-96.62%
33	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.02%	—	-3.41%
34	VLTO	Veralto CORP	Stock-Industrials	—	-0.92%	-99.44%
35	NKE	Nike INC -cl B	Stock-Consumer Disc	—	—	+5.35%

Portfolio Performance

Performance for Q3 2026

+0.8%

Performance Last 4 Quarters

+1.2%

Based on 76% of reported portfolio value with available pricing

Stdev: +14.4%
Beta: +1.04
Alpha: -7.4%
Max Drawdown: -12.6%
Annualized Perf: +11.4%
Batting Avg vs S&P: +41.7%
Sortino: +1.5
Stutzer: +0.24
Treynor: +0.11
Sterling: +0.59
Calmar: +0.91
Information Ratio: -1.43
Tracking Error: +4.6%
Stdev Down: +7.9%
Winning Months %: +58.3%
Losing Months %: +41.7%
Best 12 Months: +30.7%
Worst 12 Months: +1.2%
Efficiency Ratio: +0.32
Sharpe: +0.82
Stdev Sectors: +10.1%
Skewness: +0.29
Kurtosis: +0.39
Upside Potential: +3.23

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	35	$999.7M	26	1AAPL 2NVDA 3MSFT Top holdings2026-03-31 1.AAPL 2.NVDA 3.MSFT 4.AMZN 5.GOOG 6.TDG 7.AVGO 8.V 9.JNJ 10.MCO
2025-12-31	34	$1.1B	28	1MSFT 2AAPL 3AMZN Top holdings2025-12-31 1.MSFT 2.AAPL 3.AMZN 4.NVDA 5.GOOG 6.TDG 7.LIN 8.V 9.MCO 10.TSM
2025-09-30	32	$1.2B	28	1MSFT 2AAPL 3ORCL Top holdings2025-09-30 1.MSFT 2.AAPL 3.ORCL 4.TDG 5.AMZN 6.NVDA 7.APH 8.LIN 9.GOOG 10.MCO
2025-06-30	57	$1.3B	0	1MSFT 2TDG 3AMZN Top holdings2025-06-30 1.MSFT 2.TDG 3.AMZN 4.ORCL 5.INTU 6.LIN 7.META 8.AAPL 9.MCO 10.AVGO
2025-03-31	56	$1.2B	100	1MSFT 2TDG 3AAPL Top holdings2025-03-31 1.MSFT 2.TDG 3.AAPL 4.V 5.AMZN 6.LIN 7.SAP 8.INTU 9.CRM 10.MCO
2024-12-31	56	$1.5B	0	1AAPL 2MSFT 3AMZN Top holdings2024-12-31 1.AAPL 2.MSFT 3.AMZN 4.TDG 5.CRM 6.V 7.AVGO 8.META 9.ORCL 10.LIN
2024-09-30	59	$1.6B	0	1MSFT 2AAPL 3TDG Top holdings2024-09-30 1.MSFT 2.AAPL 3.TDG 4.AMT 5.AMZN 6.LIN 7.ORCL 8.CRM 9.V 10.MTD
2024-06-30	61	$2.0B	0	1MSFT 2AAPL 3TDG Top holdings2024-06-30 1.MSFT 2.AAPL 3.TDG 4.AMZN 5.ORCL 6.AMT 7.SAP 8.CRM 9.LIN 10.V
2024-03-31	60	$2.3B	0	1MSFT 2AMZN 3TDG Top holdings2024-03-31 1.MSFT 2.AMZN 3.TDG 4.DIS 5.GOOG 6.CRM 7.SAP 8.ORCL 9.ADBE 10.AMT
2023-12-31	63	$2.2B	0	1MSFT 2AAPL 3AMZN Top holdings2023-12-31 1.MSFT 2.AAPL 3.AMZN 4.TDG 5.GXO 6.AMT 7.GOOG 8.ADBE 9.CRM 10.DIS
2023-09-30	58	$2.1B	0	1MSFT 2AMZN 3GXO Top holdings2023-09-30 1.MSFT 2.AMZN 3.GXO 4.AAPL 5.TDG 6.GOOG 7.ADBE 8.APD 9.ORCL 10.AMT
2023-06-30	54	$2.4B	0	1MSFT 2TDG 3AMZN Top holdings2023-06-30 1.MSFT 2.TDG 3.AMZN 4.AAPL 5.ADBE 6.GXO 7.MKL 8.MCHP 9.BRK-B 10.APD
2023-03-31	60	$2.3B	0	1MSFT 2TDG 3MKL Top holdings2023-03-31 1.MSFT 2.TDG 3.MKL 4.AAPL 5.AMZN 6.ADBE 7.GOOG 8.MCHP 9.GXO 10.APD
2022-12-31	62	$2.2B	0	1MCHP 2MSFT 3MKL Top holdings2022-12-31 1.MCHP 2.MSFT 3.MKL 4.TDG 5.SCHW 6.APD 7.BRK-B 8.AAPL 9.ADBE 10.AMZN
2022-09-30	63	$2.2B	0	1MSFT 2APD 3MCHP Top holdings2022-09-30 1.MSFT 2.APD 3.MCHP 4.MKL 5.SCHW 6.AAPL 7.TDG 8.GOOG 9.AMT 10.JNJ
2022-06-30	62	$2.4B	0	1MKL 2APD 3MSFT Top holdings2022-06-30 1.MKL 2.APD 3.MSFT 4.GOOG 5.AMT 6.MCHP 7.TDG 8.ADBE 9.AAPL 10.JNJ
2022-03-31	69	$3.2B	0	1GOOG 2MSFT 3MCHP Top holdings2022-03-31 1.GOOG 2.MSFT 3.MCHP 4.MKL 5.AMZN 6.ADBE 7.APD 8.AAPL 9.TDG 10.SCHW
2021-12-31	69	$3.7B	0	1AAPL 2BRK-B 3INTU Top holdings2021-12-31 1.AAPL 2.BRK-B 3.INTU 4.GOOG 5.MSFT 6.FRCB 7.AMZN 8.MCHP 9.AMT 10.ADBE
2021-09-30	68	$3.9B	0	1AAPL 2INTU 3BRK-B Top holdings2021-09-30 1.AAPL 2.INTU 3.BRK-B 4.GOOG 5.AMZN 6.MSFT 7.ADBE 8.FRCB 9.MCHP 10.AMT
2021-06-30	70	$4.1B	100	1AAPL 2BRK-B 3AMZN Top holdings2021-06-30 1.AAPL 2.BRK-B 3.AMZN 4.INTU 5.GOOG 6.MSFT 7.ADBE 8.FRCB 9.AMT 10.MCHP
2021-03-31	69	$4.3B	11	1BRK-B 2GOOG 3AAPL Top holdings2021-03-31 1.BRK-B 2.GOOG 3.AAPL 4.MCHP 5.AMZN 6.INTU 7.MSFT 8.MKL 9.FRCB 10.APD
2020-12-31	67	$4.0B	20	1AAPL 2BRK-B 3AMZN Top holdings2020-12-31 1.AAPL 2.BRK-B 3.AMZN 4.INTU 5.MCHP 6.GOOG 7.ADBE 8.MSFT 9.HON 10.MKL
2020-09-30	63	$3.8B	10	1AAPL 2AMZN 3BRK-B Top holdings2020-09-30 1.AAPL 2.AMZN 3.BRK-B 4.SAP 5.INTU 6.ADBE 7.GOOG 8.MSFT 9.MKL 10.MCHP
2020-06-30	62	$3.7B	22	1AAPL 2AMZN 3ADBE Top holdings2020-06-30 1.AAPL 2.AMZN 3.ADBE 4.BRK-B 5.SAP 6.INTU 7.GOOG 8.MSFT 9.ROP 10.MKL
2020-03-31	64	$3.3B	41	1BRK-B 2AAPL 3MKL Top holdings2020-03-31 1.BRK-B 2.AAPL 3.MKL 4.ADBE 5.AMZN 6.GOOG 7.INTU 8.MSFT 9.ROP 10.JNJ
2019-12-31	63	$4.2B	17	1BRK-B 2GOOG 3MKL Top holdings2019-12-31 1.BRK-B 2.GOOG 3.MKL 4.ADBE 5.AAPL 6.AMT 7.INTU 8.HON 9.ROP 10.ECL
2019-09-30	47	$4.0B	13	1BRK-B 2MKL 3GOOG Top holdings2019-09-30 1.BRK-B 2.MKL 3.GOOG 4.INTU 5.AMT 6.HON 7.ROP 8.ECL 9.AAPL 10.ORCL
2019-06-30	48	$3.8B	8	1AMT 2BRK-B 3MKL Top holdings2019-06-30 1.AMT 2.BRK-B 3.MKL 4.GOOG 5.HON 6.INTU 7.ROP 8.ECL 9.ORCL 10.AAPL
2019-03-31	49	$3.8B	31	1AMT 2GOOG 3BRK-B Top holdings2019-03-31 1.AMT 2.GOOG 3.BRK-B 4.MKL 5.INTU 6.HON 7.ROP 8.ORCL 9.ECL 10.MCHP
2018-12-31	51	$3.0B	21	1AMT 2BRK-B 3MKL Top holdings2018-12-31 1.AMT 2.BRK-B 3.MKL 4.GOOG 5.HON 6.INTU 7.ROP 8.MCHP 9.ORCL 10.ECL
2018-09-30	51	$3.4B	32	1BRK-B 2XPO 3MKL Top holdings2018-09-30 1.BRK-B 2.XPO 3.MKL 4.AMT 5.HON 6.GOOG 7.INTU 8.AAPL 9.ORCL 10.ROP
2018-06-30	51	$2.6B	14	1MKL 2BRK-B 3AMT Top holdings2018-06-30 1.MKL 2.BRK-B 3.AMT 4.XPO 5.INTU 6.ORCL 7.GOOG 8.HON 9.ROP 10.AAPL
2018-03-31	49	$2.5B	23	1BRK-B 2MKL 3AMT Top holdings2018-03-31 1.BRK-B 2.MKL 3.AMT 4.XPO 5.ORCL 6.HON 7.GOOG 8.INTU 9.ROP 10.UNUSD
2017-12-31	52	$2.7B	16	1BRK-B 2MKL 3AMT Top holdings2017-12-31 1.BRK-B 2.MKL 3.AMT 4.ORCL 5.HON 6.DLTR 7.GOOG 8.INTU 9.XPO 10.ROP
2017-09-30	51	$2.4B	21	1BRK-B 2ORCL 3AMT Top holdings2017-09-30 1.BRK-B 2.ORCL 3.AMT 4.MKL 5.UNUSD 6.HON 7.GOOG 8.DLTR 9.INTU 10.ROP
2017-06-30	51	$2.4B	12	1AMT 2ORCL 3BRK-B Top holdings2017-06-30 1.AMT 2.ORCL 3.BRK-B 4.UNUSD 5.G0177J 6.HON 7.MKL 8.GOOG 9.ROP 10.INTU
2017-03-31	50	$2.4B	19	1AMT 2BRK-B 3ORCL Top holdings2017-03-31 1.AMT 2.BRK-B 3.ORCL 4.G0177J 5.MKL 6.UNUSD 7.HON 8.SBUX 9.GOOG 10.ECL
2016-12-31	49	$2.5B	18	1BRK-B 2AMT 3MKL Top holdings2016-12-31 1.BRK-B 2.AMT 3.MKL 4.G0177J 5.SBUX 6.HON 7.TDG 8.SLB 9.GOOG 10.ORCL
2016-09-30	50	$2.4B	38	1AMT 2BRK-B 3TDG Top holdings2016-09-30 1.AMT 2.BRK-B 3.TDG 4.G0177J 5.MKL 6.HON 7.GOOG 8.SLB 9.ORCL 10.MDLZ
2016-06-30	56	$1.7B	23	1AMT 2BRK-B 3MKL Top holdings2016-06-30 1.AMT 2.BRK-B 3.MKL 4.G0177J 5.TDG 6.HON 7.MDLZ 8.SLB 9.GOOG 10.ECL
2016-03-31	56	$1.6B	12	1BRK-B 2AMT 3MKL Top holdings2016-03-31 1.BRK-B 2.AMT 3.MKL 4.G0177J 5.MTD 6.HON 7.TDG 8.GOOG 9.ECL 10.SLB
2015-12-31	54	$1.7B	17	1AMT 2BRK-B3G0177J Top holdings2015-12-31 1.AMT 2.BRK-B 3.G0177J 4.MKL 5.MTD 6.TDG 7.HON 8.GOOG 9.TJX 10.MDLZ
2015-09-30	55	$1.7B	41	1AMT 2BRK-B 3HON Top holdings2015-09-30 1.AMT 2.BRK-B 3.HON 4.MKL 5.G0177J 6.TJX 7.TDG 8.ADBE 9.MTD 10.ECL
2015-06-30	55	$1.8B	18	1HON 2AMT 3BRK-B Top holdings2015-06-30 1.HON 2.AMT 3.BRK-B 4.ORCL 5.MDLZ 6.MKL 7.MTD 8.TJX 9.TDG 10.ADBE
2015-03-31	62	$1.8B	26	1HON 2BRK-B 3AMT Top holdings2015-03-31 1.HON 2.BRK-B 3.AMT 4.ORCL 5.MKL 6.MTD 7.MDLZ 8.TDG 9.TJX 10.LBTYA
2014-12-31	63	$1.7B	29	1BRK-B 2AMT 3ORCL Top holdings2014-12-31 1.BRK-B 2.AMT 3.ORCL 4.HON 5.TDG 6.MTD 7.MKL 8.MDLZ 9.018490 10.TJX
2014-09-30	59	$1.6B	18	1BRK-B 2AMT 3HON Top holdings2014-09-30 1.BRK-B 2.AMT 3.HON 4.LBTYA 5.ORCL 6.AAPL 7.OXY 8.TDG 9.MKL 10.MDLZ
2014-06-30	60	$1.6B	31	1AMT 2BRK-B 3ORCL Top holdings2014-06-30 1.AMT 2.BRK-B 3.ORCL 4.HON 5.OXY 6.MDLZ 7.AAPL 8.MKL 9.TDG 10.LBTYA
2014-03-31	56	$1.7B	33	1BRK-B 2AMT 3ORCL Top holdings2014-03-31 1.BRK-B 2.AMT 3.ORCL 4.HON 5.TDG 6.OXY 7.CMCSA 8.MDLZ 9.LBTYA 10.XXI
2013-12-31	56	$1.7B	21	1BRK-B 2AMT 3HON Top holdings2013-12-31 1.BRK-B 2.AMT 3.HON 4.ORCL 5.AAPL 6.OXY 7.UTXZ 8.MDLZ 9.TDG 10.PEP
2013-09-30	55	$1.5B	24	1BRK-B 2AMT 3HON Top holdings2013-09-30 1.BRK-B 2.AMT 3.HON 4.OXY 5.ORCL 6.AAPL 7.QCOM 8.UTXZ 9.268648 10.MDLZ
2013-06-30	53	$1.5B	50	1BRK-B 2HON 3OXY Top holdings2013-06-30 1.BRK-B 2.HON 3.OXY 4.ORCL 5.QCOM 6.268648 7.PEP 8.UTXZ 9.MDLZ 10.TDG

Holding changes this quarter

Mar Vista Investment Partners LLC's most significant position changes for 2026-03-31: Sold out: Salesforce INC (CRM); New buy: Ecolab INC (ECL); New buy: Qxo INC (QXO); Trim: Intuit INC (INTU) — shares -64.55%; Trim: Sap Se-sponsored Adr (SAP) — shares -96.62%.

Position changes disclosed by Mar Vista Investment Partners LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	GEV	GE Vernova INC	+1.7%	+353.84%	Add
2	AVGO	Broadcom INC	+1.7%	+67.71%	Add
3	GE	General Electric	+1.5%	+72.11%	Add
4	NFLX	Netflix INC	+1.4%	+105.06%	Add
5	NVDA	Nvidia CORP	+0.9%	+14.05%	Add
6	JNJ	Johnson & Johnson	+0.8%	-2.13%	Trim
7	ADI	Analog Devices INC	+0.8%	-0.01%	Trim
8	AME	Ametek INC	+0.4%	-2.40%	Trim
9	AAPL	Apple INC	+0.2%	+1.77%	Add
10	SYK	Stryker CORP	+0.2%	+2.44%	Add
11	AMT	American Tower CORP	+0.1%	+1.72%	Add
12	BRK-B	Berkshire Hathaway Inc-cl B	+0.1%	+0.26%	Add
13	GOOG	Alphabet Inc-cl C	+0.1%	+2.36%	Add
14	DHR	Danaher CORP	0%	+12.26%	Add
15	MTD	Mettler-toledo International	0%	+2.17%	Add
16	GOOGL	Alphabet Inc-cl A	—	-3.41%	Trim
17	NKE	Nike INC -cl B	—	+5.35%	Add
18	APH	Amphenol Corp-cl A	0%	-2.11%	Trim
19	UL	Unilever Plc-sponsored Adr	-0.1%	+2.52%	Add
20	ASML	ASML Holding N.V.	-0.1%	-36.82%	Trim
21	HEI	Heico CORP	-0.1%	+1.92%	Add
22	MCO	Moody's CORP	-0.1%	+5.15%	Add
23	V	Visa Inc-class A Shares	-0.1%	+3.50%	Add
24	AMZN	Amazon.com INC	-0.1%	-0.62%	Trim
25	TDG	Transdigm Group INC	-0.3%	-1.37%	Trim
26	META	Meta Platforms Inc-class A	-0.4%	-6.45%	Trim
27	ORCL	Oracle CORP	-0.4%	-2.12%	Trim
28	LIN	Linde plc	-0.8%	-34.53%	Trim
29	TSM	Taiwan Semiconductor-sp Adr	-0.8%	-34.52%	Trim
30	VLTO	Veralto CORP	-0.9%	-99.44%	Trim
31	MSFT	Microsoft CORP	-1.2%	-0.89%	Trim
32	SAP	Sap Se-sponsored Adr	-2%	-96.62%	Trim
33	INTU	Intuit INC	-2.7%	-64.55%	Trim
34	CRM	Salesforce INC	—	EXIT	Sold out
35	ECL	Ecolab INC	—	NEW	New buy
36	QXO	Qxo INC	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-13	13F-HR	View on EDGAR
2025-12-31	2026-02-17	13F-HR	View on EDGAR
2025-09-30	2025-11-12	13F-HR	View on EDGAR
2025-06-30	2025-08-11	13F-HR	View on EDGAR
2025-03-31	2025-04-30	13F-HR	View on EDGAR
2024-12-31	2025-02-14	13F-HR	View on EDGAR
2024-09-30	2024-11-13	13F-HR	View on EDGAR
2024-06-30	2024-08-02	13F-HR	View on EDGAR
2024-03-31	2024-05-13	13F-HR	View on EDGAR
2023-12-31	2024-02-08	13F-HR	View on EDGAR
2023-09-30	2023-11-13	13F-HR	View on EDGAR
2023-06-30	2023-08-11	13F-HR	View on EDGAR
2023-03-31	2023-05-11	13F-HR	View on EDGAR
2022-12-31	2023-02-13	13F-HR	View on EDGAR
2022-09-30	2022-11-09	13F-HR	View on EDGAR
2022-06-30	2022-08-12	13F-HR	View on EDGAR
2022-03-31	2022-05-13	13F-HR	View on EDGAR
2021-12-31	2022-02-11	13F-HR	View on EDGAR
2021-09-30	2021-11-15	13F-HR	View on EDGAR
2021-06-30	2021-08-13	13F-HR	View on EDGAR
2021-03-31	2021-05-17	13F-HR	View on EDGAR
2020-12-31	2021-02-16	13F-HR	View on EDGAR
2020-09-30	2020-11-16	13F-HR	View on EDGAR
2020-06-30	2020-08-13	13F-HR	View on EDGAR
2020-03-31	2020-05-14	13F-HR	View on EDGAR
2019-12-31	2020-02-13	13F-HR	View on EDGAR
2019-09-30	2019-11-13	13F-HR	View on EDGAR
2019-06-30	2019-08-13	13F-HR	View on EDGAR
2019-03-31	2019-05-14	13F-HR	View on EDGAR
2018-12-31	2019-02-13	13F-HR	View on EDGAR
2018-09-30	2018-11-14	13F-HR	View on EDGAR
2018-06-30	2018-07-30	13F-HR	View on EDGAR
2018-03-31	2018-05-07	13F-HR	View on EDGAR
2017-12-31	2018-02-07	13F-HR	View on EDGAR
2017-09-30	2017-11-07	13F-HR	View on EDGAR
2017-06-30	2017-08-11	13F-HR	View on EDGAR
2017-03-31	2017-05-09	13F-HR	View on EDGAR
2016-12-31	2017-02-07	13F-HR	View on EDGAR
2016-09-30	2016-11-02	13F-HR	View on EDGAR
2016-06-30	2016-07-28	13F-HR	View on EDGAR
2016-03-31	2016-05-03	13F-HR	View on EDGAR
2015-12-31	2016-02-03	13F-HR	View on EDGAR
2015-09-30	2015-11-03	13F-HR	View on EDGAR
2015-06-30	2015-08-03	13F-HR	View on EDGAR
2015-03-31	2015-04-30	13F-HR	View on EDGAR
2014-12-31	2015-02-04	13F-HR	View on EDGAR
2014-09-30	2014-11-04	13F-HR	View on EDGAR
2014-06-30	2014-08-04	13F-HR	View on EDGAR
2014-03-31	2014-05-02	13F-HR	View on EDGAR
2013-12-31	2014-02-05	13F-HR	View on EDGAR
2013-09-30	2013-10-09	13F-HR	View on EDGAR
2013-06-30	2013-08-01	13F-HR	View on EDGAR

FAQ

What is Mar Vista Investment Partners LLC and what type of investor is it?

Mar Vista Investment Partners LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $999.7M, spread across 35 disclosed positions.

What are Mar Vista Investment Partners LLC's largest equity positions?

Based on the latest 13F filing, Mar Vista Investment Partners LLC's top holdings by market value are: 1. Apple INC (AAPL) — $65.5M (6.5%) 2. Nvidia CORP (NVDA) — $62.8M (6.3%) 3. Microsoft CORP (MSFT) — $59.1M (5.9%) 4. Amazon.com INC (AMZN) — $56.2M (5.6%) 5. Alphabet Inc-cl C (GOOG) — $50.2M (5.0%)

What changes did Mar Vista Investment Partners LLC make in its most recent portfolio filing?

In the latest reported quarter, Mar Vista Investment Partners LLC made 36 notable position adjustments: 2 new positions were initiated, 17 existing holdings were added to, 16 positions were partially reduced, and 1 were completely exited. The largest of these moves: Sold out: Salesforce INC (CRM); New buy: Ecolab INC (ECL); New buy: Qxo INC (QXO); Trim: Intuit INC (INTU) — shares -64.55%; Trim: Sap Se-sponsored Adr (SAP) — shares -96.62%

What sectors does Mar Vista Investment Partners LLC focus on?

Mar Vista Investment Partners LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 36.6% • Industrials: 16.1% • Health Care: 11.9% • Financials: 11.0% • Communication Services: 10.5% • Consumer Discretionary: 5.6%

Peer Institutions

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Concentration0.0

Portfolio Stability0.0

Sector conviction0.0

AUM within 0.0% of this institution

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Wgi Dm, LLC

CIK 0002059126

Total reported value

$999.5M

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Concentration100.0

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Sector conviction99.5

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Portfolio Stability21.3

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Similar Holdings Style

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Jpmorgan Chase & Co

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Thrivent Financial for Lutherans

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Mar Vista Investment Partners LLC — AI-Powered 13F Analysis

CIK: 0001419999

Momentum followerQuality / disciplined sizingDiversified strategy

Total reported value

$999.7M

Reporting period: 2026-03-31 · Number of holdings: 35

MAR VISTA INVESTMENT PARTNERS LLC disclosed 35 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $999.7M and a quarterly turnover rate of 26.3%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "M"

Personality snowflake

Concentration: 16.15
Portfolio Stability: 26.27
Momentum/Contrarian: 100
Sector conviction: 61.06
Diversification: 70
Sizing Uniformity: 93.48

Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.65), suggesting a disciplined, rules-based approach to how much capital goes into each idea.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Recent moves

Trim INTU
-64.6%　-$30.2M
Trim SAP
-96.6%　-$21.5M
Add GEV
+353.8%　$16.9M
Add AVGO
+67.7%　$14.4M
Add GE
+72.1%　$13.5M
Add NFLX
+105.1%　$13.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AAPL	Apple INC	Stock-Tech	6.55%	+0.22%	+1.77%
2	NVDA	Nvidia CORP	Stock-Tech	6.28%	+0.88%	+14.05%
3	MSFT	Microsoft CORP	Stock-Tech	5.91%	-1.24%	-0.89%
4	AMZN	Amazon.com INC	Stock-Consumer Disc	5.62%	-0.13%	-0.62%
5	GOOG	Alphabet Inc-cl C	Stock-Comm Services	5.02%	+0.10%	+2.36%
6	TDG	Transdigm Group INC	Stock-Industrials	4.55%	-0.31%	-1.37%
7	AVGO	Broadcom INC	Stock-Tech	4.33%	+1.68%	+67.71%
8	V	Visa Inc-class A Shares	Stock-Financials	4.15%	-0.12%	+3.50%
9	JNJ	Johnson & Johnson	Stock-Healthcare	4.06%	+0.84%	-2.13%
10	MCO	Moody's CORP	Stock-Financials	4.02%	-0.09%	+5.15%
11	ADI	Analog Devices INC	Stock-Tech	3.80%	+0.83%	-0.01%
12	LIN	Linde plc	Stock-Materials	3.69%	-0.75%	-34.53%
13	APH	Amphenol Corp-cl A	Stock-Tech	3.67%	-0.01%	-2.11%
14	AME	Ametek INC	Stock-Industrials	3.67%	+0.37%	-2.40%
15	GE	General Electric	Stock-Industrials	3.64%	+1.53%	+72.11%
16	SYK	Stryker CORP	Stock-Healthcare	3.41%	+0.15%	+2.44%
17	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	3.06%	-0.79%	-34.52%
18	META	Meta Platforms Inc-class A	Stock-Comm Services	3.01%	-0.39%	-6.45%
19	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	2.88%	+0.12%	+0.26%
20	NFLX	Netflix INC	Stock-Comm Services	2.49%	+1.40%	+105.06%
21	DHR	Danaher CORP	Stock-Healthcare	2.28%	+0.03%	+12.26%
22	MTD	Mettler-toledo International	Stock-Healthcare	2.14%	+0.01%	+2.17%
23	GEV	GE Vernova INC	Stock-Industrials	2.02%	+1.71%	+353.84%
24	UL	Unilever Plc-sponsored Adr	Stock-Consumer Staples	1.97%	-0.06%	+2.52%
25	ORCL	Oracle CORP	Stock-Tech	1.76%	-0.42%	-2.12%
26	AMT	American Tower CORP	Stock-Real Estate	1.54%	+0.13%	+1.72%
27	HEI	Heico CORP	Stock-Industrials	1.31%	-0.08%	+1.92%
28	ECL	Ecolab INC	Stock-Materials	0.95%	+0.95%	NEW
29	QXO	Qxo INC	Stock-Industrials	0.93%	+0.93%	NEW
30	INTU	Intuit INC	Stock-Tech	0.91%	-2.70%	-64.55%
31	ASML	ASML Holding N.V.	Stock-Tech	0.30%	-0.06%	-36.82%
32	SAP	Sap Se-sponsored Adr	Stock-Tech	0.05%	-1.98%	-96.62%
33	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.02%	—	-3.41%
34	VLTO	Veralto CORP	Stock-Industrials	—	-0.92%	-99.44%
35	NKE	Nike INC -cl B	Stock-Consumer Disc	—	—	+5.35%

Portfolio Performance

Performance for Q3 2026

+0.8%

Performance Last 4 Quarters

+1.2%

Based on 76% of reported portfolio value with available pricing

Stdev: +14.4%
Beta: +1.04
Alpha: -7.4%
Max Drawdown: -12.6%
Annualized Perf: +11.4%
Batting Avg vs S&P: +41.7%
Sortino: +1.5
Stutzer: +0.24
Treynor: +0.11
Sterling: +0.59
Calmar: +0.91
Information Ratio: -1.43
Tracking Error: +4.6%
Stdev Down: +7.9%
Winning Months %: +58.3%
Losing Months %: +41.7%
Best 12 Months: +30.7%
Worst 12 Months: +1.2%
Efficiency Ratio: +0.32
Sharpe: +0.82
Stdev Sectors: +10.1%
Skewness: +0.29
Kurtosis: +0.39
Upside Potential: +3.23

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	35	$999.7M	26	1AAPL 2NVDA 3MSFT Top holdings2026-03-31 1.AAPL 2.NVDA 3.MSFT 4.AMZN 5.GOOG 6.TDG 7.AVGO 8.V 9.JNJ 10.MCO
2025-12-31	34	$1.1B	28	1MSFT 2AAPL 3AMZN Top holdings2025-12-31 1.MSFT 2.AAPL 3.AMZN 4.NVDA 5.GOOG 6.TDG 7.LIN 8.V 9.MCO 10.TSM
2025-09-30	32	$1.2B	28	1MSFT 2AAPL 3ORCL Top holdings2025-09-30 1.MSFT 2.AAPL 3.ORCL 4.TDG 5.AMZN 6.NVDA 7.APH 8.LIN 9.GOOG 10.MCO
2025-06-30	57	$1.3B	0	1MSFT 2TDG 3AMZN Top holdings2025-06-30 1.MSFT 2.TDG 3.AMZN 4.ORCL 5.INTU 6.LIN 7.META 8.AAPL 9.MCO 10.AVGO
2025-03-31	56	$1.2B	100	1MSFT 2TDG 3AAPL Top holdings2025-03-31 1.MSFT 2.TDG 3.AAPL 4.V 5.AMZN 6.LIN 7.SAP 8.INTU 9.CRM 10.MCO
2024-12-31	56	$1.5B	0	1AAPL 2MSFT 3AMZN Top holdings2024-12-31 1.AAPL 2.MSFT 3.AMZN 4.TDG 5.CRM 6.V 7.AVGO 8.META 9.ORCL 10.LIN
2024-09-30	59	$1.6B	0	1MSFT 2AAPL 3TDG Top holdings2024-09-30 1.MSFT 2.AAPL 3.TDG 4.AMT 5.AMZN 6.LIN 7.ORCL 8.CRM 9.V 10.MTD
2024-06-30	61	$2.0B	0	1MSFT 2AAPL 3TDG Top holdings2024-06-30 1.MSFT 2.AAPL 3.TDG 4.AMZN 5.ORCL 6.AMT 7.SAP 8.CRM 9.LIN 10.V
2024-03-31	60	$2.3B	0	1MSFT 2AMZN 3TDG Top holdings2024-03-31 1.MSFT 2.AMZN 3.TDG 4.DIS 5.GOOG 6.CRM 7.SAP 8.ORCL 9.ADBE 10.AMT
2023-12-31	63	$2.2B	0	1MSFT 2AAPL 3AMZN Top holdings2023-12-31 1.MSFT 2.AAPL 3.AMZN 4.TDG 5.GXO 6.AMT 7.GOOG 8.ADBE 9.CRM 10.DIS
2023-09-30	58	$2.1B	0	1MSFT 2AMZN 3GXO Top holdings2023-09-30 1.MSFT 2.AMZN 3.GXO 4.AAPL 5.TDG 6.GOOG 7.ADBE 8.APD 9.ORCL 10.AMT
2023-06-30	54	$2.4B	0	1MSFT 2TDG 3AMZN Top holdings2023-06-30 1.MSFT 2.TDG 3.AMZN 4.AAPL 5.ADBE 6.GXO 7.MKL 8.MCHP 9.BRK-B 10.APD
2023-03-31	60	$2.3B	0	1MSFT 2TDG 3MKL Top holdings2023-03-31 1.MSFT 2.TDG 3.MKL 4.AAPL 5.AMZN 6.ADBE 7.GOOG 8.MCHP 9.GXO 10.APD
2022-12-31	62	$2.2B	0	1MCHP 2MSFT 3MKL Top holdings2022-12-31 1.MCHP 2.MSFT 3.MKL 4.TDG 5.SCHW 6.APD 7.BRK-B 8.AAPL 9.ADBE 10.AMZN
2022-09-30	63	$2.2B	0	1MSFT 2APD 3MCHP Top holdings2022-09-30 1.MSFT 2.APD 3.MCHP 4.MKL 5.SCHW 6.AAPL 7.TDG 8.GOOG 9.AMT 10.JNJ
2022-06-30	62	$2.4B	0	1MKL 2APD 3MSFT Top holdings2022-06-30 1.MKL 2.APD 3.MSFT 4.GOOG 5.AMT 6.MCHP 7.TDG 8.ADBE 9.AAPL 10.JNJ
2022-03-31	69	$3.2B	0	1GOOG 2MSFT 3MCHP Top holdings2022-03-31 1.GOOG 2.MSFT 3.MCHP 4.MKL 5.AMZN 6.ADBE 7.APD 8.AAPL 9.TDG 10.SCHW
2021-12-31	69	$3.7B	0	1AAPL 2BRK-B 3INTU Top holdings2021-12-31 1.AAPL 2.BRK-B 3.INTU 4.GOOG 5.MSFT 6.FRCB 7.AMZN 8.MCHP 9.AMT 10.ADBE
2021-09-30	68	$3.9B	0	1AAPL 2INTU 3BRK-B Top holdings2021-09-30 1.AAPL 2.INTU 3.BRK-B 4.GOOG 5.AMZN 6.MSFT 7.ADBE 8.FRCB 9.MCHP 10.AMT
2021-06-30	70	$4.1B	100	1AAPL 2BRK-B 3AMZN Top holdings2021-06-30 1.AAPL 2.BRK-B 3.AMZN 4.INTU 5.GOOG 6.MSFT 7.ADBE 8.FRCB 9.AMT 10.MCHP
2021-03-31	69	$4.3B	11	1BRK-B 2GOOG 3AAPL Top holdings2021-03-31 1.BRK-B 2.GOOG 3.AAPL 4.MCHP 5.AMZN 6.INTU 7.MSFT 8.MKL 9.FRCB 10.APD
2020-12-31	67	$4.0B	20	1AAPL 2BRK-B 3AMZN Top holdings2020-12-31 1.AAPL 2.BRK-B 3.AMZN 4.INTU 5.MCHP 6.GOOG 7.ADBE 8.MSFT 9.HON 10.MKL
2020-09-30	63	$3.8B	10	1AAPL 2AMZN 3BRK-B Top holdings2020-09-30 1.AAPL 2.AMZN 3.BRK-B 4.SAP 5.INTU 6.ADBE 7.GOOG 8.MSFT 9.MKL 10.MCHP
2020-06-30	62	$3.7B	22	1AAPL 2AMZN 3ADBE Top holdings2020-06-30 1.AAPL 2.AMZN 3.ADBE 4.BRK-B 5.SAP 6.INTU 7.GOOG 8.MSFT 9.ROP 10.MKL
2020-03-31	64	$3.3B	41	1BRK-B 2AAPL 3MKL Top holdings2020-03-31 1.BRK-B 2.AAPL 3.MKL 4.ADBE 5.AMZN 6.GOOG 7.INTU 8.MSFT 9.ROP 10.JNJ
2019-12-31	63	$4.2B	17	1BRK-B 2GOOG 3MKL Top holdings2019-12-31 1.BRK-B 2.GOOG 3.MKL 4.ADBE 5.AAPL 6.AMT 7.INTU 8.HON 9.ROP 10.ECL
2019-09-30	47	$4.0B	13	1BRK-B 2MKL 3GOOG Top holdings2019-09-30 1.BRK-B 2.MKL 3.GOOG 4.INTU 5.AMT 6.HON 7.ROP 8.ECL 9.AAPL 10.ORCL
2019-06-30	48	$3.8B	8	1AMT 2BRK-B 3MKL Top holdings2019-06-30 1.AMT 2.BRK-B 3.MKL 4.GOOG 5.HON 6.INTU 7.ROP 8.ECL 9.ORCL 10.AAPL
2019-03-31	49	$3.8B	31	1AMT 2GOOG 3BRK-B Top holdings2019-03-31 1.AMT 2.GOOG 3.BRK-B 4.MKL 5.INTU 6.HON 7.ROP 8.ORCL 9.ECL 10.MCHP
2018-12-31	51	$3.0B	21	1AMT 2BRK-B 3MKL Top holdings2018-12-31 1.AMT 2.BRK-B 3.MKL 4.GOOG 5.HON 6.INTU 7.ROP 8.MCHP 9.ORCL 10.ECL
2018-09-30	51	$3.4B	32	1BRK-B 2XPO 3MKL Top holdings2018-09-30 1.BRK-B 2.XPO 3.MKL 4.AMT 5.HON 6.GOOG 7.INTU 8.AAPL 9.ORCL 10.ROP
2018-06-30	51	$2.6B	14	1MKL 2BRK-B 3AMT Top holdings2018-06-30 1.MKL 2.BRK-B 3.AMT 4.XPO 5.INTU 6.ORCL 7.GOOG 8.HON 9.ROP 10.AAPL
2018-03-31	49	$2.5B	23	1BRK-B 2MKL 3AMT Top holdings2018-03-31 1.BRK-B 2.MKL 3.AMT 4.XPO 5.ORCL 6.HON 7.GOOG 8.INTU 9.ROP 10.UNUSD
2017-12-31	52	$2.7B	16	1BRK-B 2MKL 3AMT Top holdings2017-12-31 1.BRK-B 2.MKL 3.AMT 4.ORCL 5.HON 6.DLTR 7.GOOG 8.INTU 9.XPO 10.ROP
2017-09-30	51	$2.4B	21	1BRK-B 2ORCL 3AMT Top holdings2017-09-30 1.BRK-B 2.ORCL 3.AMT 4.MKL 5.UNUSD 6.HON 7.GOOG 8.DLTR 9.INTU 10.ROP
2017-06-30	51	$2.4B	12	1AMT 2ORCL 3BRK-B Top holdings2017-06-30 1.AMT 2.ORCL 3.BRK-B 4.UNUSD 5.G0177J 6.HON 7.MKL 8.GOOG 9.ROP 10.INTU
2017-03-31	50	$2.4B	19	1AMT 2BRK-B 3ORCL Top holdings2017-03-31 1.AMT 2.BRK-B 3.ORCL 4.G0177J 5.MKL 6.UNUSD 7.HON 8.SBUX 9.GOOG 10.ECL
2016-12-31	49	$2.5B	18	1BRK-B 2AMT 3MKL Top holdings2016-12-31 1.BRK-B 2.AMT 3.MKL 4.G0177J 5.SBUX 6.HON 7.TDG 8.SLB 9.GOOG 10.ORCL
2016-09-30	50	$2.4B	38	1AMT 2BRK-B 3TDG Top holdings2016-09-30 1.AMT 2.BRK-B 3.TDG 4.G0177J 5.MKL 6.HON 7.GOOG 8.SLB 9.ORCL 10.MDLZ
2016-06-30	56	$1.7B	23	1AMT 2BRK-B 3MKL Top holdings2016-06-30 1.AMT 2.BRK-B 3.MKL 4.G0177J 5.TDG 6.HON 7.MDLZ 8.SLB 9.GOOG 10.ECL
2016-03-31	56	$1.6B	12	1BRK-B 2AMT 3MKL Top holdings2016-03-31 1.BRK-B 2.AMT 3.MKL 4.G0177J 5.MTD 6.HON 7.TDG 8.GOOG 9.ECL 10.SLB
2015-12-31	54	$1.7B	17	1AMT 2BRK-B3G0177J Top holdings2015-12-31 1.AMT 2.BRK-B 3.G0177J 4.MKL 5.MTD 6.TDG 7.HON 8.GOOG 9.TJX 10.MDLZ
2015-09-30	55	$1.7B	41	1AMT 2BRK-B 3HON Top holdings2015-09-30 1.AMT 2.BRK-B 3.HON 4.MKL 5.G0177J 6.TJX 7.TDG 8.ADBE 9.MTD 10.ECL
2015-06-30	55	$1.8B	18	1HON 2AMT 3BRK-B Top holdings2015-06-30 1.HON 2.AMT 3.BRK-B 4.ORCL 5.MDLZ 6.MKL 7.MTD 8.TJX 9.TDG 10.ADBE
2015-03-31	62	$1.8B	26	1HON 2BRK-B 3AMT Top holdings2015-03-31 1.HON 2.BRK-B 3.AMT 4.ORCL 5.MKL 6.MTD 7.MDLZ 8.TDG 9.TJX 10.LBTYA
2014-12-31	63	$1.7B	29	1BRK-B 2AMT 3ORCL Top holdings2014-12-31 1.BRK-B 2.AMT 3.ORCL 4.HON 5.TDG 6.MTD 7.MKL 8.MDLZ 9.018490 10.TJX
2014-09-30	59	$1.6B	18	1BRK-B 2AMT 3HON Top holdings2014-09-30 1.BRK-B 2.AMT 3.HON 4.LBTYA 5.ORCL 6.AAPL 7.OXY 8.TDG 9.MKL 10.MDLZ
2014-06-30	60	$1.6B	31	1AMT 2BRK-B 3ORCL Top holdings2014-06-30 1.AMT 2.BRK-B 3.ORCL 4.HON 5.OXY 6.MDLZ 7.AAPL 8.MKL 9.TDG 10.LBTYA
2014-03-31	56	$1.7B	33	1BRK-B 2AMT 3ORCL Top holdings2014-03-31 1.BRK-B 2.AMT 3.ORCL 4.HON 5.TDG 6.OXY 7.CMCSA 8.MDLZ 9.LBTYA 10.XXI
2013-12-31	56	$1.7B	21	1BRK-B 2AMT 3HON Top holdings2013-12-31 1.BRK-B 2.AMT 3.HON 4.ORCL 5.AAPL 6.OXY 7.UTXZ 8.MDLZ 9.TDG 10.PEP
2013-09-30	55	$1.5B	24	1BRK-B 2AMT 3HON Top holdings2013-09-30 1.BRK-B 2.AMT 3.HON 4.OXY 5.ORCL 6.AAPL 7.QCOM 8.UTXZ 9.268648 10.MDLZ
2013-06-30	53	$1.5B	50	1BRK-B 2HON 3OXY Top holdings2013-06-30 1.BRK-B 2.HON 3.OXY 4.ORCL 5.QCOM 6.268648 7.PEP 8.UTXZ 9.MDLZ 10.TDG

Holding changes this quarter

Position changes disclosed by Mar Vista Investment Partners LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	GEV	GE Vernova INC	+1.7%	+353.84%	Add
2	AVGO	Broadcom INC	+1.7%	+67.71%	Add
3	GE	General Electric	+1.5%	+72.11%	Add
4	NFLX	Netflix INC	+1.4%	+105.06%	Add
5	NVDA	Nvidia CORP	+0.9%	+14.05%	Add
6	JNJ	Johnson & Johnson	+0.8%	-2.13%	Trim
7	ADI	Analog Devices INC	+0.8%	-0.01%	Trim
8	AME	Ametek INC	+0.4%	-2.40%	Trim
9	AAPL	Apple INC	+0.2%	+1.77%	Add
10	SYK	Stryker CORP	+0.2%	+2.44%	Add
11	AMT	American Tower CORP	+0.1%	+1.72%	Add
12	BRK-B	Berkshire Hathaway Inc-cl B	+0.1%	+0.26%	Add
13	GOOG	Alphabet Inc-cl C	+0.1%	+2.36%	Add
14	DHR	Danaher CORP	0%	+12.26%	Add
15	MTD	Mettler-toledo International	0%	+2.17%	Add
16	GOOGL	Alphabet Inc-cl A	—	-3.41%	Trim
17	NKE	Nike INC -cl B	—	+5.35%	Add
18	APH	Amphenol Corp-cl A	0%	-2.11%	Trim
19	UL	Unilever Plc-sponsored Adr	-0.1%	+2.52%	Add
20	ASML	ASML Holding N.V.	-0.1%	-36.82%	Trim
21	HEI	Heico CORP	-0.1%	+1.92%	Add
22	MCO	Moody's CORP	-0.1%	+5.15%	Add
23	V	Visa Inc-class A Shares	-0.1%	+3.50%	Add
24	AMZN	Amazon.com INC	-0.1%	-0.62%	Trim
25	TDG	Transdigm Group INC	-0.3%	-1.37%	Trim
26	META	Meta Platforms Inc-class A	-0.4%	-6.45%	Trim
27	ORCL	Oracle CORP	-0.4%	-2.12%	Trim
28	LIN	Linde plc	-0.8%	-34.53%	Trim
29	TSM	Taiwan Semiconductor-sp Adr	-0.8%	-34.52%	Trim
30	VLTO	Veralto CORP	-0.9%	-99.44%	Trim
31	MSFT	Microsoft CORP	-1.2%	-0.89%	Trim
32	SAP	Sap Se-sponsored Adr	-2%	-96.62%	Trim
33	INTU	Intuit INC	-2.7%	-64.55%	Trim
34	CRM	Salesforce INC	—	EXIT	Sold out
35	ECL	Ecolab INC	—	NEW	New buy
36	QXO	Qxo INC	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-13	13F-HR	View on EDGAR
2025-12-31	2026-02-17	13F-HR	View on EDGAR
2025-09-30	2025-11-12	13F-HR	View on EDGAR
2025-06-30	2025-08-11	13F-HR	View on EDGAR
2025-03-31	2025-04-30	13F-HR	View on EDGAR
2024-12-31	2025-02-14	13F-HR	View on EDGAR
2024-09-30	2024-11-13	13F-HR	View on EDGAR
2024-06-30	2024-08-02	13F-HR	View on EDGAR
2024-03-31	2024-05-13	13F-HR	View on EDGAR
2023-12-31	2024-02-08	13F-HR	View on EDGAR
2023-09-30	2023-11-13	13F-HR	View on EDGAR
2023-06-30	2023-08-11	13F-HR	View on EDGAR
2023-03-31	2023-05-11	13F-HR	View on EDGAR
2022-12-31	2023-02-13	13F-HR	View on EDGAR
2022-09-30	2022-11-09	13F-HR	View on EDGAR
2022-06-30	2022-08-12	13F-HR	View on EDGAR
2022-03-31	2022-05-13	13F-HR	View on EDGAR
2021-12-31	2022-02-11	13F-HR	View on EDGAR
2021-09-30	2021-11-15	13F-HR	View on EDGAR
2021-06-30	2021-08-13	13F-HR	View on EDGAR
2021-03-31	2021-05-17	13F-HR	View on EDGAR
2020-12-31	2021-02-16	13F-HR	View on EDGAR
2020-09-30	2020-11-16	13F-HR	View on EDGAR
2020-06-30	2020-08-13	13F-HR	View on EDGAR
2020-03-31	2020-05-14	13F-HR	View on EDGAR
2019-12-31	2020-02-13	13F-HR	View on EDGAR
2019-09-30	2019-11-13	13F-HR	View on EDGAR
2019-06-30	2019-08-13	13F-HR	View on EDGAR
2019-03-31	2019-05-14	13F-HR	View on EDGAR
2018-12-31	2019-02-13	13F-HR	View on EDGAR
2018-09-30	2018-11-14	13F-HR	View on EDGAR
2018-06-30	2018-07-30	13F-HR	View on EDGAR
2018-03-31	2018-05-07	13F-HR	View on EDGAR
2017-12-31	2018-02-07	13F-HR	View on EDGAR
2017-09-30	2017-11-07	13F-HR	View on EDGAR
2017-06-30	2017-08-11	13F-HR	View on EDGAR
2017-03-31	2017-05-09	13F-HR	View on EDGAR
2016-12-31	2017-02-07	13F-HR	View on EDGAR
2016-09-30	2016-11-02	13F-HR	View on EDGAR
2016-06-30	2016-07-28	13F-HR	View on EDGAR
2016-03-31	2016-05-03	13F-HR	View on EDGAR
2015-12-31	2016-02-03	13F-HR	View on EDGAR
2015-09-30	2015-11-03	13F-HR	View on EDGAR
2015-06-30	2015-08-03	13F-HR	View on EDGAR
2015-03-31	2015-04-30	13F-HR	View on EDGAR
2014-12-31	2015-02-04	13F-HR	View on EDGAR
2014-09-30	2014-11-04	13F-HR	View on EDGAR
2014-06-30	2014-08-04	13F-HR	View on EDGAR
2014-03-31	2014-05-02	13F-HR	View on EDGAR
2013-12-31	2014-02-05	13F-HR	View on EDGAR
2013-09-30	2013-10-09	13F-HR	View on EDGAR
2013-06-30	2013-08-01	13F-HR	View on EDGAR