Aristotle Capital Management, LLC Diversified Active

Location: Los Angeles, CA

CIK: 0000860644 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $47.78B (100.0% shares, 0.0% debt)

Holdings (191)

WSM WILLIAMS SONOMA INC 4.3%
Value $2.031B Shares 11,140,471 Share Price $182.33 Est. Cost/Share — Unrealized @ Report Date —
PH PARKER-HANNIFIN CORP 4.0%
Value $1.899B Shares 2,121,374 Share Price $895.27 Est. Cost/Share — Unrealized @ Report Date —
CTVA CORTEVA INC 3.3%
Value $1.577B Shares 18,833,712 Share Price $83.71 Est. Cost/Share — Unrealized @ Report Date —
GOOG ALPHABET INC 3.1%
Value $1.472B Shares 5,130,659 Share Price $286.86 Est. Cost/Share — Unrealized @ Report Date —
MSFT MICROSOFT CORP 2.6%
Value $1.25B Shares 3,377,893 Share Price $370.18 Est. Cost/Share — Unrealized @ Report Date —
COF CAPITAL ONE FINL CORP 2.6%
Value $1.232B Shares 6,750,796 Share Price $182.43 Est. Cost/Share — Unrealized @ Report Date —
MLM MARTIN MARIETTA MATLS INC 2.4%
Value $1.151B Shares 1,955,100 Share Price $588.70 Est. Cost/Share — Unrealized @ Report Date —
AMGN AMGEN INC 2.3%
Value $1.084B Shares 3,079,565 Share Price $351.86 Est. Cost/Share — Unrealized @ Report Date —
TTE TOTALENERGIES SE 2.2%
Value $1.028B Shares 11,243,638 Share Price $91.46 Est. Cost/Share — Unrealized @ Report Date —
ECL ECOLAB INC 2.1%
Value $987M Shares 3,708,479 Share Price $266.02 Est. Cost/Share — Unrealized @ Report Date —
MSI MOTOROLA SOLUTIONS INC 2.1%
Value $983M Shares 2,266,047 Share Price $433.99 Est. Cost/Share — Unrealized @ Report Date —
AMP AMERIPRISE FINL INC 2.1%
Value $983M Shares 2,211,677 Share Price $444.42 Est. Cost/Share — Unrealized @ Report Date —
USB US BANCORP 2.0%
Value $975M Shares 18,747,239 Share Price $52.01 Est. Cost/Share — Unrealized @ Report Date —
TDY TELEDYNE TECHNOLOGIES INC 2.0%
Value $967M Shares 1,597,930 Share Price $605.04 Est. Cost/Share — Unrealized @ Report Date —
VZ VERIZON COMMUNICATIONS INC 2.0%
Value $953M Shares 18,992,772 Share Price $50.20 Est. Cost/Share — Unrealized @ Report Date —
CVX CHEVRON CORPORATION 2.0%
Value $936M Shares 4,526,223 Share Price $206.90 Est. Cost/Share — Unrealized @ Report Date —
KO COCA COLA CO 2.0%
Value $933M Shares 12,270,438 Share Price $76.05 Est. Cost/Share — Unrealized @ Report Date —
SONY SONY GROUP CORP 1.9%
Value $909M Shares 43,937,137 Share Price $20.70 Est. Cost/Share — Unrealized @ Report Date —
ATO ATMOS ENERGY CORP 1.9%
Value $899M Shares 4,866,481 Share Price $184.72 Est. Cost/Share — Unrealized @ Report Date —
XEL XCEL ENERGY INC 1.8%
Value $882M Shares 11,106,321 Share Price $79.44 Est. Cost/Share — Unrealized @ Report Date —
MUFG MITSUBISHI UFJ FINANCIAL GRO 1.8%
Value $873M Shares 51,456,385 Share Price $16.97 Est. Cost/Share — Unrealized @ Report Date —
PNC PNC FINL SVCS GROUP INC 1.8%
Value $856M Shares 4,111,310 Share Price $208.09 Est. Cost/Share — Unrealized @ Report Date —
GD GENERAL DYNAMICS CORP 1.8%
Value $840M Shares 2,446,709 Share Price $343.23 Est. Cost/Share — Unrealized @ Report Date —
MRK MERCK & CO INC 1.7%
Value $829M Shares 6,894,432 Share Price $120.29 Est. Cost/Share — Unrealized @ Report Date —
WFC WELLS FARGO & CO 1.7%
Value $813M Shares 10,217,086 Share Price $79.61 Est. Cost/Share — Unrealized @ Report Date —
AIG AMERICAN INTL GROUP INC 1.7%
Value $792M Shares 10,529,689 Share Price $75.25 Est. Cost/Share — Unrealized @ Report Date —
AWK AMERICAN WTR WKS CO INC NEW 1.7%
Value $791M Shares 5,813,455 Share Price $136.09 Est. Cost/Share — Unrealized @ Report Date —
APD AIR PRODUCTS AND CHEMICALS I 1.6%
Value $780M Shares 2,683,883 Share Price $290.50 Est. Cost/Share — Unrealized @ Report Date —
QCOM QUALCOMM INC 1.6%
Value $775M Shares 6,019,726 Share Price $128.78 Est. Cost/Share — Unrealized @ Report Date —
LOW LOWES COS INC 1.6%
Value $766M Shares 3,242,794 Share Price $236.29 Est. Cost/Share — Unrealized @ Report Date —
MCHP MICROCHIP TECHNOLOGY INC. 1.6%
Value $752M Shares 11,641,968 Share Price $64.61 Est. Cost/Share — Unrealized @ Report Date —
OSK OSHKOSH CORP 1.5%
Value $736M Shares 5,001,541 Share Price $147.21 Est. Cost/Share — Unrealized @ Report Date —
SNPS SYNOPSYS INC 1.5%
Value $733M Shares 1,849,326 Share Price $396.50 Est. Cost/Share — Unrealized @ Report Date —
ALC ALCON AG 1.5%
Value $732M Shares 9,720,601 Share Price $75.35 Est. Cost/Share — Unrealized @ Report Date —
UBER UBER TECHNOLOGIES INC 1.5%
Value $732M Shares 10,181,811 Share Price $71.93 Est. Cost/Share — Unrealized @ Report Date —
RPM RPM INTL INC 1.5%
Value $732M Shares 7,364,480 Share Price $99.40 Est. Cost/Share — Unrealized @ Report Date —
LEN LENNAR CORP 1.5%
Value $725M Shares 8,346,077 Share Price $86.84 Est. Cost/Share — Unrealized @ Report Date —
PG PROCTER & GAMBLE CO 1.4%
Value $671M Shares 4,644,540 Share Price $144.44 Est. Cost/Share — Unrealized @ Report Date —
DHR DANAHER CORP DEL 1.4%
Value $662M Shares 3,489,816 Share Price $189.60 Est. Cost/Share — Unrealized @ Report Date —
CFR CULLEN FROST BANKERS INC 1.4%
Value $653M Shares 4,765,009 Share Price $137.08 Est. Cost/Share — Unrealized @ Report Date —
MKC MCCORMICK & CO INC 1.3%
Value $639M Shares 12,664,378 Share Price $50.44 Est. Cost/Share — Unrealized @ Report Date —
BX BLACKSTONE INC 1.3%
Value $600M Shares 5,216,518 Share Price $114.99 Est. Cost/Share — Unrealized @ Report Date —
MDT MEDTRONIC PLC 1.2%
Value $576M Shares 6,649,263 Share Price $86.65 Est. Cost/Share — Unrealized @ Report Date —
ELS EQUITY LIFESTYLE PROPERTIES 1.1%
Value $538M Shares 8,618,627 Share Price $62.42 Est. Cost/Share — Unrealized @ Report Date —
ADBE ADOBE INC 1.1%
Value $527M Shares 2,169,723 Share Price $243.09 Est. Cost/Share — Unrealized @ Report Date —
CCJ CAMECO CORP 0.6%
Value $292M Shares 2,692,964 Share Price $108.51 Est. Cost/Share — Unrealized @ Report Date —
BAP CREDICORP LTD 0.5%
Value $253M Shares 747,328 Share Price $339.20 Est. Cost/Share — Unrealized @ Report Date —
CCEP COCA-COLA EUROPACIFIC PARTNE 0.3%
Value $166M Shares 1,834,647 Share Price $90.67 Est. Cost/Share — Unrealized @ Report Date —
EBKDY ERSTE GROUP BANK AG SPONS ADR 0.3%
Value $134M Shares 2,515,652 Share Price $53.36 Est. Cost/Share — Unrealized @ Report Date —
ING ING GROEP N.V. 0.3%
Value $132M Shares 5,055,258 Share Price $26.05 Est. Cost/Share — Unrealized @ Report Date —
SAFRY SAFRAN SA SPONS ADR 0.3%
Value $128M Shares 1,591,000 Share Price $80.54 Est. Cost/Share — Unrealized @ Report Date —
DBSDF DBS GROUP HOLDINGS LTD 0.3%
Value $128M Shares 2,895,451 Share Price $44.10 Est. Cost/Share — Unrealized @ Report Date —
BN BROOKFIELD CORP 0.3%
Value $126M Shares 3,112,754 Share Price $40.47 Est. Cost/Share — Unrealized @ Report Date —
— BROOKFIELD CORP 0.3%
Value $126M Shares 3,113,897 Share Price $40.39 Est. Cost/Share — Unrealized @ Report Date —
DBSDY DBS GROUP HLDGS LTD SPONS ADR 0.3%
Value $126M Shares 711,755 Share Price $176.60 Est. Cost/Share — Unrealized @ Report Date —
EBKOF ERSTE GROUP BANK AG 0.3%
Value $122M Shares 1,149,226 Share Price $106.58 Est. Cost/Share — Unrealized @ Report Date —
CTRA COTERRA ENERGY INC 0.2%
Value $118M Shares 3,356,822 Share Price $35.14 Est. Cost/Share — Unrealized @ Report Date —
SPY STATE STR SPDR S&P 500 ETF T 0.2%
Value $117M Shares 179,638 Share Price $650.45 Est. Cost/Share — Unrealized @ Report Date —
— SAMSUNG ELECTRONICS CO LTD 0.2%
Value $108M Shares 987,850 Share Price $109.16 Est. Cost/Share — Unrealized @ Report Date —
MURGF MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG IN MUENCHEN 0.2%
Value $107M Shares 172,730 Share Price $621.50 Est. Cost/Share — Unrealized @ Report Date —
OTSKY OTSUKA HOLDINGS CO LTD UNSPONS ADR 0.2%
Value $107M Shares 3,087,978 Share Price $34.65 Est. Cost/Share — Unrealized @ Report Date —
MS MORGAN STANLEY 0.2%
Value $106M Shares 646,691 Share Price $164.57 Est. Cost/Share — Unrealized @ Report Date —
DQJCY PAN PACIFIC INTERNATIONAL HOLDINGS CORP UNSPONS ADR 0.2%
Value $105M Shares 8,576,975 Share Price $12.19 Est. Cost/Share — Unrealized @ Report Date —
— TOTALENERGIES SE 0.2%
Value $103M Shares 1,107,422 Share Price $93.22 Est. Cost/Share — Unrealized @ Report Date —
TT TRANE TECHNOLOGIES PLC 0.2%
Value $102M Shares 245,555 Share Price $416.74 Est. Cost/Share — Unrealized @ Report Date —
RHHBY ROCHE HLDG LTD SPONS ADR 0.2%
Value $102M Shares 2,063,885 Share Price $49.48 Est. Cost/Share — Unrealized @ Report Date —
SAFRF SAFRAN SA 0.2%
Value $102M Shares 317,168 Share Price $321.92 Est. Cost/Share — Unrealized @ Report Date —
DQJCF PAN PACIFIC INTERNATIONAL HOLDINGS CORP 0.2%
Value $99.91M Shares 16,417,500 Share Price $6.09 Est. Cost/Share — Unrealized @ Report Date —
SNEJF SONY GROUP CORP 0.2%
Value $99.85M Shares 4,949,950 Share Price $20.17 Est. Cost/Share — Unrealized @ Report Date —
MURGY MUENCHENER RUECK-UNSPONS ADR 0.2%
Value $96.03M Shares 7,720,020 Share Price $12.44 Est. Cost/Share — Unrealized @ Report Date —
IR INGERSOLL RAND INC 0.2%
Value $94.86M Shares 1,183,912 Share Price $80.12 Est. Cost/Share — Unrealized @ Report Date —
ACN ACCENTURE PLC IRELAND 0.2%
Value $94.21M Shares 475,096 Share Price $198.30 Est. Cost/Share — Unrealized @ Report Date —
FRCOY FAST RETAILING CO LTD ADR 0.2%
Value $89.27M Shares 2,301,798 Share Price $38.78 Est. Cost/Share — Unrealized @ Report Date —
TTNDY TECHTRONIC INDUSTRIES CO LTD SPONS ADR 0.2%
Value $86.02M Shares 1,318,068 Share Price $65.27 Est. Cost/Share — Unrealized @ Report Date —
OTSKF OTSUKA HOLDINGS CO LTD 0.2%
Value $85.84M Shares 1,240,400 Share Price $69.21 Est. Cost/Share — Unrealized @ Report Date —
RHHVF ROCHE HOLDING AG 0.2%
Value $85.25M Shares 217,664 Share Price $391.64 Est. Cost/Share — Unrealized @ Report Date —
WMMVY WAL-MART DE MEXICO SA SPONS ADR 0.2%
Value $84.88M Shares 2,619,786 Share Price $32.40 Est. Cost/Share — Unrealized @ Report Date —
GSK GSK PLC 0.2%
Value $84.33M Shares 1,528,016 Share Price $55.19 Est. Cost/Share — Unrealized @ Report Date —
ASAZY ASSA ABLOY AB ADR 0.2%
Value $78.4M Shares 4,436,368 Share Price $17.67 Est. Cost/Share — Unrealized @ Report Date —
SUNB SUNBELT RENTALS HOLDINGS INC 0.2%
Value $77.77M Shares 1,194,872 Share Price $65.09 Est. Cost/Share — Unrealized @ Report Date —
GLAXF GSK PLC 0.2%
Value $76.88M Shares 2,824,721 Share Price $27.22 Est. Cost/Share — Unrealized @ Report Date —
HLN HALEON PLC 0.2%
Value $76.71M Shares 7,663,514 Share Price $10.01 Est. Cost/Share — Unrealized @ Report Date —
MGDDY CIE GENERALE DES ETABLISSEMENTS MICHELIN SCA UNSPONS ADR 0.2%
Value $72.76M Shares 4,324,000 Share Price $16.83 Est. Cost/Share — Unrealized @ Report Date —
TTNDF TECHTRONIC INDUSTRIES CO LTD 0.1%
Value $71.13M Shares 5,461,924 Share Price $13.02 Est. Cost/Share — Unrealized @ Report Date —
FRCOF FAST RETAILING CO LTD 0.1%
Value $69.92M Shares 180,486 Share Price $387.39 Est. Cost/Share — Unrealized @ Report Date —
WMMVF WAL-MART DE MEXICO SAB DE CV 0.1%
Value $69.17M Shares 21,440,970 Share Price $3.23 Est. Cost/Share — Unrealized @ Report Date —
— SUNBELT RENTALS HOLDINGS INC 0.1%
Value $64.99M Shares 1,037,615 Share Price $62.64 Est. Cost/Share — Unrealized @ Report Date —
NEMTF NEMETSCHEK SE SHS 0.1%
Value $64.95M Shares 885,252 Share Price $73.37 Est. Cost/Share — Unrealized @ Report Date —
ASAZF ASSA ABLOY AB 0.1%
Value $64.6M Shares 1,829,242 Share Price $35.31 Est. Cost/Share — Unrealized @ Report Date —
— ALCON AG 0.1%
Value $63.7M Shares 863,773 Share Price $73.75 Est. Cost/Share — Unrealized @ Report Date —
FANUY FANUC CORP ADR 0.1%
Value $63.11M Shares 3,779,776 Share Price $16.70 Est. Cost/Share — Unrealized @ Report Date —
MONOF MONOTARO CO LTD 0.1%
Value $62.68M Shares 5,848,300 Share Price $10.72 Est. Cost/Share — Unrealized @ Report Date —
AAIGF AIA GROUP LTD 0.1%
Value $62.43M Shares 5,768,856 Share Price $10.82 Est. Cost/Share — Unrealized @ Report Date —
HLNCF HALEON PLC 0.1%
Value $61.69M Shares 12,515,086 Share Price $4.93 Est. Cost/Share — Unrealized @ Report Date —
AAGIY AIA GROUP LTD SPONS ADR 0.1%
Value $58.34M Shares 1,345,406 Share Price $43.36 Est. Cost/Share — Unrealized @ Report Date —
RKLIF RENTOKIL INITIAL PLC 0.1%
Value $58.09M Shares 9,432,814 Share Price $6.16 Est. Cost/Share — Unrealized @ Report Date —
ARLUF ARISTOCRAT LEISURE LTD 0.1%
Value $56.94M Shares 1,833,895 Share Price $31.05 Est. Cost/Share — Unrealized @ Report Date —
RTO RENTOKIL INITIAL PLC 0.1%
Value $56.55M Shares 1,796,236 Share Price $31.48 Est. Cost/Share — Unrealized @ Report Date —
DKILF DAIKIN INDUSTRIES LTD 0.1%
Value $53.55M Shares 455,900 Share Price $117.45 Est. Cost/Share — Unrealized @ Report Date —
MONOY MONOTARO CO LTD UNSPONS ADR 0.1%
Value $53.47M Shares 4,988,691 Share Price $10.72 Est. Cost/Share — Unrealized @ Report Date —
FANUF FANUC CORP 0.1%
Value $52M Shares 1,560,225 Share Price $33.33 Est. Cost/Share — Unrealized @ Report Date —
LVMHF LVMH MOET HENNESSY LOUIS VUITTON SE 0.1%
Value $49.82M Shares 93,377 Share Price $533.58 Est. Cost/Share — Unrealized @ Report Date —
EXPGY EXPERIAN GP LTD ADR 0.1%
Value $49.59M Shares 1,446,068 Share Price $34.30 Est. Cost/Share — Unrealized @ Report Date —
DKILY DAIKIN INDS LTD UNSPONS ADR 0.1%
Value $49.15M Shares 4,178,655 Share Price $11.76 Est. Cost/Share — Unrealized @ Report Date —
MGDDF CIE GENERALE DES ETABLISSEMENTS MICHELIN SCA 0.1%
Value $48.28M Shares 1,435,385 Share Price $33.63 Est. Cost/Share — Unrealized @ Report Date —
LVMUY LVMH MOET HENNESSY LOUIS VUITTON SE ADR 0.1%
Value $47.09M Shares 439,990 Share Price $107.03 Est. Cost/Share — Unrealized @ Report Date —
SYIEY SYMRISE AG UNSPONS ADR 0.1%
Value $47.01M Shares 2,227,623 Share Price $21.10 Est. Cost/Share — Unrealized @ Report Date —
UL UNILEVER PLC 0.1%
Value $46.68M Shares 819,436 Share Price $56.97 Est. Cost/Share — Unrealized @ Report Date —
HEINY HEINEKEN N V SPONS ADR L1 0.1%
Value $46.03M Shares 1,204,545 Share Price $38.21 Est. Cost/Share — Unrealized @ Report Date —
EFA ISHARES TR 0.1%
Value $45.37M Shares 467,080 Share Price $97.13 Est. Cost/Share — Unrealized @ Report Date —
HINKF HEINEKEN NV 0.1%
Value $43.8M Shares 573,374 Share Price $76.39 Est. Cost/Share — Unrealized @ Report Date —
AKZOY AKZO NOBEL N V SPONS ADR 0.1%
Value $42.19M Shares 2,231,391 Share Price $18.91 Est. Cost/Share — Unrealized @ Report Date —
DSFIY DSM FIRMENICH AG ADR 0.1%
Value $42.02M Shares 5,836,050 Share Price $7.20 Est. Cost/Share — Unrealized @ Report Date —
EXPGF EXPERIAN PLC 0.1%
Value $39.46M Shares 1,151,847 Share Price $34.26 Est. Cost/Share — Unrealized @ Report Date —
FCFS FIRSTCASH HOLDINGS INC 0.1%
Value $39.43M Shares 209,714 Share Price $188.00 Est. Cost/Share — Unrealized @ Report Date —
DEO DIAGEO PLC 0.1%
Value $38.23M Shares 513,419 Share Price $74.46 Est. Cost/Share — Unrealized @ Report Date —
SYIEF SYMRISE AG 0.1%
Value $37.15M Shares 440,279 Share Price $84.39 Est. Cost/Share — Unrealized @ Report Date —
— UNILEVER PLC 0.1%
Value $34.79M Shares 621,072 Share Price $56.02 Est. Cost/Share — Unrealized @ Report Date —
DGEAF DIAGEO PLC 0.1%
Value $33.67M Shares 1,829,197 Share Price $18.41 Est. Cost/Share — Unrealized @ Report Date —
DSMFF DSM-FIRMENICH AG 0.1%
Value $32.09M Shares 453,359 Share Price $70.79 Est. Cost/Share — Unrealized @ Report Date —
SGOV ISHARES TR 0.1%
Value $28.93M Shares 287,383 Share Price $100.68 Est. Cost/Share — Unrealized @ Report Date —
AKZOF AKZO NOBEL NV 0.1%
Value $27.61M Shares 486,983 Share Price $56.69 Est. Cost/Share — Unrealized @ Report Date —
JAZZ JAZZ PHARMACEUTICALS PLC 0.1%
Value $24.68M Shares 130,545 Share Price $189.05 Est. Cost/Share — Unrealized @ Report Date —
TCNRF TOKYO CENTURY CORP 0.1%
Value $24.46M Shares 1,930,800 Share Price $12.67 Est. Cost/Share — Unrealized @ Report Date —
MBFJF MITSUBISHI UFJ FINANCIAL GROUP INC 0.0%
Value $16.47M Shares 1,007,700 Share Price $16.34 Est. Cost/Share — Unrealized @ Report Date —
SSNHZ SAMSUNG ELECTRONICS CO LTD SPONS ADR 0.0%
Value $14.72M Shares 5,190 Share Price $2836.00 Est. Cost/Share — Unrealized @ Report Date —
ABBV ABBVIE INC 0.0%
Value $13.95M Shares 64,146 Share Price $217.49 Est. Cost/Share — Unrealized @ Report Date —
DLB DOLBY LABORATORIES INC 0.0%
Value $12.52M Shares 208,429 Share Price $60.06 Est. Cost/Share — Unrealized @ Report Date —
NCLH NORWEGIAN CRUISE LINE HLDGS 0.0%
Value $11.38M Shares 608,431 Share Price $18.70 Est. Cost/Share — Unrealized @ Report Date —
ITOCF ITOCHU CORP 0.0%
Value $10.12M Shares 815,500 Share Price $12.41 Est. Cost/Share — Unrealized @ Report Date —
CATH GLOBAL X FDS 0.0%
Value $9.837M Shares 125,879 Share Price $78.15 Est. Cost/Share — Unrealized @ Report Date —
IWD ISHARES TR 0.0%
Value $9.336M Shares 43,690 Share Price $213.68 Est. Cost/Share — Unrealized @ Report Date —
EWY ISHARES INC 0.0%
Value $7.506M Shares 61,018 Share Price $123.01 Est. Cost/Share — Unrealized @ Report Date —
JNJ JOHNSON & JOHNSON 0.0%
Value $6.285M Shares 25,712 Share Price $244.44 Est. Cost/Share — Unrealized @ Report Date —
CTAS CINTAS CORP 0.0%
Value $6.169M Shares 36,473 Share Price $169.14 Est. Cost/Share — Unrealized @ Report Date —
RY ROYAL BK CDA 0.0%
Value $5.579M Shares 34,487 Share Price $161.78 Est. Cost/Share — Unrealized @ Report Date —
ABT ABBOTT LABORATORIES 0.0%
Value $5.571M Shares 54,257 Share Price $102.67 Est. Cost/Share — Unrealized @ Report Date —
XOM EXXON MOBIL CORP 0.0%
Value $5.126M Shares 30,215 Share Price $169.66 Est. Cost/Share — Unrealized @ Report Date —
LEN/B LENNAR CORP 0.0%
Value $4.405M Shares 52,360 Share Price $84.12 Est. Cost/Share — Unrealized @ Report Date —
PEP PEPSICO INC 0.0%
Value $3.737M Shares 24,066 Share Price $155.29 Est. Cost/Share — Unrealized @ Report Date —
AXP AMERICAN EXPRESS CO 0.0%
Value $3.488M Shares 11,530 Share Price $302.48 Est. Cost/Share — Unrealized @ Report Date —
JPM JPMORGAN CHASE & CO 0.0%
Value $3.425M Shares 11,644 Share Price $294.16 Est. Cost/Share — Unrealized @ Report Date —
AER AERCAP HOLDINGS NV 0.0%
Value $3.341M Shares 24,355 Share Price $137.18 Est. Cost/Share — Unrealized @ Report Date —
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value $2.873M Shares 4 Share Price $718140.00 Est. Cost/Share — Unrealized @ Report Date —
MICC MAGNUM ICE CREAM CO NV 0.0%
Value $2.844M Shares 192,411 Share Price $14.78 Est. Cost/Share — Unrealized @ Report Date —
CHD CHURCH & DWIGHT CO INC 0.0%
Value $2.61M Shares 27,966 Share Price $93.32 Est. Cost/Share — Unrealized @ Report Date —
ITW ILLINOIS TOOL WKS INC 0.0%
Value $2.264M Shares 8,697 Share Price $260.29 Est. Cost/Share — Unrealized @ Report Date —
— MAGNUM ICE CREAM CO NV/THE 0.0%
Value $2.078M Shares 141,866 Share Price $14.64 Est. Cost/Share — Unrealized @ Report Date —
AAPL APPLE INC 0.0%
Value $2.03M Shares 8,000 Share Price $253.79 Est. Cost/Share — Unrealized @ Report Date —
GWW WW GRAINGER INC 0.0%
Value $1.999M Shares 1,833 Share Price $1090.81 Est. Cost/Share — Unrealized @ Report Date —
UNLYF UNILEVER PLC 0.0%
Value $1.849M Shares 33,400 Share Price $55.37 Est. Cost/Share — Unrealized @ Report Date —
XYL XYLEM INC 0.0%
Value $1.701M Shares 14,231 Share Price $119.50 Est. Cost/Share — Unrealized @ Report Date —
FELE FRANKLIN ELEC INC 0.0%
Value $1.655M Shares 17,952 Share Price $92.17 Est. Cost/Share — Unrealized @ Report Date —
— NEMETSCHEK SE 0.0%
Value $1.483M Shares 20,202 Share Price $73.40 Est. Cost/Share — Unrealized @ Report Date —
ITOCY ITOCHU CORP SPONS ADR 0.0%
Value $1.468M Shares 117,267 Share Price $12.52 Est. Cost/Share — Unrealized @ Report Date —
SYY SYSCO CORP 0.0%
Value $1.398M Shares 19,601 Share Price $71.33 Est. Cost/Share — Unrealized @ Report Date —
PFE PFIZER INC 0.0%
Value $1.294M Shares 46,072 Share Price $28.08 Est. Cost/Share — Unrealized @ Report Date —
EMR EMERSON ELEC CO 0.0%
Value $1.258M Shares 9,600 Share Price $131.02 Est. Cost/Share — Unrealized @ Report Date —
COST COSTCO WHOLESALE CORPORATION 0.0%
Value $1.241M Shares 1,245 Share Price $996.43 Est. Cost/Share — Unrealized @ Report Date —
VTV VANGUARD INDEX FDS 0.0%
Value $1.154M Shares 5,879 Share Price $196.23 Est. Cost/Share — Unrealized @ Report Date —
HON HONEYWELL INTL INC 0.0%
Value $1.035M Shares 4,580 Share Price $226.02 Est. Cost/Share — Unrealized @ Report Date —
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value $994K Shares 2,075 Share Price $479.20 Est. Cost/Share — Unrealized @ Report Date —
— SAMSUNG ELECTRONICS CO LTD 0.0%
Value $953K Shares 12,800 Share Price $74.43 Est. Cost/Share — Unrealized @ Report Date —
MMM 3M CO 0.0%
Value $917K Shares 6,316 Share Price $145.23 Est. Cost/Share — Unrealized @ Report Date —
SJM SMUCKER J M CO 0.0%
Value $865K Shares 8,967 Share Price $96.44 Est. Cost/Share — Unrealized @ Report Date —
— WELLS FARGO & CO 0.0%
Value $751K Shares 650 Share Price $1155.00 Est. Cost/Share — Unrealized @ Report Date —
KMB KIMBERLY-CLARK CORP 0.0%
Value $674K Shares 6,990 Share Price $96.47 Est. Cost/Share — Unrealized @ Report Date —
BAC BANK AMERICA CORP 0.0%
Value $648K Shares 13,300 Share Price $48.75 Est. Cost/Share — Unrealized @ Report Date —
V VISA INC 0.0%
Value $564K Shares 1,865 Share Price $302.24 Est. Cost/Share — Unrealized @ Report Date —
DOV DOVER CORP 0.0%
Value $542K Shares 2,600 Share Price $208.45 Est. Cost/Share — Unrealized @ Report Date —
DCI DONALDSON INC 0.0%
Value $509K Shares 6,000 Share Price $84.87 Est. Cost/Share — Unrealized @ Report Date —
PSX PHILLIPS 66 0.0%
Value $486K Shares 2,668 Share Price $182.19 Est. Cost/Share — Unrealized @ Report Date —
NSRGY NESTLE SA 0.0%
Value $453K Shares 4,639 Share Price $97.59 Est. Cost/Share — Unrealized @ Report Date —
UNP UNION PAC CORP 0.0%
Value $423K Shares 1,745 Share Price $242.62 Est. Cost/Share — Unrealized @ Report Date —
GOOGL ALPHABET INC 0.0%
Value $393K Shares 1,367 Share Price $287.56 Est. Cost/Share — Unrealized @ Report Date —
RTX RTX CORPORATION 0.0%
Value $391K Shares 2,027 Share Price $192.90 Est. Cost/Share — Unrealized @ Report Date —
GLW CORNING INC 0.0%
Value $381K Shares 2,800 Share Price $135.97 Est. Cost/Share — Unrealized @ Report Date —
CBSH COMMERCE BANCSHARES INC 0.0%
Value $362K Shares 7,366 Share Price $49.20 Est. Cost/Share — Unrealized @ Report Date —
SBUX STARBUCKS CORP 0.0%
Value $358K Shares 4,000 Share Price $89.59 Est. Cost/Share — Unrealized @ Report Date —
ADSK AUTODESK INC 0.0%
Value $355K Shares 1,481 Share Price $239.40 Est. Cost/Share — Unrealized @ Report Date —
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value $347K Shares 3,833 Share Price $90.42 Est. Cost/Share — Unrealized @ Report Date —
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value $322K Shares 5,027 Share Price $64.08 Est. Cost/Share — Unrealized @ Report Date —
— CAMECO CORP 0.0%
Value $319K Shares 2,947 Share Price $108.40 Est. Cost/Share — Unrealized @ Report Date —
FITB FIFTH THIRD BANCORP 0.0%
Value $304K Shares 6,533 Share Price $46.46 Est. Cost/Share — Unrealized @ Report Date —
WMT WALMART INC 0.0%
Value $300K Shares 2,415 Share Price $124.28 Est. Cost/Share — Unrealized @ Report Date —
ETR ENTERGY CORP NEW 0.0%
Value $262K Shares 2,329 Share Price $112.36 Est. Cost/Share — Unrealized @ Report Date —
PM PHILIP MORRIS INTL INC 0.0%
Value $234K Shares 1,414 Share Price $165.34 Est. Cost/Share — Unrealized @ Report Date —
ORCL ORACLE CORP 0.0%
Value $221K Shares 1,500 Share Price $147.11 Est. Cost/Share — Unrealized @ Report Date —
KTB KONTOOR BRANDS INC 0.0%
Value $211K Shares 2,996 Share Price $70.29 Est. Cost/Share — Unrealized @ Report Date —
DTM DT MIDSTREAM INC 0.0%
Value $206K Shares 1,532 Share Price $134.67 Est. Cost/Share — Unrealized @ Report Date —
— MAGNUM ICE CREAM CO NV/THE 0.0%
Value $117K Shares 8,020 Share Price $14.62 Est. Cost/Share — Unrealized @ Report Date —