Aristotle Capital Management, LLC Diversified Active

Location: Los Angeles, CA

CIK: 0000860644 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $47.68B (100.0% shares, 0.0% debt)

Holdings (212)

New Positions (31)

EW EDWARDS LIFESCIENCES CORP 1.6%
Value $784M Shares 8,665,712 Est. Cost Unrealized
SSNLF SAMSUNG ELECTRONICS CO LTD 0.3%
Value $158M Shares 732,033 Est. Cost Unrealized
DVN DEVON ENERGY CORP NEW 0.2%
Value $91.78M Shares 2,221,269 Est. Cost Unrealized
HON HONEYWELL INTL INC 0.0%
Value $480K Shares 2,143 Est. Cost Unrealized
HONA HONEYWELL AEROSPACE INC 0.0%
Value $474K Shares 2,143 Est. Cost Unrealized
IGV ISHARES TR 0.0%
Value $424K Shares 4,683 Est. Cost Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value $381K Shares 3,316 Est. Cost Unrealized
CSCO CISCO SYS INC 0.0%
Value $365K Shares 3,109 Est. Cost Unrealized
INTC INTEL CORP 0.0%
Value $349K Shares 2,500 Est. Cost Unrealized
CMI CUMMINS INC 0.0%
Value $305K Shares 427 Est. Cost Unrealized
SNA SNAP ON INC 0.0%
Value $278K Shares 691 Est. Cost Unrealized
MTB M & T BK CORP 0.0%
Value $277K Shares 1,164 Est. Cost Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value $277K Shares 5,215 Est. Cost Unrealized
PKG PACKAGING CORP AMER 0.0%
Value $272K Shares 1,140 Est. Cost Unrealized
WSO WATSCO INC 0.0%
Value $271K Shares 650 Est. Cost Unrealized
RSPS INVESCO EXCHANGE TRADED FD T 0.0%
Value $271K Shares 9,028 Est. Cost Unrealized
TXN TEXAS INSTRS INC 0.0%
Value $265K Shares 890 Est. Cost Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value $251K Shares 1,219 Est. Cost Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value $224K Shares 1,207 Est. Cost Unrealized
EVRG EVERGY INC 0.0%
Value $213K Shares 2,467 Est. Cost Unrealized
HD HOME DEPOT INC 0.0%
Value $207K Shares 587 Est. Cost Unrealized
IYT ISHARES TR 0.0%
Value $48,077 Shares 554 Est. Cost Unrealized
IXJ ISHARES TR 0.0%
Value $4,752 Shares 48 Est. Cost Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value $3,485 Shares 69 Est. Cost Unrealized
RSPD INVESCO EXCHANGE TRADED FD T 0.0%
Value $2,718 Shares 49 Est. Cost Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value $1,979 Shares 24 Est. Cost Unrealized
IYC ISHARES TR 0.0%
Value $510 Shares 5 Est. Cost Unrealized
IYW ISHARES TR 0.0%
Value $448 Shares 2 Est. Cost Unrealized
RSPF INVESCO EXCHANGE TRADED FD T 0.0%
Value $284 Shares 4 Est. Cost Unrealized
IYE ISHARES TR 0.0%
Value $244 Shares 4 Est. Cost Unrealized
IXC ISHARES TR 0.0%
Value $224 Shares 5 Est. Cost Unrealized

Increased Positions (19)

ADSK AUTODESK INC 1.5%
Value $692M (+195155.2%) Shares 3,560,682 (+240324.2%) Est. Cost Unrealized
CAMECO CORP 0.2%
Value $102M (+31733.8%) Shares 998,074 (+33767.5%) Est. Cost Unrealized
MAGNUM ICE CREAM CO NV/THE 0.2%
Value $72.33M (+3381.6%) Shares 4,152,431 (+2827.0%) Est. Cost Unrealized
MICC MAGNUM ICE CREAM CO NV 0.1%
Value $71.04M (+2397.7%) Shares 4,081,786 (+2021.4%) Est. Cost Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.4%
Value $178M (+52.7%) Shares 238,972 (+33.0%) Est. Cost Unrealized
TTNDF TECHTRONIC INDUSTRIES CO LTD 0.2%
Value $104M (+46.5%) Shares 6,310,424 (+15.5%) Est. Cost Unrealized
DSFIY DSM FIRMENICH AG ADR 0.1%
Value $56.29M (+34.0%) Shares 5,962,451 (+2.2%) Est. Cost Unrealized
WMMVF WAL-MART DE MEXICO SAB DE CV 0.2%
Value $77.01M (+11.3%) Shares 26,195,100 (+22.2%) Est. Cost Unrealized
ITOCF ITOCHU CORP 0.0%
Value $15.82M (+56.3%) Shares 1,387,200 (+70.1%) Est. Cost Unrealized
IWD ISHARES TR 0.0%
Value $13.52M (+44.8%) Shares 55,774 (+27.7%) Est. Cost Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value $2.368M (+105.2%) Shares 10,864 (+84.8%) Est. Cost Unrealized
ITOCY ITOCHU CORP SPONS ADR 0.0%
Value $2.593M (+76.6%) Shares 227,371 (+93.9%) Est. Cost Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value $481K (+49.2%) Shares 6,743 (+34.1%) Est. Cost Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value $448K (+47.6%) Shares 7,950 (+21.7%) Est. Cost Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value $2.391M (+5.6%) Shares 8,839 (+1.6%) Est. Cost Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value $331K (+41.5%) Shares 1,828 (+29.3%) Est. Cost Unrealized
DTM DT MIDSTREAM INC 0.0%
Value $291K (+41.0%) Shares 1,982 (+29.4%) Est. Cost Unrealized
ETR ENTERGY CORP NEW 0.0%
Value $346K (+32.2%) Shares 3,011 (+29.3%) Est. Cost Unrealized
RTX RTX CORPORATION 0.0%
Value $437K (+11.7%) Shares 2,302 (+13.6%) Est. Cost Unrealized

Exited Positions (10)

Decreased Positions (125)

ATO ATMOS ENERGY CORP 0.0%
Value $5.841M (-99.4%) Shares 33,902 (-99.3%) Est. Cost Unrealized
DHR DANAHER CORP DEL 0.0%
Value $2.096M (-99.7%) Shares 11,003 (-99.7%) Est. Cost Unrealized
QCOM QUALCOMM INC 2.2%
Value $1.029B (+32.7%) Shares 5,566,051 (-7.5%) Est. Cost Unrealized
CVX CHEVRON CORPORATION 1.4%
Value $687M (-26.7%) Shares 4,141,943 (-8.5%) Est. Cost Unrealized
GOOG ALPHABET INC 3.6%
Value $1.706B (+15.9%) Shares 4,829,427 (-5.9%) Est. Cost Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 2.1%
Value $985M (+30.9%) Shares 10,800,194 (-7.2%) Est. Cost Unrealized
TTE TOTALENERGIES SE 1.7%
Value $817M (-20.6%) Shares 10,506,305 (-6.6%) Est. Cost Unrealized
VZ VERIZON COMMUNICATIONS INC 1.6%
Value $754M (-20.9%) Shares 17,802,815 (-6.3%) Est. Cost Unrealized
CCJ CAMECO CORP 0.2%
Value $108M (-63.2%) Shares 1,055,857 (-60.8%) Est. Cost Unrealized
ALC ALCON AG 1.3%
Value $614M (-16.1%) Shares 9,154,828 (-5.8%) Est. Cost Unrealized
MSI MOTOROLA SOLUTIONS INC 1.8%
Value $871M (-11.4%) Shares 2,097,026 (-7.5%) Est. Cost Unrealized
ADBE ADOBE INC 0.9%
Value $417M (-20.9%) Shares 2,033,869 (-6.3%) Est. Cost Unrealized
MLM MARTIN MARIETTA MATLS INC 2.2%
Value $1.056B (-8.2%) Shares 1,831,597 (-6.3%) Est. Cost Unrealized
PNC PNC FINL SVCS GROUP INC 2.0%
Value $949M (+11.0%) Shares 3,855,586 (-6.2%) Est. Cost Unrealized
USB US BANCORP 2.2%
Value $1.063B (+9.0%) Shares 17,593,197 (-6.2%) Est. Cost Unrealized
MUFG MITSUBISHI UFJ FINANCIAL GRO 2.0%
Value $958M (+9.7%) Shares 48,170,066 (-6.4%) Est. Cost Unrealized
LOW LOWES COS INC 1.4%
Value $681M (-11.1%) Shares 3,090,667 (-4.7%) Est. Cost Unrealized
MDT MEDTRONIC PLC 1.0%
Value $492M (-14.5%) Shares 6,293,698 (-5.3%) Est. Cost Unrealized
SONY SONY GROUP CORP 1.7%
Value $828M (-9.0%) Shares 41,272,268 (-6.1%) Est. Cost Unrealized
AWK AMERICAN WTR WKS CO INC NEW 1.5%
Value $714M (-9.7%) Shares 5,429,727 (-6.6%) Est. Cost Unrealized
CTVA CORTEVA INC 3.2%
Value $1.505B (-4.6%) Shares 17,768,547 (-5.7%) Est. Cost Unrealized
MSFT MICROSOFT CORP 2.5%
Value $1.179B (-5.7%) Shares 3,161,715 (-6.4%) Est. Cost Unrealized
MKC MCCORMICK & CO INC 1.2%
Value $574M (-10.1%) Shares 11,388,915 (-10.1%) Est. Cost Unrealized
PH PARKER-HANNIFIN CORP 4.1%
Value $1.955B (+3.0%) Shares 1,998,974 (-5.8%) Est. Cost Unrealized
AIG AMERICAN INTL GROUP INC 1.5%
Value $738M (-6.8%) Shares 9,904,879 (-5.9%) Est. Cost Unrealized
COF CAPITAL ONE FINL CORP 2.7%
Value $1.284B (+4.3%) Shares 6,400,144 (-5.2%) Est. Cost Unrealized
TDY TELEDYNE TECHNOLOGIES INC 2.1%
Value $1.011B (+4.5%) Shares 1,515,404 (-5.2%) Est. Cost Unrealized
APD AIR PRODUCTS AND CHEMICALS I 1.5%
Value $737M (-5.5%) Shares 2,513,746 (-6.3%) Est. Cost Unrealized
XEL XCEL ENERGY INC 1.8%
Value $840M (-4.8%) Shares 10,459,005 (-5.8%) Est. Cost Unrealized
SNPS SYNOPSYS INC 1.6%
Value $775M (+5.7%) Shares 1,737,376 (-6.1%) Est. Cost Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value $55.63M (-41.0%) Shares 447,003 (-5.9%) Est. Cost Unrealized
CFR CULLEN FROST BANKERS INC 1.4%
Value $690M (+5.6%) Shares 4,465,464 (-6.3%) Est. Cost Unrealized
RPM RPM INTL INC 1.6%
Value $768M (+5.0%) Shares 6,911,971 (-6.1%) Est. Cost Unrealized
AMGN AMGEN INC 2.2%
Value $1.056B (-2.6%) Shares 2,915,257 (-5.3%) Est. Cost Unrealized
AMP AMERIPRISE FINL INC 2.0%
Value $956M (-2.8%) Shares 2,083,285 (-5.8%) Est. Cost Unrealized
UBER UBER TECHNOLOGIES INC 1.5%
Value $706M (-3.6%) Shares 9,786,839 (-3.9%) Est. Cost Unrealized
PG PROCTER & GAMBLE CO 1.4%
Value $645M (-3.8%) Shares 4,399,668 (-5.3%) Est. Cost Unrealized
EBKDY ERSTE GROUP BANK AG SPONS ADR 0.3%
Value $159M (+18.7%) Shares 2,381,098 (-5.3%) Est. Cost Unrealized
DQJCY PAN PACIFIC INTERNATIONAL HOLDINGS CORP UNSPONS ADR 0.2%
Value $81.32M (-22.2%) Shares 8,026,694 (-6.4%) Est. Cost Unrealized
TOTALENERGIES SE 0.2%
Value $80.47M (-22.1%) Shares 1,034,654 (-6.6%) Est. Cost Unrealized
BAP CREDICORP LTD 0.6%
Value $276M (+8.7%) Shares 707,537 (-5.3%) Est. Cost Unrealized
SAFRY SAFRAN SA SPONS ADR 0.3%
Value $150M (+17.3%) Shares 1,524,007 (-4.2%) Est. Cost Unrealized
EFA ISHARES TR 0.0%
Value $23.78M (-47.6%) Shares 228,865 (-51.0%) Est. Cost Unrealized
DQJCF PAN PACIFIC INTERNATIONAL HOLDINGS CORP 0.2%
Value $78.44M (-21.5%) Shares 15,489,900 (-5.7%) Est. Cost Unrealized
FRCOY FAST RETAILING CO LTD ADR 0.2%
Value $111M (+23.9%) Shares 2,170,979 (-5.7%) Est. Cost Unrealized
TTNDY TECHTRONIC INDUSTRIES CO LTD SPONS ADR 0.2%
Value $106M (+23.6%) Shares 1,285,890 (-2.4%) Est. Cost Unrealized
EBKOF ERSTE GROUP BANK AG 0.3%
Value $143M (+16.5%) Shares 1,065,647 (-7.3%) Est. Cost Unrealized
GD GENERAL DYNAMICS CORP 1.7%
Value $820M (-2.3%) Shares 2,315,796 (-5.4%) Est. Cost Unrealized
MURGF MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG IN MUENCHEN 0.2%
Value $88.95M (-17.1%) Shares 159,264 (-7.8%) Est. Cost Unrealized
ING ING GROEP N.V. 0.3%
Value $149M (+13.4%) Shares 4,758,330 (-5.9%) Est. Cost Unrealized
FRCOF FAST RETAILING CO LTD 0.2%
Value $87.48M (+25.1%) Shares 171,686 (-4.9%) Est. Cost Unrealized
FANUY FANUC CORP ADR 0.2%
Value $80.59M (+27.7%) Shares 3,559,342 (-5.8%) Est. Cost Unrealized
ARLUF ARISTOCRAT LEISURE LTD 0.2%
Value $74.19M (+30.3%) Shares 1,747,755 (-4.7%) Est. Cost Unrealized
SAFRF SAFRAN SA 0.2%
Value $119M (+16.7%) Shares 302,110 (-4.7%) Est. Cost Unrealized
MRK MERCK & CO INC 1.8%
Value $845M (+1.9%) Shares 6,578,570 (-4.6%) Est. Cost Unrealized
BX BLACKSTONE INC 1.2%
Value $584M (-2.6%) Shares 4,964,102 (-4.8%) Est. Cost Unrealized
LEN LENNAR CORP 1.5%
Value $709M (-2.2%) Shares 7,836,325 (-6.1%) Est. Cost Unrealized
MURGY MUENCHENER RUECK-UNSPONS ADR 0.2%
Value $81.2M (-15.4%) Shares 7,268,321 (-5.9%) Est. Cost Unrealized
AAIGF AIA GROUP LTD 0.1%
Value $48.52M (-22.3%) Shares 5,325,556 (-7.7%) Est. Cost Unrealized
FANUF FANUC CORP 0.1%
Value $65.19M (+25.4%) Shares 1,440,625 (-7.7%) Est. Cost Unrealized
NEMTF NEMETSCHEK SE 0.1%
Value $51.78M (-20.3%) Shares 852,964 (-3.6%) Est. Cost Unrealized
AAGIY AIA GROUP LTD SPONS ADR 0.1%
Value $46.32M (-20.6%) Shares 1,270,720 (-5.6%) Est. Cost Unrealized
OSK OSHKOSH CORP 1.5%
Value $725M (-1.5%) Shares 4,726,162 (-5.5%) Est. Cost Unrealized
DKILY DAIKIN INDS LTD UNSPONS ADR 0.1%
Value $59.99M (+22.1%) Shares 3,948,952 (-5.5%) Est. Cost Unrealized
HLN HALEON PLC 0.1%
Value $66.15M (-13.8%) Shares 7,090,436 (-7.5%) Est. Cost Unrealized
ELS EQUITY LIFESTYLE PROPERTIES 1.1%
Value $527M (-2.0%) Shares 8,183,427 (-5.0%) Est. Cost Unrealized
DBSDY DBS GROUP HLDGS LTD SPONS ADR 0.3%
Value $136M (+8.3%) Shares 672,680 (-5.5%) Est. Cost Unrealized
WMMVY WAL-MART DE MEXICO SA SPONS ADR 0.2%
Value $74.82M (-11.8%) Shares 2,550,225 (-2.7%) Est. Cost Unrealized
OTSKF OTSUKA HOLDINGS CO LTD 0.2%
Value $76.04M (-11.4%) Shares 1,143,700 (-7.8%) Est. Cost Unrealized
DKILF DAIKIN INDUSTRIES LTD 0.1%
Value $63.35M (+18.3%) Shares 417,100 (-8.5%) Est. Cost Unrealized
OTSKY OTSUKA HOLDINGS CO LTD UNSPONS ADR 0.2%
Value $97.93M (-8.5%) Shares 2,944,596 (-4.6%) Est. Cost Unrealized
RKLIF RENTOKIL INITIAL PLC 0.1%
Value $49.87M (-14.1%) Shares 8,808,169 (-6.6%) Est. Cost Unrealized
SGOV ISHARES TR 0.0%
Value $20.79M (-28.2%) Shares 206,446 (-28.2%) Est. Cost Unrealized
RTO RENTOKIL INITIAL PLC 0.1%
Value $48.42M (-14.4%) Shares 1,692,441 (-5.8%) Est. Cost Unrealized
ALCON AG 0.1%
Value $55.79M (-12.4%) Shares 824,241 (-4.6%) Est. Cost Unrealized
DSMFF DSM-FIRMENICH AG 0.1%
Value $39.8M (+24.0%) Shares 419,450 (-7.5%) Est. Cost Unrealized
GLAXF GSK PLC 0.1%
Value $69.25M (-9.9%) Shares 2,633,914 (-6.8%) Est. Cost Unrealized
GSK GSK PLC 0.2%
Value $76.72M (-9.0%) Shares 1,463,518 (-4.2%) Est. Cost Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNE 0.4%
Value $174M (+4.5%) Shares 1,737,115 (-5.3%) Est. Cost Unrealized
DBSDF DBS GROUP HOLDINGS LTD 0.3%
Value $135M (+5.7%) Shares 2,670,461 (-7.8%) Est. Cost Unrealized
SUNBELT RENTALS HOLDINGS INC 0.2%
Value $72.03M (+10.8%) Shares 987,406 (-4.8%) Est. Cost Unrealized
ECL ECOLAB INC 2.1%
Value $980M (-0.7%) Shares 3,516,811 (-5.2%) Est. Cost Unrealized
HLNCF HALEON PLC 0.1%
Value $54.99M (-10.9%) Shares 11,915,304 (-4.8%) Est. Cost Unrealized
SNEJF SONY GROUP CORP 0.2%
Value $93.16M (-6.7%) Shares 4,616,050 (-6.7%) Est. Cost Unrealized
AKZOY AKZO NOBEL N V SPONS ADR 0.1%
Value $48.26M (+14.4%) Shares 2,134,139 (-4.4%) Est. Cost Unrealized
SYIEY SYMRISE AG UNSPONS ADR 0.1%
Value $52.81M (+12.3%) Shares 2,104,420 (-5.5%) Est. Cost Unrealized
CATH GLOBAL X FDS 0.0%
Value $4.121M (-58.1%) Shares 46,566 (-63.0%) Est. Cost Unrealized
MGDDY CIE GENERALE DES ETABLISSEMENTS MICHELIN SCA UNSPONS ADR 0.2%
Value $78.47M (+7.8%) Shares 4,067,389 (-5.9%) Est. Cost Unrealized
SUNB SUNBELT RENTALS HOLDINGS INC 0.2%
Value $83.06M (+6.8%) Shares 1,110,306 (-7.1%) Est. Cost Unrealized
ASAZY ASSA ABLOY AB ADR 0.2%
Value $73.9M (-5.7%) Shares 4,178,345 (-5.8%) Est. Cost Unrealized
MGDDF CIE GENERALE DES ETABLISSEMENTS MICHELIN SCA 0.1%
Value $52.77M (+9.3%) Shares 1,367,519 (-4.7%) Est. Cost Unrealized
EWY ISHARES INC 0.0%
Value $11.86M (+58.0%) Shares 58,746 (-3.7%) Est. Cost Unrealized
AKZOF AKZO NOBEL NV 0.1%
Value $31.41M (+13.8%) Shares 462,913 (-4.9%) Est. Cost Unrealized
EXPGY EXPERIAN GP LTD ADR 0.1%
Value $45.89M (-7.5%) Shares 1,360,198 (-5.9%) Est. Cost Unrealized
ASAZF ASSA ABLOY AB 0.1%
Value $60.94M (-5.7%) Shares 1,722,440 (-5.8%) Est. Cost Unrealized
SYIEF SYMRISE AG 0.1%
Value $40.78M (+9.8%) Shares 406,133 (-7.8%) Est. Cost Unrealized
SSNHZ SAMSUNG ELECTRONICS CO LTD SPONS ADR 0.0%
Value $17.14M (+16.5%) Shares 3,180 (-38.7%) Est. Cost Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC 0.1%
Value $26.92M (+9.1%) Shares 111,697 (-14.4%) Est. Cost Unrealized
MS MORGAN STANLEY 0.2%
Value $108M (+1.9%) Shares 518,691 (-19.8%) Est. Cost Unrealized
EXPGF EXPERIAN PLC 0.1%
Value $37.49M (-5.0%) Shares 1,110,654 (-3.6%) Est. Cost Unrealized
HEINY HEINEKEN N V SPONS ADR L1 0.1%
Value $47.78M (+3.8%) Shares 1,135,775 (-5.7%) Est. Cost Unrealized
DGEAF DIAGEO PLC 0.1%
Value $35.22M (+4.6%) Shares 1,743,153 (-4.7%) Est. Cost Unrealized
BROOKFIELD CORP 0.3%
Value $124M (-1.2%) Shares 2,914,232 (-6.4%) Est. Cost Unrealized
HINKF HEINEKEN NV 0.1%
Value $45.14M (+3.1%) Shares 536,462 (-6.4%) Est. Cost Unrealized
TT TRANE TECHNOLOGIES PLC 0.2%
Value $101M (-0.9%) Shares 206,555 (-15.9%) Est. Cost Unrealized
WFC WELLS FARGO & CO 1.7%
Value $814M (+0.1%) Shares 9,853,089 (-3.6%) Est. Cost Unrealized
RHHBY ROCHE HOLDING AG 0.2%
Value $101M (-0.8%) Shares 1,970,729 (-4.5%) Est. Cost Unrealized
IR INGERSOLL RAND INC 0.2%
Value $94.18M (-0.7%) Shares 1,148,723 (-3.0%) Est. Cost Unrealized
XYL XYLEM INC 0.0%
Value $1.031M (-39.4%) Shares 8,722 (-38.7%) Est. Cost Unrealized
KO COCA COLA CO 2.0%
Value $934M (+0.1%) Shares 11,489,995 (-6.4%) Est. Cost Unrealized
LVMHF LVMH MOET HENNESSY LOUIS VUITTON SE 0.1%
Value $49.38M (-0.9%) Shares 89,210 (-4.5%) Est. Cost Unrealized
BN BROOKFIELD CORP 0.3%
Value $126M (-0.4%) Shares 2,947,402 (-5.3%) Est. Cost Unrealized
SAMSUNG ELECTRONICS CO LTD 0.0%
Value $1.396M (+46.5%) Shares 10,200 (-20.3%) Est. Cost Unrealized
MBFJF MITSUBISHI UFJ FINANCIAL GROUP INC 0.0%
Value $16.74M (+1.6%) Shares 848,100 (-15.8%) Est. Cost Unrealized
LVMUY LVMH MOET HENNESSY LOUIS VUITTON SE ADR 0.1%
Value $47.24M (+0.3%) Shares 426,810 (-3.0%) Est. Cost Unrealized
RHHVF ROCHE HOLDING AG 0.2%
Value $85.35M (+0.1%) Shares 206,871 (-5.0%) Est. Cost Unrealized
NCLH NORWEGIAN CRUISE LINE HLDGS 0.0%
Value $11.29M (-0.8%) Shares 534,649 (-12.1%) Est. Cost Unrealized
SJM SMUCKER J M CO 0.0%
Value $804K (-7.0%) Shares 7,150 (-20.3%) Est. Cost Unrealized
MONOF MONOTARO CO LTD 0.1%
Value $62.62M (-0.1%) Shares 5,485,100 (-6.2%) Est. Cost Unrealized
LEN/B LENNAR CORP 0.0%
Value $4.446M (+0.9%) Shares 50,117 (-4.3%) Est. Cost Unrealized
PSX PHILLIPS 66 0.0%
Value $445K (-8.5%) Shares 2,631 (-1.4%) Est. Cost Unrealized
KTB KONTOOR BRANDS INC 0.0%
Value $245K (+16.4%) Shares 2,942 (-1.8%) Est. Cost Unrealized
FCFS FIRSTCASH HOLDINGS INC 0.1%
Value $39.39M (-0.1%) Shares 182,112 (-13.2%) Est. Cost Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value $2.642M (+1.2%) Shares 27,266 (-2.5%) Est. Cost Unrealized
CBSH COMMERCE BANCSHARES INC 0.0%
Value $355K (-1.9%) Shares 6,155 (-16.4%) Est. Cost Unrealized

Unchanged Positions (37)

WSM WILLIAMS SONOMA INC 5.4%
Value $2.577B Shares 11,057,269 Est. Cost Unrealized
MONOY MONOTARO CO LTD UNSPONS ADR 0.1%
Value $56.92M Shares 4,987,513 Est. Cost Unrealized
DEO DIAGEO PLC 0.1%
Value $41.66M Shares 518,222 Est. Cost Unrealized
ABBV ABBVIE INC 0.0%
Value $16.1M Shares 63,964 Est. Cost Unrealized
RY ROYAL BK CDA 0.0%
Value $7.138M Shares 34,487 Est. Cost Unrealized
XOM EXXON MOBIL CORP 0.0%
Value $4.131M Shares 30,215 Est. Cost Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value $4.887M Shares 53,857 Est. Cost Unrealized
GWW WW GRAINGER INC 0.0%
Value $2.483M Shares 1,825 Est. Cost Unrealized
PEP PEPSICO INC 0.0%
Value $3.259M Shares 24,066 Est. Cost Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value $3.9M Shares 11,530 Est. Cost Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value $3.811M Shares 11,643 Est. Cost Unrealized
GLW CORNING INC 0.0%
Value $715K Shares 2,800 Est. Cost Unrealized
AAPL APPLE INC 0.0%
Value $2.315M Shares 8,000 Est. Cost Unrealized
FELE FRANKLIN ELEC INC 0.0%
Value $1.924M Shares 17,952 Est. Cost Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value $6.53M Shares 25,712 Est. Cost Unrealized
SYY SYSCO CORP 0.0%
Value $1.635M Shares 19,557 Est. Cost Unrealized
PFE PFIZER INC 0.0%
Value $1.109M Shares 46,072 Est. Cost Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value $2.995M Shares 4 Est. Cost Unrealized
EMR EMERSON ELEC CO 0.0%
Value $1.374M Shares 9,600 Est. Cost Unrealized
BAC BANK OF AMER CORP 0.0%
Value $758K Shares 13,300 Est. Cost Unrealized
MMM 3M CO 0.0%
Value $1.023M Shares 6,316 Est. Cost Unrealized
GOOGL ALPHABET INC 0.0%
Value $489K Shares 1,367 Est. Cost Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value $767K Shares 6,990 Est. Cost Unrealized
V VISA INC 0.0%
Value $640K Shares 1,865 Est. Cost Unrealized
COST COSTCO WHOLESALE CORPORATION 0.0%
Value $1.165M Shares 1,245 Est. Cost Unrealized
UNP UNION PAC CORP 0.0%
Value $475K Shares 1,745 Est. Cost Unrealized
SBUX STARBUCKS CORP 0.0%
Value $409K Shares 4,000 Est. Cost Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value $1.038M Shares 2,075 Est. Cost Unrealized
DOV DOVER CORP 0.0%
Value $583K Shares 2,600 Est. Cost Unrealized
DCI DONALDSON INC 0.0%
Value $539K Shares 6,000 Est. Cost Unrealized
NSRGY NESTLE SA 0.0%
Value $481K Shares 4,672 Est. Cost Unrealized
WMT WALMART INC 0.0%
Value $274K Shares 2,415 Est. Cost Unrealized
MAGNUM ICE CREAM CO NV/THE 0.0%
Value $140K Shares 8,020 Est. Cost Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value $330K Shares 3,833 Est. Cost Unrealized
CTAS CINTAS CORP 0.0%
Value $6.157M Shares 36,203 Est. Cost Unrealized
WELLS FARGO & CO 0.0%
Value $752K Shares 650 Est. Cost Unrealized
ORCL ORACLE CORP 0.0%
Value $220K Shares 1,500 Est. Cost Unrealized