Morningstar’s Analysis RW

There is no Morningstar’s Analysis data available.

Portfolio Holdings RW

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 46.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Loar Holdings Inc

7.21 1M
Industrials

Heico Corp

6.91 1M
Industrials

Diploma PLC

5.87 1M
Industrials

First American Government Obligs X

5.42 967,125
Cash and Equivalents

Berkshire Hathaway Inc Class B

5.27 940,862
Financial Services

GE Aerospace

4.40 784,392
Industrials

Apple Inc

4.19 747,887
Technology

AMETEK Inc

3.58 639,269
Industrials

Alphabet Inc Class A

3.15 561,450
Communication Services

Constellation Software Inc

3.13 558,592
Technology

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