We are live on ! Find out more
XI

XXEC Inc Portfolio holdings

AUM $770M
1-Year Est. Return 6.39%
This Fund
S&P 500
This Quarter Est. Return
+2.41%
1 Year Est. Return
-6.39%
3 Year Est. Return
+19.33%
5 Year Est. Return
+22.58%
10 Year Est. Return
AUM
$770M
AUM Growth
+$200M
Cap. Flow
+$244M
Cap. Flow %
31.66%
Top 10 Hldgs %
66.03%
Holding
25
New
2
Increased
18
Reduced
3
Closed
2

Top Sells

Rank Stock Value
1
SLB icon
SLB Ltd
SLB
+$29.3M
2
TER icon
Teradyne
TER
+$13.9M
3
MA icon
Mastercard
MA
+$4.18M
4
CSX icon
CSX Corp
CSX
+$1.62M
5
XYL icon
Xylem
XYL
+$803K

Sector Composition

Rank Sector Weight
1 Financials 29.72%
2 Technology 26.82%
3 Industrials 15.81%
4 Healthcare 13.87%
5 Miscellaneous 6.96%

No holdings matched the selected filter criteria.

Similar funds

XXEC Inc's Q2 2026 Portfolio in Review

As of Q2 2026, XXEC Inc held 25 positions worth $770M, up 35% from $571M the previous quarter. Its ten largest holdings account for 66% of the portfolio.

XXEC Inc deployed $244M of net new capital in Q2 2026, opening 2 new positions and adding to 18 existing holdings. Its largest new stake was Waste Connections: 37,165 shares worth $5.95M.

By sector, the portfolio is most concentrated in Financials at 30% of assets, down from 32% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was Mastercard, an estimated $4.18M trimmed.

  • XXEC Inc's largest Q2 2026 buy was Waste Connections: 37,165 shares worth $5.95M.
  • XXEC Inc added most to Mettler-Toledo International in Q2 2026, an estimated $37.7M increase.
  • XXEC Inc's biggest Q2 2026 reduction was Mastercard, cutting an estimated $4.18M.
  • XXEC Inc fully exited SLB Ltd in Q2 2026, selling an estimated $29.3M.
  • XXEC Inc's ten largest holdings make up 66% of its $770M portfolio in Q2 2026.
  • XXEC Inc opened 2 new positions and closed 2 in Q2 2026.
  • XXEC Inc's portfolio value rose 35% quarter-over-quarter to $770M.

Based on XXEC Inc's 13F filing for Q2 2026, filed 12 Aug 2026.