Holdings
| GE GENERAL ELECTRIC | $12.23B | 24.1% | 47,510,431 | −60,516 | −0.1% | Reduced |
| MSFT MICROSOFT CORP | $8.74B | 17.2% | 17,565,231 | +265,350 | +1.5% | Added |
| V VISA INC-CLASS A SHARES | $6.77B | 13.4% | 19,067,558 | +2,429,996 | +14.6% | Added |
| MCO MOODY'S CORP | $6.64B | 13.1% | 13,246,979 | +83,872 | +0.6% | Added |
| SPGI S&P GLOBAL INC | $5.85B | 11.5% | 11,091,623 | +730,354 | +7.0% | Added |
| CP CANADIAN PACIFIC KANSAS CITY | $4.19B | 8.3% | 52,826,885 | −2,086,400 | −3.8% | Reduced |
| CNI CANADIAN NATL RAILWAY CO | $2.39B | 4.7% | 22,989,066 | −3,910,012 | −14.5% | Reduced |
| GOOG ALPHABET INC-CL C | $2.30B | 4.5% | 12,966,235 | −889,500 | −6.4% | Reduced |
| FER FERROVIAL NV | $1.04B | 2.0% | 19,470,666 | +137,238 | +0.7% | Added |
| GOOGL ALPHABET INC-CL A | $556.0M | 1.1% | 3,155,110 | −930,000 | −22.8% | Reduced |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.