Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
MSFT Microsoft Corp	3.9M	$2B	14.0%	—	$269.36	+80.98%	24 qtrs	Decreased 0
AMZN Amazon.com Inc	5.9M	$1.3B	9.1%	—	$215.36	+7.97%	4 qtrs	Decreased 0
MA Mastercard Inc	1.9M	$1.1B	7.5%	—	$499.29	+15.47%	12 qtrs	Increased 94
TDG TransDigm Group Inc	747,970	$985.8M	6.9%	—	$1,297.71	+1.44%	3 qtrs	Increased 79
GOOG Alphabet Inc	3.6M	$870.8M	6.1%	—	$95.67	+228.80%	28 qtrs	Unchanged 0
META Meta Platforms Inc	1.2M	$861.4M	6.0%	—	$708.64	-6.02%	3 qtrs	Increased 90
V Visa Inc	2.5M	$848.2M	5.9%	—	$287.54	+22.73%	20 qtrs	Increased 85
TSM TAIWAN SEMICONDUCTOR MFG LTD	2.6M	$738.2M	5.2%	—	$217.17	+37.95%	6 qtrs	Increased 84
FERG FERGUSON ENTERPRISES INC	3M	$668.8M	4.7%	—	$160.23	+40.22%	4 qtrs	Decreased 0
SO Southern Co/The	6.1M	$577.5M	4.0%	—	$88.78	-1.37%	4 qtrs	Increased 79
REXR Rexford Industrial Realty Inc	9.2M	$377.8M	2.6%	—	$36.75	+6.94%	4 qtrs	Unchanged 0
ETR Entergy Corp	3.2M	$300.3M	2.1%	—	$66.01	+40.52%	8 qtrs	Decreased 0
AEP American Electric Power Co Inc	2.6M	$288.7M	2.0%	—	$93.26	+23.40%	9 qtrs	Decreased 0
DTE DTE Energy Co	2M	$282.6M	2.0%	—	$121.02	+7.24%	9 qtrs	Increased 79
BN BROOKFIELD CORP	5.7M	$262.7M	1.8%	—	$32.21	+43.73%	10 qtrs	Increased 68
EFX Equifax Inc	1M	$261.5M	1.8%	—	$220.77	0.00%	1 qtr	New 71
PNW Pinnacle West Capital Corp	2.9M	$258M	1.8%	—	$88.39	0.00%	1 qtr	New 71
UNP Union Pacific Corp	1M	$241.8M	1.7%	—	$234.81	-0.75%	2 qtrs	Unchanged 0
NI NiSource Inc	5.4M	$233.3M	1.6%	—	$32.70	+27.72%	9 qtrs	Increased 52
SPGI S&P Global Inc	468,653	$228.1M	1.6%	—	$527.69	0.00%	1 qtr	New 71
GOOGL Alphabet Inc	839,870	$204.2M	1.4%	—	$136.53	+129.87%	28 qtrs	Decreased 0
WEC WEC Energy Group Inc	1.4M	$159M	1.1%	—	$101.86	+3.28%	9 qtrs	Increased 60
CSX CSX Corp	4.1M	$144.6M	1.0%	—	$28.15	+29.39%	25 qtrs	Decreased 0
WDC Western Digital Corp	1.1M	$137.6M	1.0%	—	$62.05	+183.74%	4 qtrs	Unchanged 0
AEE Ameren Corp	1.2M	$130.3M	0.9%	—	$74.27	+35.64%	9 qtrs	Unchanged 0
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Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

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MAMastercard Inc

Q2 2025 → Q4 2025+966,871 shares+$569M

NINiSource Inc

Q2 2025 → Q4 2025+2.5M shares+$116.3M

SOSouthern Co/The

Q2 2025 → Q4 2025+3.9M shares+$372.5M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer