|
MSFT
|
US |
MICROSOFT CORP |
1,758,009 |
$741M |
8.57% |
2.2%
|
- |
|
PGR
|
US |
PROGRESSIVE CORP |
2,827,156 |
$677M |
7.83% |
0.1%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
2,408,143 |
$528M |
6.11% |
-21.5%
|
- |
|
CP
|
US |
CANADIAN PACIFIC KANSAS CITY |
7,076,635 |
$512M |
5.92% |
-9.9%
|
- |
|
FLUT
|
US |
FLUTTER ENTERTAINMENT PLC-DI |
1,877,383 |
$485M |
5.61% |
3.4%
|
- |
|
FI
|
US |
FISERV INC |
2,324,599 |
$478M |
5.52% |
-9.8%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
801,442 |
$469M |
5.43% |
-22.1%
|
- |
|
GE
|
US |
GENERAL ELECTRIC |
2,404,557 |
$401M |
4.64% |
22.9%
|
- |
|
CRH
|
US |
CRH PLC |
4,328,892 |
$401M |
4.63% |
-2.0%
|
- |
|
ACGL
|
US |
ARCH CAPITAL GROUP LTD |
3,987,972 |
$368M |
4.26% |
25.8%
|
- |
|
GEHC
|
US |
GE HEALTHCARE TECHNOLOGY |
4,572,382 |
$357M |
4.13% |
-19.5%
|
- |
|
IBKR
|
US |
INTERACTIVE BROKERS GRO-CL A |
1,848,173 |
$327M |
3.78% |
-45.4%
|
- |
|
RNR
|
US |
RENAISSANCERE HOLDINGS LTD |
1,294,662 |
$322M |
3.73% |
-31.7%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
1,479,505 |
$282M |
3.26% |
-54.7%
|
- |
|
COF
|
US |
CAPITAL ONE FINANCIAL CORP |
1,565,495 |
$279M |
3.23% |
100.0%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
862,868 |
$273M |
3.15% |
-26.9%
|
- |
|
CME
|
US |
CME GROUP INC |
964,421 |
$224M |
2.59% |
100.0%
|
- |
|
LLY
|
US |
ELI LILLY & CO |
280,981 |
$217M |
2.51% |
100.0%
|
- |
|
FCNCA
|
US |
FIRST CITIZENS BCSHS -CL A |
102,516 |
$217M |
2.51% |
-58.8%
|
- |
|
MA
|
US |
MASTERCARD INC - A |
388,726 |
$205M |
2.37% |
-38.8%
|
- |