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Q2 2025 → Q2 2026 · change in portfolio weight
| Security | Q2 2025 | Q2 2026 | Change |
|---|---|---|---|
Ticker unavailableASML HOLDING N V | 2.2% | 10.9% | +8.7% |
FICOFAIR ISAAC CORP | 31.0% | 25.8% | -5.3% |
MCOMOODY'S CORP | 14.6% | 19.1% | +4.6% |
INTUINTUIT INC | 4.6% | 1.6% | -3.0% |
| 7.2% | 5.1% | -2.1% | |
| 18.4% | 17.6% | -0.9% | |
EFXEQUIFAX INC | 0.8% | — | -0.8% |
MSCIMSCI INC | 0.8% | — | -0.8% |
SPGIS&P GLOBAL INC | 20.4% | 19.9% | -0.5% |