hohn-13f

13F disclosure

hohn 13f

reported through filed loaded disclosed holdings 10

Reported allocations

Quarter-end holdings from the manager’s 13F. Weight is calculated from the disclosed equity book; it is not our simulated mirror allocation and it is not a live portfolio.

GE GE AEROSPACE 32.64%
V VISA INC 22.30%
MCO MOODYS CORP 15.14%
SPGI S&P GLOBAL INC 14.45%
CP CANADIAN PACIFIC KANSAS CITY 8.86%
GOOG ALPHABET INC 5.62%
Unmapped FERROVIAL SE 2.94%
CNI CANADIAN NATL RY CO 2.45%
MSFT MICROSOFT CORP 2.45%
GOOGL ALPHABET INC 1.71%

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No playbook on file for this reported portfolio. The disclosure dates and reported allocations above are the source record.