hohn-13f

13F disclosure

hohn 13f

reported through filed loaded disclosed holdings 11

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 37.06%
V VISA INC 21.88%
MCO MOODYS CORP 13.58%
SPGI S&P GLOBAL INC 11.99%
CP CANADIAN PACIFIC KANSAS CITY 8.21%
GOOG ALPHABET INC 6.65%
Unmapped FERROVIAL NV 2.72%
CNI CANADIAN NATL RY CO 2.35%
GOOGL ALPHABET INC 1.84%
MLM MARTIN MARIETTA MATLS INC 1.59%
VMC VULCAN MATLS CO 1.51%

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