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TaxesAreTheft
🇧🇲 Bermuda · @TaxesAreTheft

Land | Tobacco

https://whitewillowresearch.substack.com
https://x.com/WWillowResearch

Positions10
Dividend received$7.118
Investing since05.2025

Positions

Title
Weight
Position
P/L
Parker-Hannifin logo
Parker-Hannifin
PHx0.089
15.20% 
$81.69
$917.87
+$27.63
51.10%
HEICO Corp logo
HEICO Corp
HEIx0.206
12.75% 
$68.50
$332.70
+$16.99
33.00%
Danaher logo
Danaher
DHRx0.284
12.12% 
$65.13
$229.25
+$8.62
15.26%
Markel Grp logo
Markel Grp
MKLx0.0291
10.50% 
$56.43
$1,939.25
+$2.00
3.67%
Arthur J. Gallag logo
Arthur J. Gallag
AJGx0.177
9.31% 
$50.02
$283.23
-$6.49
11.49%
Roper Tech logo
Roper Tech
ROPx0.102
9.07% 
$48.76
$476.60
-$7.76
13.72%
TransDigm Group logo
TransDigm Group
TDGx0.0403
8.99% 
$48.32
$1,197.76
-$8.18
14.48%
Tyler Tech logo
Tyler Tech
TYLx0.104
8.16% 
$43.85
$420.61
-$12.66
22.40%
Real-time data from LSX · Fundamentals & EOD data from FactSet

Sold

Allocation

Total Net Worth

$537.35

Performance

Portfolio Performance

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Real-time data from LSX · Fundamentals & EOD data from FactSet