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TaxesAreTheft

@TaxesAreTheft · 🇧🇲 Bermuda

Investing in Shareholder Value | GetQuins Authority on Tobacco
North America Top X Compounders https://www.wikifolio.com/de/de/w/wf000natxc
https://app.godelterminal.com/?via=WWR

Positions10

Investing since05.2025

Positions

Title

Weight

Position

P/L

HEICO Corp

HEIx0.226

10.23%

$58.89

$260.69

+$2.38

4.21%

Arthur J. Gallag

AJGx0.177

10.14%

$58.36

$330.47

+$1.85

3.27%

TransDigm Group

TDGx0.0403

10.09%

$58.11

$1,440.35

+$1.61

2.84%

Fair Isaac

FICOx0.0285

10.02%

$57.66

$2,025.89

+$1.16

2.06%

Roper Tech

ROPx0.102

9.99%

$57.54

$562.42

+$1.02

1.81%

TPL

Texas Pacific

TPLx0.0433

9.99%

$57.50

$1,326.98

+$0.99

1.75%

Constel Software

CSUx0.0157

9.97%

$57.39

$3,644.79

+$0.89

1.58%

Parker-Hannifin

PHx0.093

9.92%

$57.12

$614.00

+$0.61

1.08%

Tyler Tech

TYLx0.104

9.89%

$56.96

$546.44

+$0.46

0.82%

Danaher

DHRx0.284

9.76%

$56.21

$197.86

-$0.29

0.52%

LSX Data · Fundamentals & EOD data from FactSet

Allocation

Total Net Worth$575.74

Performance

Portfolio Performance

We are calculating your portfolio performance.

LSX Data · Fundamentals & EOD data from FactSet