YCG, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, YCG, LLC held in its portfolio 44 assets valued at $1,325,449,913 (i.e. $1.33B).

The most valuable assets in the portfolio included: MOODYS CORP ($92.47M), MASTERCARD INCORPORATED ($91.93M), and MICROSOFT CORP ($84.10M).

The chart below shows the top 10 valuable assets, and the table below shows the top 44 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in YCG, LLC Portfolio
MOODYS CORP
MASTERCARD INCORPORATED
MICROSOFT CORP
FAIR ISAAC CORP
ALPHABET INC
MSCI INC
COPART INC
WASTE MGMT INC DEL
AON PLC
AMAZON COM INC
YCG, LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
MOODYS CORP 181005 92466405 COM
MASTERCARD INCORPORATED 161036 91932232 CL A
MICROSOFT CORP 173891 84097393 COM
FAIR ISAAC CORP 42187 71322312 COM
ALPHABET INC 203895 63982251 CAP STK CL C
MSCI INC 110286 63274387 COM
COPART INC 1480257 57952062 COM
WASTE MGMT INC DEL 245540 53947594 COM
AON PLC 151443 53441206 SHS CL A
AMAZON COM INC 198050 45713921 COM
S&P GLOBAL INC 85851 44864875 COM
MARSH & MCLENNAN COS INC 240693 44653366 COM
REPUBLIC SVCS INC 210414 44593040 COM
INTUIT 63286 41921913 COM
VERISK ANALYTICS INC 186418 41699843 COM
CME GROUP INC 125225 34196443 COM
LINDE PLC 79425 33866026 SHS
TRANSDIGM GROUP INC 23288 30969547 COM
CANADIAN NATL RY CO 293152 28978076 COM
CBRE GROUP INC 179785 28907631 CL A
CANADIAN PACIFIC KANSAS CITY 389690 28692875 COM
BERKSHIRE HATHAWAY INC DEL 48926 24592654 CL B NEW
COSTAR GROUP INC 359225 24154289 COM
FERRARI N V 64367 23787469 COM
VISA INC 61125 21437149 COM CL A
META PLATFORMS INC 25863 17071908 CL A
PROCTER AND GAMBLE CO 117047 16774006 COM
COLGATE PALMOLIVE CO 208887 16506251 COM
ADOBE INC 46075 16125790 COM
APPLE INC 57659 15675257 COM
PROGRESSIVE CORP 64149 14608011 COM
CRH PLC 114294 14263892 ORD
VULCAN MATLS CO 45050 12849161 COM
MARTIN MARIETTA MATLS INC 20509 12770134 COM
COCA COLA CO 76066 5317804 COM
ISHARES TR 16345 1640712 0-3 MNTH TREASRY
BERKSHIRE HATHAWAY INC DEL 2 1509600 CL A
STRYKER CORPORATION 3926 1379872 COM
EQUIFAX INC 6000 1301880 COM
JOHNSON & JOHNSON 4340 898163 COM
AMGEN INC 1598 523042 COM
CATERPILLAR INC 596 341431 COM
OREILLY AUTOMOTIVE INC 2625 239427 COM
SCHWAB CHARLES CORP 2088 208613 COM