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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| GE | GE AEROSPACE | 33.59% | 47,428,233 | $17,725,353,519 | -82,198 | -0.17% | $373.73 | 13F |
| V | VISA INC | 19.83% | 30,494,133 | $10,462,232,091 | 26,000 | 0.09% | $343.09 | 13F |
| MCO | MOODYS CORP | 12.3% | 14,334,027 | $6,492,167,509 | No Change | $452.92 | 13F | |
| SPGI | S&P GLOBAL INC | 10.87% | 14,081,957 | $5,735,017,808 | 46,647 | 0.33% | $407.26 | 13F |
| CP | CANADIAN PACIFIC KANSAS CITY | 7.44% | 45,325,726 | $3,925,911,608 | -1,196,197 | -2.57% | $86.62 | 13F |
| GOOG | ALPHABET INC | 6.65% | 9,938,819 | $3,511,682,917 | 1,084,800 | 12.25% | $353.33 | 13F |
| FER | FERROVIAL NV | 2.72% | 20,940,441 | $1,434,611,939 | 200,227 | 0.97% | $68.51 | 13F |
| CNI | CANADIAN NATL RY CO | 2.13% | 9,433,422 | $1,124,534,915 | -416,512 | -4.23% | $119.21 | 13F |
| GOOGL | ALPHABET INC | 1.66% | 2,457,000 | $878,058,090 | No Change | $357.37 | 13F | |
| MLM | MARTIN MARIETTA MATLS INC | 1.44% | 1,315,109 | $758,423,360 | 1,315,109 | New | $576.7 | 13F |
| VMC | VULCAN MATLS CO | 1.37% | 2,447,004 | $721,890,650 | 2,447,004 | New | $295.01 | 13F |
| MSFT | MICROSOFT CORP | -2,728,412 | Exited | 13F |