YCG, LLC 13F Holdings

CIK 0001584801

As of Sep 30, 2025, YCG, LLC reported 37 positions worth .3B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology220,140 14.0M8.56%
MASTERCARD INCMAFinancial Services171,358$97.5M7.32%
MOODYS CORPMCOFinancial Services184,431$87.9M6.60%
AMAZON.COM INCAMZNEquity343,761$75.5M5.67%
FAIR ISAAC CORPFICOTechnology44,418$66.5M4.99%
MSCI INCMSCIFinancial Services109,714$62.3M4.67%
ALPHABET INCGOOGEquity253,550$61.8M4.64%
COPART INCCPRTIndustrials1,293,787$58.2M4.37%
APPLE INCAAPLTechnology228,202$58.1M4.36%
WASTE MANAGEMENT INCWMIndustrials244,787$54.1M4.06%
AON PLCAONFinancial Services151,264$53.9M4.05%
REPUBLIC SERVICES INCRSGIndustrials207,774$47.7M3.58%
MARSH & MCLENNAN COMPANIES INCMMCFinancial Services228,014$46.0M3.45%
INTUIT INCINTUTechnology62,986$43.0M3.23%
S&P GLOBAL INCSPGIFinancial Services85,103$41.4M3.11%
VERISK ANALYTICS INCVRSKIndustrials148,028$37.2M2.80%
CBRE GROUP INCCBREReal Estate205,390$32.4M2.43%
COSTAR GROUP INCCSGPReal Estate359,321$30.3M2.28%
CME GROUP INCCMEFinancial Services107,161$29.0M2.17%
CANADIAN PACIFIC KANSAS CITY LTDCPIndustrials387,344$28.9M2.17%
CANADIAN NATIONAL RAILWAY COCNIIndustrials291,786$27.5M2.07%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services49,325$24.8M1.86%
VISA INC-CLASS A SHARESVFinancial Services61,242$20.9M1.57%
FERRARI NVRACEConsumer Cyclical38,442 8.7M1.40%
PROCTER & GAMBLE COPGConsumer Defensive115,624 7.8M1.33%