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Jlb & Associates Inc

All holdings · as of Jun 30, 2026

68 positions

CompanyClassValueShares% of portfolio
TORO CO$2.23M22,9150.3%
PACCAR INC$2.19M18,2330.3%
CBRE Group Inc$2.16M16,0440.3%
EBAY INC$2.09M18,6680.3%
Cboe Global Markets Inc$1.97M8,1180.3%
NVIDIA Corp$1.94M9,7170.3%
Mettler-Toledo International Inc$1.67M1,3110.2%
COSTCO WHOLESALE CORP /NEW$1.57M1,6770.2%
GILDAN ACTIVEWEAR INC$1.42M27,4400.2%
NEWMARKET CORP$1.14M1,4380.2%
Cognizant Technology Solutions Corp$800.1K20,6580.1%
EAGLE MATERIALS INC$689.4K3,0640.1%
CATERPILLAR INC$591.0K5550.1%
LOWES COMPANIES INC$532.3K2,4140.1%
CADENCE DESIGN SYSTEMS INC$507.1K1,3510.1%
Amazon.com Inc$360.8K1,5140.0%
KIMBERLY CLARK CORP$281.2K2,5620.0%
TE Connectivity PLC$252.0K1,2500.0%
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