Back to 111 Capital

111 Capital

All holdings · as of Dec 31, 2025

322 positions

CompanyClassValueShares% of portfolio
XCEL ENERGY INC$777.1K10,5210.2%
DoorDash, Inc.$776.6K3,4290.2%
QIAGEN N.V.$776.2K16,9670.2%
INTUIT INC.$775.0K1,1700.2%
MCDONALD'S CORP$774.2K2,5330.2%
NXP Semiconductors N.V.$771.4K3,5540.2%
SPOTIFY TECHNOLOGY SA$749.7K1,2910.2%
CHEVRON CORP$749.6K4,9180.2%
Fortinet Inc$746.4K9,3990.2%
3M CO$728.3K4,5490.2%
Uber Technologies, Inc$719.0K8,8000.2%
MANULIFE FINANCIAL CORP$715.0K19,6920.2%
Western Digital Corp$713.4K4,1410.2%
ALLSTATE CORP$708.3K3,4030.2%
CINTAS CORP$706.4K3,7560.2%
Cheniere Energy, Inc.$700.4K3,6030.2%
Accenture plc$695.2K2,5910.2%
ROYAL CARIBBEAN CRUISES LTD$688.1K2,4670.2%
HCA Healthcare, Inc.$685.4K1,4680.1%
ENBRIDGE INC$684.3K14,3010.1%
PDD Holdings Inc.PDDADR$682.4K6,0180.1%
ASSOCIATED BANC-CORP$680.6K26,4190.1%
THERMO FISHER SCIENTIFIC INC.$665.8K1,1490.1%
SS ENERGY SELECT SECTOR$663.3K14,8350.1%
CENOVUS ENERGY INC$662.8K39,1800.1%
IDEXX LABORATORIES INC /DE$653.5K9660.1%
CATERPILLAR INC$650.2K1,1350.1%
FERROVIAL SE$649.7K10,0290.1%
Motorola Solutions, Inc.$641.7K1,6740.1%
MercadoLibre, Inc.$630.5K3130.1%
Baker Hughes Co$623.2K13,6850.1%
CANADIAN IMPERIAL BANK OF COMMERCE /CAN$622.2K6,8640.1%
Marvell Technology, Inc.$614.4K7,2300.1%
EQT Corp$602.4K11,2390.1%
STELLANTIS NV$589.8K53,0690.1%
FRANCO-NEVADA CORP$578.3K2,7900.1%
ORACLE CORP$578.3K2,9670.1%
Alnylam Pharmaceuticals Inc$577.0K1,4510.1%
CUBESMART$563.2K15,6240.1%
ROGERS COMMUNICATIONS INC-B$562.6K14,9050.1%
ELECTRONIC ARTS INC.$561.9K2,7500.1%
LAS VEGAS SANDS CORP$556.5K8,5500.1%
Moody's Corp$554.3K1,0850.1%
Trane Technologies plc$553.1K1,4210.1%
Northrop Grumman Corp$551.4K9670.1%
INVESCO S&P 500 LOW VOLATILI$546.6K7,6530.1%
ILLINOIS TOOL WORKS INC$544.8K2,2120.1%
PUBLIC SERVICE ENTERPRISE GROUP INC$544.4K6,7790.1%
ALTRIA GROUP, INC.$539.6K9,3590.1%
Vulcan Materials Co$537.9K1,8860.1%
← PrevPage 3 of 7Next →