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Reflection Asset Management

All holdings · as of Dec 31, 2025

506 positions

CompanyClassValueShares% of portfolio
CONSTELLATION BRANDS, INC.—$18.1K1310.0%
SS&C TECHNOLOGIES HOLDINGS, INC.—$18.1K2070.0%
TRIMBLE INC.—$18.1K2310.0%
Global Payments Inc—$18.1K2340.0%
INCYTE CORP—$18.3K1850.0%
BROWN & BROWN, INC.—$18.3K2300.0%
GARTNER INC—$18.4K730.0%
VANGUARD INDEX FDS—$18.5K630.0%
TYLER TECHNOLOGIES, INC.—$18.6K410.0%
Amcor PLC—$18.6K2,2360.0%
Quest Diagnostics Inc—$18.7K1080.0%
Principal Financial Group Inc—$19.0K2150.0%
West Pharmaceutical Services Inc—$19.0K690.0%
Charter Communications, Inc.—$19.0K910.0%
SUN LIFE FINANCIAL INC.—$19.3K3030.0%
Insulet Corp—$19.3K680.0%
CASEYS GENERAL STORES INC—$19.3K350.0%
AFFIRM HOLDINGS INC CLASS A—$19.4K2600.0%
Illumina Inc—$19.4K1480.0%
EXPEDITORS INTERNATIONAL OF WASHINGTON INC—$19.5K1310.0%
NEXTERA ENERGY INC—$19.6K2460.0%
Corpay Inc—$19.6K650.0%
Centene Corp—$19.7K4790.0%
SBA Communications Corp—$19.7K1020.0%
PTC Inc—$19.9K1140.0%
CHURCH & DWIGHT CO INC /DE—$19.9K2370.0%
LABCORP HOLDINGS INC.—$20.1K800.0%
W. R. Berkley Corporation—$20.3K2890.0%
HP INC—$20.3K9120.0%
WILLIAMS SONOMA INC—$20.4K1140.0%
DARDEN RESTAURANTS INC—$20.6K1120.0%
NetApp Inc—$20.7K1930.0%
NATWEST GROUP PLC—$20.8K1,1490.0%
Liberty Media Corp-Liberty Formula One—$20.9K2120.0%
LIVE NATION ENTERTAINMENT INC—$21.2K1490.0%
CoreWeave, Inc.—$21.3K2970.0%
T Rowe Price Group Inc—$21.4K2090.0%
United Therapeutics Corp—$21.4K440.0%
NOVO-NORDISK A S—$21.5K3950.0%
Waters Corp—$21.6K570.0%
Zoom Communications, Inc.—$21.7K2510.0%
FLEX LTD.—$21.7K3590.0%
ON Semiconductor Corp—$21.8K4030.0%
VeriSign Inc—$21.9K900.0%
KEYCORP /NEW—$21.9K1,0620.0%
PPG INDUSTRIES INC—$22.4K2190.0%
SOUTHWEST AIRLINES CO—$22.6K5470.0%
PULTEGROUP INC/MI—$22.6K1930.0%
LENNAR CORP /NEW—$22.7K2210.0%
Super Micro Computer, Inc.—$22.8K7790.0%
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