← Home·François Rochon

François Rochon's Stock Portfolio

$2.7B AUM51 positions

EDGAR13F-HR·2026-05-15

Concentration · Top 10

Top 10 = 53.4% of portfolio

#	Security	Activity ↕	Weight ↕	Held Since ↕	Est. Cost ⓘ	Price vs Est. Cost ↕ ⓘ as of today
1	BRK/BBERKSHIRE HATHAWAY INC DEL	Trimmed -25%	6.64%	≤ Q1 2021	N/A	N/A
2	GOOGALPHABET INC	Trimmed -3%	6.52%	≤ Q1 2021	N/A	N/A
3	METAMETA PLATFORMS INC	Trimmed -2%	6.45%	≤ Q1 2021	N/A	N/A
4	HEI/AHEICO CORP NEW	Trimmed -2%	5.71%	≤ Q1 2021	N/A	N/A
5	SCHWSCHWAB CHARLES CORP	Trimmed -3%	5.29%	≤ Q1 2021	N/A	N/A
6	FIVEFIVE BELOW INC	Trimmed -3%	5.16%	≤ Q1 2021	N/A	N/A
7	AMEAMETEK INC	Trimmed -38%	4.80%	≤ Q1 2021	N/A	N/A
8	MEDPMEDPACE HLDGS INC	Trimmed -3%	4.50%	Q3 2023	$305.15	+41.8%
9	VVISA INC	Trimmed -3%	4.39%	≤ Q1 2021	N/A	N/A
10	IBPINSTALLED BLDG PRODS INC	Trimmed -22%	3.92%	Q4 2021	$119.35	+79.5%
11	PGRPROGRESSIVE CORP	Trimmed -2%	3.83%	≤ Q1 2021	N/A	N/A
12	GOOGLALPHABET INC	Trimmed -4%	3.67%	≤ Q1 2021	N/A	N/A
13	KEYSKEYSIGHT TECHNOLOGIES INC	Trimmed -3%	3.34%	≤ Q1 2021	N/A	N/A
14	NVRNVR INC	Trimmed -3%	3.29%	≤ Q1 2021	N/A	N/A
15	BKNGBOOKING HOLDINGS INC.	Trimmed -2%	3.25%	Q1 2024	$145.18	+10.9%
16	ADPAUTOMATIC DATA PROCESSING IN	New	3.12%	Q1 2026	$227.78	-1.1%
17	MKLMARKEL CORP	Trimmed -2%	3.01%	≤ Q1 2021	N/A	N/A
18	KNSLKINSALE CAPITAL GROUP IN	Added +2%	2.74%	Q3 2023	$432.69	-28.3%
19	BFAMBRIGHT HORIZONSFAMILY SOLUTION	Added +81%	2.23%	Q4 2025	$93.42	-27.5%
20	OZKBANK OZK LITTLE ROCK ARK	Trimmed -3%	2.07%	≤ Q1 2021	N/A	N/A
21	ADIANALOG DEVICES INC	Trimmed -3%	1.99%	Q4 2021	$176.22	+125.3%
22	ANETARISTA NETWORKS INC	Added +1%	1.90%	Q2 2025	$87.81	+75.4%
23	DISDISNEY WALT CO	Trimmed -1%	1.89%	≤ Q1 2021	N/A	N/A
24	RMDRESMED INC	Trimmed -2%	1.89%	Q3 2025	$271.60	-23.4%
25	BROBROWN & BROWN	Trimmed -2%	1.80%	Q4 2024	$92.81	-37.7%
26	LFUSLITTELFUSE INC	Trimmed -1%	1.00%	≤ Q1 2021	N/A	N/A
27	LULULULULEMON ATHLETICA INC	Trimmed -1%	0.80%	≤ Q1 2021	N/A	N/A
28	SUNBSUNBELT RENTALS HLDGS IN GB SHRS	New	0.65%	Q1 2026	$70.19	+11.0%
29	AAONAAON INC	New	0.61%	Q1 2026	$90.77	+48.3%
30	JPMJPMORGAN CHASE & CO	Added +1%	0.56%	≤ Q1 2021	N/A	N/A
31	MAMASTERCARD INCORPORATED	Trimmed -2%	0.51%	≤ Q1 2021	N/A	N/A
32	FNDFLOOR & DECOR HLDGS INC	Trimmed -2%	0.43%	Q2 2022	$80.66	-40.2%
33	TWFGTWFG INC	Added +67%	0.37%	Q2 2025	$27.53	-31.5%
34	FERGFERGUSON ENTERPRISES INC	Added +1%	0.31%	Q4 2024	$194.39	+14.9%
35	BRK/ABERKSHIRE HATHAWAY INC DEL		0.29%	≤ Q1 2021	N/A	N/A
36	BLDRBUILDERS FIRSTSOURCE INC	Added +2%	0.28%	Q1 2025	$142.09	-47.8%
37	AAPLAPPLE INC	Trimmed -9%	0.14%	≤ Q1 2021	N/A	N/A
38	TSMTAIWAN SEMICONDUCTOR MFG LTD	Trimmed -49%	0.10%	≤ Q1 2021	N/A	N/A
39	YUMCYUM CHINA HLDGS INC		0.06%	Q3 2024	$32.56	+36.9%
40	GLDSPDR GOLD TR		0.06%	Q4 2021	$167.94	+146.4%
41	SPYSPDR S&P 500 ETF		0.06%	≤ Q1 2021	N/A	N/A
42	MTBM & T BK CORP	Trimmed -0.1%	0.06%	Q2 2021	$133.78	+59.4%
43	RSPINVESCO S&P500 EQ WGT ETF	New	0.04%	Q1 2026	$197.42	+4.6%
44	QQQMINVESCO EXCH TRADED FD TR II	New	0.04%	Q1 2026	$249.82	+18.3%
45	ITBISHARES TR	Trimmed -7%	0.04%	Q2 2021	$77.04	+18.1%
46	BIRKBIRKENSTOCK HLDG PLC		0.04%	Q4 2024	$50.74	-18.4%
47	ODFLOLD DOMINION FREIGHT LINE IN	Trimmed -5%	0.04%	≤ Q1 2021	N/A	N/A
48	CPRTCOPART INC		0.03%	Q2 2022	$36.83	-8.2%
49	MSFTMICROSOFT CORP	Added +12%	0.03%	Q4 2024	$422.28	-0.9%
50	SITESITEONE LANDSCAPE SUPPLY INC		0.02%	Q4 2021	$229.28	-50.6%
51	NVONOVO-NORDISK A S ADR		0.02%	≤ Q1 2021	N/A	N/A

Closed this quarter · 4

Security	Activity	Preceding Weight	Held Since	Est. Cost ⓘ
COFCAPITAL ONE FINL CORP	Sold	0.07%	Q3 2024	$139.34
DFHDREAM FINDERS HOMES	Sold	0.02%	Q4 2023	$24.88
ISRGINTUITIVE SURGICAL INC	Sold	0.01%	Q4 2024	$532.37
COSTCOSTCO WHSL CORP NEW	Sold	0.01%	Q1 2022	$860.74