EULAV Asset Management

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 30, 2024), EULAV Asset Management reported 175 stock positions worth $3.6 billion. Its top holding was Transdigm (TDG) at 3.8% of the portfolio, followed by Cintas (CTAS, 3.3%) and MSCI (MSCI, 2.6%). Compared with Q4 2023, it opened 5 new positions, sold out of 6, added to 52 and reduced 63. The biggest buy was MSCI (MSCI, shares +58%) and the biggest sale Roper Technologies (ROP, shares −28%).

Most Recent 13F
Q2 2026
Location
SARASOTA, FL
CIK
0001540826
Portfolio Value
$3.6B (Q1 2024)
SEC Filing
0001085146-24-002681 ↗ filed May 30, 2024

Holdings Value

0$1.0B$2.0B$3.0B$4.0B$5.0B Q1 2024: $3.6B $3.6B Q1 2024 Q2 2024: $3.7B Q2 2024 Q3 2024: $4.1B Q3 2024 Q4 2024: $4.2B Q4 2024 Q1 2025: $4.0B Q1 2025 Q2 2025: $4.3B Q2 2025 Q3 2025: $4.3B Q3 2025 Q4 2025: $3.7B Q4 2025 Q1 2026: $3.1B Q1 2026 Q2 2026: $3.1B Q2 2026

Holdings 175 stocks · $3.6B
TDG Transdigm Group Inc. 3.76% 111,057 $136.8M Reduce -3.1%
CTAS Cintas Corp. 3.25% 172,272 $118.4M Reduce -5.0%
MSCI MSCI Inc. 2.61% 169,603 $95.1M Add +58.1%
TYL Tyler Technologies Inc. 2.53% 216,784 $92.1M Add +14.8%
IT Gartner Inc. 2.51% 191,700 $91.4M Add +7.9%
WRB WR Berkley Corp. filed as BERKLEY W R CORP 2.42% 996,260 $88.1M Add +2.8%
CDW CDW Corp. 2.41% 342,509 $87.6M Add +24.1%
CDNS Cadence Design SYS Inc. 2.41% 281,308 $87.6M Add +0.0%
LII Lennox International Inc. 2.35% 174,500 $85.3M Add +6.6%
FICO Fair Isaac Corp. 2.25% 65,600 $82.0M Add +1.2%
POOL Pool Corp. 2.08% 187,261 $75.6M Add +10.3%
CHE Chemed Corp. 1.97% 111,399 $71.5M Add +7.5%
HEI Heico Corp. 1.85% 352,093 $67.2M Add +23.4%
IDXX Idexx Laboratories Inc. 1.78% 120,015 $64.8M Add +13.1%
WCN Waste Connections Inc. 1.72% 363,232 $62.5M Add +6.5%
MPWR Monolithic Power Systems Inc. 1.58% 84,674 $57.4M Add +22.2%
AFG American Financial Group Inc. 1.52% 406,092 $55.4M Add +8.4%
MSI Motorola Solutions Inc. 1.52% 156,100 $55.4M Add +6.8%
NOW ServiceNow Inc. 1.51% 71,864 $54.8M No change
IQV Iqvia Holdings Inc. 1.45% 208,000 $52.6M Add +43.5%
RSG Republic Services Inc. 1.44% 274,454 $52.5M No change
WST West Pharmaceutical Services 1.40% 128,621 $50.9M Add +0.0%
NVDA Nvidia Corp. 1.36% 54,614 $49.3M Reduce -6.7%
ROP Roper Technologies Inc. 1.29% 83,569 $46.9M Reduce -28.3%
COST Costco Wholesale Corp. 1.29% 63,805 $46.7M Add +0.0%
SYK Stryker Corp. 1.18% 120,044 $43.0M No change
GIB Cgi Inc. 1.14% 376,610 $41.6M Add +8.7%
ICE Intercontinental Exchange Inc. 1.13% 297,833 $40.9M No change
UNP Union Pacific Corp. 1.11% 164,100 $40.4M No change
INTU Intuit Inc. 1.10% 61,610 $40.0M Reduce -0.3%
ACN Accenture PLC Class A 1.09% 113,951 $39.5M Reduce 0.0%
UBER Uber Technologies Inc. 1.08% 512,000 $39.4M Reduce -6.9%
META Meta Platforms Inc. Class A 1.06% 79,417 $38.6M Reduce -4.3%
CHDN Churchill Downs Inc. 1.01% 296,762 $36.7M No change
CRM Salesforce Inc. 0.89% 107,405 $32.3M Reduce -4.0%
TDY Teledyne Technologies Inc. 0.85% 72,200 $31.0M No change
RLI Rli Corp. 0.85% 207,000 $30.7M Reduce -0.0%
EXPO Exponent Inc. 0.81% 358,000 $29.6M Reduce -3.1%
AMZN Amazon.com Inc. 0.80% 161,043 $29.0M Reduce -1.2%
ADBE Adobe Inc. 0.78% 56,400 $28.5M Reduce -7.2%
SPGI S&P Global Inc. 0.77% 66,192 $28.2M Reduce -27.8%
MRSH Marsh & McLennan Cos 0.75% 132,000 $27.2M No change
GOOGL Alphabet Inc. Class A 0.71% 171,000 $25.8M Reduce -5.5%
FIX Comfort Systems USA Inc. 0.70% 80,604 $25.6M Add +7.3%
SNPS Synopsys Inc. 0.70% 44,605 $25.5M Add +0.0%
MSFT Microsoft Corp. 0.68% 58,533 $24.6M Reduce -1.6%
MA Mastercard Inc. Class A 0.64% 48,613 $23.4M Reduce -1.6%
AMD Advanced Micro Devices 0.62% 125,000 $22.6M Reduce -5.3%
EPAM Epam Systems Inc. 0.60% 79,660 $22.0M Add +6.0%
EXAS Exact Sciences Corp. 0.60% 318,000 $22.0M Add +23.7%
ZTS Zoetis Inc. 0.59% 126,500 $21.4M Reduce -0.4%
SPSC SPS Commerce Inc. 0.53% 104,500 $19.3M No change
MTD Mettler-Toledo International 0.52% 14,100 $18.8M No change
V Visa Inc. Class A 0.51% 67,013 $18.7M Reduce -1.5%
ATR Aptargroup Inc. 0.51% 128,928 $18.6M No change
AAON Aaon Inc. 0.51% 208,500 $18.4M No change
CRWD CrowdStrike Holdings Inc. Class A 0.48% 54,307 $17.4M Reduce -11.0%
TMO Thermo Fisher Scientific Inc. 0.47% 29,400 $17.1M Reduce -0.0%
CACI Caci International Inc. Class A 0.47% 45,000 $17.0M Add +5.9%
JJSF J & J Snack Foods Corp. 0.46% 115,000 $16.6M Reduce -11.3%
NFLX Netflix Inc. 0.45% 27,007 $16.4M Reduce -2.5%
BKNG Booking Holdings Inc. 0.44% 4,402 $16.0M Reduce -12.0%
MTCH Match Group Inc. 0.44% 440,161 $16.0M Add +31.8%
VRTX Vertex Pharmaceuticals Inc. 0.44% 37,900 $15.8M Reduce -1.3%
ANSS Ansys Inc. 0.43% 45,400 $15.8M No change
EME Emcor Group Inc. 0.41% 42,623 $14.9M Reduce -0.0%
EXEL Exelixis Inc. 0.40% 610,000 $14.5M Reduce -6.2%
FSS Federal Signal Corp. 0.39% 169,003 $14.3M Add +28.0%
WWD Woodward Inc. 0.39% 93,000 $14.3M No change
RBC RBC Bearings Inc. 0.39% 52,500 $14.2M No change
HOOD Robinhood Markets Inc. Class A 0.39% 700,000 $14.1M Add +4.5%
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.38% 8,200 $14.0M Reduce -18.0%
DHR Danaher Corp. 0.38% 54,600 $13.6M No change
COIN Coinbase Global Inc. Class A 0.37% 51,000 $13.5M New
FANG Diamondback Energy Inc. 0.37% 68,000 $13.5M Reduce -6.8%
FN Fabrinet 0.36% 70,200 $13.3M Add +13.8%
BMI Badger Meter Inc. 0.36% 81,700 $13.2M Add +7.4%
WTS Watts Water Technologies-A 0.36% 61,647 $13.1M No change
EXLS Exlservice Holdings Inc. 0.35% 397,500 $12.6M No change
PLUS Eplus Inc. 0.34% 158,400 $12.4M Reduce -10.6%
DXCM Dexcom Inc. 0.34% 89,013 $12.3M Reduce -9.2%
SIGI Selective Insurance Group 0.33% 110,193 $12.0M Add +1.9%
DKNG Draftkings Inc. Class A 0.32% 257,000 $11.7M Add +10.8%
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.32% 66,708 $11.6M No change
ENSG The Ensign Group Inc. 0.32% 92,500 $11.5M Add +20.9%
WDAY Workday Inc. Class A 0.32% 42,000 $11.5M Reduce -3.5%
PRI Primerica Inc. 0.31% 44,400 $11.2M No change
ELS Equity Lifestyle Properties 0.31% 172,300 $11.1M No change
BLD Topbuild Corp. 0.30% 24,400 $10.8M Reduce -0.0%
ROL Rollins Inc. 0.29% 231,049 $10.7M Reduce -0.0%
BMRN Biomarin Pharmaceutical Inc. 0.29% 121,800 $10.6M Reduce -6.3%
OKTA Okta Inc. 0.28% 99,000 $10.4M Reduce -2.0%
CROX Crocs Inc. 0.28% 71,700 $10.3M No change
FCN Fti Consulting Inc. 0.28% 48,500 $10.2M No change
MSA Msa Safety Inc. 0.28% 52,100 $10.1M Add +15.5%
AYI Acuity Inc. 0.27% 37,000 $9.9M New
AAPL Apple Inc. 0.26% 56,048 $9.6M Reduce -6.6%
SHOP Shopify Inc. Class A 0.25% 120,000 $9.3M Add +17.6%
MEDP Medpace Holdings Inc. 0.25% 22,100 $8.9M No change
SITE Siteone Landscape Supply Inc. 0.25% 51,100 $8.9M Add +2.2%
USPH U.S. Physical Therapy Inc. 0.24% 77,800 $8.8M No change
SLGN Silgan Holdings Inc. 0.23% 172,600 $8.4M No change
CVCO Cavco Industries Inc. 0.23% 20,800 $8.3M No change
SF Stifel Financial Corp. 0.22% 104,470 $8.2M Reduce -0.0%
WING Wingstop Inc. 0.22% 21,804 $8.0M Add +0.0%
ROKU Roku Inc. 0.22% 121,000 $7.9M Add +59.2%
SAIC Science Applications Inte 0.21% 59,600 $7.8M Add +32.7%
TSLA Tesla Inc. 0.21% 44,000 $7.7M Reduce -3.3%
CSL Carlisle Cos Inc. 0.21% 19,400 $7.6M No change
TWLO Twilio Inc. Class A 0.21% 124,000 $7.6M Add +40.9%
NSIT Insight Enterprises Inc. 0.21% 40,821 $7.6M Add +39.8%
RIVN Rivian Automotive Inc. Class A 0.20% 680,000 $7.4M Add +33.3%
SNAP Snap Inc. Class A 0.20% 640,000 $7.3M Add +25.5%
TNET Trinet Group Inc. 0.20% 55,400 $7.3M No change
PYPL PayPal Holdings Inc. 0.19% 105,029 $7.0M Reduce -8.7%
FFIN First Finl Bankshares Inc. 0.19% 206,496 $6.8M No change
LSTR Landstar System Inc. 0.18% 33,800 $6.5M No change
WK Workiva Inc. 0.18% 76,400 $6.5M No change
TXRH Texas Roadhouse Inc. 0.18% 41,600 $6.4M No change
TREX Trex Company Inc. 0.18% 64,000 $6.4M No change
LULU Lululemon Athletica Inc. 0.17% 16,200 $6.3M Reduce -1.8%
KAI Kadant Inc. 0.17% 18,700 $6.1M Add +38.5%
AON Aon PLC Class A 0.17% 18,000 $6.0M Reduce -74.2%
BABA Alibaba Group Holding-SP ADR 0.16% 81,000 $5.9M Add +2.5%
LYFT LYFT Inc. Class A 0.16% 300,000 $5.8M Add +66.7%
TT Trane Technologies PLC 0.16% 19,000 $5.7M No change
KWR Quaker Chemical Corporation 0.15% 26,700 $5.5M No change
FISV Fiserv Inc. 0.14% 32,805 $5.2M Reduce -0.0%
POST Post Holdings Inc. filed as POST HLDGS INC 0.14% 47,900 $5.1M New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.14% 130,000 $4.9M Reduce -13.3%
BCPC Balchem Corp. 0.13% 30,300 $4.7M No change
AIT Applied Industrial Tech Inc. 0.13% 23,300 $4.6M No change
JPM JPMorgan Chase & Co. 0.12% 22,000 $4.4M Reduce -24.1%
MU Micron Technology Inc. 0.12% 37,000 $4.4M Add +12.1%
AWR American States Water Co. filed as AMER STATES WTR CO 0.12% 59,900 $4.3M No change
AVGO Broadcom Inc. 0.11% 3,104 $4.1M Reduce -8.9%
STZ Constellation Brands Inc. Class A 0.11% 15,000 $4.1M Reduce -16.7%
PEN Penumbra Inc. 0.11% 18,100 $4.0M No change
ECL Ecolab Inc. 0.11% 17,104 $3.9M Reduce -0.0%
WD Walker & Dunlop Inc. 0.11% 38,900 $3.9M No change
CXT Crane NXT Co. 0.10% 60,800 $3.8M No change
AGO Assured Guaranty Ltd. 0.10% 42,000 $3.7M New
QLYS Qualys Inc. 0.10% 21,710 $3.6M Add +0.1%
PXD Pioneer Natural Resources Co. 0.10% 13,500 $3.5M Reduce -43.8%
HLT Hilton Worldwide Holdings Inc. 0.10% 16,512 $3.5M Reduce -8.3%
QCOM Qualcomm Inc. 0.09% 20,000 $3.4M Reduce -9.1%
GS Goldman Sachs Group Inc. 0.09% 7,700 $3.2M Reduce -6.1%
IBKR Interactive Brokers Gro Class A 0.09% 28,000 $3.1M Reduce -6.7%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.09% 12,400 $3.1M No change
DAL Delta Air Lines Inc. 0.08% 64,000 $3.1M Reduce -0.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.08% 25,017 $3.1M Add +0.1%
ALRM Alarm.com Holdings Inc. 0.08% 41,900 $3.0M Add +14.5%
ULTA Ulta Beauty Inc. 0.08% 5,800 $3.0M Reduce -10.8%
MDGL Madrigal Pharmaceuticals Inc. 0.08% 11,000 $2.9M Reduce -15.4%
SBUX Starbucks Corp. 0.08% 32,000 $2.9M No change
BX Blackstone Inc. 0.08% 21,000 $2.8M Reduce -0.1%
APPF Appfolio Inc. Class A 0.07% 10,902 $2.7M New
PLNT Planet Fitness Inc. Class A 0.07% 42,700 $2.7M No change
HELE Helen of Troy Ltd. 0.07% 23,000 $2.7M No change
RUSHA Rush Enterprises Inc. Class A 0.07% 48,600 $2.6M No change
FELE Franklin Electric Co. Inc. 0.07% 24,342 $2.6M Add +0.2%
RVNC Revance Therapeutics Inc. 0.07% 500,000 $2.5M Reduce -20.6%
SNX TD Synnex Corp. 0.07% 21,400 $2.4M No change
GATX Gatx Corp. 0.06% 16,800 $2.3M Add +46.1%
LFUS Littelfuse Inc. 0.06% 9,200 $2.2M No change
NPO Enpro Inc. 0.06% 13,200 $2.2M No change
NKE Nike Inc. Class B 0.06% 23,052 $2.2M No change
EFOR Everforth Inc. filed as ASGN INC 0.06% 20,100 $2.1M No change
GETY Getty Images Holdings Inc. 0.05% 460,000 $1.9M Reduce -19.3%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.05% 12,000 $1.8M No change
AMN Amn Healthcare Services Inc. 0.05% 26,651 $1.7M Reduce -34.4%
CNMD Conmed Corp. 0.03% 14,900 $1.2M Reduce -34.4%
MZTI The Marzetti Company filed as LANCASTER COLONY CORP 0.03% 5,600 $1.2M No change
MMS Maximus Inc. 0.03% 11,966 $1.0M No change
ENS Enersys 0.02% 6,044 $571K Reduce -80.7%

Portfolio Sells Q4 2023 → Q1 2024
ROP Roper Technologies Inc. Reduce -28.3% 1.29% −0.68
SPGI S&P Global Inc. Reduce -27.8% 0.77% −0.47
AON Aon PLC Class A Reduce -74.2% 0.17% −0.46
ADBE Adobe Inc. Reduce -7.2% 0.78% −0.34
JJSF J & J Snack Foods Corp. Reduce -11.3% 0.46% −0.21
EXPO Exponent Inc. Reduce -3.1% 0.81% −0.19
ZTS Zoetis Inc. Reduce -0.4% 0.59% −0.19
ACN Accenture PLC Class A Reduce 0.0% 1.09% −0.15
TSLA Tesla Inc. Reduce -3.3% 0.21% −0.14
CTAS Cintas Corp. Reduce -5.0% 3.25% −0.12
NSP Insperity Inc. Sold out 0.00% −0.12
FIVN FIVE9 Inc. Sold out 0.00% −0.11
BKNG Booking Holdings Inc. Reduce -12.0% 0.44% −0.11
RVNC Revance Therapeutics Inc. Reduce -20.6% 0.07% −0.10
PLUS Eplus Inc. Reduce -10.6% 0.34% −0.10
BMRN Biomarin Pharmaceutical Inc. Reduce -6.3% 0.29% −0.10
INTU Intuit Inc. Reduce -0.3% 1.10% −0.09
AAPL Apple Inc. Reduce -6.6% 0.26% −0.09
LULU Lululemon Athletica Inc. Reduce -1.8% 0.17% −0.09
EXEL Exelixis Inc. Reduce -6.2% 0.40% −0.08
ENS Enersys Reduce -80.7% 0.02% −0.08
GOOGL Alphabet Inc. Class A Reduce -5.5% 0.71% −0.07
PXD Pioneer Natural Resources Co. Reduce -43.8% 0.10% −0.07
VC Visteon Corp. Sold out 0.00% −0.06
WDAY Workday Inc. Class A Reduce -3.5% 0.32% −0.06
MTN Vail Resorts Inc. Sold out 0.00% −0.05
AMN Amn Healthcare Services Inc. Reduce -34.4% 0.05% −0.05
VRTX Vertex Pharmaceuticals Inc. Reduce -1.3% 0.44% −0.05
PODD Insulet Corp. Sold out 0.00% −0.05
CNMD Conmed Corp. Reduce -34.4% 0.03% −0.04
GETY Getty Images Holdings Inc. Reduce -19.3% 0.05% −0.04
DXCM Dexcom Inc. Reduce -9.2% 0.34% −0.04
V Visa Inc. Class A Reduce -1.5% 0.51% −0.03
JPM JPMorgan Chase & Co. Reduce -24.1% 0.12% −0.03
PYPL PayPal Holdings Inc. Reduce -8.7% 0.19% −0.02
STZ Constellation Brands Inc. Class A Reduce -16.7% 0.11% −0.02
CRM Salesforce Inc. Reduce -4.0% 0.89% −0.02
BAC Bank of America Corp. Reduce -13.3% 0.14% −0.02
ROL Rollins Inc. Reduce -0.0% 0.29% −0.02
ULTA Ulta Beauty Inc. Reduce -10.8% 0.08% −0.02
MSFT Microsoft Corp. Reduce -1.6% 0.68% −0.01
TMO Thermo Fisher Scientific Inc. Reduce -0.0% 0.47% −0.01
MDGL Madrigal Pharmaceuticals Inc. Reduce -15.4% 0.08% −0.01
HCSG Healthcare Services Group Sold out 0.00% −0.01
GS Goldman Sachs Group Inc. Reduce -6.1% 0.09% −0.01
BX Blackstone Inc. Reduce -0.1% 0.08% −0.01
MA Mastercard Inc. Class A Reduce -1.6% 0.64% −0.01
RLI Rli Corp. Reduce -0.0% 0.85% −0.01
QCOM Qualcomm Inc. Reduce -9.1% 0.09% −0.01
HLT Hilton Worldwide Holdings Inc. Reduce -8.3% 0.10% −0.00

Portfolio Buys Q4 2023 → Q1 2024
MSCI MSCI Inc. Add +58.1% 2.61% +0.74
CDW CDW Corp. Add +24.1% 2.41% +0.47
IQV Iqvia Holdings Inc. Add +43.5% 1.45% +0.41
COIN Coinbase Global Inc. Class A New 0.37% +0.37
WRB WR Berkley Corp. Add +2.8% 2.42% +0.30
AYI Acuity Inc. New 0.27% +0.27
HEI Heico Corp. Add +23.4% 1.85% +0.27
FIX Comfort Systems USA Inc. Add +7.3% 0.70% +0.23
MPWR Monolithic Power Systems Inc. Add +22.2% 1.58% +0.23
AFG American Financial Group Inc. Add +8.4% 1.52% +0.15
WCN Waste Connections Inc. Add +6.5% 1.72% +0.14
POST Post Holdings Inc. New 0.14% +0.14
HOOD Robinhood Markets Inc. Class A Add +4.5% 0.39% +0.12
MSI Motorola Solutions Inc. Add +6.8% 1.52% +0.11
AGO Assured Guaranty Ltd. New 0.10% +0.10
CHE Chemed Corp. Add +7.5% 1.97% +0.09
TYL Tyler Technologies Inc. Add +14.8% 2.53% +0.09
FSS Federal Signal Corp. Add +28.0% 0.39% +0.08
LII Lennox International Inc. Add +6.6% 2.35% +0.08
LYFT LYFT Inc. Class A Add +66.7% 0.16% +0.08
APPF Appfolio Inc. Class A New 0.07% +0.07
DKNG Draftkings Inc. Class A Add +10.8% 0.32% +0.07
MTCH Match Group Inc. Add +31.8% 0.44% +0.06
KAI Kadant Inc. Add +38.5% 0.17% +0.05
ENSG The Ensign Group Inc. Add +20.9% 0.32% +0.05
NSIT Insight Enterprises Inc. Add +39.8% 0.21% +0.05
WING Wingstop Inc. Add +0.0% 0.22% +0.05
CACI Caci International Inc. Class A Add +5.9% 0.47% +0.04
MSA Msa Safety Inc. Add +15.5% 0.28% +0.04
SAIC Science Applications Inte Add +32.7% 0.21% +0.04
CDNS Cadence Design SYS Inc. Add +0.0% 2.41% +0.04
IT Gartner Inc. Add +7.9% 2.51% +0.03
MU Micron Technology Inc. Add +12.1% 0.12% +0.03
GATX Gatx Corp. Add +46.1% 0.06% +0.02
EXAS Exact Sciences Corp. Add +23.7% 0.60% +0.02
DIS The Walt Disney Co. Add +0.1% 0.08% +0.01
ALRM Alarm.com Holdings Inc. Add +14.5% 0.08% +0.01
SHOP Shopify Inc. Class A Add +17.6% 0.25% +0.01
TWLO Twilio Inc. Class A Add +40.9% 0.21% +0.00
FN Fabrinet Add +13.8% 0.36% +0.00
ROKU Roku Inc. Add +59.2% 0.22% +0.00
BMI Badger Meter Inc. Add +7.4% 0.36% +0.00
WST West Pharmaceutical Services Add +0.0% 1.40% −0.00
FELE Franklin Electric Co. Inc. Add +0.2% 0.07% −0.00
SIGI Selective Insurance Group Add +1.9% 0.33% −0.00
GIB Cgi Inc. Add +8.7% 1.14% −0.00
SITE Siteone Landscape Supply Inc. Add +2.2% 0.25% −0.01
SNPS Synopsys Inc. Add +0.0% 0.70% −0.01
POOL Pool Corp. Add +10.3% 2.08% −0.01
COST Costco Wholesale Corp. Add +0.0% 1.29% −0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 152$3.1BWWD, CDNS, HEI, RBC, TDY
Q1 2026 133$3.1BWCN, CACI, CASY, WWD, HEI
Q4 2025 145$3.7BTYL, HEI, MSCI, WCN, CASY
Q3 2025 154$4.3BHEI, TYL, MSCI, WCN, CTAS
Q2 2025 160$4.3BHEI, TYL, MSCI, WCN, CTAS
Q1 2025 165$4.0BTYL, HEI, TDG, WCN, MSCI
Q4 2024 163$4.2BTYL, TDG, LII, MSCI, FICO
Q3 2024 165$4.1BTDG, TYL, CTAS, FICO, MSCI
Q2 2024 170$3.7BTDG, CTAS, TYL, LII, FICO
Q1 2024 175$3.6BTDG, CTAS, MSCI, TYL, IT