Capco Asset Management

Harrell Brothers

Period

Q2 2026

Portfolio Date

Jun 30, 2026

Stocks Held

26

Market Value

$365.9M

Holdings Value Trend

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Q2 2026

Historical Positions

SymbolQ2 2026Q1 2026Q4 2025Q3 2025
MAR17.4%15.6%18.0%14.7%
ROP13.7%14.5%12.0%10.7%
MKL13.5%13.5%13.7%11.8%
PGR11.4%10.4%10.8%11.3%
AMZN11.3%10.0%7.8%7.1%
MSFT8.4%8.5%8.3%8.7%
ADSK4.6%5.8%6.4%6.7%
TEAM3.6%3.2%--
BUD3.2%-4.7%-
LBRDK3.0%4.5%3.9%-

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

MSFT+28.99%
ROP+21.29%
AMZN+9.13%
TEAM+124.85%
GOGO-15.16%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

MAR-3.78%
MKL-8.43%
PGR+0.87%

Sector Analysis

Others0.0%
Financials27.3%
Healthcare2.3%
Technology31.1%
Industrials0.1%
Real Estate0.0%
Consumer Staples3.3%
Communication Services7.2%

Trading Summary

No stocks in this category