| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| BBLOCK H & R INCHRB | 28.62% | 15.23% | $47.2M | 1.1M | $15.6M | 490,000 | +650,000+132.65% | Add | |
| CCARMAX INCKMX | 20.83% | 21.98% | $34.4M | 610,000 | $22.5M | 540,000 | +70,000+12.96% | Add | |
 CONSTELLATION BRANDS INCSTZ | 16.86% | 20.56% | $27.8M | 165,000 | $21.0M | 140,000 | +25,000+17.86% | Add | |
 CHECK POINT SOFTWARE TECH LTD ORDCHKP | 14.34% | 13.99% | $23.7M | 145,000 | $14.3M | 100,000 | +45,000+45.00% | Add | |
| AAlphabet Inc Class CGOOG | 10.73% | 14.07% | $17.7M | 50,100 | $14.4M | 50,100 | 00.00% | Unchanged | |
 RTX CORPORATIONRTX | 8.62% | 14.17% | $14.2M | 75,000 | $14.5M | 75,000 | 00.00% | Unchanged |
