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YCG Mutual Funds

CIK: 0001558372 Equity
Report date: 2026-04-09
AUM $536M
Expense Ratio
Category Equity
State
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-04-09

Holdings

From latest SEC N-PORT filing · US-listed stocks only

19 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 META Meta Platforms Inc Since 2026-05-10 30303M102 Equity (Common)
1.13%
$6.05 9,339
2 MLM Martin Marietta Materials Inc Since 2026-05-10 573284106 Equity (Common)
0.76%
$4.08 6,038
3 LIN Linde PLC Since 2026-05-10 N/A Equity (Common)
3.87%
$20.73 40,809
4 CME CME Group Inc Since 2026-05-10 12572Q105 Equity (Common)
3.70%
$19.84 62,097
5 CPRT Copart Inc Since 2026-05-10 217204106 Equity (Common)
4.05%
$21.72 570,180
6 CSGP CoStar Group Inc Since 2026-05-10 22160N109 Equity (Common)
1.30%
$6.99 156,574
7 CRH CRH PLC Since 2026-05-10 N/A Equity (Common)
0.79%
$4.22 35,193
8 MSCI MSCI Inc Since 2026-05-10 55354G100 Equity (Common)
4.46%
$23.95 41,877
9 GOOG Alphabet Inc Since 2026-05-10 02079K107 Equity (Common)
2.81%
$15.04 48,309
10 AMZN Amazon.com Inc Since 2026-05-10 023135106 Equity (Common)
2.75%
$14.74 70,187
11 RSG Republic Services Inc Since 2026-05-10 760759100 Equity (Common)
3.94%
$21.13 92,256
12 SPGI S&P Global Inc Since 2026-05-10 78409V104 Equity (Common)
2.82%
$15.13 34,240
13 AON Aon PLC Since 2026-05-10 N/A Equity (Common)
3.82%
$20.51 61,134
14 ADBE Adobe Inc Since 2026-05-10 00724F101 Equity (Common)
0.77%
$4.11 15,675
15 AAPL Apple Inc Since 2026-05-10 037833100 Equity (Common)
1.00%
$5.37 20,321
16 CBRE CBRE Group Inc Since 2026-05-10 12504L109 Equity (Common)
1.32%
$7.08 47,957
17 INTU Intuit Inc Since 2026-05-10 461202103 Equity (Common)
2.03%
$10.87 26,583
18 VRSK Verisk Analytics Inc Since 2026-05-10 92345Y106 Equity (Common)
2.22%
$11.92 57,409
19 V Visa Inc Since 2026-05-10 92826C839 Equity (Common)
1.65%
$8.85 27,652