Ycg, LLC Top Holdings and 13F Report (2024) → Buy this small stock before coming AI Tidal Wave (From Chaikin Analytics) (Ad) About Ycg, LLCInvestment ActivityYcg, LLC has $1.26 billion in total holdings as of March 31, 2024.Ycg, LLC owns shares of 38 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 0.35% of the portfolio was purchased this quarter.About 3.72% of the portfolio was sold this quarter.This quarter, Ycg, LLC has purchased 40 new stocks and bought additional shares in 4 stocks.Ycg, LLC sold shares of 32 stocks and completely divested from 2 stocks this quarter.Largest Holdings Microsoft $100,239,317Amazon.com $85,800,421Mastercard $81,670,357Moody's $72,707,752Copart $67,105,702 Largest Purchases this Quarter Apple 24,926 shares (about $4.25M)Canadian Pacific Kansas City 1,760 shares (about $156.21K)Canadian National Railway 244 shares (about $32.04K)Ferrari 25 shares (about $10.76K) Largest Sales this Quarter Berkshire Hathaway 22,250 shares (about $9.23M)Amazon.com 21,760 shares (about $3.99M)Microsoft 9,171 shares (about $3.89M)Alphabet 24,676 shares (about $3.85M)Progressive 15,210 shares (about $3.13M) Sector Allocation Over TimeMap of 500 Largest Holdings ofYcg, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$100,239,317$3,888,512 ▼-3.7%236,4138.0%Computer and TechnologyAMZNAmazon.com$85,800,421$3,992,697 ▼-4.4%467,6086.8%Retail/WholesaleMAMastercard$81,670,357$2,628,601 ▼-3.1%171,5996.5%Business ServicesMCOMoody's$72,707,752$1,546,022 ▼-2.1%183,6485.8%FinanceCPRTCopart$67,105,702$1,523,133 ▼-2.2%1,173,2565.3%Business ServicesGOOGAlphabet$63,327,825$3,849,300 ▼-5.7%405,9645.0%Computer and TechnologyWMWaste Management$52,037,683$520,810 ▼-1.0%248,5934.1%Business ServicesMSCIMSCI$49,394,504$380,725 ▼-0.8%88,6113.9%Computer and TechnologyVRSKVerisk Analytics$45,947,695$166,428 ▼-0.4%197,9513.7%Business ServicesAONAON$45,704,812$465,336 ▼-1.0%140,3553.6%FinanceMMCMarsh & McLennan Companies$44,379,787$103,359 ▼-0.2%216,4053.5%FinanceCSGPCoStar Group$42,698,844$1,193,444 ▼-2.7%444,2893.4%Computer and TechnologyINTUIntuit$39,730,242$896,905 ▼-2.2%61,4403.2%Computer and TechnologyRSGRepublic Services$38,491,508$25,656 ▼-0.1%202,5423.1%Business ServicesCBRECBRE Group$37,770,905$1,211,873 ▼-3.1%390,8393.0%FinancePGRProgressive$34,836,109$3,127,902 ▼-8.2%169,3972.8%FinanceSPGIS&P Global$34,223,069$167,184 ▼-0.5%79,4252.7%Business ServicesAAPLApple$33,484,727$4,247,814 ▲14.5%196,4872.7%Computer and TechnologyCPCanadian Pacific Kansas City$33,210,407$156,208 ▲0.5%374,1822.6%TransportationCNICanadian National Railway$32,872,238$32,041 ▲0.1%250,3292.6%TransportationNKENIKE$27,784,009$617,345 ▼-2.2%301,2232.2%Consumer DiscretionaryELEstée Lauder Companies$26,462,285$453,320 ▼-1.7%175,2402.1%Consumer StaplesBRK.BBerkshire Hathaway$24,698,936$9,226,852 ▼-27.2%59,5602.0%FinanceADBEAdobe$22,800,869$1,749,252 ▼-7.1%45,9081.8%Computer and TechnologyPEPPepsiCo$18,283,353$379,745 ▼-2.0%106,2591.5%Consumer StaplesCLColgate-Palmolive$18,161,507$96,327 ▼-0.5%204,9431.4%Consumer StaplesPGProcter & Gamble$18,148,229$419,069 ▼-2.3%114,3281.4%Consumer StaplesRACEFerrari$15,317,921$10,761 ▲0.1%35,5861.2%Auto/Tires/TrucksULUnilever$14,289,349$88,628 ▼-0.6%290,5351.1%Consumer StaplesVVisa$13,444,473$68,300 ▼-0.5%48,4241.1%Business ServicesCMECME Group$12,794,140$155,604 ▼-1.2%60,2691.0%FinanceKOCoca-Cola$4,997,215$287,135 ▼-5.4%83,6770.4%Consumer StaplesEFXEquifax$1,576,440$1,313,700 ▼-45.5%6,0000.1%Business ServicesSYKStryker$1,245,380$857,975 ▼-40.8%3,5490.1%MedicalFICOFair Isaac$937,4730.0%7690.1%Computer and TechnologyJNJJohnson & Johnson$542,914$670,076 ▼-55.2%3,5650.0%MedicalBDXBecton, Dickinson and Company$393,542$620,671 ▼-61.2%1,6010.0%MedicalSCHWCharles Schwab$277,1600.0%3,8350.0%FinanceBRK.ABerkshire Hathaway$0$3,798,375 ▼-100.0%00.0%FinanceGLGlobe Life$0$273,870 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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