YL

YCG, LLC

13F
YCG, LLC
Last update 2024-11-04 37 Stocks (0 new)
Value $1.29 Bil Turnover 2 %
Countries:
Top Holdings: MSFT(7.84%)MCO(6.65%)MA(6.55%)AMZN(5.08%)MSCI(4.82%)
Portfolio Report
Summary Stock Picks Current Portfolio
YCG, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
235,918
101515.370
-0.02%
7.840
0%
0.000
+4.17%
+13.11%
3145177.615
Software
MCO 		Moodys Corp
181,484
86130.660
-1.21%
6.650
-0.08%
0.100
+3.42%
+22.50%
86171.559
Capital Markets
MA 		Mastercard Inc
171,799
84834.350
+0.07%
6.550
0%
0.020
+16.28%
+24.79%
485688.645
Credit Services
AMZN 		Amazon.com Inc
353,142
65800.970
+0.70%
5.080
+0.04%
0.000
+25.25%
+37.50%
2196690.950
Retail - Cyclical
MSCI 		MSCI Inc
107,177
62476.830
+0.76%
4.820
+0.04%
0.140
+13.51%
+7.49%
47229.677
Capital Markets
CPRT 		Copart Inc
1,180,339
61849.760
+0.61%
4.770
+0.03%
0.120
+13.77%
+16.69%
55085.770
Business Services
VRSK 		Verisk Analytics Inc
197,261
52858.160
-0.30%
4.080
-0.01%
0.140
+9.91%
+21.10%
40657.362
Business Services
WM 		Waste Management Inc
249,472
51790.400
+0.40%
4.000
+0.02%
0.060
+11.07%
+26.88%
90218.947
Waste Management
AON 		Aon PLC
149,372
51681.220
+6.02%
3.990
+0.23%
0.070
+16.88%
+32.94%
82972.717
Insurance
MMC 		Marsh & McLennan Companies Inc
218,616
48771.110
+0.82%
3.770
+0.03%
0.040
+3.98%
+20.58%
110585.835
Insurance

YCG, LLC's Historical Top Holdings Breakdowns

YCG, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GOOG 		Alphabet Inc2024-09-30Reduce
-0.73%
●
149.54 ($169.25) 192.66
$183.32
8.31%
Reduce -15.92%
257,226
-48,709
UL 		Unilever PLC2024-09-30Sold Out
-0.73%
●
54.7 ($61.44) 65.59
$57.57
-6.30%
Sold Out
0
-162,668
PGR 		Progressive Corp2024-09-30Reduce
-0.48%
●
209.46 ($232.5) 259.24
$262.34
12.83%
Reduce -31.94%
60,623
-28,456
CNI 		Canadian National Railway Co2024-09-30Add
+0.34%
●
110.1 ($116.51) 123.65
$111.57
-4.24%
Add 14.79%
294,826
37,980
V 		Visa Inc2024-09-30Add
+0.34%
●
253.74 ($270.36) 291.56
$309.85
14.61%
Add 32.69%
64,777
15,959
CP 		Canadian Pacific Kansas City Ltd2024-09-30Add
+0.24%
●
77.06 ($82.22) 87.28
$76.89
-6.48%
Add 9.28%
419,180
35,589
AON 		Aon PLC2024-09-30Add
+0.23%
●
293.16 ($327.16) 351.06
$383.66
17.27%
Add 6.02%
149,372
8,487
CME 		CME Group Inc2024-09-30Add
+0.12%
●
193.43 ($206.93) 220.65
$226.31
9.37%
Add 5.94%
128,552
7,209
SPGI 		S&P Global Inc2024-09-30Add
+0.10%
●
446.32 ($494.89) 527.38
$503.47
1.73%
Add 3.13%
82,222
2,496
MCO 		Moodys Corp2024-09-30Reduce
-0.08%
●
421.49 ($463.45) 494.66
$475.48
2.60%
Reduce -1.21%
181,484
-2,214

YCG, LLC Total Holding History ($B)

To

YCG, LLC's Asset Allocation

To

YCG, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

YCG, LLC's Hypothetical Growth since 2024-09-30

YCG, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

YCG, LLC's Holdings Heat Map

Size field:

YCG, LLC's Holdings Bubble Chart

YCG, LLC News

  • 1

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