13F Portfolio · Q2 2026
François Rochon
Giverny Capital · 49% top-10 concentration
Value
Top 3 holdings
| GOOG | ALPHABET INC C | 7.2% |
| HEI.A | HEICO CORP NEW | 6.4% |
| META | META PLATFORMS INC | 5.7% |
Closest replicating ETF:XLF · overlap 146.5 · 2 shared
| GOOG | ALPHABET INC C | 7.2% |
| HEI.A | HEICO CORP NEW | 6.4% |
| META | META PLATFORMS INC | 5.7% |