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Xxec, Inc.

CIK:0001828822
Investment Adviser
$158M AUM
19 holdings
Tulsa, OK, United States
Founded:2011
5 employees
Latest filing:Jun 30, 2025

XXEC, Inc. is a Tulsa, Oklahoma-based investment advisory firm founded in 2011. As a registered investment adviser, XXEC manages portfolios for individuals (including high net worth clients), pension plans, and corporate clients. The firm oversees over $158 million in assets and maintains a small team of about 5 professionals, primarily investment staff. XXEC, Inc. serves U.S.-based investors and operates under the oversight of the Securities and Exchange Commission.

Investment Strategy

XXEC, Inc. offers discretionary investment management focused on long-term growth for individual and institutional clients. The firm utilizes fundamental analysis and asset allocation across equities, with significant positions in sectors such as technology, finance, and healthcare. It aims to deliver consistent returns through diversified investing and risk management, primarily via separately managed accounts for U.S. persons.

Top Buys
N
NDSNNORDSON CORP
+$4.2M
O
OLEDUNIVERSAL DISPLAY CORP
+$3.2M
S
SLBSCHLUMBERGER LTD F
+$2.3M
X
XYLXYLEM INC
+$1.9M
N
NVONOVO-NORDISK A S F SPONSORED A
+$1.5M
Top Sells
V
VVISA INC CLASS A
-$1.9M
Q
QCOMQUALCOMM INC
-$1.8M
M
MSFTMICROSOFT CORP
-$1.0M
B
BRK-BBERKSHIRE HATHAWAY CLASS B
-$646.0K
M
MAMASTERCARD INC CLASS A
-$444.7K

Top Holdings

M
MAMASTERCARD INC CLASS A
+9.1%$11.3M
I
INTUINTUIT
+8.5%$10.6M
T
TERTERADYNE INC
+8.3%$10.4M
M
MSFTMICROSOFT CORP
+7.8%$9.7M
V
VVISA INC CLASS A
+6.9%$8.6M

Equity Positions (19)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MA
MASTERCARD INC CLASS A9.06%$11.3M20,055$349.92$561.94-$444.7K
I
INTU
INTUIT8.49%$10.6M13,414$358.96$787.63+$1.1M
T
TER
TERADYNE INC8.35%$10.4M115,516$112.34$89.92+$549.0K
M
MSFT
MICROSOFT CORP7.82%$9.7M19,567$212.24$497.41-$1.0M
V
V
VISA INC CLASS A6.91%$8.6M24,210$208.77$355.05-$1.9M

Industry Allocation

SERVICES-BUSINESS SERVICES, NEC
+20.1%
SERVICES-PREPACKAGED SOFTWARE
+16.3%
INSTRUMENTS FOR MEAS & TESTING OF ELECTRICITY & ELEC SIGNALS
+8.3%
ELECTRONIC COMPONENTS & ACCESSORIES
+6.5%
GENERAL INDUSTRIAL MACHINERY & EQUIPMENT, NEC
+6.2%