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| XXEC Inc
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|---|---|
| CRD # | 108886 |
| SEC # | 801-114089 |
| CIK # | 0001828822 |
| AUM | 137.5 M (2026-06-04) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 918-743-5959 |
| Address | 2200 South Utica Place Tulsa, OK 74114 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Mastercard Inc | 57.8 | ||
| Microsoft Corp | 47.2 | ||
| Pangaea Logistics Solutions Ltd | 45.6 | ||
| Nordson Corp | 45.5 | ||
| Visa Inc | 41.6 | ||
| Intuit Inc | 40.8 | ||
| Gentex Corp | 36.6 | ||
| Moodys Corp /DE/ | 35.2 | ||
| Schlumberger Ltd /NV/ | 29.3 | ||
| Novo Nordisk A S | 29.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 81.2 |
| (b) Individuals (high net worth individuals) | 46 | 41.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 14.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 135 | 137.5 |
| By Discretionary | ||
| Discretionary | 135 | 137.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 135 | 137.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 137.5 | |
| Total | 135 | 137.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001828822] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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Prince Asset Management Inc
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Eubank Hutson & Associates LLC
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|
Michael D Taxman Investment Management LLC
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|
Sustainvest Asset Management LLC
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NJ | 137.4 M |
|
Wallender Timothy Joseph
✚
|
CA | 137.3 M |
|
Johnson & Shute Investment Advisors Inc
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|
WA | 137.3 M |
|
Milagre Wealth Management Inc
✚
|
NY | 137.1 M |
|
Forefront Asset Management LLC
✚
|
VA | 136.9 M |