Local Pensions Partnership Investment as of Dec. 31, 2025
Portfolio Holdings for Local Pensions Partnership Investment
Local Pensions Partnership Investment holds 32 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Inc Class A cs (GOOGL) | 11.1 | $628M | 2.0M | 312.97 | |
| Microsoft Corporation (MSFT) | 8.4 | $478M | 988k | 483.63 | |
| Visa (V) | 7.8 | $444M | 1.3M | 350.88 | |
| HEICO Corporation (HEI.A) | 5.6 | $320M | 1.3M | 252.56 | |
| Amphenol Corporation (APH) | 5.3 | $303M | 2.2M | 135.16 | |
| Amazon (AMZN) | 5.1 | $287M | 1.2M | 230.84 | |
| KLA-Tencor Corporation (KLAC) | 4.5 | $254M | 209k | 1214.85 | |
| Moody's Corporation (MCO) | 4.2 | $238M | 466k | 510.98 | |
| Cadence Design Systems (CDNS) | 4.1 | $235M | 753k | 312.63 | |
| Booking Holdings (BKNG) | 4.1 | $235M | 44k | 5354.24 | |
| Apple (AAPL) | 4.1 | $234M | 861k | 271.89 | |
| Autodesk (ADSK) | 3.9 | $223M | 755k | 296.08 | |
| Thermo Fisher Scientific (TMO) | 3.7 | $209M | 360k | 579.50 | |
| Tyler Technologies (TYL) | 3.5 | $199M | 439k | 453.87 | |
| Intuit (INTU) | 3.5 | $198M | 299k | 662.56 | |
| AutoZone (AZO) | 3.5 | $197M | 58k | 3392.28 | |
| Automatic Data Processing (ADP) | 3.3 | $186M | 721k | 257.26 | |
| Texas Instruments Incorporated (TXN) | 3.1 | $174M | 1.0M | 173.50 | |
| Costco Wholesale Corporation (COST) | 2.4 | $137M | 159k | 862.23 | |
| Nike (NKE) | 2.1 | $118M | 1.8M | 63.74 | |
| Msci (MSCI) | 0.8 | $45M | 78k | 573.86 | |
| Jack Henry & Associates (JKHY) | 0.8 | $43M | 236k | 182.44 | |
| IDEXX Laboratories (IDXX) | 0.7 | $43M | 63k | 676.62 | |
| Cdw (CDW) | 0.6 | $34M | 249k | 136.21 | |
| Rollins (ROL) | 0.6 | $34M | 564k | 60.02 | |
| West Pharmaceutical Services (WST) | 0.6 | $33M | 121k | 275.23 | |
| Brown & Brown (BRO) | 0.6 | $32M | 406k | 79.69 | |
| Veeva Sys Inc cl a (VEEV) | 0.5 | $30M | 136k | 223.23 | |
| Core & Main (CNM) | 0.5 | $28M | 543k | 51.97 | |
| Manhattan Associates (MANH) | 0.4 | $24M | 139k | 173.24 | |
| Medpace Hldgs (MEDP) | 0.4 | $21M | 38k | 561.52 | |
| SPS Commerce (SPSC) | 0.3 | $17M | 186k | 89.16 |
