Manager activity
Francois Rochon
This quarter’s activity: 2026 Q1 vs 2025 Q4 · filed 5/15/2026 · Full comparison · All filings
New · 5
Add · 8
Reduce · 30
Exit · 4
| Action | Issuer | Δ Shares | Δ Shares % | Δ Port % | Filed |
|---|---|---|---|---|---|
| New | AUTOMATIC DATA PROC INC | +419,090 | New | +3.12 pp | 5/15/2026 |
| Reduce | BERKSHIRE HATHAWAY INC DEL | -127,359 | -25.2% | -1.84 pp | 5/15/2026 |
| Reduce | AMETEK INC | -367,400 | -37.5% | -1.90 pp | 5/15/2026 |
| Reduce | HEICO CORP NEW | -16,050 | -2.1% | -0.65 pp | 5/15/2026 |
| Reduce | META PLATFORMS INC | -5,628 | -1.8% | -0.45 pp | 5/15/2026 |
| Reduce | INSTALLED BLDG PRODS INC | -115,571 | -22.3% | -0.57 pp | 5/15/2026 |
| Reduce | BOOKING HOLDINGS INC. | -328 | -1.5% | -0.58 pp | 5/15/2026 |
| Reduce | MEDPACE HOLDINGS INC | -7,239 | -2.7% | -0.43 pp | 5/15/2026 |
| Reduce | KEYSIGHT TECHNOLOGIES INC | -10,862 | -3.3% | +1.08 pp | 5/15/2026 |
| Reduce | VISA INC | -10,988 | -2.7% | -0.38 pp | 5/15/2026 |
| Reduce | ALPHABET INC C | -18,598 | -2.9% | -0.17 pp | 5/15/2026 |
| Reduce | FIVE BELOW INC | -20,556 | -3.2% | +1.16 pp | 5/15/2026 |
| Add | BRIGHT HORIZONSFAMILY SOLUTION | +332,133 | +81.0% | +0.84 pp | 5/15/2026 |
| New | SUNBELT RENTALS HLDGS IN GB SHRS | +270,843 | New | +0.65 pp | 5/15/2026 |
| Reduce | PROGRESSIVE CORP | -8,468 | -1.6% | -0.24 pp | 5/15/2026 |
| New | AAON INC | +201,832 | New | +0.61 pp | 5/15/2026 |
| Reduce | SCHWAB CHARLES CORP | -49,455 | -3.1% | 0.00 pp | 5/15/2026 |
| Reduce | NVR INC | -465 | -3.3% | -0.14 pp | 5/15/2026 |
| Reduce | ALPHABET INC | -12,929 | -3.6% | -0.10 pp | 5/15/2026 |
| Reduce | MARKEL CORP | -1,034 | -2.4% | -0.14 pp | 5/15/2026 |
| Reduce | BROWN & BROWN | -17,251 | -2.2% | -0.25 pp | 5/15/2026 |
| Reduce | DISNEY WALT CO | -7,905 | -1.5% | -0.17 pp | 5/15/2026 |
| Add | KINSALE CAPITAL GROUP IN | +4,678 | +2.2% | -0.06 pp | 5/15/2026 |
| Reduce | LULULEMON ATHLETICA INC | -1,637 | -1.1% | -0.20 pp | 5/15/2026 |
| Reduce | LITTELFUSE INC | -866 | -1.1% | +0.31 pp | 5/15/2026 |
| Reduce | ANALOG DEVICES INC | -5,695 | -3.2% | +0.39 pp | 5/15/2026 |
| Reduce | RESMED INC | -5,383 | -2.3% | 0.00 pp | 5/15/2026 |
| Add | ARISTA NETWORKS INC | +4,203 | +1.0% | +0.07 pp | 5/15/2026 |
| Reduce | FLOOR & DECOR HLDGS INC | -4,047 | -1.7% | -0.05 pp | 5/15/2026 |
| Reduce | MASTERCARD INCORPORATED | -693 | -2.4% | -0.03 pp | 5/15/2026 |
| Reduce | TAIWAN SEMICONDUCTOR MFG LTD | -7,944 | -49.4% | -0.06 pp | 5/15/2026 |
| Exit | CAPITAL ONE FC | -8,274 | Exit | -0.07 pp | 5/15/2026 |
| Add | BUILDERS FIRSTSOURCE INC | +1,829 | +2.0% | -0.03 pp | 5/15/2026 |
| Reduce | BANK OZK LITTLE ROCK ARK | -32,983 | -2.6% | +0.13 pp | 5/15/2026 |
| Add | JPMORGAN CHASE & CO | +460 | +0.9% | +0.01 pp | 5/15/2026 |
| New | INVESCO S&P500 EQ WGT ETF | +6,105 | New | +0.04 pp | 5/15/2026 |
| New | INVESCO EXCH TRADED FD TR II | +4,222 | New | +0.04 pp | 5/15/2026 |
| Reduce | APPLE INC | -1,478 | -8.9% | -0.01 pp | 5/15/2026 |
| Add | TWFG INC | +220,596 | +66.5% | +0.05 pp | 5/15/2026 |
| Exit | DREAM FINDERS HOMES | -32,202 | Exit | -0.02 pp | 5/15/2026 |
| Add | FERGUSON ENTERPRISES INC | +354 | +1.0% | +0.04 pp | 5/15/2026 |
| Exit | INTUITIVE SURGICAL INC | -405 | Exit | -0.01 pp | 5/15/2026 |
| Exit | COSTCO WHSL CORP NEW | -240 | Exit | -0.01 pp | 5/15/2026 |
| Reduce | OLD DOMINION FREIGHT LINE IN | -249 | -4.7% | +0.01 pp | 5/15/2026 |
| Reduce | ISHARES TR | -844 | -7.2% | 0.00 pp | 5/15/2026 |
| Add | MICROSOFT CORP | +206 | +12.1% | 0.00 pp | 5/15/2026 |
| Reduce | M & T BK CORP | -5 | -0.1% | +0.01 pp | 5/15/2026 |