RHEOS CAPITAL WORKS INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CAT | 70K | $33.40M |
 | RTX | 66K | $11.04M |
 | LMT | 58K | $29.05M |
 | PANW | 58K | $11.75M |
 | INSP | 52K | $3.89M |
 | TMO | 51K | $24.74M |
 | MDGL | 43K | $19.82M |
 | CLS | 40K | $9.86M |
 | AXP | 37K | $12.19M |
 | GS | 31K | $24.29M |
 | META | 28K | $20.56M |
 | ESAB | 28K | $3.13M |
 | DHR | 28K | $5.45M |
 | CRWD | 25K | $12.26M |
 | LHX | 23K | $7.09M |
 | TDG | 15K | $19.77M |
 | SPOT | 13K | $9.07M |
 | SNPS | 12K | $5.92M |
 | KLAC | 12K | $12.94M |
 | MELI | 9K | $21.03M |
Caterpillar Inc.
CAT
Shares Held
70K
Value
$33.40M
RTX Corporation
RTX
Shares Held
66K
Value
$11.04M
Lockheed Martin Corporation
LMT
Shares Held
58K
Value
$29.05M
Palo Alto Networks, Inc.
PANW
Shares Held
58K
Value
$11.75M
Inspire Medical Systems, Inc.
INSP
Shares Held
52K
Value
$3.89M
Thermo Fisher Scientific Inc.
TMO
Shares Held
51K
Value
$24.74M
Madrigal Pharmaceuticals, Inc.
MDGL
Shares Held
43K
Value
$19.82M
Celestica Inc.
CLS
Shares Held
40K
Value
$9.86M
American Express Company
AXP
Shares Held
37K
Value
$12.19M
The Goldman Sachs Group, Inc.
GS
Shares Held
31K
Value
$24.29M
Meta Platforms, Inc.
META
Shares Held
28K
Value
$20.56M
ESAB Corporation
ESAB
Shares Held
28K
Value
$3.13M
Danaher Corporation
DHR
Shares Held
28K
Value
$5.45M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
25K
Value
$12.26M
L3Harris Technologies, Inc.
LHX
Shares Held
23K
Value
$7.09M
TransDigm Group Incorporated
TDG
Shares Held
15K
Value
$19.77M
Spotify Technology S.A.
SPOT
Shares Held
13K
Value
$9.07M
Synopsys, Inc.
SNPS
Shares Held
12K
Value
$5.92M
KLA Corporation
KLAC
Shares Held
12K
Value
$12.94M
MercadoLibre, Inc.
MELI
Shares Held
9K
Value
$21.03M