YCG, LLC has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing the firm’s equity holdings as of September 30, 2026. The filing lists a total of 41 distinct positions held by the firm during the third quarter of 2026.
The report identifies Lelia Long, the Chief Compliance Officer at YCG, LLC, as the authorized signatory for the document. The firm’s principal place of business is located at 3207 Ranch Road 620 South, Suite 200, in Austin, Texas.
The portfolio is diversified across several major sectors. Technology holdings include Alphabet Inc., Amazon.com Inc., Apple Inc., Microsoft Corporation, Meta Platforms Inc., and Intuit Inc. Financial services holdings include Visa Inc., Mastercard Incorporated, Charles Schwab Corp, and S&P Global Inc. The filing also lists significant positions in consumer staples such as Coca-Cola Co. and Procter & Gamble Co., as well as industrial and materials companies like Vulcan Materials Co., Waste Connections Inc., and Waste Management Inc.
Large-cap equities represent a significant portion of the disclosed portfolio. Berkshire Hathaway Inc. appears with a position of 45,454 shares, while Canadian National Railway Co. and Canadian Pacific Kansas City each hold over 100,000 shares. Other notable positions include Ferrari N.V., Equifax Inc., and Marsh & McLennan Cos. Inc.
The filing also includes several exchange-traded funds (ETFs), such as the iShares 0-3 Month Treasury ETF and the Vanguard S&P 500 ETF, which hold 11,475 and 671 shares, respectively.
