Wcm Investment Management, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 278
Total Value: 38905997059
Accession Number: 0001062993-25-008104
Form Type: 13F-HR
CIK: 0001061186
Manager Name: Wcm Investment Management, LLC

Data Enrichment

96% identified

268 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

278 positions • $38,905,997.059K total value

278 positions

Manager:

SEC FilingSEC DataHachi Filing

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AtriCure, Inc.

ATRC|04963C209

193352(+0.8%)

Value:

$6.2B(+6.1%)

ENTERGY CORP /DE/

ETR|29364G103

72290(-5.2%)

Value:

$6.1B(+5.7%)

CULLEN/FROST BANKERS, INC.

CFR|229899109

47220(-4.3%)

Value:

$5.9B(-11.6%)

CME GROUP INC.

CME|12572Q105

22039(-1.5%)

Value:

$5.8B(+11.6%)

BROWN & BROWN, INC.

BRO|115236101

45489(-20.3%)

Value:

$5.6B(-3.9%)

VERIZON COMMUNICATIONS INC

VZ|92343V104

121067(-3.2%)

Value:

$5.4B(+9.8%)

CISCO SYSTEMS, INC.

CSCO|17275R102

85982(-2.3%)

Value:

$5.2B(+0.4%)

Vaxcyte, Inc.

PCVX|92243G108

71477(-0.8%)

Value:

$5.0B(-16.0%)

JONES LANG LASALLE INC

JLL|48020Q107

20085(+3.0%)

Value:

$4.9B(+0.5%)

Amer Sports, Inc.

AS|G0260P102

185518(-80.3%)

Value:

$4.9B(-81.6%)

Wix.com Ltd.

WIX|M98068105

28765(-21.5%)

Value:

$4.8B(-39.9%)

Viking Holdings Ltd

VIK|G93A5A101

121006(-14.3%)

Value:

$4.8B(-23.4%)

UNILEVER PLC

UL|904767704

78609(-3.3%)

Value:

$4.7B(+0.8%)

TEXAS INSTRUMENTS INC

TXN|882508104

26346(-3.0%)

Value:

$4.6B(-8.9%)

Trane Technologies plc

TT|G8994E103

13912(+143.0%)

Value:

$4.6B(+117.6%)

JOHNSON & JOHNSON

JNJ|478160104

27972(-2.3%)

Value:

$4.6B(+11.6%)

CHEVRON CORP

CVX|166764100

26409(-2.7%)

Value:

$4.4B(+13.0%)

Haleon plc

HLN|405552100

422487(+34.7%)

Value:

$4.3B(+45.0%)

EXXON MOBIL CORP

XOM|30231G102

36701(-4.7%)

Value:

$4.3B(+6.0%)

BLACK HILLS CORP /SD/

BKH|092113109

70437(-0.5%)

Value:

$4.2B(+2.3%)

Instrument	Shares		Other Manager	Value
Atricure, Inc.(ATRCcusip04963C209)	193.4K	QoQ +0.80% (+1.6K) YoY -13.23% (-29.5K)	All Managers (Combined)	$6.2M	QoQ +6.07% (+$352.4K) YoY -9.21% (-$624.5K)
Entergy Corp /De/(ETRcusip29364G103)	72.3K	QoQ -5.16% (-3.9K) YoY +2769.78% (+69.8K)	All Managers (Combined)	$6.1M	QoQ +5.67% (-$327.7K) YoY +2192.18% (+$5.8M)
Cullen/Frost Bankers, Inc.(CFRcusip229899109)	47.2K	QoQ -4.32% (-2.1K) YoY +1729.52% (+44.6K)	All Managers (Combined)	$5.9M	QoQ -11.61% (-$772.1K) YoY +1922.10% (+$5.6M)
Cme Group Inc.(CMEcusip12572Q105)	22.0K	QoQ -1.49% (-335) YoY NEW(+22.0K)	All Managers (Combined)	$5.8M	QoQ +11.55% (-$598.6K) YoY NEW(+$5.8M)
Brown & Brown, Inc.(BROcusip115236101)	45.5K	QoQ -20.25% (-11.6K) YoY -25.00% (-15.2K)	All Managers (Combined)	$5.6M	QoQ -3.87% (-$225.5K) YoY +5.31% (-$282.0K)
Verizon Communications Inc(VZcusip92343V104)	121.1K	QoQ -3.22% (-4.0K) YoY +1605.64% (+114.0K)	All Managers (Combined)	$5.4M	QoQ +9.80% (-$485.6K) YoY +1726.38% (+$5.1M)
Cisco Systems, Inc.(CSCOcusip17275R102)	86.0K	QoQ -2.32% (-2.0K) YoY +1900.04% (+81.7K)	All Managers (Combined)	$5.2M	QoQ +0.43% (-$22.7K) YoY +2338.85% (+$5.0M)
Vaxcyte, Inc.(PCVXcusip92243G108)	71.5K	QoQ -0.85% (-617) YoY NEW(+71.5K)	All Managers (Combined)	$5.0M	QoQ -16.00% (-$946.2K) YoY NEW(+$5.0M)
Jones Lang Lasalle Inc(JLLcusip48020Q107)	20.1K	QoQ +3.04% (+594) YoY -2.35% (-485)	All Managers (Combined)	$4.9M	QoQ +0.48% (+$23.7K) YoY +23.07% (-$925.9K)
Amer Sports, Inc.(AScusipG0260P102)	185.5K	QoQ -80.34% (-758.3K) YoY NEW(+185.5K)	All Managers (Combined)	$4.9M	QoQ -81.62% (-$21.9M) YoY NEW(+$4.9M)
Wix.Com Ltd.(WIXcusipM98068105)	28.8K	QoQ -21.48% (-7.9K) YoY NEW(+28.8K)	All Managers (Combined)	$4.8M	QoQ -39.91% (-$3.2M) YoY NEW(+$4.8M)
Viking Holdings Ltd(VIKcusipG93A5A101)	121.0K	QoQ -14.35% (-20.3K) YoY NEW(+121.0K)	All Managers (Combined)	$4.8M	QoQ -23.43% (-$1.5M) YoY NEW(+$4.8M)
Unilever Plc(ULcusip904767704)	78.6K	QoQ -3.32% (-2.7K) YoY +1420.77% (+73.4K)	All Managers (Combined)	$4.7M	QoQ +0.79% (-$36.7K) YoY +1693.16% (+$4.4M)
Texas Instruments Inc(TXNcusip882508104)	26.3K	QoQ -2.95% (-801) YoY +1670.56% (+24.9K)	All Managers (Combined)	$4.6M	QoQ -8.95% (-$457.0K) YoY +1692.11% (+$4.4M)
Trane Technologies Plc(TTcusipG8994E103)	13.9K	QoQ +143.04% (+8.2K) YoY +175.97% (+8.9K)	All Managers (Combined)	$4.6M	QoQ +117.57% (+$2.5M) YoY +205.21% (+$3.1M)
Johnson & Johnson(JNJcusip478160104)	28.0K	QoQ -2.29% (-656) YoY +1554.16% (+26.3K)	All Managers (Combined)	$4.6M	QoQ +11.59% (-$475.7K) YoY +1611.88% (+$4.3M)
Chevron Corp(CVXcusip166764100)	26.4K	QoQ -2.66% (-724) YoY +1343.90% (+24.6K)	All Managers (Combined)	$4.4M	QoQ +12.99% (-$504.3K) YoY +1420.35% (+$4.1M)
Haleon Plc(HLNcusip405552100)	422.5K	QoQ +34.67% (+108.8K) YoY +270.64% (+308.5K)	All Managers (Combined)	$4.3M	QoQ +45.01% (+$1.3M) YoY +347.04% (+$3.4M)
Exxon Mobil Corp(XOMcusip30231G102)	36.7K	QoQ -4.73% (-1.8K) YoY +74.02% (+15.6K)	All Managers (Combined)	$4.3M	QoQ +6.04% (-$246.2K) YoY +76.26% (+$1.9M)
Black Hills Corp /Sd/(BKHcusip092113109)	70.4K	QoQ -0.48% (-346) YoY NEW(+70.4K)	All Managers (Combined)	$4.2M	QoQ +2.30% (-$95.3K) YoY NEW(+$4.2M)