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ACCE Quality Compounders

High-ROIC, wide-moat businesses compounding shareholder value through pricing power, network effects, and recurring revenue.

Since Inception
-6.5%
SPY
+12.7%
Alpha vs SPY
-19.2%
Today
-2.3%
Holdings
8
Inception
Jan 26
Volatility 30d
+18.7%
Volatility 90d
+17.5%
Sharpe 90d
1.31
Max drawdown
-6.5%
Beta vs SPY
-0.13
Performance vs SPY
Base value 1,000 at inception · Jan 1, 2026
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Ticker
Company
Start Wt
Curr Wt
Entry
Price
Chg Today
Return
V
Visa Inc.
Financial Services
18.1%
24.4%
$346.48
$375.07
-1.0%
+8.3%
ADBE
Adobe Inc. Common Stock
Technology
16.9%
16.8%
$333.30
$266.51
-6.7%
-20.0%
MA
Mastercard Incorporated Common Stock
Financial Services
16.0%
20.5%
$563.13
$579.21
-1.1%
+2.9%
AAPL
Apple Inc. Common Stock
Technology
14.7%
21.6%
$271.01
$319.97
-2.5%
+18.1%
COST
Costco Wholesale Corporation Common Stock
Consumer Defensive
12.5%
16.7%
$854.50
$915.74
-1.0%
+7.2%
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