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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
-8.5%
SPY
+11.6%
Alpha vs SPY
-20.1%
Today
-0.8%
Holdings
8
Inception
Jan 26
Volatility 30d
+16.1%
Volatility 90d
+17.3%
Sharpe 90d
0.80
Max drawdown
-6.5%
Beta vs SPY
-0.09
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%
24.5%
$346.48
$367.39
-0.3%
+6.0%
ADBE
Adobe Inc. Common Stock
Technology
16.5%
16.1%
$333.30
$254.86
-0.9%
-23.5%
MA
Mastercard Incorporated Common Stock
Financial Services
16.0%
20.6%
$563.13
$567.50
-0.6%
+0.8%
AAPL
Apple Inc. Common Stock
Technology
14.8%
21.9%
$271.01
$315.34
-0.3%
+16.4%
COST
Costco Wholesale Corporation Common Stock
Consumer Defensive
12.6%
16.9%
$854.50
$902.60
-0.8%
+5.6%
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