Mar Vista U.S. Quality Q3 2025 Top Contributors And Detractors

Core Insights - The portfolio's top contributors for Q3 2025 included Oracle, Apple, and Amphenol, with respective appreciation rates of +28.91%, +24.25%, and +25.49% [2] Company Performance - Oracle's stock appreciated by +28.91% during the quarter, indicating strong performance [2] - Apple's stock saw an increase of +24.25%, contributing positively to the portfolio [2] - Amphenol experienced a stock appreciation of +25.49%, marking it as a significant contributor [2]