Holdings of the Fund as of 8/29/2025
Total Number of Holdings (excluding cash): 50
eBay Inc. |
EBAY |
278642103 |
Consumer Discretionary |
2,112,130 |
$191,380,099.30 |
2.26% |
Electronic Arts Inc. |
EA |
285512109 |
Consumer Discretionary |
1,099,477 |
$189,055,070.15 |
2.23% |
Northrop Grumman Corporation |
NOC |
666807102 |
Industrials |
317,972 |
$187,616,198.88 |
2.21% |
Ross Stores, Inc. |
ROST |
778296103 |
Consumer Discretionary |
1,270,141 |
$186,913,949.56 |
2.20% |
The Home Depot, Inc. |
HD |
437076102 |
Consumer Discretionary |
459,221 |
$186,797,326.17 |
2.20% |
Motorola Solutions, Inc. |
MSI |
620076307 |
Telecommunications |
392,524 |
$185,451,889.04 |
2.19% |
The TJX Companies, Inc. |
TJX |
872540109 |
Consumer Discretionary |
1,350,927 |
$184,550,137.47 |
2.18% |
AECOM |
ACM |
00766T100 |
Industrials |
1,456,560 |
$181,909,778.40 |
2.15% |
NVR, Inc. |
NVR |
62944T105 |
Consumer Discretionary |
22,237 |
$180,512,183.05 |
2.13% |
General Dynamics Corporation |
GD |
369550108 |
Industrials |
552,022 |
$179,169,780.54 |
2.11% |
Johnson & Johnson |
JNJ |
478160104 |
Health Care |
1,008,200 |
$178,622,794.00 |
2.11% |
Expeditors International of Washington, Inc. |
EXPD |
302130109 |
Industrials |
1,477,948 |
$178,151,851.92 |
2.10% |
Mastercard Incorporated |
MA |
57636Q104 |
Industrials |
298,633 |
$177,773,238.57 |
2.10% |
Abbott Laboratories |
ABT |
002824100 |
Health Care |
1,334,542 |
$177,040,341.72 |
2.09% |
The Hershey Company |
HSY |
427866108 |
Consumer Staples |
963,530 |
$177,048,637.50 |
2.09% |
Copart, Inc. |
CPRT |
217204106 |
Consumer Discretionary |
3,589,440 |
$175,200,566.40 |
2.07% |
Autodesk, Inc. |
ADSK |
052769106 |
Technology |
555,645 |
$174,861,481.50 |
2.06% |
Monster Beverage Corporation |
MNST |
61174X109 |
Consumer Staples |
2,797,327 |
$174,581,178.07 |
2.06% |
Zoetis Inc. |
ZTS |
98978V103 |
Health Care |
1,110,652 |
$173,705,972.80 |
2.05% |
Gilead Sciences, Inc. |
GILD |
375558103 |
Health Care |
1,525,063 |
$172,286,367.11 |
2.03% |
W.R. Berkley Corporation |
WRB |
084423102 |
Financials |
2,400,615 |
$172,100,089.35 |
2.03% |
Arch Capital Group Ltd. |
ACGL |
G0450A105 |
Financials |
1,868,056 |
$170,983,165.68 |
2.02% |
PepsiCo, Inc. |
PEP |
713448108 |
Consumer Staples |
1,152,209 |
$171,275,867.85 |
2.02% |
Aon Plc (Class A) |
AON |
G0403H108 |
Financials |
463,454 |
$170,087,618.00 |
2.01% |
Ecolab Inc. |
ECL |
278865100 |
Basic Materials |
614,116 |
$170,134,696.64 |
2.01% |
Linde Plc |
LIN |
G54950103 |
Basic Materials |
354,922 |
$169,755,643.38 |
2.00% |
Veralto Corporation |
VLTO |
92338C103 |
Industrials |
1,597,076 |
$169,593,500.44 |
2.00% |
Walmart Inc. |
WMT |
931142103 |
Consumer Discretionary |
1,736,374 |
$168,393,550.52 |
1.99% |
Cisco Systems, Inc. |
CSCO |
17275R102 |
Telecommunications |
2,425,305 |
$167,564,322.45 |
1.98% |
The Procter & Gamble Company |
PG |
742718109 |
Consumer Staples |
1,064,098 |
$167,105,949.92 |
1.97% |
Automatic Data Processing, Inc. |
ADP |
053015103 |
Industrials |
546,883 |
$166,279,776.15 |
1.96% |
Visa Inc. (Class A) |
V |
92826C839 |
Industrials |
472,831 |
$166,332,489.18 |
1.96% |
The Charles Schwab Corporation |
SCHW |
808513105 |
Financials |
1,722,774 |
$165,110,660.16 |
1.95% |
Cencora Inc. |
COR |
03073E105 |
Consumer Staples |
563,529 |
$164,330,691.69 |
1.94% |
Union Pacific Corporation |
UNP |
907818108 |
Industrials |
733,948 |
$164,088,754.36 |
1.94% |
Costco Wholesale Corporation |
COST |
22160K105 |
Consumer Discretionary |
173,560 |
$163,722,619.20 |
1.93% |
Microsoft Corporation |
MSFT |
594918104 |
Technology |
323,578 |
$163,953,736.82 |
1.93% |
Cboe Global Markets, Inc. |
CBOE |
12503M108 |
Financials |
691,653 |
$163,195,525.35 |
1.92% |
The Coca-Cola Company |
KO |
191216100 |
Consumer Staples |
2,362,813 |
$163,010,468.87 |
1.92% |
Lockheed Martin Corporation |
LMT |
539830109 |
Industrials |
355,731 |
$162,081,715.53 |
1.91% |
Marsh & McLennan Companies, Inc. |
MMC |
571748102 |
Financials |
777,477 |
$160,012,541.37 |
1.89% |
Paychex, Inc. |
PAYX |
704326107 |
Industrials |
1,150,442 |
$160,434,889.20 |
1.89% |
Colgate-Palmolive Company |
CL |
194162103 |
Consumer Staples |
1,900,536 |
$159,778,061.52 |
1.88% |
Snap-on Incorporated |
SNA |
833034101 |
Industrials |
490,165 |
$159,421,264.60 |
1.88% |
Cognizant Technology Solutions Corporation |
CTSH |
192446102 |
Technology |
2,180,794 |
$157,562,366.50 |
1.86% |
Honeywell International Inc. |
HON |
438516106 |
Industrials |
697,739 |
$153,153,710.50 |
1.81% |
Accenture plc |
ACN |
G1151C101 |
Industrials |
584,345 |
$151,912,169.65 |
1.79% |
Verisk Analytics, Inc. (Class A) |
VRSK |
92345Y106 |
Industrials |
546,684 |
$146,576,914.08 |
1.73% |
International Business Machines Corporation |
IBM |
459200101 |
Technology |
577,335 |
$140,575,299.15 |
1.66% |
Gartner, Inc. |
IT |
366651107 |
Technology |
464,386 |
$116,649,119.34 |
1.38% |
US Dollar |
$USD |
|
Other |
20,200,494 |
$20,200,493.75 |
0.24% |
Holdings are subject to change.
The holdings information set forth above for the date indicated reflects creation and redemption transactions from the prior business day and may differ from the holdings information currently available from the Fund's custodian and accounting agent. With respect to the market value of the Fund's holdings set forth above, the pricing sources are generally third party vendors. The Fund ultimately relies on pricing information provided by the Fund's accounting agent.
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