Holdings of the Fund as of 4/30/2025
Total Number of Holdings (excluding cash): 56
Netflix, Inc. |
NFLX |
64110L106 |
Consumer Discretionary |
19,228 |
$21,760,712.16 |
2.11% |
Copart, Inc. |
CPRT |
217204106 |
Consumer Discretionary |
344,530 |
$21,026,665.90 |
2.04% |
Tesla, Inc. |
TSLA |
88160R101 |
Consumer Discretionary |
74,258 |
$20,952,637.28 |
2.03% |
Ross Stores, Inc. |
ROST |
778296103 |
Consumer Discretionary |
149,608 |
$20,795,512.00 |
2.02% |
MercadoLibre, Inc. |
MELI |
58733R102 |
Consumer Discretionary |
8,838 |
$20,600,052.30 |
2.00% |
Cintas Corporation |
CTAS |
172908105 |
Industrials |
96,583 |
$20,444,689.44 |
1.98% |
Booking Holdings Inc. |
BKNG |
09857L108 |
Consumer Discretionary |
3,980 |
$20,295,134.40 |
1.97% |
Axon Enterprise Inc. |
AXON |
05464C101 |
Industrials |
32,935 |
$20,199,035.50 |
1.96% |
Costco Wholesale Corporation |
COST |
22160K105 |
Consumer Discretionary |
20,330 |
$20,218,185.00 |
1.96% |
Take-Two Interactive Software, Inc. |
TTWO |
874054109 |
Consumer Discretionary |
86,622 |
$20,210,645.04 |
1.96% |
Fastenal Company |
FAST |
311900104 |
Basic Materials |
247,288 |
$20,022,909.36 |
1.94% |
Charter Communications, Inc. (Class A) |
CHTR |
16119P108 |
Telecommunications |
50,824 |
$19,915,892.64 |
1.93% |
Exelon Corporation |
EXC |
30161N101 |
Utilities |
421,677 |
$19,776,651.30 |
1.92% |
Coca-Cola European Partners Plc |
CCEP |
G25839104 |
Consumer Staples |
217,471 |
$19,733,318.54 |
1.91% |
Mondelez International, Inc. |
MDLZ |
609207105 |
Consumer Staples |
286,410 |
$19,513,113.30 |
1.89% |
Intuitive Surgical, Inc. |
ISRG |
46120E602 |
Health Care |
37,564 |
$19,375,511.20 |
1.88% |
Monster Beverage Corporation |
MNST |
61174X109 |
Consumer Staples |
322,428 |
$19,384,371.36 |
1.88% |
O'Reilly Automotive, Inc. |
ORLY |
67103H107 |
Consumer Discretionary |
13,712 |
$19,405,222.40 |
1.88% |
Verisk Analytics, Inc. (Class A) |
VRSK |
92345Y106 |
Industrials |
64,756 |
$19,195,621.08 |
1.86% |
American Electric Power Company, Inc. |
AEP |
025537101 |
Utilities |
175,700 |
$19,035,338.00 |
1.85% |
IDEXX Laboratories, Inc. |
IDXX |
45168D104 |
Health Care |
43,969 |
$19,023,187.85 |
1.85% |
Keurig Dr Pepper Inc. |
KDP |
49271V100 |
Consumer Staples |
550,521 |
$19,042,521.39 |
1.85% |
Paychex, Inc. |
PAYX |
704326107 |
Industrials |
129,074 |
$18,989,366.88 |
1.84% |
Xcel Energy Inc. |
XEL |
98389B100 |
Utilities |
267,200 |
$18,891,040.00 |
1.83% |
Automatic Data Processing, Inc. |
ADP |
053015103 |
Industrials |
62,544 |
$18,800,726.40 |
1.82% |
Vertex Pharmaceuticals Incorporated |
VRTX |
92532F100 |
Health Care |
36,689 |
$18,693,045.50 |
1.81% |
Constellation Energy Corporation |
CEG |
21037T109 |
Utilities |
83,089 |
$18,565,406.16 |
1.80% |
Electronic Arts Inc. |
EA |
285512109 |
Consumer Discretionary |
127,965 |
$18,566,441.85 |
1.80% |
Honeywell International Inc. |
HON |
438516106 |
Industrials |
87,954 |
$18,514,317.00 |
1.80% |
Marriott International, Inc. |
MAR |
571903202 |
Consumer Discretionary |
77,791 |
$18,559,376.78 |
1.80% |
Gilead Sciences, Inc. |
GILD |
375558103 |
Health Care |
172,592 |
$18,387,951.68 |
1.78% |
Linde Plc |
LIN |
G54950103 |
Basic Materials |
40,231 |
$18,233,896.13 |
1.77% |
The Kraft Heinz Company |
KHC |
500754106 |
Consumer Staples |
625,862 |
$18,212,584.20 |
1.77% |
DexCom, Inc. |
DXCM |
252131107 |
Health Care |
250,384 |
$17,872,409.92 |
1.73% |
T-Mobile US, Inc. |
TMUS |
872590104 |
Telecommunications |
72,261 |
$17,844,853.95 |
1.73% |
AstraZeneca Plc (ADR) |
AZN |
046353108 |
Health Care |
246,625 |
$17,705,208.75 |
1.72% |
Cisco Systems, Inc. |
CSCO |
17275R102 |
Telecommunications |
306,310 |
$17,683,276.30 |
1.72% |
The Trade Desk, Inc. (Class A) |
TTD |
88339J105 |
Consumer Discretionary |
327,974 |
$17,589,245.62 |
1.71% |
Airbnb, Inc. (Class A) |
ABNB |
009066101 |
Consumer Discretionary |
143,428 |
$17,486,741.76 |
1.70% |
CSX Corporation |
CSX |
126408103 |
Industrials |
624,762 |
$17,537,069.34 |
1.70% |
CoStar Group, Inc. |
CSGP |
22160N109 |
Real Estate |
235,373 |
$17,457,615.41 |
1.69% |
Amazon.com, Inc. |
AMZN |
023135106 |
Consumer Discretionary |
94,146 |
$17,362,405.32 |
1.68% |
PayPal Holdings, Inc. |
PYPL |
70450Y103 |
Industrials |
263,208 |
$17,329,614.72 |
1.68% |
Comcast Corporation (Class A) |
CMCSA |
20030N101 |
Telecommunications |
502,565 |
$17,187,723.00 |
1.67% |
PepsiCo, Inc. |
PEP |
713448108 |
Consumer Staples |
127,068 |
$17,227,879.44 |
1.67% |
Old Dominion Freight Line, Inc. |
ODFL |
679580100 |
Industrials |
111,824 |
$17,140,382.72 |
1.66% |
PACCAR Inc |
PCAR |
693718108 |
Industrials |
190,275 |
$17,164,707.75 |
1.66% |
Amgen Inc. |
AMGN |
031162100 |
Health Care |
58,355 |
$16,976,636.60 |
1.65% |
Regeneron Pharmaceuticals, Inc. |
REGN |
75886F107 |
Health Care |
28,066 |
$16,804,798.16 |
1.63% |
GE HealthCare Technologies Inc. |
GEHC |
36266G107 |
Health Care |
226,740 |
$15,946,624.20 |
1.55% |
Biogen Inc. |
BIIB |
09062X103 |
Health Care |
131,059 |
$15,868,623.72 |
1.54% |
lululemon athletica inc. |
LULU |
550021109 |
Consumer Discretionary |
57,241 |
$15,499,145.57 |
1.50% |
Diamondback Energy, Inc. |
FANG |
25278X109 |
Energy |
116,475 |
$15,375,864.75 |
1.49% |
Starbucks Corporation |
SBUX |
855244109 |
Consumer Discretionary |
190,283 |
$15,232,154.15 |
1.48% |
Warner Bros. Discovery, Inc. |
WBD |
934423104 |
Consumer Discretionary |
1,720,039 |
$14,912,738.13 |
1.45% |
Baker Hughes Company (Class A) |
BKR |
05722G100 |
Energy |
418,795 |
$14,825,343.00 |
1.44% |
US Dollar |
$USD |
|
Other |
609,255 |
$609,254.67 |
0.06% |
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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