Holdings of the Fund as of 7/6/2026
Total Number of Holdings (excluding cash): 55
| Axon Enterprise Inc. |
AXON |
05464C101 |
Industrials |
6,291 |
$3,915,203.85 |
2.53% |
| Coca-Cola European Partners Plc |
CCEP |
G25839104 |
Consumer Staples |
31,126 |
$3,329,548.22 |
2.16% |
| Vertex Pharmaceuticals Incorporated |
VRTX |
92532F100 |
Health Care |
6,307 |
$3,340,124.13 |
2.16% |
| Take-Two Interactive Software, Inc. |
TTWO |
874054109 |
Consumer Discretionary |
12,593 |
$3,254,157.13 |
2.11% |
| PACCAR Inc |
PCAR |
693718108 |
Industrials |
25,576 |
$3,220,274.16 |
2.08% |
| Airbnb, Inc. (Class A) |
ABNB |
009066101 |
Consumer Discretionary |
21,175 |
$3,126,488.75 |
2.02% |
| Monster Beverage Corporation |
MNST |
61174X109 |
Consumer Staples |
32,048 |
$3,120,513.76 |
2.02% |
| Fastenal Company |
FAST |
311900104 |
Basic Materials |
63,864 |
$3,085,269.84 |
2.00% |
| Amgen Inc. |
AMGN |
031162100 |
Health Care |
8,382 |
$3,071,500.08 |
1.99% |
| Paychex, Inc. |
PAYX |
704326107 |
Industrials |
29,107 |
$3,067,586.73 |
1.99% |
| Booking Holdings Inc. |
BKNG |
09857L108 |
Consumer Discretionary |
16,860 |
$3,052,165.80 |
1.98% |
| Linde Plc |
LIN |
G54950103 |
Basic Materials |
5,672 |
$3,065,829.44 |
1.98% |
| Automatic Data Processing, Inc. |
ADP |
053015103 |
Industrials |
12,725 |
$3,047,510.25 |
1.97% |
| CSX Corporation |
CSX |
126408103 |
Industrials |
62,369 |
$3,044,230.89 |
1.97% |
| American Electric Power Company, Inc. |
AEP |
025537101 |
Utilities |
22,285 |
$3,030,314.30 |
1.96% |
| MercadoLibre, Inc. |
MELI |
58733R102 |
Consumer Discretionary |
1,665 |
$3,006,457.20 |
1.95% |
| Keurig Dr Pepper Inc. |
KDP |
49271V100 |
Consumer Staples |
94,000 |
$2,984,500.00 |
1.93% |
| Regeneron Pharmaceuticals, Inc. |
REGN |
75886F107 |
Health Care |
4,592 |
$2,983,927.52 |
1.93% |
| Cintas Corporation |
CTAS |
172908105 |
Industrials |
16,483 |
$2,937,929.92 |
1.90% |
| GE HealthCare Technologies Inc. |
GEHC |
36266G107 |
Health Care |
45,281 |
$2,936,020.04 |
1.90% |
| Alnylam Pharmaceuticals, Inc. |
ALNY |
02043Q107 |
Health Care |
9,348 |
$2,926,297.92 |
1.89% |
| The Kraft Heinz Company |
KHC |
500754106 |
Consumer Staples |
117,568 |
$2,918,037.76 |
1.89% |
| Exelon Corporation |
EXC |
30161N101 |
Utilities |
61,849 |
$2,909,995.45 |
1.88% |
| Starbucks Corporation |
SBUX |
855244109 |
Consumer Discretionary |
28,467 |
$2,906,765.37 |
1.88% |
| Electronic Arts Inc. |
EA |
285512109 |
Consumer Discretionary |
13,994 |
$2,871,708.74 |
1.86% |
| Intuitive Surgical, Inc. |
ISRG |
46120E602 |
Health Care |
6,648 |
$2,877,453.84 |
1.86% |
| Marriott International, Inc. |
MAR |
571903202 |
Consumer Discretionary |
7,515 |
$2,853,821.25 |
1.85% |
| Xcel Energy Inc. |
XEL |
98389B100 |
Utilities |
35,507 |
$2,853,697.59 |
1.85% |
| PayPal Holdings, Inc. |
PYPL |
70450Y103 |
Industrials |
63,079 |
$2,844,232.11 |
1.84% |
| Ferrovial NV |
FER |
N3168P101 |
Industrials |
41,506 |
$2,831,539.32 |
1.83% |
| IDEXX Laboratories, Inc. |
IDXX |
45168D104 |
Health Care |
5,009 |
$2,829,984.82 |
1.83% |
| Costco Wholesale Corporation |
COST |
22160K105 |
Consumer Discretionary |
2,952 |
$2,805,138.00 |
1.82% |
| PepsiCo, Inc. |
PEP |
713448108 |
Consumer Staples |
19,577 |
$2,805,188.33 |
1.82% |
| DexCom, Inc. |
DXCM |
252131107 |
Health Care |
38,281 |
$2,770,778.78 |
1.79% |
| Mondelez International, Inc. |
MDLZ |
609207105 |
Consumer Staples |
46,147 |
$2,730,517.99 |
1.77% |
| O'Reilly Automotive, Inc. |
ORLY |
67103H107 |
Consumer Discretionary |
32,491 |
$2,737,041.84 |
1.77% |
| T-Mobile US, Inc. |
TMUS |
872590104 |
Telecommunications |
15,053 |
$2,736,484.87 |
1.77% |
| Warner Bros. Discovery, Inc. |
WBD |
934423104 |
Consumer Discretionary |
104,510 |
$2,729,801.20 |
1.77% |
| Gilead Sciences, Inc. |
GILD |
375558103 |
Health Care |
20,998 |
$2,721,550.78 |
1.76% |
| Old Dominion Freight Line, Inc. |
ODFL |
679580100 |
Industrials |
12,537 |
$2,713,508.28 |
1.76% |
| Tesla, Inc. |
TSLA |
88160R101 |
Consumer Discretionary |
6,477 |
$2,718,850.29 |
1.76% |
| Walmart Inc. |
WMT |
931142103 |
Consumer Discretionary |
24,387 |
$2,698,421.55 |
1.75% |
| Cisco Systems, Inc. |
CSCO |
17275R102 |
Telecommunications |
23,441 |
$2,671,805.18 |
1.73% |
| Comcast Corporation (Class A) |
CMCSA |
20030N101 |
Telecommunications |
113,502 |
$2,653,676.76 |
1.72% |
| Ross Stores, Inc. |
ROST |
778296103 |
Consumer Discretionary |
12,181 |
$2,574,576.16 |
1.67% |
| Diamondback Energy, Inc. |
FANG |
25278X109 |
Energy |
14,742 |
$2,561,127.66 |
1.66% |
| Amazon.com, Inc. |
AMZN |
023135106 |
Consumer Discretionary |
10,430 |
$2,546,588.80 |
1.65% |
| Copart, Inc. |
CPRT |
217204106 |
Consumer Discretionary |
86,140 |
$2,518,733.60 |
1.63% |
| Netflix, Inc. |
NFLX |
64110L106 |
Consumer Discretionary |
32,816 |
$2,494,672.32 |
1.61% |
| Constellation Energy Corporation |
CEG |
21037T109 |
Utilities |
9,810 |
$2,411,984.70 |
1.56% |
| Lumentum Holdings Inc. |
LITE |
55024U109 |
Telecommunications |
3,302 |
$2,414,587.50 |
1.56% |
| Baker Hughes Company (Class A) |
BKR |
05722G100 |
Energy |
44,189 |
$2,353,064.25 |
1.52% |
| Rocket Lab Corporation |
RKLB |
773121108 |
Industrials |
19,674 |
$1,831,452.66 |
1.19% |
| Honeywell Aerospace Inc. |
HONA |
43849R105 |
Industrials |
5,934 |
$1,410,511.80 |
0.91% |
| Honeywell International Inc. |
HON |
438516205 |
Industrials |
5,934 |
$1,371,822.12 |
0.89% |
| US Dollar |
$USD |
|
Other |
247,518 |
$247,517.93 |
0.16% |
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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