Holdings of the Fund as of 6/24/2026
Total Number of Holdings (excluding cash): 95
| International Business Machines Corporation |
IBM |
459200101 |
142,529 |
$37,479,425.84 |
7.60% |
| Broadcom Inc. |
AVGO |
11135F101 |
95,004 |
$36,298,178.28 |
7.36% |
| Texas Instruments Incorporated |
TXN |
882508104 |
117,343 |
$35,567,836.73 |
7.21% |
| Microsoft Corporation |
MSFT |
594918104 |
94,271 |
$34,452,279.66 |
6.99% |
| Oracle Corporation |
ORCL |
68389X105 |
180,592 |
$28,448,657.76 |
5.77% |
| Taiwan Semiconductor Manufacturing Company Limited (ADR) |
TSM |
874039100 |
50,716 |
$22,357,134.28 |
4.54% |
| QUALCOMM Incorporated |
QCOM |
747525103 |
84,545 |
$16,690,028.45 |
3.39% |
| Analog Devices, Inc. |
ADI |
032654105 |
35,825 |
$14,801,457.00 |
3.00% |
| Applied Materials, Inc. |
AMAT |
038222105 |
24,276 |
$14,297,835.72 |
2.90% |
| Cisco Systems, Inc. |
CSCO |
17275R102 |
88,119 |
$10,550,487.87 |
2.14% |
| Motorola Solutions, Inc. |
MSI |
620076307 |
26,313 |
$10,540,987.80 |
2.14% |
| T-Mobile US, Inc. |
TMUS |
872590104 |
56,584 |
$10,229,821.36 |
2.08% |
| Verizon Communications Inc. |
VZ |
92343V104 |
221,945 |
$10,138,447.60 |
2.06% |
| Comcast Corporation (Class A) |
CMCSA |
20030N101 |
426,668 |
$9,659,763.52 |
1.96% |
| AT&T Inc. |
T |
00206R102 |
427,872 |
$9,571,496.64 |
1.94% |
| TELUS Corporation |
TU |
87971M103 |
845,516 |
$9,495,144.68 |
1.93% |
| KLA Corporation |
KLAC |
482480100 |
38,635 |
$9,290,944.80 |
1.88% |
| Amphenol Corporation |
APH |
032095101 |
51,334 |
$8,356,148.52 |
1.70% |
| Rogers Communications Inc. (Class B) |
RCI |
775109200 |
234,883 |
$8,333,648.84 |
1.69% |
| Salesforce, Inc. |
CRM |
79466L302 |
54,103 |
$8,264,774.28 |
1.68% |
| Corning Incorporated |
GLW |
219350105 |
39,793 |
$8,190,593.19 |
1.66% |
| Intuit Inc. |
INTU |
461202103 |
28,631 |
$7,508,050.58 |
1.52% |
| Millicom International Cellular S.A. |
TIGO |
L6388F110 |
85,290 |
$7,464,580.80 |
1.51% |
| Thomson Reuters Corporation |
TRI |
884903881 |
92,082 |
$7,456,800.38 |
1.51% |
| Microchip Technology Incorporated |
MCHP |
595017104 |
77,955 |
$7,209,278.40 |
1.46% |
| NXP Semiconductors N.V. |
NXPI |
N6596X109 |
23,833 |
$7,008,331.98 |
1.42% |
| HP Inc. |
HPQ |
40434L105 |
298,166 |
$6,944,286.14 |
1.41% |
| ASML Holding N.V. (New York Registry Shares) |
ASML |
N07059210 |
3,733 |
$6,580,420.41 |
1.33% |
| Hewlett Packard Enterprise Company |
HPE |
42824C109 |
125,654 |
$6,125,632.50 |
1.24% |
| TE Connectivity Plc |
TEL |
G87052109 |
29,050 |
$5,767,877.50 |
1.17% |
| Dell Technologies Inc. (Class C) |
DELL |
24703L202 |
12,734 |
$5,527,320.04 |
1.12% |
| Seagate Technology Holdings Plc |
STX |
G7997R103 |
5,566 |
$5,528,429.50 |
1.12% |
| US Dollar |
$USD |
|
4,324,873 |
$4,324,873.21 |
0.88% |
| Cognizant Technology Solutions Corporation |
CTSH |
192446102 |
80,090 |
$3,318,929.60 |
0.67% |
| Nokia Corporation (ADR) |
NOK |
654902204 |
218,787 |
$3,021,448.47 |
0.61% |
| Skyworks Solutions, Inc. |
SWKS |
83088M102 |
40,891 |
$2,919,617.40 |
0.59% |
| NetApp, Inc. |
NTAP |
64110D104 |
17,613 |
$2,739,878.28 |
0.56% |
| Roper Technologies, Inc. |
ROP |
776696106 |
8,045 |
$2,667,722.00 |
0.54% |
| CDW Corporation |
CDW |
12514G108 |
19,117 |
$2,489,415.74 |
0.50% |
| Ubiquiti Inc. |
UI |
90353W103 |
4,503 |
$2,476,650.00 |
0.50% |
| Monolithic Power Systems, Inc. |
MPWR |
609839105 |
1,567 |
$2,248,566.65 |
0.46% |
| Gen Digital Inc. |
GEN |
668771108 |
87,349 |
$2,057,942.44 |
0.42% |
| SS&C Technologies Holdings, Inc. |
SSNC |
78467J100 |
28,276 |
$1,865,367.72 |
0.38% |
| VeriSign, Inc. |
VRSN |
92343E102 |
7,441 |
$1,875,727.28 |
0.38% |
| America Movil, S.A.B. de C.V. (ADR) |
AMX |
02390A101 |
70,458 |
$1,831,203.42 |
0.37% |
| Open Text Corporation |
OTEX |
683715106 |
82,785 |
$1,755,042.00 |
0.36% |
| JOYY Inc. (ADR) |
JOYY |
46591M109 |
25,010 |
$1,648,409.10 |
0.33% |
| Amdocs Limited |
DOX |
G02602103 |
27,467 |
$1,418,670.55 |
0.29% |
| KT Corporation (ADR) |
KT |
48268K101 |
79,630 |
$1,418,210.30 |
0.29% |
| Logitech International S.A. |
LOGI |
H50430232 |
13,996 |
$1,432,770.52 |
0.29% |
| Match Group Inc. |
MTCH |
57667L107 |
37,180 |
$1,313,941.20 |
0.27% |
| Leidos Holdings, Inc. |
LDOS |
525327102 |
12,218 |
$1,274,581.76 |
0.26% |
| TD SYNNEX Corporation |
SNX |
87162W100 |
4,235 |
$1,199,436.70 |
0.24% |
| Telefonaktiebolaget LM Ericsson (ADR) |
ERIC |
294821608 |
104,439 |
$1,165,539.24 |
0.24% |
| InterDigital, Inc. |
IDCC |
45867G101 |
4,010 |
$1,098,940.50 |
0.22% |
| SAP SE (ADR) |
SAP |
803054204 |
6,748 |
$1,030,757.00 |
0.21% |
| Autohome Inc. (ADR) |
ATHM |
05278C107 |
51,793 |
$989,246.30 |
0.20% |
| PT Telkom Indonesia (Persero) Tbk |
TLK |
715684106 |
62,351 |
$887,254.73 |
0.18% |
| Avnet, Inc. |
AVT |
053807103 |
9,738 |
$859,281.12 |
0.17% |
| Tencent Music Entertainment Group (Class A) (ADR) |
TME |
88034P109 |
104,518 |
$854,957.24 |
0.17% |
| Ituran Location and Control Ltd. |
ITRN |
M6158M104 |
13,112 |
$810,977.20 |
0.16% |
| Amkor Technology, Inc. |
AMKR |
031652100 |
8,860 |
$733,253.60 |
0.15% |
| Iridium Communications Inc. |
IRDM |
46269C102 |
17,450 |
$737,786.00 |
0.15% |
| United Microelectronics Corporation (ADR) |
UMC |
910873405 |
24,408 |
$683,668.08 |
0.14% |
| CGI Inc. |
GIB |
12532H104 |
9,250 |
$583,582.50 |
0.12% |
| Dolby Laboratories, Inc. |
DLB |
25659T107 |
11,160 |
$587,462.40 |
0.12% |
| KBR, Inc. |
KBR |
48242W106 |
17,907 |
$594,333.33 |
0.12% |
| Silicon Motion Technology Corporation (ADR) |
SIMO |
82706C108 |
1,828 |
$587,994.48 |
0.12% |
| Universal Display Corporation |
OLED |
91347P105 |
7,022 |
$614,846.32 |
0.12% |
| Bentley Systems, Inc. (Class B) |
BSY |
08265T208 |
18,751 |
$537,403.66 |
0.11% |
| Concentrix Corporation |
CNXC |
20602D101 |
22,783 |
$552,259.92 |
0.11% |
| Ingram Micro Holding Corporation |
INGM |
457152106 |
19,378 |
$535,414.14 |
0.11% |
| RELX Plc (ADR) |
RELX |
759530108 |
16,844 |
$524,690.60 |
0.11% |
| Paycom Software, Inc. |
PAYC |
70432V102 |
3,745 |
$476,438.90 |
0.10% |
| Science Applications International Corporation |
SAIC |
808625107 |
4,579 |
$496,684.13 |
0.10% |
| ASE Technology Holding Co., Ltd. |
ASX |
00215W100 |
10,912 |
$451,102.08 |
0.09% |
| Chunghwa Telecom Co., Ltd. (ADR) |
CHT |
17133Q502 |
10,218 |
$454,803.18 |
0.09% |
| Telefonica Brasil, S.A. (ADR) |
VIV |
87936R205 |
32,530 |
$427,769.50 |
0.09% |
| Clear Secure, Inc. (Class A) |
YOU |
18467V109 |
7,124 |
$377,215.80 |
0.08% |
| Kulicke and Soffa Industries, Inc. |
KLIC |
501242101 |
3,150 |
$388,332.00 |
0.08% |
| Vishay Intertechnology, Inc. |
VSH |
928298108 |
7,127 |
$396,189.93 |
0.08% |
| Power Integrations, Inc. |
POWI |
739276103 |
4,191 |
$343,075.26 |
0.07% |
| STMicroelectronics N.V. |
STM |
861012102 |
4,847 |
$348,208.48 |
0.07% |
| Weibo Corporation (ADR) |
WB |
948596101 |
46,423 |
$338,423.67 |
0.07% |
| Karooooo Ltd. |
KARO |
Y4600W108 |
6,054 |
$290,289.30 |
0.06% |
| Canadian Dollar |
$CAD |
|
324,620 |
$228,059.41 |
0.05% |
| SK Telecom Co., Ltd. (ADR) |
SKM |
78440P306 |
7,767 |
$256,000.32 |
0.05% |
| Adeia Inc. |
ADEA |
00676P107 |
6,174 |
$185,590.44 |
0.04% |
| Benchmark Electronics, Inc. |
BHE |
08160H101 |
2,160 |
$198,460.80 |
0.04% |
| Himax Technologies, Inc. (ADR) |
HIMX |
43289P106 |
14,003 |
$220,267.19 |
0.04% |
| Wipro Limited (ADR) |
WIT |
97651M109 |
101,069 |
$221,341.11 |
0.04% |
| A10 Networks, Inc. |
ATEN |
002121101 |
4,288 |
$146,563.84 |
0.03% |
| ePlus inc. |
PLUS |
294268107 |
1,787 |
$144,407.47 |
0.03% |
| PC Connection, Inc. |
CNXN |
69318J100 |
1,763 |
$124,220.98 |
0.03% |
| Shenandoah Telecommunications Company |
SHEN |
82312B106 |
5,527 |
$80,804.74 |
0.02% |
| Climb Global Solutions, Inc. |
CLMB |
946760105 |
820 |
$18,154.80 |
0.00% |
| 2026-06-26 S&P 500® Index - Price Return C 7,510 |
SPXW 260626C07510000 |
|
-115 |
($41,400.00) |
-0.01% |
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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