Holdings of the Fund as of 6/23/2026
Total Number of Holdings (excluding cash): 50
| Applied Materials, Inc. |
AMAT |
038222105 |
Semiconductors & Semiconductor Equipment |
4,272 |
$2,502,879.36 |
6.00% |
| Lam Research Corporation |
LRCX |
512807306 |
Semiconductors & Semiconductor Equipment |
6,044 |
$2,244,318.52 |
5.38% |
| Cisco Systems, Inc. |
CSCO |
17275R102 |
Communications Equipment |
15,969 |
$1,934,644.35 |
4.64% |
| Visa Inc. (Class A) |
V |
92826C839 |
Financial Services |
5,893 |
$1,935,732.64 |
4.64% |
| Mastercard Incorporated |
MA |
57636Q104 |
Financial Services |
3,893 |
$1,900,056.51 |
4.55% |
| KLA Corporation |
KLAC |
482480100 |
Semiconductors & Semiconductor Equipment |
7,510 |
$1,836,119.90 |
4.40% |
| NVIDIA Corporation |
NVDA |
67066G104 |
Semiconductors & Semiconductor Equipment |
9,108 |
$1,821,964.32 |
4.37% |
| Apple Inc. |
AAPL |
037833100 |
Technology Hardware, Storage & Peripherals |
6,162 |
$1,813,476.60 |
4.35% |
| Alphabet Inc. (Class A) |
GOOGL |
02079K305 |
Interactive Media & Services |
5,056 |
$1,750,033.28 |
4.19% |
| Broadcom Inc. |
AVGO |
11135F101 |
Semiconductors & Semiconductor Equipment |
4,304 |
$1,636,165.60 |
3.92% |
| Netflix, Inc. |
NFLX |
64110L106 |
Entertainment |
22,356 |
$1,627,963.92 |
3.90% |
| Texas Instruments Incorporated |
TXN |
882508104 |
Semiconductors & Semiconductor Equipment |
5,232 |
$1,592,411.52 |
3.82% |
| Palantir Technologies Inc. (Class A) |
PLTR |
69608A108 |
Software |
12,285 |
$1,433,659.50 |
3.43% |
| Oracle Corporation |
ORCL |
68389X105 |
Software |
8,518 |
$1,406,832.88 |
3.37% |
| Marvell Technology, Inc. |
MRVL |
573874104 |
Semiconductors & Semiconductor Equipment |
5,029 |
$1,403,292.16 |
3.36% |
| Palo Alto Networks, Inc. |
PANW |
697435105 |
Software |
4,663 |
$1,356,536.65 |
3.25% |
| QUALCOMM Incorporated |
QCOM |
747525103 |
Semiconductors & Semiconductor Equipment |
6,060 |
$1,237,027.80 |
2.96% |
| Arista Networks, Inc. |
ANET |
040413205 |
Communications Equipment |
7,240 |
$1,174,328.00 |
2.81% |
| T-Mobile US, Inc. |
TMUS |
872590104 |
Wireless Telecommunication Services |
6,222 |
$1,148,394.54 |
2.75% |
| Analog Devices, Inc. |
ADI |
032654105 |
Semiconductors & Semiconductor Equipment |
2,800 |
$1,140,328.00 |
2.73% |
| Amphenol Corporation |
APH |
032095101 |
Electronic Equipment, Instruments & Components |
7,073 |
$1,122,485.10 |
2.69% |
| Corning Incorporated |
GLW |
219350105 |
Electronic Equipment, Instruments & Components |
4,948 |
$960,258.36 |
2.30% |
| Applovin Corp. (Class A) |
APP |
03831W108 |
Software |
1,931 |
$901,815.62 |
2.16% |
| Fortinet, Inc. |
FTNT |
34959E109 |
Software |
4,213 |
$623,524.00 |
1.49% |
| Cadence Design Systems, Inc. |
CDNS |
127387108 |
Software |
1,585 |
$600,810.10 |
1.44% |
| Synopsys, Inc. |
SNPS |
871607107 |
Software |
1,100 |
$507,650.00 |
1.22% |
| Adobe Incorporated |
ADBE |
00724F101 |
Software |
2,324 |
$458,827.32 |
1.10% |
| Datadog, Inc. (Class A) |
DDOG |
23804L103 |
Software |
2,046 |
$451,286.22 |
1.08% |
| Monolithic Power Systems, Inc. |
MPWR |
609839105 |
Semiconductors & Semiconductor Equipment |
282 |
$401,500.32 |
0.96% |
| Ciena Corporation |
CIEN |
171779309 |
Communications Equipment |
813 |
$373,858.05 |
0.90% |
| Motorola Solutions, Inc. |
MSI |
620076307 |
Communications Equipment |
954 |
$371,525.76 |
0.89% |
| Entegris, Inc. |
ENTG |
29362U104 |
Semiconductors & Semiconductor Equipment |
770 |
$129,529.40 |
0.31% |
| MKS, Inc. |
MKSI |
55306N104 |
Semiconductors & Semiconductor Equipment |
330 |
$128,426.10 |
0.31% |
| Teradyne, Inc. |
TER |
880770102 |
Semiconductors & Semiconductor Equipment |
286 |
$120,154.32 |
0.29% |
| Keysight Technologies, Inc. |
KEYS |
49338L103 |
Electronic Equipment, Instruments & Components |
316 |
$111,415.28 |
0.27% |
| Roku, Inc. |
ROKU |
77543R102 |
Entertainment |
821 |
$110,880.16 |
0.27% |
| F5, Inc. |
FFIV |
315616102 |
Communications Equipment |
278 |
$108,289.34 |
0.26% |
| Jabil Inc. |
JBL |
466313103 |
Electronic Equipment, Instruments & Components |
293 |
$109,286.07 |
0.26% |
| MACOM Technology Solutions Holdings, Inc. |
MTSI |
55405Y100 |
Semiconductors & Semiconductor Equipment |
293 |
$109,039.95 |
0.26% |
| ON Semiconductor Corporation |
ON |
682189105 |
Semiconductors & Semiconductor Equipment |
886 |
$103,715.16 |
0.25% |
| TKO Group Holdings, Inc. (Class A) |
TKO |
87256C101 |
Entertainment |
521 |
$105,606.70 |
0.25% |
| Twilio Inc. (Class A) |
TWLO |
90138F102 |
IT Services |
561 |
$103,246.44 |
0.25% |
| Ubiquiti Inc. |
UI |
90353W103 |
Communications Equipment |
183 |
$103,034.49 |
0.25% |
| NetApp, Inc. |
NTAP |
64110D104 |
Technology Hardware, Storage & Peripherals |
613 |
$96,743.66 |
0.23% |
| Rambus Inc. |
RMBS |
750917106 |
Semiconductors & Semiconductor Equipment |
734 |
$94,106.14 |
0.23% |
| US Dollar |
$USD |
|
Other |
94,267 |
$94,266.73 |
0.23% |
| Warner Music Group Corp. (Class A) |
WMG |
934550203 |
Entertainment |
3,387 |
$93,277.98 |
0.22% |
| Zoom Communications, Inc. (Class A) |
ZM |
98980L101 |
Software |
1,052 |
$90,940.15 |
0.22% |
| Autodesk, Inc. |
ADSK |
052769106 |
Software |
462 |
$87,216.36 |
0.21% |
| PTC Inc. |
PTC |
69370C100 |
Software |
770 |
$86,494.10 |
0.21% |
| Fox Corporation (Class A) |
FOXA |
35137L105 |
Media |
1,672 |
$81,576.88 |
0.20% |
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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