Holdings of the Fund as of 7/14/2026
Total Number of Holdings (excluding cash): 50
| Applied Materials, Inc. |
AMAT |
038222105 |
Semiconductors & Semiconductor Equipment |
4,069 |
$2,423,903.30 |
6.05% |
| Visa Inc. (Class A) |
V |
92826C839 |
Financial Services |
5,612 |
$1,997,984.24 |
4.99% |
| Mastercard Incorporated |
MA |
57636Q104 |
Financial Services |
3,708 |
$1,994,978.16 |
4.98% |
| Lam Research Corporation |
LRCX |
512807306 |
Semiconductors & Semiconductor Equipment |
5,756 |
$1,992,151.60 |
4.97% |
| Apple Inc. |
AAPL |
037833100 |
Technology Hardware, Storage & Peripherals |
5,869 |
$1,847,913.34 |
4.61% |
| NVIDIA Corporation |
NVDA |
67066G104 |
Semiconductors & Semiconductor Equipment |
8,674 |
$1,837,153.20 |
4.58% |
| Cisco Systems, Inc. |
CSCO |
17275R102 |
Communications Equipment |
15,209 |
$1,780,821.81 |
4.44% |
| Alphabet Inc. (Class A) |
GOOGL |
02079K305 |
Interactive Media & Services |
4,815 |
$1,731,040.65 |
4.32% |
| KLA Corporation |
KLAC |
482480100 |
Semiconductors & Semiconductor Equipment |
7,152 |
$1,647,606.24 |
4.11% |
| Broadcom Inc. |
AVGO |
11135F101 |
Semiconductors & Semiconductor Equipment |
4,099 |
$1,594,961.89 |
3.98% |
| Netflix, Inc. |
NFLX |
64110L106 |
Entertainment |
21,291 |
$1,565,527.23 |
3.91% |
| Palo Alto Networks, Inc. |
PANW |
697435105 |
Software |
4,441 |
$1,567,184.49 |
3.91% |
| Palantir Technologies Inc. (Class A) |
PLTR |
69608A108 |
Software |
11,700 |
$1,564,524.00 |
3.90% |
| Texas Instruments Incorporated |
TXN |
882508104 |
Semiconductors & Semiconductor Equipment |
4,983 |
$1,522,555.65 |
3.80% |
| Arista Networks, Inc. |
ANET |
040413205 |
Communications Equipment |
6,895 |
$1,258,820.15 |
3.14% |
| T-Mobile US, Inc. |
TMUS |
872590104 |
Wireless Telecommunication Services |
5,926 |
$1,108,932.38 |
2.77% |
| Amphenol Corporation |
APH |
032095101 |
Electronic Equipment, Instruments & Components |
6,736 |
$1,066,780.32 |
2.66% |
| Marvell Technology, Inc. |
MRVL |
573874104 |
Semiconductors & Semiconductor Equipment |
4,790 |
$1,065,487.60 |
2.66% |
| Analog Devices, Inc. |
ADI |
032654105 |
Semiconductors & Semiconductor Equipment |
2,667 |
$1,047,464.25 |
2.61% |
| Oracle Corporation |
ORCL |
68389X105 |
Software |
8,112 |
$1,037,849.28 |
2.59% |
| QUALCOMM Incorporated |
QCOM |
747525103 |
Semiconductors & Semiconductor Equipment |
5,771 |
$1,027,815.10 |
2.56% |
| Corning Incorporated |
GLW |
219350105 |
Electronic Equipment, Instruments & Components |
4,712 |
$884,159.68 |
2.21% |
| Applovin Corp. (Class A) |
APP |
03831W108 |
Software |
1,839 |
$825,674.22 |
2.06% |
| Fortinet, Inc. |
FTNT |
34959E109 |
Software |
4,012 |
$669,321.96 |
1.67% |
| Cadence Design Systems, Inc. |
CDNS |
127387108 |
Software |
1,510 |
$568,968.00 |
1.42% |
| Datadog, Inc. (Class A) |
DDOG |
23804L103 |
Software |
1,949 |
$527,652.77 |
1.32% |
| Adobe Incorporated |
ADBE |
00724F101 |
Software |
2,213 |
$488,586.14 |
1.22% |
| Synopsys, Inc. |
SNPS |
871607107 |
Software |
1,048 |
$446,343.20 |
1.11% |
| Motorola Solutions, Inc. |
MSI |
620076307 |
Communications Equipment |
909 |
$376,062.39 |
0.94% |
| Monolithic Power Systems, Inc. |
MPWR |
609839105 |
Semiconductors & Semiconductor Equipment |
269 |
$370,254.29 |
0.92% |
| Ciena Corporation |
CIEN |
171779309 |
Communications Equipment |
774 |
$345,923.82 |
0.86% |
| F5, Inc. |
FFIV |
315616102 |
Communications Equipment |
265 |
$114,283.90 |
0.29% |
| Twilio Inc. (Class A) |
TWLO |
90138F102 |
IT Services |
534 |
$116,321.22 |
0.29% |
| MKS, Inc. |
MKSI |
55306N104 |
Semiconductors & Semiconductor Equipment |
314 |
$112,547.02 |
0.28% |
| Roku, Inc. |
ROKU |
77543R102 |
Entertainment |
782 |
$110,856.32 |
0.28% |
| Entegris, Inc. |
ENTG |
29362U104 |
Semiconductors & Semiconductor Equipment |
733 |
$103,081.79 |
0.26% |
| NetApp, Inc. |
NTAP |
64110D104 |
Technology Hardware, Storage & Peripherals |
584 |
$101,937.20 |
0.25% |
| Keysight Technologies, Inc. |
KEYS |
49338L103 |
Electronic Equipment, Instruments & Components |
301 |
$98,044.73 |
0.24% |
| Teradyne, Inc. |
TER |
880770102 |
Semiconductors & Semiconductor Equipment |
272 |
$96,078.56 |
0.24% |
| Ubiquiti Inc. |
UI |
90353W103 |
Communications Equipment |
174 |
$95,614.74 |
0.24% |
| Autodesk, Inc. |
ADSK |
052769106 |
Software |
440 |
$90,604.80 |
0.23% |
| Jabil Inc. |
JBL |
466313103 |
Electronic Equipment, Instruments & Components |
279 |
$91,182.78 |
0.23% |
| TKO Group Holdings, Inc. (Class A) |
TKO |
87256C101 |
Entertainment |
496 |
$91,541.76 |
0.23% |
| Zoom Communications, Inc. (Class A) |
ZM |
98980L101 |
Software |
1,002 |
$91,332.30 |
0.23% |
| Fox Corporation (Class A) |
FOXA |
35137L105 |
Media |
1,592 |
$87,353.04 |
0.22% |
| PTC Inc. |
PTC |
69370C100 |
Software |
733 |
$89,799.83 |
0.22% |
| Warner Music Group Corp. (Class A) |
WMG |
934550203 |
Entertainment |
3,226 |
$88,973.08 |
0.22% |
| MACOM Technology Solutions Holdings, Inc. |
MTSI |
55405Y100 |
Semiconductors & Semiconductor Equipment |
279 |
$84,191.04 |
0.21% |
| ON Semiconductor Corporation |
ON |
682189105 |
Semiconductors & Semiconductor Equipment |
844 |
$79,108.12 |
0.20% |
| US Dollar |
$USD |
|
Other |
74,764 |
$74,764.37 |
0.19% |
| Rambus Inc. |
RMBS |
750917106 |
Semiconductors & Semiconductor Equipment |
699 |
$73,660.62 |
0.18% |
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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