PAMC Holdings List

As of Jun 25, 2025

No.	Symbol	Name	% Weight	Shares
1	EME	EMCOR Group, Inc.	3.94%	4,885
2	SFM	Sprouts Farmers Market, Inc.	3.02%	11,416
3	FIX	Comfort Systems USA, Inc.	2.54%	3,113
4	IBKR	Interactive Brokers Group, Inc.	2.53%	30,106
5	CSL	Carlisle Companies Incorporated	2.21%	3,700
6	UTHR	United Therapeutics Corporation	2.06%	4,488
7	EXEL	Exelixis, Inc.	1.67%	23,890
8	TXRH	Texas Roadhouse, Inc.	1.62%	5,491
9	GWRE	Guidewire Software, Inc.	1.54%	4,061
10	CRS	Carpenter Technology Corporation	1.46%	3,453
11	HLI	Houlihan Lokey, Inc.	1.38%	4,750
12	CHWY	Chewy, Inc.	1.38%	20,159
13	EQH	Equitable Holdings, Inc.	1.35%	15,487
14	EVR	Evercore Inc.	1.35%	3,145
15	MANH	Manhattan Associates, Inc.	1.32%	4,278
16	USFD	US Foods Holding Corp.	1.29%	10,572
17	SEIC	SEI Investments Company	1.29%	9,224
18	DTM	DT Midstream, Inc.	1.20%	7,010
19	CW	Curtiss-Wright Corporation	1.19%	1,553
20	UNM	Unum Group	1.18%	9,455
21	FLEX	Flex Ltd.	1.17%	14,907
22	CASY	Casey's General Stores, Inc.	1.17%	1,442
23	MEDP	Medpace Holdings, Inc.	1.08%	2,165
24	DOCU	DocuSign, Inc.	1.07%	8,875
25	AIT	Applied Industrial Technologies, Inc.	1.03%	2,846
26	RPM	RPM International Inc.	1.01%	5,776
27	DOCS	Doximity, Inc.	1.01%	10,421
28	AYI	Acuity Inc.	1.01%	2,180
29	MUSA	Murphy USA Inc.	1.00%	1,537
30	TSX: RBA	RB Global, Inc.	1.00%	5,962
31	THC	Tenet Healthcare Corporation	0.96%	3,537
32	BJ	BJ's Wholesale Club Holdings, Inc.	0.94%	5,137
33	DUOL	Duolingo, Inc.	0.94%	1,467
34	ACM	AECOM	0.94%	5,250
35	KNSL	Kinsale Capital Group, Inc.	0.91%	1,210
36	CVLT	Commvault Systems, Inc.	0.90%	3,235
37	MTZ	MasTec, Inc.	0.89%	3,295
38	JEF	Jefferies Financial Group Inc.	0.89%	9,898
39	GGG	Graco Inc.	0.85%	6,187
40	RGLD	Royal Gold, Inc.	0.83%	2,929
41	LPX	Louisiana-Pacific Corporation	0.79%	5,656
42	RNR	RenaissanceRe Holdings Ltd.	0.79%	2,040
43	BWXT	BWX Technologies, Inc.	0.79%	3,480
44	HALO	Halozyme Therapeutics, Inc.	0.78%	9,322
45	SF	Stifel Financial Corp.	0.78%	4,744
46	EHC	Encompass Health Corporation	0.76%	3,933
47	PEN	Penumbra, Inc.	0.76%	1,870
48	LECO	Lincoln Electric Holdings, Inc.	0.76%	2,274
49	EWBC	East West Bancorp, Inc.	0.71%	4,473
50	GME	GameStop Corp.	0.70%	18,610

As of Jun 25, 2025

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