SEIM Holdings List

As of Jul 24, 2024

No.	Symbol	Name	% Weight	Shares
1	NVDA	NVIDIA Corporation	8.33%	340,564
2	AAPL	Apple Inc	8.04%	171,856
3	MSFT	Microsoft Corporation	4.87%	53,046
4	META	Meta Platforms, Inc.	4.30%	43,573
5	ANET	Arista Networks, Inc.	3.01%	43,164
6	WMT	Walmart Inc.	2.72%	179,608
7	MCK	McKesson Corporation	2.62%	20,753
8	PH	Parker-Hannifin Corporation	2.45%	21,571
9	RSG	Republic Services, Inc.	2.24%	52,361
10	CDNS	Cadence Design Systems, Inc.	2.23%	39,142
11	BSX	Boston Scientific Corporation	2.22%	133,361
12	GRMN	Garmin Ltd.	2.18%	59,009
13	AXON	Axon Enterprise, Inc.	2.17%	32,340
14	DHI	D.R. Horton, Inc.	2.14%	58,505
15	GOOGL	Alphabet Inc.	2.13%	57,638
16	APH	Amphenol Corporation	2.12%	159,628
17	TT	Trane Technologies plc	2.10%	29,442
18	SYK	Stryker Corporation	2.08%	28,507
19	BAH	Booz Allen Hamilton Holding Corporation	2.05%	62,036
20	DECK	Deckers Outdoor Corporation	2.03%	11,226
21	ACGL	Arch Capital Group Ltd.	2.02%	97,781
22	HWM	Howmet Aerospace Inc.	1.96%	115,085
23	COR	Cencora	1.89%	38,994
24	WSM	Williams-Sonoma, Inc.	1.80%	55,537
25	CBOE	Cboe Global Markets, Inc.	1.75%	44,164
26	CRWD	CrowdStrike Holdings, Inc.	1.73%	31,248
27	PINS	Pinterest, Inc.	1.70%	204,500
28	MANH	Manhattan Associates, Inc.	1.64%	30,575
29	PKG	Packaging Corporation of America	1.58%	38,166
30	VST	Vistra Corp.	1.57%	100,808
31	TOL	Toll Brothers, Inc.	1.38%	49,530
32	APP	AppLovin Corporation	1.24%	73,785
33	LLY	Eli Lilly and Company	1.23%	6,653
34	CLH	Clean Harbors, Inc.	1.20%	24,741
35	WRB	W. R. Berkley Corporation	1.19%	106,236
36	PANW	Palo Alto Networks, Inc.	1.12%	16,180
37	VRT	Vertiv Holdings Co	1.09%	65,008
38	WING	Wingstop Inc.	1.09%	13,690
39	GWRE	Guidewire Software, Inc.	1.08%	35,080
40	ERIE	Erie Indemnity Company	0.98%	11,890
41	BRO	Brown & Brown, Inc.	0.91%	43,721
42	CMG	Chipotle Mexican Grill, Inc.	0.78%	70,127
43	WAB	Westinghouse Air Brake Technologies Corporation	0.75%	22,302
44	MRK	Merck & Co., Inc.	0.67%	24,732
45	n/a	Cash	0.56%	2,604,635
46	AMZN	Amazon.com, Inc.	0.54%	13,815
47	AFL	Aflac Incorporated	0.50%	24,601
48	FI	Fiserv, Inc.	0.47%	13,513
49	FTI	TechnipFMC plc	0.45%	77,693
50	AGO	Assured Guaranty Ltd.	0.45%	25,996

As of Jul 24, 2024

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