SEIM Holdings List

As of Jun 24, 2025

No.	Symbol	Name	% Weight	Shares
1	NVDA	NVIDIA Corporation	6.34%	272,840
2	META	Meta Platforms, Inc.	5.24%	46,813
3	MSFT	Microsoft Corporation	4.80%	62,338
4	WMT	Walmart Inc.	2.96%	192,068
5	AAPL	Apple Inc.	2.76%	87,653
6	APH	Amphenol Corporation	2.75%	183,089
7	NFLX	Netflix, Inc.	2.65%	13,171
8	PM	Philip Morris International Inc.	2.64%	91,090
9	IBM	International Business Machines Corporation	2.63%	57,033
10	BSX	Boston Scientific Corporation	2.45%	149,967
11	GS	The Goldman Sachs Group, Inc.	2.37%	22,757
12	BKNG	Booking Holdings Inc.	2.34%	2,714
13	COR	Cencora, Inc.	2.30%	49,908
14	ETR	Entergy Corporation	2.24%	172,159
15	HWM	Howmet Aerospace Inc.	2.21%	79,566
16	TT	Trane Technologies plc	2.12%	31,526
17	BK	The Bank of New York Mellon Corporation	2.12%	148,265
18	ICE	Intercontinental Exchange, Inc.	2.12%	74,746
19	RMD	ResMed Inc.	2.10%	52,381
20	APP	AppLovin Corporation	2.04%	37,125
21	KO	The Coca-Cola Company	2.03%	184,519
22	GRMN	Garmin Ltd.	2.03%	63,140
23	VEEV	Veeva Systems Inc.	2.02%	45,648
24	ANET	Arista Networks Inc	1.95%	130,963
25	SYF	Synchrony Financial	1.91%	188,248
26	CME	CME Group Inc.	1.85%	43,424
27	PODD	Insulet Corporation	1.85%	37,842
28	SYK	Stryker Corporation	1.85%	30,423
29	TPR	Tapestry, Inc.	1.73%	126,162
30	BRO	Brown & Brown, Inc.	1.70%	97,377
31	CW	Curtiss-Wright Corporation	1.58%	21,183
32	GWRE	Guidewire Software, Inc.	1.40%	37,492
33	WWD	Woodward, Inc.	1.24%	32,601
34	EXEL	Exelixis, Inc.	1.12%	156,393
35	FOXA	Fox Corporation	1.08%	123,011
36	EWBC	East West Bancorp, Inc.	1.07%	68,897
37	AXON	Axon Enterprise, Inc.	1.05%	8,427
38	RL	Ralph Lauren Corporation	0.96%	22,259
39	ROK	Rockwell Automation, Inc.	0.96%	18,660
40	GOOGL	Alphabet Inc.	0.79%	30,200
41	THC	Tenet Healthcare Corporation	0.78%	29,006
42	WAB	Westinghouse Air Brake Technologies Corporation	0.77%	23,875
43	TJX	The TJX Companies, Inc.	0.75%	38,433
44	CACI	CACI International Inc	0.71%	9,931
45	SOFI	SoFi Technologies, Inc.	0.68%	272,676
46	CMI	Cummins Inc.	0.67%	13,203
47	FOX	Fox Corporation	0.59%	73,633
48	WELL	Welltower Inc.	0.57%	23,512
49	MSI	Motorola Solutions, Inc.	0.56%	8,508
50	n/a	Cash	0.51%	3,216,921

As of Jun 24, 2025

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