SEIM Holdings List

As of May 22, 2025

No.	Symbol	Name	% Weight	Shares
1	NVDA	NVIDIA Corporation	5.99%	267,109
2	META	Meta Platforms, Inc.	4.90%	45,627
3	MSFT	Microsoft Corporation	3.34%	43,446
4	AAPL	Apple Inc.	3.11%	91,499
5	HWM	Howmet Aerospace Inc.	3.07%	111,475
6	WMT	Walmart Inc.	3.04%	188,014
7	PM	Philip Morris International Inc.	2.64%	89,166
8	BSX	Boston Scientific Corporation	2.59%	146,797
9	NFLX	Netflix, Inc.	2.59%	12,898
10	APH	Amphenol Corporation	2.58%	179,217
11	IBM	International Business Machines Corporation	2.43%	55,826
12	ANET	Arista Networks Inc	2.41%	154,125
13	COR	Cencora, Inc.	2.39%	48,855
14	ETR	Entergy Corporation	2.31%	168,521
15	KO	The Coca-Cola Company	2.27%	189,324
16	GS	The Goldman Sachs Group, Inc.	2.25%	22,276
17	TT	Trane Technologies plc	2.21%	30,863
18	BK	The Bank of New York Mellon Corporation	2.18%	145,132
19	APP	AppLovin Corporation	2.16%	36,345
20	ICE	Intercontinental Exchange, Inc.	2.15%	73,162
21	RMD	ResMed Inc.	2.12%	51,276
22	GRMN	Garmin Ltd.	2.10%	61,803
23	CME	CME Group Inc.	2.02%	42,514
24	PODD	Insulet Corporation	2.01%	37,038
25	SYK	Stryker Corporation	1.90%	29,775
26	BRO	Brown & Brown, Inc.	1.86%	99,952
27	SYF	Synchrony Financial	1.79%	184,272
28	CMI	Cummins Inc.	1.71%	31,489
29	TPR	Tapestry, Inc.	1.65%	123,499
30	CW	Curtiss-Wright Corporation	1.46%	20,730
31	BKNG	Booking Holdings Inc.	1.34%	1,484
32	GWRE	Guidewire Software, Inc.	1.29%	36,699
33	FOXA	Fox Corporation	1.12%	120,411
34	WWD	Woodward, Inc.	1.11%	31,912
35	EXEL	Exelixis, Inc.	1.11%	153,093
36	PANW	Palo Alto Networks, Inc.	1.06%	33,893
37	EWBC	East West Bancorp, Inc.	1.04%	67,441
38	RL	Ralph Lauren Corporation	1.02%	21,791
39	AXON	Axon Enterprise, Inc.	1.01%	8,245
40	UHS	Universal Health Services, Inc.	0.89%	28,399
41	GOOGL	Alphabet Inc.	0.85%	29,563
42	TJX	The TJX Companies, Inc.	0.82%	37,627
43	WAB	Westinghouse Air Brake Technologies Corporation	0.79%	23,368
44	CACI	CACI International Inc	0.78%	9,723
45	THC	Tenet Healthcare Corporation	0.77%	28,395
46	ISRG	Intuitive Surgical, Inc.	0.66%	7,181
47	ERIE	Erie Indemnity Company	0.65%	11,114
48	FOX	Fox Corporation	0.61%	72,075
49	SOFI	SoFi Technologies, Inc.	0.59%	266,908
50	DOCS	Doximity, Inc.	0.59%	68,582
51	MSI	Motorola Solutions, Inc.	0.59%	8,326
52	WELL	Welltower Inc.	0.57%	23,018
53	SN	SharkNinja, Inc.	0.53%	33,233
54	LLY	Eli Lilly and Company	0.51%	4,210
55	TOST	Toast, Inc.	0.50%	69,304
56	AMZN	Amazon.com, Inc.	0.49%	14,421
57	n/a	Cash	0.49%	2,921,174
58	FI	Fiserv, Inc.	0.41%	14,897
59	FICO	Fair Isaac Corporation	0.39%	1,376
60	JHG	Janus Henderson Group plc	0.39%	63,350
61	ABBV	AbbVie Inc.	0.36%	11,650
62	NDAQ	Nasdaq, Inc.	0.36%	25,972
63	PLTR	Palantir Technologies Inc.	0.35%	16,796
64	C	Citigroup Inc.	0.33%	26,618
65	TEAM	Atlassian Corporation	0.16%	4,506
66	AFL	Aflac Incorporated	0.15%	8,926
67	WSM	Williams-Sonoma, Inc.	0.05%	1,976
68	FTI	TechnipFMC plc	0.03%	5,911

As of May 22, 2025

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