SEIM Holdings List

As of Mar 12, 2025

No.	Symbol	Name	% Weight	Shares
1	NVDA	NVIDIA Corporation	7.20%	314,607
2	AAPL	Apple Inc.	5.92%	137,989
3	META	Meta Platforms, Inc.	5.22%	42,568
4	GOOGL	Alphabet Inc.	3.18%	96,216
5	MSFT	Microsoft Corporation	3.04%	40,130
6	WMT	Walmart Inc.	2.96%	175,470
7	HWM	Howmet Aerospace Inc.	2.84%	112,351
8	BSX	Boston Scientific Corporation	2.61%	137,023
9	ETR	Entergy Corporation	2.57%	157,215
10	GRMN	Garmin Ltd.	2.46%	57,668
11	COR	Cencora, Inc.	2.29%	45,633
12	ICE	Intercontinental Exchange, Inc.	2.29%	68,327
13	ANET	Arista Networks Inc	2.28%	143,803
14	GS	The Goldman Sachs Group, Inc.	2.20%	20,774
15	BK	The Bank of New York Mellon Corporation	2.17%	135,619
16	RMD	ResMed Inc.	2.06%	47,316
17	APH	Amphenol Corporation	2.06%	165,659
18	SYK	Stryker Corporation	2.00%	27,802
19	TT	Trane Technologies plc	1.91%	28,517
20	CMI	Cummins Inc.	1.91%	29,147
21	APP	AppLovin Corporation	1.83%	33,935
22	SYF	Synchrony Financial	1.81%	170,569
23	IP	International Paper Company	1.77%	176,309
24	DECK	Deckers Outdoor Corporation	1.57%	65,166
25	LLY	Eli Lilly and Company	1.56%	9,610
26	VST	Vistra Corp.	1.24%	51,545
27	MSI	Motorola Solutions, Inc.	1.22%	14,963
28	CW	Curtiss-Wright Corporation	1.21%	19,447
29	GWRE	Guidewire Software, Inc.	1.20%	34,239
30	BKNG	Booking Holdings Inc.	1.18%	1,354
31	PANW	Palo Alto Networks, Inc.	1.16%	32,667
32	FOXA	Fox Corporation	1.15%	111,484
33	TXRH	Texas Roadhouse, Inc.	1.08%	31,206
34	VRT	Vertiv Holdings Co	1.07%	63,568
35	EWBC	East West Bancorp, Inc.	1.07%	63,035
36	WWD	Woodward, Inc.	1.05%	29,774
37	EXEL	Exelixis, Inc.	1.05%	142,832
38	TOL	Toll Brothers, Inc.	1.01%	47,932
39	BRO	Brown & Brown, Inc.	0.99%	42,680
40	RL	Ralph Lauren Corporation	0.91%	20,385
41	NFLX	Netflix, Inc.	0.87%	4,789
42	UHS	Universal Health Services, Inc.	0.86%	26,237
43	AXON	Axon Enterprise, Inc.	0.86%	7,751
44	ERIE	Erie Indemnity Company	0.85%	10,286
45	AYI	Acuity Brands, Inc.	0.82%	15,635
46	TJX	The TJX Companies, Inc.	0.80%	35,025
47	ISRG	Intuitive Surgical, Inc.	0.76%	7,751
48	WAB	Westinghouse Air Brake Technologies Corporation	0.76%	21,774
49	WSM	Williams-Sonoma, Inc.	0.72%	20,880
50	CACI	CACI International Inc	0.67%	9,087
51	FOX	Fox Corporation	0.65%	67,332
52	THC	Tenet Healthcare Corporation	0.63%	26,333
53	SN	SharkNinja, Inc.	0.56%	31,003
54	FI	Fiserv, Inc.	0.55%	13,189
55	AMZN	Amazon.com, Inc.	0.53%	13,367
56	n/a	Cash	0.50%	2,527,290
57	FICO	Fair Isaac Corporation	0.45%	1,284
58	TOST	Toast, Inc.	0.44%	64,337
59	JHG	Janus Henderson Group plc	0.44%	59,043
60	ABBV	AbbVie Inc.	0.43%	10,322
61	ALSN	Allison Transmission Holdings, Inc.	0.42%	22,096
62	FTI	TechnipFMC plc	0.39%	75,185
63	FRPT	Freshpet, Inc.	0.39%	22,424
64	NDAQ	Nasdaq, Inc.	0.35%	24,194
65	C	Citigroup Inc.	0.33%	24,844
66	PHM	PulteGroup, Inc.	0.28%	13,649
67	TEAM	Atlassian Corporation	0.19%	4,134
68	AFL	Aflac Incorporated	0.17%	8,222

As of Mar 12, 2025

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