TMFM Holdings List

As of Apr 25, 2025

No.	Symbol	Name	% Weight	Shares
1	SNEX	StoneX Group Inc.	7.23%	144,361
2	BRO	Brown & Brown, Inc.	5.96%	86,794
3	BR	Broadridge Financial Solutions, Inc.	5.15%	37,090
4	AXON	Axon Enterprise, Inc.	5.00%	14,537
5	GMED	Globus Medical, Inc.	4.60%	108,061
6	SBAC	SBA Communications Corporation	4.33%	33,376
7	TOST	Toast, Inc.	4.19%	199,808
8	TYL	Tyler Technologies, Inc.	4.15%	13,409
9	HQY	HealthEquity, Inc.	4.13%	82,624
10	GWRE	Guidewire Software, Inc.	3.91%	33,585
11	FAST	Fastenal Company	3.58%	75,168
12	WAT	Waters Corporation	3.47%	17,466
13	DXCM	DexCom, Inc.	3.30%	79,895
14	WSO	Watsco, Inc.	2.87%	10,888
15	ALRM	Alarm.com Holdings, Inc.	2.83%	92,305
16	GSHD	Goosehead Insurance, Inc	2.67%	49,214
17	MORN	Morningstar, Inc.	2.47%	15,148
18	COO	The Cooper Companies, Inc.	2.43%	50,420
19	TRU	TransUnion	2.43%	50,470
20	EMN	Eastman Chemical Company	2.31%	49,066
21	QXO	QXO, Inc.	2.18%	294,000
22	TREX	Trex Company, Inc.	2.14%	61,980
23	CSGP	CoStar Group, Inc.	2.06%	42,453
24	GNTX	Gentex Corporation	2.05%	159,991
25	TSCO	Tractor Supply Company	2.05%	71,886
26	HRI	Herc Holdings Inc.	1.99%	30,676
27	CROX	Crocs, Inc.	1.96%	34,146
28	CSL	Carlisle Companies Incorporated	1.74%	7,811
29	DDOG	Datadog, Inc.	1.27%	21,954
30	GXO	GXO Logistics, Inc.	1.27%	59,695
31	USBFS04	U.S. Bank Money Market Deposit Account 08/01/2031	1.02%	1,755,143
32	RXO	RXO, Inc.	0.91%	111,347
33	PFGC	Performance Food Group Company	0.69%	14,636
34	WING	Wingstop Inc.	0.62%	4,881
35	BMRN	BioMarin Pharmaceutical Inc.	0.37%	10,073
36	DV	DoubleVerify Holdings, Inc.	0.37%	48,782
37	RARE	Ultragenyx Pharmaceutical Inc.	0.32%	14,530
38	Cash&Other	Cash & Other	-0.02%	-25,966

As of Apr 25, 2025