TMFM Holdings List

As of Apr 1, 2025

No.	Symbol	Name	% Weight	Shares
1	SNEX	StoneX Group Inc.	6.31%	145,910
2	BRO	Brown & Brown, Inc.	6.18%	87,724
3	BR	Broadridge Financial Solutions, Inc.	5.14%	37,486
4	GMED	Globus Medical, Inc.	4.53%	109,219
5	TYL	Tyler Technologies, Inc.	4.46%	13,550
6	AXON	Axon Enterprise, Inc.	4.37%	14,690
7	SBAC	SBA Communications Corporation	4.20%	33,733
8	HQY	HealthEquity, Inc.	4.18%	83,509
9	TOST	Toast, Inc.	3.79%	201,950
10	WAT	Waters Corporation	3.68%	17,652
11	GWRE	Guidewire Software, Inc.	3.60%	33,945
12	FAST	Fastenal Company	3.33%	75,972
13	GSHD	Goosehead Insurance, Inc	3.32%	49,739
14	WSO	Watsco, Inc.	3.17%	11,002
15	DXCM	DexCom, Inc.	3.12%	80,750
16	ALRM	Alarm.com Holdings, Inc.	2.94%	93,295
17	MORN	Morningstar, Inc.	2.60%	15,310
18	EMN	Eastman Chemical Company	2.47%	49,591
19	COO	The Cooper Companies, Inc.	2.43%	50,960
20	TRU	TransUnion	2.40%	51,010
21	HRI	Herc Holdings Inc.	2.36%	31,003
22	QXO	QXO, Inc.	2.28%	297,153
23	TSCO	Tractor Supply Company	2.27%	72,657
24	GNTX	Gentex Corporation	2.13%	161,707
25	CROX	Crocs, Inc.	2.07%	34,512
26	TREX	Trex Company, Inc.	2.06%	62,643
27	CSGP	CoStar Group, Inc.	1.92%	42,906
28	CSL	Carlisle Companies Incorporated	1.52%	7,892
29	GXO	GXO Logistics, Inc.	1.33%	60,334
30	DDOG	Datadog, Inc.	1.25%	22,188
31	RXO	RXO, Inc.	1.22%	112,541
32	USBFS04	U.S. Bank Money Market Deposit Account 08/01/2031	1.03%	1,811,287
33	PFGC	Performance Food Group Company	0.66%	14,792
34	WING	Wingstop Inc.	0.63%	4,932
35	BMRN	BioMarin Pharmaceutical Inc.	0.41%	10,181
36	DV	DoubleVerify Holdings, Inc.	0.37%	49,304
37	RARE	Ultragenyx Pharmaceutical Inc.	0.30%	14,683
38	Cash&Other	Cash & Other	-0.03%	-52,140

As of Apr 1, 2025