TMFM Holdings List

As of Feb 24, 2025

No.	Symbol	Name	% Weight	Shares
1	SNEX	StoneX Group Inc.	6.51%	98,649
2	BRO	Brown & Brown, Inc.	5.30%	88,964
3	HQY	HealthEquity, Inc.	4.90%	84,689
4	BR	Broadridge Financial Solutions, Inc.	4.77%	38,014
5	GMED	Globus Medical, Inc.	4.74%	110,763
6	TYL	Tyler Technologies, Inc.	4.50%	13,738
7	TOST	Toast, Inc.	4.11%	204,806
8	AXON	Axon Enterprise, Inc.	4.07%	14,894
9	SBAC	SBA Communications Corporation	3.88%	34,209
10	DXCM	DexCom, Inc.	3.87%	81,890
11	GWRE	Guidewire Software, Inc.	3.74%	34,425
12	WAT	Waters Corporation	3.58%	17,900
13	FAST	Fastenal Company	3.07%	77,044
14	ALRM	Alarm.com Holdings, Inc.	3.00%	94,615
15	WSO	Watsco, Inc.	2.96%	11,154
16	GSHD	Goosehead Insurance, Inc	2.87%	50,439
17	HRI	Herc Holdings Inc.	2.75%	31,439
18	MORN	Morningstar, Inc.	2.67%	15,526
19	EMN	Eastman Chemical Company	2.65%	50,291
20	TRU	TransUnion	2.53%	51,730
21	COO	The Cooper Companies, Inc.	2.44%	51,680
22	TSCO	Tractor Supply Company	2.21%	73,685
23	GNTX	Gentex Corporation	2.13%	163,995
24	TREX	Trex Company, Inc.	2.05%	63,527
25	CROX	Crocs, Inc.	2.01%	35,000
26	QXO	QXO, Inc.	2.01%	301,357
27	CSGP	CoStar Group, Inc.	1.78%	43,510
28	CSL	Carlisle Companies Incorporated	1.43%	8,000
29	DDOG	Datadog, Inc.	1.43%	22,500
30	GXO	GXO Logistics, Inc.	1.28%	61,186
31	RXO	RXO, Inc.	1.23%	114,133
32	USBFS04	U.S. Bank Money Market Deposit Account 08/01/2031	0.99%	1,851,720
33	PFGC	Performance Food Group Company	0.65%	15,000
34	WING	Wingstop Inc.	0.62%	5,000
35	DV	DoubleVerify Holdings, Inc.	0.58%	50,000
36	BMRN	BioMarin Pharmaceutical Inc.	0.38%	10,325
37	RARE	Ultragenyx Pharmaceutical Inc.	0.34%	14,887
38	Cash&Other	Cash & Other	-0.03%	-49,576

As of Feb 24, 2025