TMFM Holdings List

As of Nov 20, 2024

No.	Symbol	Name	% Weight	Shares
1	BRO	Brown & Brown, Inc.	5.96%	120,354
2	TYL	Tyler Technologies, Inc.	5.44%	20,021
3	TOST	Toast, Inc.	5.23%	271,724
4	AXON	Axon Enterprise, Inc.	5.05%	18,269
5	BR	Broadridge Financial Solutions, Inc.	4.56%	44,754
6	SNEX	StoneX Group Inc.	4.21%	96,241
7	GMED	Globus Medical, Inc.	4.08%	108,061
8	HQY	HealthEquity, Inc.	3.84%	82,624
9	FAST	Fastenal Company	3.77%	102,016
10	RXO	RXO, Inc.	3.37%	271,799
11	COO	The Cooper Companies, Inc.	3.32%	73,925
12	SBAC	SBA Communications Corporation	3.32%	33,376
13	HRI	Herc Holdings Inc.	3.15%	32,244
14	WSO	Watsco, Inc.	3.04%	12,572
15	GSHD	Goosehead Insurance, Inc	3.02%	56,878
16	GWRE	Guidewire Software, Inc.	2.99%	33,585
17	GNTX	Gentex Corporation	2.93%	222,323
18	GXO	GXO Logistics, Inc.	2.90%	109,066
19	ALRM	Alarm.com Holdings, Inc.	2.75%	101,481
20	WAT	Waters Corporation	2.73%	17,466
21	DXCM	DexCom, Inc.	2.71%	79,895
22	MORN	Morningstar, Inc.	2.30%	15,148
23	TREX	Trex Company, Inc.	2.27%	74,440
24	EMN	Eastman Chemical Company	2.25%	49,066
25	TRU	TransUnion	2.22%	50,470
26	USBFS04	U.S. Bank Money Market Deposit Account 08/01/2031	2.17%	4,791,953
27	CSGP	CoStar Group, Inc.	2.02%	61,963
28	BMRN	BioMarin Pharmaceutical Inc.	1.90%	67,613
29	RARE	Ultragenyx Pharmaceutical Inc.	1.90%	93,146
30	TSCO	Tractor Supply Company	1.78%	14,382
31	ARE	Alexandria Real Estate Equities, Inc.	1.52%	32,104
32	QXO	QXO, Inc.	1.34%	185,914
33	Cash&Other	Cash & Other	-0.01%	-12,080

As of Nov 20, 2024