ADJEX Holdings List

No.	Symbol	Name	% Weight	Shares
1	CDNS	Cadence Design Systems, Inc.	3.94%	18,363
2	PWR	Quanta Services, Inc.	3.87%	14,703
3	n/a	Cash & Cash Equivalents	3.66%	5,249,338
4	CSGP	CoStar Group, Inc.	3.45%	61,612
5	IDXX	IDEXX Laboratories, Inc.	3.23%	8,630
6	VEEV	Veeva Systems Inc.	2.88%	14,340
7	HEI.A	HEICO Corporation	2.77%	15,356
8	HWM	Howmet Aerospace Inc.	2.68%	20,665
9	FAST	Fastenal Company	2.63%	89,730
10	NET	Cloudflare, Inc.	2.48%	18,188
11	PODD	Insulet Corporation	2.43%	11,106
12	KLAC	KLA Corporation	2.36%	3,775
13	DDOG	Datadog, Inc.	2.31%	24,635
14	TRMB	Trimble Inc.	2.16%	40,771
15	TYL	Tyler Technologies, Inc.	2.12%	5,131
16	MPWR	Monolithic Power Systems, Inc.	2.08%	4,086
17	HUBS	HubSpot, Inc.	1.78%	4,589
18	ROL	Rollins, Inc.	1.75%	44,538
19	SNOW	Snowflake Inc.	1.75%	11,215
20	POOL	Pool Corporation	1.75%	8,606
21	CPAY	Corpay, Inc.	1.73%	7,477
22	FND	Floor & Decor Holdings, Inc.	1.71%	32,367
23	ONON	On Holding AG	1.70%	46,863
24	MLM	Martin Marietta Materials, Inc.	1.69%	4,416
25	LECO	Lincoln Electric Holdings, Inc.	1.67%	11,541

As of Jun 30, 2025

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Asset Allocation

Asset Class	% Weight
Stocks	95.73%
Cash	4.27%