AGYWX Holdings List

As of Dec 31, 2024

No.	Symbol	Name	% Weight	Shares
1	MSFT	Microsoft Corporation	12.60%	4,676,710
2	NVDA	NVIDIA Corporation	11.10%	12,927,791
3	AAPL	Apple Inc.	10.01%	6,255,284
4	GOOGL	Alphabet Inc.	8.10%	6,690,915
5	AMZN	Amazon.com, Inc.	6.63%	4,723,659
6	META	Meta Platforms, Inc.	4.52%	1,207,364
7	AVGO	Broadcom Inc.	4.04%	2,726,040
8	TSLA	Tesla, Inc.	3.63%	1,406,592
9	LLY	Eli Lilly and Company	2.59%	525,322
10	MA	Mastercard Incorporated	2.29%	679,632
11	V	Visa Inc.	1.16%	572,901
12	CDNS	Cadence Design Systems, Inc.	1.16%	601,960
13	IWF	iShares Russell 1000 Growth ETF	1.05%	408,899
14	HD	The Home Depot, Inc.	1.05%	421,257
15	ABBV	AbbVie Inc.	0.99%	867,889
16	WDAY	Workday, Inc.	0.91%	554,063
17	CMG	Chipotle Mexican Grill, Inc.	0.88%	2,284,685
18	PEP	PepsiCo, Inc.	0.87%	893,857
19	UBER	Uber Technologies, Inc.	0.83%	2,152,829
20	PGR	The Progressive Corporation	0.82%	534,072
21	CRM	Salesforce, Inc.	0.76%	357,272
22	CRWD	CrowdStrike Holdings, Inc.	0.74%	338,850
23	ANET	Arista Networks Inc	0.73%	1,031,466
24	ADI	Analog Devices, Inc.	0.73%	535,405
25	UNP	Union Pacific Corporation	0.71%	489,651
26	DDOG	Datadog, Inc.	0.71%	780,994
27	ISRG	Intuitive Surgical, Inc.	0.70%	210,219
28	SNOW	Snowflake Inc.	0.69%	698,751
29	PG	The Procter & Gamble Company	0.67%	624,418
30	CPH: NOVO.B	Novo Nordisk A/S	0.66%	1,205,167
31	COST	Costco Wholesale Corporation	0.64%	108,519
32	TJX	The TJX Companies, Inc.	0.61%	790,933
33	MDLZ	Mondelez International, Inc.	0.58%	1,512,274
34	VRTX	Vertex Pharmaceuticals Incorporated	0.57%	220,563
35	ZTS	Zoetis Inc.	0.54%	517,138
36	DT	Dynatrace, Inc.	0.54%	1,544,441
37	APO	Apollo Global Management, Inc.	0.53%	505,231
38	ABNB	Airbnb, Inc.	0.53%	631,711
39	EQIX	Equinix, Inc.	0.53%	87,508
40	PH	Parker-Hannifin Corporation	0.53%	129,269
41	SQ	Block Inc Class A	0.52%	964,436
42	OKTA	Okta, Inc.	0.52%	1,025,829
43	MDB	MongoDB, Inc.	0.52%	346,187
44	ROST	Ross Stores, Inc.	0.49%	510,301
45	SPGI	S&P Global Inc.	0.48%	150,156
46	DECK	Deckers Outdoor Corporation	0.48%	367,403
47	ETN	Eaton Corporation plc	0.45%	212,235
48	AMS: ASML	ASML Holding N.V.	0.44%	99,123
49	MSI	Motorola Solutions, Inc.	0.44%	148,537
50	XYL	Xylem Inc.	0.43%	574,600

As of Dec 31, 2024

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Asset Allocation

Asset Class	% Weight
Stocks	99.73%
Cash	0.27%

Sector Breakdown

Sector	% Weight
Information Technology	41.73%
Consumer Discretionary	17.10%
Health Care	13.86%
Communication Services	8.84%
Industrials	7.04%
Consumer Staples	5.10%
Other	1.73%
Energy	1.58%
Financials	1.14%
Materials	1.03%
Real Estate	0.85%

Country Breakdown

Sector	% Weight
United States	95.17%
Ireland	1.87%
Other	1.20%
Netherlands	0.94%
Denmark	0.82%