BHCUX Holdings List

As of Mar 31, 2025

No.	Symbol	Name	% Weight	Shares
1	UNH	UnitedHealth Group Incorporated	10.67%	35,000
2	LLY	Eli Lilly and Company	10.00%	20,800
3	BSX	Boston Scientific Corporation	8.46%	144,000
4	n/a	Argenx SE	8.12%	23,555
5	ISRG	Intuitive Surgical, Inc.	6.34%	22,000
6	n/a	Fixed Income Clearing Corp - FIXED INC CLEARING CORP.REPO	6.28%	10,783,119
7	SYK	Stryker Corporation	4.77%	22,000
8	TMO	Thermo Fisher Scientific Inc.	4.64%	16,000
9	DHR	Danaher Corporation	3.58%	30,000
10	ACLX	Arcellx, Inc.	3.53%	92,500
11	VRTX	Vertex Pharmaceuticals Incorporated	3.39%	12,000
12	INSM	Insmed Incorporated	2.66%	60,000
13	COO	The Cooper Companies, Inc.	2.65%	54,000
14	WAT	Waters Corporation	2.04%	9,500
15	IDXX	IDEXX Laboratories, Inc.	1.96%	8,000
16	XENE	Xenon Pharmaceuticals Inc.	1.96%	100,100
17	HQY	HealthEquity, Inc.	1.80%	35,000
18	MTD	Mettler-Toledo International Inc.	1.79%	2,600
19	MCK	McKesson Corporation	1.76%	4,500
20	RDNT	RadNet, Inc.	1.59%	55,000
21	PEN	Penumbra, Inc.	1.56%	10,000
22	AZN	AstraZeneca PLC	1.45%	34,000
23	INSP	Inspire Medical Systems, Inc.	1.39%	15,000
24	ZTS	Zoetis Inc.	1.20%	12,500
25	GKOS	Glaukos Corporation	1.17%	20,500
26	MASI	Masimo Corporation	1.08%	11,150
27	THC	Tenet Healthcare Corporation	0.78%	10,000
28	NTRA	Natera, Inc.	0.62%	7,500
29	WST	West Pharmaceutical Services, Inc.	0.53%	4,100
30	HCA	HCA Healthcare, Inc.	0.50%	2,500
31	A	Agilent Technologies, Inc.	0.44%	6,500
32	TECH	Bio-Techne Corporation	0.34%	10,000
33	DXCM	DexCom, Inc.	0.30%	7,500
34	GILD	Gilead Sciences, Inc.	0.26%	4,000
35	BNTX	BioNTech SE	0.24%	4,500
36	BHVN	Biohaven Ltd.	0.14%	10,000

As of Mar 31, 2025

Asset Allocation

Asset Class	% Weight
Stocks	93.79%
Cash	6.21%