BMDSX Holdings List

No.	Symbol	Name	% Weight	Shares
1	BR	Broadridge Financial Solutions, Inc.	2.73%	156,381
2	DKNG	DraftKings Inc.	2.63%	827,448
3	BWXT	BWX Technologies, Inc.	2.55%	238,160
4	LYV	Live Nation Entertainment, Inc.	2.51%	240,960
5	VEEV	Veeva Systems Inc.	2.41%	120,066
6	DXCM	DexCom, Inc.	2.38%	417,687
7	RMD	ResMed Inc.	2.37%	123,260
8	FOUR	Shift4 Payments, Inc.	2.33%	320,333
9	PEN	Penumbra, Inc.	2.32%	130,318
10	TYL	Tyler Technologies, Inc.	2.30%	55,676
11	MSCI	MSCI Inc.	2.28%	57,608
12	CHDN	Churchill Downs Incorporated	2.28%	301,643
13	CASY	Casey's General Stores, Inc.	2.27%	61,748
14	RJF	Raymond James Financial, Inc.	2.21%	186,979
15	FERG	Ferguson Enterprises Inc.	2.19%	138,992
16	HEI	HEICO Corporation	2.18%	94,594
17	ROL	Rollins, Inc.	2.13%	526,554
18	EFX	Equifax Inc.	2.07%	121,919
19	HLT	Hilton Worldwide Holdings Inc.	2.07%	109,143
20	LII	Lennox International Inc.	2.06%	47,829
21	BROS	Dutch Bros Inc.	2.03%	485,251
22	CSGP	CoStar Group, Inc.	2.01%	299,445
23	ELF	e.l.f. Beauty, Inc.	2.01%	234,475
24	DDOG	Datadog, Inc.	1.96%	198,453
25	MPWR	Monolithic Power Systems, Inc.	1.96%	38,965

As of Jul 31, 2025

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Asset Allocation

Asset Class	% Weight
Stocks	98.07%
Cash	1.93%