BSFIX Holdings List

No.	Symbol	Name	% Weight	Shares
1	VRT	Vertiv Holdings Co	5.60%	1,200,000
2	RRR	Red Rock Resorts, Inc.	5.35%	3,000,000
3	KNSL	Kinsale Capital Group, Inc.	4.79%	425,000
4	GWRE	Guidewire Software, Inc.	4.34%	750,000
5	PLNT	Planet Fitness, Inc.	3.59%	1,150,000
6	SITE	SiteOne Landscape Supply, Inc.	3.59%	1,000,000
7	IT	Gartner, Inc.	3.09%	425,000
8	JBTM	JBT Marel Corporation	3.04%	700,000
9	RBC	RBC Bearings Incorporated	2.91%	225,000
10	TDG	TransDigm Group Incorporated	2.68%	70,000
11	ICLR	ICON Public Limited Company	2.66%	507,000
12	FWONK	Formula One Group	2.55%	900,000
13	HLI	Houlihan Lokey, Inc.	2.51%	500,000
14	IBP	Installed Building Products, Inc.	2.35%	315,000
15	BFAM	Bright Horizons Family Solutions Inc.	2.26%	775,000
16	CWAN	Clearwater Analytics Holdings, Inc.	2.26%	3,250,000
17	INTA	Intapp, Inc.	2.24%	1,700,000
18	DRVN	Driven Brands Holdings Inc.	2.13%	5,000,000
19	BWIN	The Baldwin Insurance Group, Inc.	2.08%	3,000,000
20	HQY	HealthEquity, Inc.	1.98%	750,000
21	CGNX	Cognex Corporation	1.97%	1,900,000
22	CAKE	The Cheesecake Factory Incorporated	1.82%	1,250,000
23	KRMN	Karman Holdings Inc.	1.79%	850,000
24	KTOS	Kratos Defense & Security Solutions, Inc.	1.75%	800,000
25	ASGN	ASGN Incorporated	1.73%	1,250,000

Showing 25 of 57 holdings

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As of Dec 31, 2025

Asset Allocation

Asset Class	% Weight
Stocks	98.76%
Cash	1.24%