CAMLX Holdings List

No.	Symbol	Name	% Weight	Shares
1	MSFT	Microsoft Corporation	8.03%	86,775
2	NVDA	NVIDIA Corporation	7.42%	240,500
3	AMZN	Amazon.com, Inc.	6.32%	155,600
4	AAPL	Apple Inc.	6.07%	168,500
5	V	Visa Inc.	4.44%	74,100
6	GOOGL	Alphabet Inc.	4.13%	124,000
7	COST	Costco Wholesale Corporation	3.00%	18,400
8	ORLY	O'Reilly Automotive, Inc.	2.99%	175,500
9	SNPS	Synopsys, Inc.	2.97%	27,000
10	HD	The Home Depot, Inc.	2.90%	45,475
11	AVGO	Broadcom Inc.	2.80%	55,000
12	META	Meta Platforms, Inc.	2.78%	20,700
13	HWM	Howmet Aerospace Inc.	2.76%	88,400
14	ETN	Eaton Corporation plc	2.67%	40,000
15	ISRG	Intuitive Surgical, Inc.	2.48%	29,700
16	ANET	Arista Networks Inc	2.18%	102,000
17	NOW	ServiceNow, Inc.	1.99%	12,150
18	GS	The Goldman Sachs Group, Inc.	1.94%	15,450
19	MLM	Martin Marietta Materials, Inc.	1.90%	19,000
20	BSX	Boston Scientific Corporation	1.87%	102,700
21	CTAS	Cintas Corporation	1.86%	48,100
22	MSI	Motorola Solutions, Inc.	1.81%	23,800
23	UBER	Uber Technologies, Inc.	1.80%	118,000
24	WMB	The Williams Companies, Inc.	1.73%	166,500
25	AJG	Arthur J. Gallagher & Co.	1.68%	33,775

Showing 25 of 44 holdings

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As of Jul 31, 2025

Asset Allocation

Asset Class	% Weight
Stocks	99.20%
Cash	0.80%