CAMLX Holdings List

No.	Symbol	Name	% Weight	Shares
1	NVDA	NVIDIA Corporation	8.03%	240,500
2	AAPL	Apple Inc.	7.51%	168,500
3	MSFT	Microsoft Corporation	7.41%	86,775
4	AMZN	Amazon.com, Inc.	6.27%	155,600
5	GOOGL	Alphabet, Inc.	5.75%	124,000
6	V	Visa Inc.	4.16%	74,100
7	AVGO	Broadcom Inc.	3.35%	55,000
8	HWM	Howmet Aerospace Inc.	3.00%	88,400
9	HD	The Home Depot, Inc.	2.85%	45,475
10	COST	Costco Wholesale Corporation	2.77%	18,400
11	ORLY	O'Reilly Automotive, Inc.	2.73%	175,500
12	ANET	Arista Networks Inc	2.65%	102,000
13	ISRG	Intuitive Surgical, Inc.	2.62%	29,700
14	ETN	Eaton Corporation plc	2.52%	40,000
15	META	Meta Platforms, Inc.	2.21%	20,700
16	SNPS	Synopsys, Inc.	2.02%	27,000
17	GS	The Goldman Sachs Group, Inc.	2.01%	15,450
18	MLM	Martin Marietta Materials, Inc.	1.92%	19,000
19	UBER	Uber Technologies, Inc.	1.88%	118,000
20	NOW	ServiceNow, Inc.	1.84%	12,150
21	TJX	The TJX Companies, Inc.	1.79%	77,600
22	BSX	Boston Scientific Corporation	1.71%	102,700
23	DELL	Dell Technologies Inc.	1.63%	61,000
24	TKO	TKO Group Holdings, Inc.	1.62%	52,031
25	WMB	The Williams Companies, Inc.	1.59%	166,500

Showing 25 of 44 holdings

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As of Oct 31, 2025

Asset Allocation

Asset Class	% Weight
Stocks	99.20%
Cash	0.80%