CGTYX Holdings List

No.	Symbol	Name	% Weight	Shares
1	NVDA	NVIDIA Corporation	6.60%	983,368
2	AVGO	Broadcom Inc.	5.85%	527,301
3	BE	Bloom Energy Corporation	5.84%	4,138,698
4	LRCX	Lam Research Corporation	5.40%	1,508,573
5	MSFT	Microsoft Corporation	5.28%	262,086
6	GOOGL	Alphabet Inc.	4.07%	561,086
7	AAPL	Apple Inc.	3.19%	407,117
8	ORCL	Oracle Corporation	2.91%	303,668
9	AMAT	Applied Materials, Inc.	2.81%	413,164
10	V	Visa Inc.	2.51%	192,381
11	WDC	Western Digital Corporation	2.39%	804,090
12	META	Meta Platforms, Inc.	2.15%	73,532
13	GEN	Gen Digital Inc.	2.11%	1,892,581
14	GPN	Global Payments Inc.	2.03%	672,519
15	MRVL	Marvell Technology, Inc.	1.97%	648,447
16	NTAP	NetApp, Inc.	1.88%	478,340
17	TER	Teradyne, Inc.	1.88%	462,739
18	NXPI	NXP Semiconductors N.V.	1.75%	217,297
19	GDDY	GoDaddy Inc.	1.60%	262,123
20	MTCH	Match Group, Inc.	1.60%	1,233,305
21	GOOG	Alphabet Inc.	1.59%	217,887
22	AMZN	Amazon.com, Inc.	1.57%	177,436
23	CSCO	Cisco Systems, Inc.	1.54%	598,343
24	SNPS	Synopsys, Inc.	1.53%	63,956
25	ANET	Arista Networks Inc	1.44%	309,303

As of Jul 31, 2025

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Asset Allocation

Asset Class	% Weight
Stocks	98.78%
Cash	1.22%