FELCX Holdings List

No.	Symbol	Name	% Weight	Shares
1	NVDA	NVIDIA Corporation	26.50%	5,293,836
2	AVGO	Broadcom Inc.	13.98%	1,691,917
3	NXPI	NXP Semiconductors N.V.	6.43%	1,069,675
4	TSM	Taiwan Semiconductor Manufacturing Company Limited	6.23%	915,929
5	MRVL	Marvell Technology, Inc.	5.35%	2,365,288
6	ON	ON Semiconductor Corporation	5.32%	3,355,557
7	MPWR	Monolithic Power Systems, Inc.	4.95%	247,085
8	LRCX	Lam Research Corporation	4.88%	1,830,160
9	MU	Micron Technology, Inc.	4.80%	1,561,901
10	n/a	Fidelity Cash Central Fund	3.55%	126,045,742
11	GFS	GlobalFoundries Inc.	3.27%	3,109,783
12	WDC	Western Digital Corporation	2.82%	1,274,468
13	ALAB	Astera Labs, Inc.	2.35%	611,401
14	NVMI	Nova Ltd.	2.26%	306,532
15	MTSI	MACOM Technology Solutions Holdings, Inc.	1.58%	410,092
16	ALGM	Allegro MicroSystems, Inc.	1.54%	1,745,614
17	SIMO	Silicon Motion Technology Corporation	0.90%	418,000
18	PI	Impinj, Inc.	0.86%	198,259
19	INTC	Intel Corporation	0.74%	1,323,915
20	TYO: 285A	Kioxia Holdings Corporation	0.33%	712,600
21	SYNA	Synaptics Incorporated	0.25%	140,821
22	AMD	Advanced Micro Devices, Inc.	0.19%	38,500
23	ENTG	Entegris, Inc.	0.19%	83,900
24	LSCC	Lattice Semiconductor Corporation	0.14%	102,528
25	n/a	Frore Systems Inc Ser C Pc Pp	0.07%	143,630

Showing 25 of 55 holdings

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As of Jul 31, 2025

Asset Allocation