FMFCX Holdings List

No.	Symbol	Name	% Weight	Shares
1	LIN	Linde plc	17.49%	271,786
2	ECL	Ecolab Inc.	8.86%	239,700
3	APD	Air Products and Chemicals, Inc.	5.18%	133,800
4	CTVA	Corteva, Inc.	5.11%	499,711
5	MOS	The Mosaic Company	4.94%	987,800
6	IP	International Paper Company	3.50%	545,000
7	TSX: FM	First Quantum Minerals Ltd.	3.44%	1,412,900
8	ATR	AptarGroup, Inc.	3.12%	145,300
9	CRH	CRH plc	3.10%	246,500
10	TSX: WPM	Wheaton Precious Metals Corp.	3.02%	244,600
11	MLM	Martin Marietta Materials, Inc.	2.97%	39,500
12	FCX	Freeport-McMoRan Inc.	2.95%	496,200
13	NUE	Nucor Corporation	2.86%	161,200
14	VMC	Vulcan Materials Company	2.77%	77,300
15	BCPC	Balchem Corporation	2.76%	126,358
16	AXTA	Axalta Coating Systems Ltd.	2.68%	658,100
17	SHW	The Sherwin-Williams Company	2.40%	51,000
18	ESI	Element Solutions Inc	1.98%	638,500
19	STLD	Steel Dynamics, Inc.	1.92%	109,500
20	TSX: AEM	Agnico Eagle Mines Limited	1.88%	115,200
21	TSX: NTR	Nutrien Ltd.	1.59%	199,000
22	TECK	Teck Resources Limited	1.52%	275,200
23	AVY	Avery Dennison Corporation	1.38%	57,500
24	CCK	Crown Holdings, Inc.	1.32%	93,559
25	CC	The Chemours Company	0.98%	625,661

As of Jul 31, 2025

Showing 25 of 44 holdings

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Asset Allocation

Asset Class	% Weight
Stocks	99.86%
Cash	0.14%

Sector	% Weight
Materials	99.00%
Other	1.00%