FSDPX Holdings List

No.	Symbol	Name	% Weight	Shares
1	LIN	Linde plc	17.65%	271,286
2	ECL	Ecolab Inc.	9.00%	243,600
3	APD	Air Products and Chemicals, Inc.	5.44%	140,300
4	CTVA	Corteva, Inc.	5.03%	510,811
5	MOS	The Mosaic Company	4.62%	918,000
6	ATR	AptarGroup, Inc.	3.86%	175,400
7	IP	International Paper Company	3.70%	557,000
8	CRH	CRH plc	3.20%	252,100
9	MLM	Martin Marietta Materials, Inc.	3.02%	39,700
10	TSX: WPM	Wheaton Precious Metals Corp.	3.01%	250,000
11	BCPC	Balchem Corporation	3.00%	129,258
12	TSX: FM	First Quantum Minerals Ltd.	2.95%	1,433,400
13	VMC	Vulcan Materials Company	2.89%	78,500
14	AXTA	Axalta Coating Systems Ltd.	2.88%	672,700
15	SHW	The Sherwin-Williams Company	2.61%	52,200
16	NUE	Nucor Corporation	2.52%	165,400
17	ESI	Element Solutions Inc	2.24%	753,100
18	FCX	Freeport-McMoRan Inc.	2.10%	392,100
19	TSX: AEM	Agnico Eagle Mines Limited	1.95%	119,100
20	STLD	Steel Dynamics, Inc.	1.87%	109,200
21	TSX: NTR	Nutrien Ltd.	1.62%	197,700
22	AVY	Avery Dennison Corporation	1.46%	59,000
23	TECK	Teck Resources Limited	1.44%	279,900
24	CCK	Crown Holdings, Inc.	1.33%	96,759
25	CC	The Chemours Company	1.20%	853,861

As of May 31, 2025

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Asset Allocation

Asset Class	% Weight
Stocks	99.86%
Cash	0.14%

Sector	% Weight
Materials	99.00%
Other	1.00%