FSDPX Holdings List

No.	Symbol	Name	% Weight	Shares
1	LIN	Linde plc	16.96%	261,486
2	ECL	Ecolab Inc.	8.39%	224,500
3	MOS	The Mosaic Company	5.52%	1,166,700
4	CRH	CRH plc	4.65%	284,300
5	NEM	Newmont Corporation	4.46%	387,100
6	APD	Air Products and Chemicals, Inc.	4.41%	118,400
7	CTVA	Corteva, Inc.	4.32%	468,411
8	TSX: FM	First Quantum Minerals Ltd.	3.43%	1,110,500
9	IP	International Paper Company	3.37%	531,400
10	MLM	Martin Marietta Materials, Inc.	3.32%	38,600
11	VMC	Vulcan Materials Company	3.29%	78,300
12	NUE	Nucor Corporation	3.17%	171,500
13	SHW	The Sherwin-Williams Company	2.53%	53,600
14	FCX	Freeport-McMoRan Inc.	2.50%	467,000
15	LYB	LyondellBasell Industries N.V.	2.22%	331,500
16	STLD	Steel Dynamics, Inc.	1.98%	104,000
17	ESI	Element Solutions Inc	1.92%	558,700
18	BCPC	Balchem Corporation	1.89%	92,158
19	TSX: WPM	Wheaton Precious Metals Corp.	1.57%	102,500
20	TSX: NTR	Nutrien Ltd.	1.51%	189,000
21	TSX: ALS	Altius Minerals Corporation	1.39%	422,500
22	AVY	Avery Dennison Corporation	1.16%	52,500
23	ATR	AptarGroup, Inc.	1.15%	63,100
24	CCK	Crown Holdings, Inc.	1.14%	86,659
25	SW	Smurfit Westrock Plc	1.10%	189,700

Showing 25 of 46 holdings

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As of Sep 30, 2025

Asset Allocation

Asset Class	% Weight
Stocks	99.86%
Cash	0.14%

Sector	% Weight
Materials	99.00%
Other	1.00%