FSHOX Holdings List

No.	Symbol	Name	% Weight	Shares
1	HD	The Home Depot, Inc.	16.74%	331,460
2	LOW	Lowe's Companies, Inc.	12.65%	414,095
3	TT	Trane Technologies plc	6.48%	107,490
4	JCI	Johnson Controls International plc	6.29%	432,511
5	CRH	CRH plc	4.11%	325,150
6	MLM	Martin Marietta Materials, Inc.	3.95%	52,220
7	PWR	Quanta Services, Inc.	3.94%	75,639
8	SUI	Sun Communities, Inc.	2.93%	168,390
9	INVH	Invitation Homes Inc.	2.80%	620,590
10	PHM	PulteGroup, Inc.	2.45%	168,655
11	SGI	Somnigroup International Inc.	2.10%	223,830
12	FND	Floor & Decor Holdings, Inc.	2.01%	191,860
13	BLD	TopBuild Corp.	1.86%	41,810
14	EME	EMCOR Group, Inc.	1.83%	24,860
15	CARR	Carrier Global Corporation	1.82%	180,900
16	BLDR	Builders FirstSource, Inc.	1.75%	108,735
17	CSL	Carlisle Companies Incorporated	1.70%	33,060
18	FIX	Comfort Systems USA, Inc.	1.63%	22,080
19	ELME	Elme Communities	1.62%	739,010
20	TOL	Toll Brothers, Inc.	1.61%	102,340
21	WSC	WillScot Holdings Corporation	1.56%	414,690
22	ESS	Essex Property Trust, Inc.	1.55%	39,590
23	ACM	AECOM	1.36%	87,350
24	CPT	Camden Property Trust	1.31%	84,390
25	SSD	Simpson Manufacturing Co., Inc.	1.16%	54,410

As of Jun 30, 2025

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Asset Allocation

Asset Class	% Weight
Stocks	99.28%
Cash	0.72%