HCMAX Holdings List

As of May 31, 2025

No.	Symbol	Name	% Weight	Shares
1	EL	The Estée Lauder Companies Inc.	2.85%	51,500
2	WBD	Warner Bros. Discovery, Inc.	2.82%	342,400
3	ADBE	Adobe Inc.	2.81%	8,200
4	ASML	ASML Holding N.V.	2.80%	4,600
5	BIIB	Biogen Inc.	2.77%	25,800
6	USB	U.S. Bancorp	2.74%	76,200
7	GOOGL	Alphabet Inc.	2.71%	19,100
8	GSK	GSK plc	2.69%	79,400
9	TROW	T. Rowe Price Group, Inc.	2.69%	34,800
10	NKE	NIKE, Inc.	2.67%	53,400
11	BUD	Anheuser-Busch InBev SA/NV	2.67%	45,900
12	AMD	Advanced Micro Devices, Inc.	2.67%	29,200
13	TSM	Taiwan Semiconductor Manufacturing Company Limited	2.63%	16,500
14	MSFT	Microsoft Corporation	2.62%	6,900
15	n/a	Umb Cash Deposit Sweep	2.61%	3,155,308
16	BMY	Bristol-Myers Squibb Company	2.60%	65,300
17	DIS	The Walt Disney Company	2.60%	27,800
18	VZ	Verizon Communications Inc.	2.59%	71,400
19	BA	The Boeing Company	2.59%	15,100
20	KMX	CarMax, Inc.	2.58%	48,400
21	DD	DuPont de Nemours, Inc.	2.58%	46,700
22	CMCSA	Comcast Corporation	2.56%	89,700
23	PFE	Pfizer Inc.	2.54%	131,000
24	IFF	International Flavors & Fragrances Inc.	2.50%	39,600
25	MCHP	Microchip Technology Incorporated	2.50%	52,100
26	BAX	Baxter International Inc.	2.49%	98,700
27	HSY	The Hershey Company	2.47%	18,600
28	T	AT&T Inc.	2.47%	107,500
29	BF.B	Brown-Forman Corporation	2.46%	89,500
30	CVS	CVS Health Corporation	2.44%	46,200
31	NUE	Nucor Corporation	2.43%	26,900
32	STZ	Constellation Brands, Inc.	2.41%	16,400
33	CRM	Salesforce, Inc.	2.41%	11,000
34	CAG	Conagra Brands, Inc.	2.40%	127,100
35	CPB	The Campbell's Company	2.39%	85,000
36	LON: DGED	Diageo plc	2.38%	26,400
37	KHC	The Kraft Heinz Company	2.33%	105,700
38	ZBH	Zimmer Biomet Holdings, Inc.	2.26%	29,700
39	BDX	Becton, Dickinson and Company	2.12%	14,900
40	n/a	Cash	0.14%	133,630
41	n/a	Stonex Options Cash	0.01%	13,524
42	n/a	Kraft Heinz Co.	-0.02%	205

As of May 31, 2025

Asset Allocation

Asset Class	% Weight
Stocks	96.02%
Cash	3.98%

Sector Breakdown

Sector	% Weight
Information Technology	15.99%
Health Care	15.23%
Other	12.73%
Communication Services	12.69%
Consumer Staples	9.56%
Financials	9.43%
Industrials	8.68%
Materials	4.99%
Consumer Discretionary	4.81%
Energy	3.04%
Real Estate	2.85%

Country Breakdown

Sector	% Weight
United States	98.00%
Other	2.00%