HCMAX Holdings List

As of Mar 31, 2025

No.	Symbol	Name	% Weight	Shares
1	n/a	Umb Cash Deposit Sweep	4.28%	6,097,810
2	CPB	The Campbell's Company	2.69%	96,000
3	T	AT&T Inc.	2.66%	134,100
4	VZ	Verizon Communications Inc.	2.65%	83,400
5	KMX	CarMax, Inc.	2.64%	48,400
6	HSY	The Hershey Company	2.61%	21,800
7	KHC	The Kraft Heinz Company	2.61%	122,200
8	CAG	Conagra Brands, Inc.	2.60%	139,100
9	STZ	Constellation Brands, Inc.	2.60%	20,200
10	BAX	Baxter International Inc.	2.60%	108,200
11	ZBH	Zimmer Biomet Holdings, Inc.	2.59%	32,600
12	CMCSA	Comcast Corporation	2.59%	99,900
13	DIS	The Walt Disney Company	2.58%	37,300
14	WBD	Warner Bros. Discovery, Inc.	2.58%	342,400
15	BMY	Bristol-Myers Squibb Company	2.55%	59,700
16	DD	DuPont de Nemours, Inc.	2.55%	48,700
17	EL	The Estée Lauder Companies Inc.	2.54%	54,900
18	LON: DGED	Diageo plc	2.54%	34,500
19	USB	U.S. Bancorp	2.53%	85,500
20	CVS	CVS Health Corporation	2.52%	53,100
21	BDX	Becton, Dickinson and Company	2.52%	15,700
22	WU	The Western Union Company	2.52%	339,600
23	GSK	GSK plc	2.51%	92,500
24	NKE	NIKE, Inc.	2.51%	56,400
25	IFF	International Flavors & Fragrances Inc.	2.50%	46,000
26	CRM	Salesforce, Inc.	2.50%	13,300
27	BUD	Anheuser-Busch InBev SA/NV	2.50%	57,800
28	BA	The Boeing Company	2.49%	20,800
29	BF.B	Brown-Forman Corporation	2.48%	104,100
30	BIIB	Biogen Inc.	2.48%	25,800
31	MSFT	Microsoft Corporation	2.47%	9,400
32	ADBE	Adobe Inc.	2.47%	9,200
33	PFE	Pfizer Inc.	2.47%	139,200
34	TROW	T. Rowe Price Group, Inc.	2.44%	37,800
35	GOOGL	Alphabet Inc.	2.42%	22,300
36	ASML	ASML Holding N.V.	2.42%	5,200
37	MCHP	Microchip Technology Incorporated	2.40%	70,700
38	NUE	Nucor Corporation	2.38%	28,200
39	AMD	Advanced Micro Devices, Inc.	2.10%	29,200
40	n/a	Stonex Options Cash	0.11%	161,599
41	n/a	Cash	0.04%	674,009
42	n/a	Taiwan Semiconductor Manufacturing Co Ltd	-0.26%	230

As of Mar 31, 2025

Asset Allocation

Asset Class	% Weight
Stocks	95.57%
Cash	4.43%

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%