HFMCX Holdings List

No.	Symbol	Name	% Weight	Shares
1	NET	Cloudflare, Inc.	3.59%	841,156
2	IBKR	Interactive Brokers Group, Inc.	3.26%	2,699,115
3	AXON	Axon Enterprise, Inc.	3.11%	172,013
4	VEEV	Veeva Systems Inc.	2.77%	440,917
5	TRGP	Targa Resources Corp.	2.74%	722,590
6	DKNG	DraftKings Inc.	2.68%	2,865,984
7	VST	Vistra Corp.	2.59%	611,967
8	TW	Tradeweb Markets Inc.	2.49%	781,145
9	HWM	Howmet Aerospace Inc.	2.43%	598,016
10	MPWR	Monolithic Power Systems, Inc.	2.18%	136,964
11	H	Hyatt Hotels Corporation	2.09%	687,419
12	NVR	NVR, Inc.	2.08%	12,893
13	CYBR	CyberArk Software Ltd.	2.05%	230,768
14	FAST	Fastenal Company	2.03%	2,211,382
15	ROL	Rollins, Inc.	1.97%	1,603,432
16	DECK	Deckers Outdoor Corporation	1.96%	873,575
17	CLH	Clean Harbors, Inc.	1.78%	353,594
18	NTRA	Natera, Inc.	1.78%	482,857
19	HUBS	HubSpot, Inc.	1.76%	144,968
20	VRT	Vertiv Holdings Co	1.73%	618,313
21	ARES	Ares Management Corporation	1.59%	421,018
22	TSX: CSU	Constellation Software Inc.	1.54%	19,208
23	HEI.A	HEICO Corporation	1.53%	271,492
24	TYL	Tyler Technologies, Inc.	1.53%	118,358
25	ORLY	O'Reilly Automotive, Inc.	1.53%	776,604

As of Jun 30, 2025

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Asset Allocation

Asset Class	% Weight
Stocks	99.85%
Cash	0.15%