HFMIX Holdings List

No.	Symbol	Name	% Weight	Shares
1	PLTR	Palantir Technologies Inc.	7.15%	2,508,037
2	APP	AppLovin Corporation	3.42%	402,154
3	VEEV	Veeva Systems Inc.	2.79%	461,551
4	IBKR	Interactive Brokers Group, Inc.	2.65%	582,940
5	TRGP	Targa Resources Corp.	2.60%	761,857
6	TW	Tradeweb Markets Inc.	2.56%	817,702
7	NET	Cloudflare, Inc.	2.50%	695,826
8	DKNG	DraftKings Inc.	2.35%	3,021,495
9	AXON	Axon Enterprise, Inc.	2.14%	131,702
10	MORN	Morningstar, Inc.	2.10%	314,154
11	NVR	NVR, Inc.	2.08%	13,496
12	DECK	Deckers Outdoor Corporation	2.07%	908,360
13	CYBR	CyberArk Software Ltd.	2.00%	241,567
14	HUBS	HubSpot, Inc.	1.94%	152,196
15	HLNE	Hamilton Lane Incorporated	1.94%	600,345
16	ORLY	O'Reilly Automotive, Inc.	1.86%	62,964
17	VST	Vistra Corp.	1.84%	528,740
18	H	Hyatt Hotels Corporation	1.84%	642,321
19	CLH	Clean Harbors, Inc.	1.82%	371,723
20	MPWR	Monolithic Power Systems, Inc.	1.79%	124,951
21	WAT	Waters Corporation	1.75%	231,103
22	NTRA	Natera, Inc.	1.73%	505,454
23	ROL	Rollins, Inc.	1.64%	1,325,545
24	FAST	Fastenal Company	1.60%	1,783,010
25	ARES	Ares Management Corporation	1.58%	440,720

As of May 31, 2025

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Asset Allocation

Asset Class	% Weight
Stocks	99.85%
Cash	0.15%