HIMCX Holdings List

No.	Symbol	Name	% Weight	Shares
1	NET	Cloudflare, Inc.	3.59%	145,259
2	IBKR	Interactive Brokers Group, Inc.	3.25%	464,631
3	AXON	Axon Enterprise, Inc.	3.09%	29,613
4	VEEV	Veeva Systems Inc.	2.77%	76,389
5	TRGP	Targa Resources Corp.	2.75%	125,188
6	DKNG	DraftKings Inc.	2.68%	496,530
7	VST	Vistra Corp.	2.58%	105,481
8	TW	Tradeweb Markets Inc.	2.50%	135,333
9	HWM	Howmet Aerospace Inc.	2.42%	103,076
10	MPWR	Monolithic Power Systems, Inc.	2.18%	23,666
11	H	Hyatt Hotels Corporation	2.09%	118,906
12	NVR	NVR, Inc.	2.08%	2,234
13	CYBR	CyberArk Software Ltd.	2.05%	39,980
14	FAST	Fastenal Company	2.02%	381,162
15	ROL	Rollins, Inc.	1.97%	277,569
16	DECK	Deckers Outdoor Corporation	1.97%	151,346
17	CLH	Clean Harbors, Inc.	1.79%	61,260
18	NTRA	Natera, Inc.	1.78%	83,655
19	HUBS	HubSpot, Inc.	1.76%	25,116
20	VRT	Vertiv Holdings Co	1.72%	106,445
21	ARES	Ares Management Corporation	1.59%	72,941
22	TYL	Tyler Technologies, Inc.	1.53%	20,505
23	TSX: CSU	Constellation Software Inc.	1.53%	3,310
24	HEI.A	HEICO Corporation	1.53%	46,795
25	ORLY	O'Reilly Automotive, Inc.	1.52%	133,974

As of Jun 30, 2025

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Asset Allocation

Asset Class	% Weight
Stocks	100.27%
Cash	-0.27%