HMDFX Holdings List

No.	Symbol	Name	% Weight	Shares
1	IBKR	Interactive Brokers Group, Inc.	3.81%	2,674,241
2	NET	Cloudflare, Inc.	3.76%	833,402
3	AXON	Axon Enterprise, Inc.	3.04%	185,434
4	DKNG	DraftKings Inc.	2.78%	2,839,576
5	VST	Vistra Corp.	2.75%	606,329
6	VEEV	Veeva Systems Inc.	2.70%	436,855
7	TRGP	Targa Resources Corp.	2.59%	715,933
8	TW	Tradeweb Markets Inc.	2.33%	773,947
9	HWM	Howmet Aerospace Inc.	2.31%	592,503
10	FAST	Fastenal Company	2.20%	2,191,002
11	MPWR	Monolithic Power Systems, Inc.	2.10%	135,699
12	NVR	NVR, Inc.	2.10%	12,777
13	H	Hyatt Hotels Corporation	2.09%	681,086
14	ROL	Rollins, Inc.	1.98%	1,588,657
15	VRT	Vertiv Holdings Co	1.94%	613,721
16	RCL	Royal Caribbean Cruises Ltd.	1.89%	273,067
17	CLH	Clean Harbors, Inc.	1.79%	350,336
18	CYBR	CyberArk Software Ltd.	1.74%	194,345
19	DECK	Deckers Outdoor Corporation	1.73%	752,160
20	ARES	Ares Management Corporation	1.68%	417,136
21	HUBS	HubSpot, Inc.	1.62%	143,633
22	WING	Wingstop Inc.	1.55%	188,985
23	BOOT	Boot Barn Holdings, Inc.	1.55%	413,833
24	AYI	Acuity Inc.	1.53%	226,098
25	HEI.A	HEICO Corporation	1.51%	269,802

As of Jul 31, 2025

Showing 25 of 74 holdings

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Asset Allocation

Asset Class	% Weight
Stocks	100.43%
Cash	-0.43%