KAUCX Holdings List

No.	Symbol	Name	% Weight	Shares
1	ARGX	argenx SE	3.81%	239,625
2	PWR	Quanta Services, Inc.	3.32%	379,500
3	SHOP	Shopify Inc.	2.49%	735,000
4	GE	GE Aerospace	2.25%	373,500
5	GEV	GE Vernova Inc.	1.97%	173,400
6	HEI	HEICO Corporation	1.91%	308,700
7	AEM	Agnico Eagle Mines Limited	1.88%	600,000
8	AMZN	Amazon.com, Inc.	1.71%	360,000
9	RYTM	Rhythm Pharmaceuticals, Inc.	1.67%	756,300
10	FIX	Comfort Systems USA, Inc.	1.60%	85,400
11	NVDA	NVIDIA Corporation	1.58%	400,000
12	ETN	Eaton Corporation plc	1.57%	211,400
13	TT	Trane Technologies plc	1.56%	178,400
14	GOFXX	Federated Government Obligations Fund	1.54%	79,337,762
15	GH	Guardant Health, Inc.	1.48%	818,423
16	BSX	Boston Scientific Corporation	1.45%	739,000
17	NTRA	Natera, Inc.	1.39%	360,300
18	LOAR	Loar Holdings Inc.	1.36%	885,800
19	CRWD	CrowdStrike Holdings, Inc.	1.35%	127,500
20	NOW	ServiceNow, Inc.	1.34%	75,000
21	CSGP	CoStar Group, Inc.	1.34%	1,000,000
22	SPOT	Spotify Technology S.A.	1.34%	105,000
23	WAB	Westinghouse Air Brake Technologies Corporation	1.34%	335,900
24	n/a	BLUE OWL CAPITAL PIPE DEAL	1.32%	4,300,000
25	TSM	Taiwan Semiconductor Manufacturing Company Limited	1.30%	223,000

Showing 25 of 148 holdings

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As of Oct 31, 2025

Asset Allocation