KAUFX Holdings List

No.	Symbol	Name	% Weight	Shares
1	PWR	Quanta Services, Inc.	2.93%	386,300
2	EBR: ARGX	argenx SE	2.65%	239,625
3	HEI	HEICO Corporation	2.08%	316,600
4	GEV	GE Vernova Inc.	2.05%	193,500
5	ETN	Eaton Corporation plc	1.83%	255,000
6	WING	Wingstop Inc.	1.82%	270,000
7	GE	General Electric Company	1.80%	347,700
8	n/a	Blue Owl Capital Pipe Deal	1.73%	4,500,000
9	SHOP	Shopify Inc.	1.70%	735,000
10	TT	Trane Technologies plc	1.69%	192,400
11	AMZN	Amazon.com, Inc.	1.63%	370,000
12	SPOT	Spotify Technology S.A.	1.62%	105,000
13	CSGP	CoStar Group, Inc.	1.61%	1,000,000
14	NOW	ServiceNow, Inc.	1.55%	75,000
15	APO	Apollo Global Management, Inc.	1.51%	530,000
16	PM	Philip Morris International Inc.	1.46%	400,000
17	TSX: AEM	Agnico Eagle Mines Limited	1.43%	600,000
18	HLNE	Hamilton Lane Incorporated	1.43%	500,000
19	AXON	Axon Enterprise, Inc.	1.39%	83,900
20	n/a	Federated Govt Oblg Pr Shares	1.33%	66,397,013
21	BSX	Boston Scientific Corporation	1.33%	617,000
22	WAB	Westinghouse Air Brake Technologies Corporation	1.30%	310,400
23	CRWD	CrowdStrike Holdings, Inc.	1.30%	127,500
24	NVDA	NVIDIA Corporation	1.27%	400,000
25	PODD	Insulet Corporation	1.25%	198,500

As of Jun 30, 2025

Showing 25 of 142

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