LADFX Holdings List

No.	Symbol	Name	% Weight	Shares
1	CRDO	Credo Technology Group Holding Ltd	3.27%	575,448
2	FIX	Comfort Systems USA, Inc.	2.82%	78,746
3	ALAB	Astera Labs, Inc.	2.57%	367,980
4	OLLI	Ollie's Bargain Outlet Holdings, Inc.	2.25%	322,611
5	MTZ	MasTec, Inc.	2.04%	211,606
6	CRS	Carpenter Technology Corporation	1.98%	155,771
7	GWRE	Guidewire Software, Inc.	1.88%	162,963
8	INSM	Insmed Incorporated	1.82%	332,120
9	MIR	Mirion Technologies, Inc.	1.77%	1,553,408
10	RBRK	Rubrik, Inc.	1.73%	357,002
11	UTI	Universal Technical Institute, Inc.	1.73%	1,051,899
12	KTOS	Kratos Defense & Security Solutions, Inc.	1.67%	558,708
13	MOD	Modine Manufacturing Company	1.63%	238,191
14	LTH	Life Time Group Holdings, Inc.	1.60%	1,091,176
15	BBIO	BridgeBio Pharma, Inc.	1.56%	645,707
16	QTWO	Q2 Holdings, Inc.	1.53%	370,631
17	PLNT	Planet Fitness, Inc.	1.53%	275,027
18	AGX	Argan, Inc.	1.52%	121,921
19	IESC	IES Holdings, Inc.	1.51%	83,642
20	n/a	Fixed Income Clearing Corp - FIXED INC CLEARING CORP.REPO	1.50%	29,465,640
21	IRTC	iRhythm Technologies, Inc.	1.47%	205,881
22	RDDT	Reddit, Inc.	1.43%	174,221
23	CR	Crane Company	1.42%	142,521
24	NVMI	Nova Ltd.	1.41%	105,517
25	ROAD	Construction Partners, Inc.	1.41%	274,671

Showing 25 of 87 holdings

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As of Jul 31, 2025

Asset Allocation

Asset Class	% Weight
Stocks	100.00%