LBFIX Holdings List

No.	Symbol	Name	% Weight	Shares
1	NVDA	NVIDIA Corporation	7.55%	1,365,009
2	MSFT	Microsoft Corporation	5.33%	376,500
3	AAPL	Apple Inc.	4.63%	626,344
4	MELI	MercadoLibre, Inc.	3.47%	54,532
5	NOW	ServiceNow, Inc.	3.07%	122,328
6	APP	AppLovin Corporation	2.92%	167,900
7	SHOP	Shopify Inc.	2.92%	614,069
8	PFGC	Performance Food Group Company	2.81%	1,061,687
9	CASY	Casey's General Stores, Inc.	2.55%	182,005
10	LHX	L3Harris Technologies, Inc.	2.50%	316,303
11	VRT	Vertiv Holdings Co	1.80%	341,583
12	FIX	Comfort Systems USA, Inc.	1.79%	68,000
13	BKR	Baker Hughes Company	1.76%	1,332,794
14	CBRE	CBRE Group, Inc.	1.72%	411,871
15	FTNT	Fortinet, Inc.	1.67%	706,072
16	SCHW	The Charles Schwab Corporation	1.67%	645,200
17	CPRT	Copart, Inc.	1.66%	1,414,940
18	TSX: WCN	Waste Connections, Inc.	1.65%	359,900
19	PODD	Insulet Corporation	1.63%	190,913
20	BURL	Burlington Stores, Inc.	1.63%	217,569
21	LOW	Lowe's Companies, Inc.	1.53%	235,097
22	DOCU	DocuSign, Inc.	1.45%	723,660
23	ARGX	argenx SE	1.42%	63,300
24	LRCX	Lam Research Corporation	1.38%	320,100
25	HQY	HealthEquity, Inc.	1.36%	524,986

Showing 25 of 91 holdings

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As of Oct 31, 2025

Asset Allocation