LBFIX Holdings List

No.	Symbol	Name	% Weight	Shares
1	NVDA	NVIDIA Corporation	7.19%	1,437,209
2	MSFT	Microsoft Corporation	5.41%	360,600
3	AAPL	Apple Inc.	3.66%	626,344
4	MELI	MercadoLibre, Inc.	3.64%	54,532
5	NOW	ServiceNow, Inc.	3.61%	136,028
6	PFGC	Performance Food Group Company	3.20%	1,131,487
7	CASY	Casey's General Stores, Inc.	2.66%	182,005
8	LHX	L3Harris Technologies, Inc.	2.45%	316,303
9	SHOP	Shopify Inc.	2.25%	654,969
10	APP	AppLovin Corporation	2.16%	196,300
11	FTNT	Fortinet, Inc.	1.99%	706,072
12	CBRE	RE Royalties Ltd.	1.94%	443,571
13	TSX: WCN	Waste Connections, Inc.	1.89%	359,900
14	CPRT	Copart, Inc.	1.85%	1,452,040
15	SCHW	The Charles Schwab Corporation	1.77%	645,200
16	KKR	KKR & Co. Inc.	1.76%	425,543
17	BKR	Baker Hughes Company	1.69%	1,332,794
18	BURL	Burlington Stores, Inc.	1.67%	217,569
19	HUBS	HubSpot, Inc.	1.66%	113,738
20	VRT	Vertiv Holdings Co	1.61%	393,783
21	PODD	Insulet Corporation	1.55%	190,913
22	LOW	Lowe's Companies, Inc.	1.48%	235,097
23	ICE	Intercontinental Exchange, Inc.	1.46%	281,600
24	DOCU	DocuSign, Inc.	1.37%	642,060
25	FIX	Comfort Systems USA, Inc.	1.36%	68,600

As of Jul 31, 2025

Showing 25 of 90 holdings

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