LBGCX Holdings List

No.	Symbol	Name	% Weight	Shares
1	VST	Vistra Corp.	2.44%	35,600
2	CASY	Casey's General Stores, Inc.	2.37%	13,114
3	PFGC	Performance Food Group Company	2.31%	74,486
4	MPWR	Monolithic Power Systems, Inc.	2.27%	8,773
5	CMG	Chipotle Mexican Grill, Inc.	2.25%	113,150
6	VRT	Vertiv Holdings Co	2.22%	48,900
7	HUBS	HubSpot, Inc.	2.19%	11,102
8	URI	United Rentals, Inc.	2.12%	7,946
9	MELI	MercadoLibre, Inc.	2.11%	2,280
10	MLM	Martin Marietta Materials, Inc.	2.07%	10,658
11	APP	AppLovin Corporation	2.01%	16,200
12	CPRT	Copart, Inc.	1.98%	113,928
13	LYV	Live Nation Entertainment, Inc.	1.97%	36,746
14	TW	Tradeweb Markets Inc.	1.96%	37,811
15	RBC	RBC Bearings Incorporated	1.95%	14,351
16	DDOG	Datadog, Inc.	1.92%	40,437
17	EXPE	Expedia Group, Inc.	1.84%	30,896
18	RBRK	Rubrik, Inc.	1.84%	57,885
19	DOCS	Doximity, Inc.	1.79%	82,340
20	BURL	Burlington Stores, Inc.	1.75%	21,302
21	EQT	EQT Corporation	1.63%	78,800
22	STE	STERIS plc	1.62%	19,064
23	CVNA	Carvana Co.	1.60%	13,400
24	IDXX	IDEXX Laboratories, Inc.	1.60%	8,406
25	FTNT	Fortinet, Inc.	1.59%	42,500

As of Jun 30, 2025

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Asset Allocation

Asset Class	% Weight
Stocks	100.04%
Cash	-0.04%