LCMRX Holdings List

No.	Symbol	Name	% Weight	Shares
1	VST	Vistra Corp.	2.57%	35,600
2	VRT	Vertiv Holdings Co	2.47%	48,900
3	URI	United Rentals, Inc.	2.43%	7,946
4	CASY	Casey's General Stores, Inc.	2.36%	13,114
5	PFGC	Performance Food Group Company	2.35%	67,500
6	APP	AppLovin Corporation	2.19%	16,200
7	MPWR	Monolithic Power Systems, Inc.	2.16%	8,773
8	MLM	Martin Marietta Materials, Inc.	2.12%	10,658
9	BURL	Burlington Stores, Inc.	2.02%	21,302
10	HUBS	HubSpot, Inc.	2.00%	11,102
11	DDOG	Datadog, Inc.	1.96%	40,437
12	EXPE	Expedia Group, Inc.	1.93%	30,896
13	RBC	RBC Bearings Incorporated	1.93%	14,351
14	RBRK	Rubrik, Inc.	1.91%	57,885
15	LYV	Live Nation Entertainment, Inc.	1.88%	36,746
16	MELI	MercadoLibre, Inc.	1.88%	2,280
17	TW	Tradeweb Markets Inc.	1.82%	37,811
18	CVNA	Carvana Co.	1.81%	13,400
19	CPRT	Copart, Inc.	1.69%	107,828
20	CMG	Chipotle Mexican Grill, Inc.	1.68%	113,150
21	DOCS	Doximity, Inc.	1.68%	82,340
22	IDXX	IDEXX Laboratories, Inc.	1.56%	8,406
23	STE	STERIS plc	1.50%	19,064
24	FTNT	Fortinet, Inc.	1.47%	42,500
25	EQT	EQT Corporation	1.47%	78,800

Showing 25 of 84 holdings

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As of Jul 31, 2025

Asset Allocation

Asset Class	% Weight
Stocks	100.04%
Cash	-0.04%