LCMRX Holdings List

No.	Symbol	Name	% Weight	Shares
1	VRT	Vertiv Holdings Co	3.12%	48,900
2	APP	AppLovin Corporation	3.01%	14,283
3	MPWR	Monolithic Power Systems, Inc.	3.00%	9,034
4	VST	Vistra Corp.	2.55%	40,980
5	URI	United Rentals, Inc.	2.35%	8,183
6	CASY	Casey's General Stores, Inc.	2.29%	13,505
7	DDOG	Datadog, Inc.	2.24%	41,642
8	MLM	Martin Marietta Materials, Inc.	2.22%	10,976
9	RBC	RBC Bearings Incorporated	2.09%	14,779
10	EXPE	Expedia Group, Inc.	2.03%	27,917
11	BURL	Burlington Stores, Inc.	1.98%	21,937
12	AXON	Axon Enterprise, Inc.	1.92%	7,929
13	PFGC	Performance Food Group Company	1.89%	59,213
14	LYV	Live Nation Entertainment, Inc.	1.87%	37,841
15	HUBS	HubSpot, Inc.	1.86%	11,433
16	DOCS	Doximity, Inc.	1.85%	84,794
17	RCL	Royal Caribbean Cruises Ltd.	1.83%	19,313
18	MELI	MercadoLibre, Inc.	1.80%	2,348
19	IDXX	IDEXX Laboratories, Inc.	1.80%	8,656
20	CPRT	Copart, Inc.	1.58%	111,041
21	STE	STERIS plc	1.53%	19,632
22	COR	Cencora, Inc.	1.52%	13,593
23	RBRK	Rubrik, Inc.	1.48%	59,610
24	BKR	Baker Hughes Company	1.45%	90,931
25	EQT	EQT Corporation	1.44%	81,148

Showing 25 of 82 holdings

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As of Oct 31, 2025

Asset Allocation

Asset Class	% Weight
Stocks	100.04%
Cash	-0.04%