LIMIX Holdings List

As of Mar 31, 2025

No.	Symbol	Name	% Weight	Shares
1	TLN	Talen Energy Corporation	8.56%	11,022
2	NVDA	NVIDIA Corporation	6.39%	15,170
3	DHR	Danaher Corporation	5.60%	7,027
4	AMZN	Amazon.com, Inc.	5.52%	7,458
5	PANW	Palo Alto Networks, Inc.	4.74%	7,148
6	MSFT	Microsoft Corporation	4.40%	3,014
7	INTU	Intuit Inc.	3.90%	1,633
8	FERG	Ferguson Enterprises Inc.	3.78%	6,075
9	VEEV	Veeva Systems Inc.	3.78%	4,200
10	META	Meta Platforms, Inc.	3.78%	1,687
11	MLM	Martin Marietta Materials, Inc.	3.72%	2,001
12	SHW	The Sherwin-Williams Company	3.51%	2,582
13	CRM	Salesforce, Inc.	3.47%	3,330
14	APD	Air Products and Chemicals, Inc.	3.32%	2,900
15	EXPE	Expedia Group, Inc.	3.27%	5,000
16	CSGP	CoStar Group, Inc.	3.14%	10,197
17	TSM	Taiwan Semiconductor Manufacturing Company Limited	2.98%	4,619
18	ENTG	Entegris, Inc.	2.95%	8,684
19	ELF	e.l.f. Beauty, Inc.	2.78%	11,391
20	BLDR	Builders FirstSource, Inc.	2.70%	5,554
21	TMUS	T-Mobile US, Inc.	2.57%	2,474
22	GTLB	GitLab Inc.	2.28%	12,467
23	SCHW	The Charles Schwab Corporation	2.22%	7,298
24	GEV	GE Vernova Inc.	2.05%	1,725
25	DTRXX	Dreyfus Treasury Obligations Cash Management	2.00%	515,696

As of Mar 31, 2025

Showing 25 of 31

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Asset Allocation

Asset Class	% Weight
Stocks	99.09%
Cash	0.91%