LIMIX Holdings List

No.	Symbol	Name	% Weight	Shares
1	TLN	Talen Energy Corporation	8.20%	5,450
2	NVDA	NVIDIA Corporation	6.82%	10,339
3	MSFT	Microsoft Corporation	5.52%	3,014
4	PANW	Palo Alto Networks, Inc.	5.15%	7,148
5	DHR	Danaher Corporation	4.93%	7,027
6	FERG	Ferguson Enterprises Inc.	4.82%	6,075
7	AMZN	Amazon.com, Inc.	4.74%	6,108
8	MLM	Martin Marietta Materials, Inc.	4.46%	2,001
9	VEEV	Veeva Systems Inc.	4.42%	4,200
10	DTRXX	Dreyfus Treasury Obligations Cash Management	4.04%	1,143,664
11	INTU	Intuit Inc.	3.94%	1,633
12	GEV	GE Vernova Inc.	3.70%	1,700
13	META	Meta Platforms, Inc.	3.44%	1,325
14	ATI	ATI Inc.	3.16%	11,000
15	CSGP	CoStar Group, Inc.	3.04%	10,197
16	MKL	Markel Group Inc.	2.87%	425
17	APD	Air Products and Chemicals, Inc.	2.80%	2,900
18	CRM	Salesforce, Inc.	2.79%	3,330
19	EXPE	Expedia Group, Inc.	2.48%	3,283
20	ENTG	Entegris, Inc.	2.31%	7,076
21	LPLA	LPL Financial Holdings Inc.	2.13%	1,810
22	FICO	Fair Isaac Corporation	2.00%	377
23	SPSC	SPS Commerce, Inc.	1.91%	5,200
24	AVTR	Avantor, Inc.	1.89%	42,800
25	QXO	QXO, Inc.	1.87%	27,800

Showing 25 of 30 holdings

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As of Sep 30, 2025

Asset Allocation

Asset Class	% Weight
Stocks	94.88%
Cash	5.12%