LIMIX Holdings Information

LIMIX is a mutual fund with a total of 28 individual holdings. The top holdings are Palo Alto Networks stock at 9.98%, Arm Holdings at 7.12%, ATI Inc. at 6.52%, GE Vernova at 5.42%, and Ferguson Enterprises at 5.35%.

Total Holdings

Top 10 Percentage

57.40%

Asset Class

Equity

Fund Category

Mid-Cap Growth

Assets

22.74M

Forward PE Ratio

n/a

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	PANW	Palo Alto Networks, Inc.	9.98%	5,725
2	ARM	Arm Holdings plc	7.12%	5,600
3	ATI	ATI Inc.	6.52%	7,850
4	GEV	GE Vernova Inc.	5.42%	1,300
5	FERG	Ferguson Enterprises Inc.	5.35%	5,475
6	PSX	Phillips 66	5.04%	4,500
7	IFF	International Flavors & Fragrances Inc.	5.04%	13,762
8	DTRXX	BNY Dreyfus Treasury Oblgtns Csh Mgt Ins	4.50%	1,025,564
9	TLN	Talen Energy Corporation	4.25%	3,100
10	DHR	Danaher Corporation	4.18%	4,300
11	TYL	Tyler Technologies, Inc.	3.88%	2,775
12	MLM	Martin Marietta Materials, Inc.	3.79%	1,800
13	WCC	WESCO International, Inc.	3.79%	2,400
14	LPLA	LPL Financial Holdings Inc.	3.39%	2,525
15	THC	Tenet Healthcare Corporation	2.99%	2,670
16	CF	CF Industries Holdings, Inc.	2.78%	5,500
17	SWX: ALC	Alcon Inc.	2.59%	9,100
18	IQV	IQVIA Holdings Inc.	2.54%	2,150
19	APD	Air Products and Chemicals, Inc.	2.41%	1,975
20	CROX	Crocs, Inc.	2.32%	4,500
21	VEEV	Veeva Systems Inc.	2.17%	1,735
22	WST	West Pharmaceutical Services, Inc.	2.11%	1,300
23	TPL	Texas Pacific Land Corporation	2.07%	1,450
24	TSX: ELE	Elemental Royalty Corporation	1.84%	22,000
25	VRT	Vertiv Holdings Co	1.69%	1,592

Showing 25 of 28 holdings

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As of Sep 30, 2026