MCGAX Holdings List

No.	Symbol	Name	% Weight	Shares
1	HLT	Hilton Worldwide Holdings Inc.	6.15%	35,702
2	HWM	Howmet Aerospace Inc.	5.99%	45,994
3	TRGP	Targa Resources Corp.	4.30%	38,673
4	ARES	Ares Management Corporation	4.15%	39,076
5	RBLX	Roblox Corporation	4.00%	43,506
6	CLH	Clean Harbors, Inc.	3.78%	24,547
7	VEEV	Veeva Systems Inc.	3.73%	18,878
8	NRG	NRG Energy, Inc.	3.50%	32,572
9	AXON	Axon Enterprise, Inc.	3.50%	7,346
10	DDOG	Datadog, Inc.	3.41%	36,114
11	FLEX	Flex Ltd.	3.34%	86,700
12	MPWR	Monolithic Power Systems, Inc.	3.15%	5,148
13	TTWO	Take-Two Interactive Software, Inc.	3.00%	17,467
14	HUBS	HubSpot, Inc.	2.95%	9,503
15	POOL	Pool Corporation	2.90%	14,073
16	NTRA	Natera, Inc.	2.57%	24,041
17	IBKR	Interactive Brokers Group, Inc.	2.56%	56,021
18	TW	Tradeweb Markets Inc.	2.55%	34,603
19	BWXT	BWX Technologies, Inc.	2.55%	20,828
20	FWONK	Formula One Group	2.54%	36,580
21	CASY	Casey's General Stores, Inc.	2.26%	6,019
22	COHR	Coherent Corp.	2.24%	31,346
23	XYZ	Block, Inc.	2.20%	45,938
24	DKNG	DraftKings Inc.	2.20%	88,551
25	CHWY	Chewy, Inc.	2.18%	81,326

Showing 25 of 37 holdings

Subscribe to see the full list

As of Sep 30, 2025

Asset Allocation

Asset Class	% Weight
Stocks	99.49%
Cash	0.51%