MCGAX Holdings List

No.	Symbol	Name	% Weight	Shares
1	HLT	Hilton Worldwide Holdings Inc.	6.18%	36,418
2	HWM	Howmet Aerospace Inc.	5.16%	45,319
3	ARES	Ares Management Corporation	4.86%	41,377
4	CLH	Clean Harbors, Inc.	4.13%	27,678
5	TRGP	Targa Resources Corp.	4.03%	38,261
6	RBLX	Roblox Corporation	4.02%	46,069
7	AXON	Axon Enterprise, Inc.	3.72%	7,779
8	DDOG	Datadog, Inc.	3.39%	38,241
9	NRG	NRG Energy, Inc.	3.37%	31,827
10	VEEV	Veeva Systems Inc.	3.33%	18,539
11	FLEX	Flex Ltd.	3.21%	101,686
12	HUBS	HubSpot, Inc.	3.15%	9,569
13	ORLY	O'Reilly Automotive, Inc.	3.04%	48,829
14	POOL	Pool Corporation	2.91%	14,902
15	TW	Tradeweb Markets Inc.	2.81%	32,064
16	DKNG	DraftKings Inc.	2.77%	97,018
17	FWONK	Formula One Group	2.65%	41,706
18	TTWO	Take-Two Interactive Software, Inc.	2.61%	18,495
19	BWXT	BWX Technologies, Inc.	2.57%	26,752
20	SBAC	SBA Communications Corporation	2.52%	17,687
21	WING	Wingstop Inc.	2.51%	10,494
22	NTRA	Natera, Inc.	2.50%	29,562
23	MPWR	Monolithic Power Systems, Inc.	2.45%	5,451
24	XYZ	Block, Inc.	2.38%	48,599
25	CASY	Casey's General Stores, Inc.	2.35%	7,148

Showing 25 of 35 holdings

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As of Jul 31, 2025

Asset Allocation

Asset Class	% Weight
Stocks	99.49%
Cash	0.51%