MWMIX Holdings List

No.	Symbol	Name	% Weight	Shares
1	EL	The Estée Lauder Companies Inc.	2.83%	11,078
2	DIS	The Walt Disney Company	2.75%	6,998
3	HII	Huntington Ingalls Industries, Inc.	2.75%	3,594
4	AMAT	Applied Materials, Inc.	2.72%	4,692
5	MPWR	Monolithic Power Systems, Inc.	2.68%	1,159
6	BA	The Boeing Company	2.66%	4,014
7	ALLE	Allegion plc	2.61%	5,718
8	NKE	NIKE, Inc.	2.54%	11,301
9	USB	U.S. Bancorp	2.49%	17,392
10	MKTX	MarketAxess Holdings Inc.	2.47%	3,495
11	NXPI	NXP Semiconductors N.V.	2.46%	3,562
12	TER	Teradyne, Inc.	2.45%	8,605
13	TRU	TransUnion	2.44%	8,765
14	GOOGL	Alphabet Inc.	2.43%	4,359
15	A	Agilent Technologies, Inc.	2.37%	6,347
16	CRM	Salesforce, Inc.	2.35%	2,719
17	WST	West Pharmaceutical Services, Inc.	2.33%	3,370
18	DHR	Danaher Corporation	2.31%	3,701
19	PFE	Pfizer Inc.	2.30%	30,024
20	IEX	IDEX Corporation	2.29%	4,127
21	GEHC	GE HealthCare Technologies Inc.	2.29%	9,768
22	UPS	United Parcel Service, Inc.	2.25%	7,041
23	ZBH	Zimmer Biomet Holdings, Inc.	2.21%	7,673
24	IFF	International Flavors & Fragrances Inc.	2.21%	9,477
25	STZ	Constellation Brands, Inc.	2.19%	4,263

As of Jun 30, 2025

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Asset Allocation

Asset Class	% Weight
Stocks	99.69%
Cash	0.31%