MXXIX Holdings List

No.	Symbol	Name	% Weight	Shares
1	GEV	GE Vernova Inc.	5.11%	48,396
2	SPOT	Spotify Technology S.A.	5.06%	33,055
3	PLTR	Palantir Technologies Inc.	4.48%	164,764
4	ETR: ENR	Siemens Energy AG	4.47%	194,025
5	MRVL	Marvell Technology, Inc.	4.14%	267,906
6	RBLX	Roblox Corporation	3.95%	188,150
7	KLAC	KLA Corporation	3.82%	21,400
8	TSX: CSU	Constellation Software Inc.	3.79%	5,185
9	CMG	Chipotle Mexican Grill, Inc.	3.69%	329,100
10	HOOD	Robinhood Markets, Inc.	3.66%	195,754
11	TKO	TKO Group Holdings, Inc.	3.63%	99,947
12	CTAS	Cintas Corporation	3.55%	79,932
13	LON: RR	Rolls-Royce Holdings plc	3.51%	1,326,176
14	CRWD	CrowdStrike Holdings, Inc.	3.39%	33,391
15	SNPS	Synopsys, Inc.	3.36%	32,816
16	HEI	HEICO Corporation	3.17%	48,506
17	APH	Amphenol Corporation	3.15%	159,678
18	CBRE	RE Royalties Ltd.	2.90%	103,825
19	SFM	Sprouts Farmers Market, Inc.	2.83%	86,138
20	n/a	Cash Account	2.68%	13,431,823
21	APP	AppLovin Corporation	2.46%	35,274
22	ORLY	O'Reilly Automotive, Inc.	2.45%	136,140
23	CCEP	Coca-Cola Europacific Partners PLC	2.21%	119,262
24	CART	Maplebear Inc.	1.91%	211,226
25	ETR: RHM	Rheinmetall AG	1.90%	4,498

As of Jun 30, 2025

Showing 25 of 39

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Asset Allocation

Asset Class	% Weight
Stocks	95.59%
Cash	4.41%