NEEGX Holdings List

As of Mar 31, 2025

No.	Symbol	Name	% Weight	Shares
1	SMCI	Super Micro Computer, Inc.	7.23%	302,500
2	ENTG	Entegris, Inc.	5.34%	87,500
3	TMO	Thermo Fisher Scientific Inc.	4.69%	13,500
4	PDFS	PDF Solutions, Inc.	4.20%	315,000
5	AKAM	Akamai Technologies, Inc.	4.07%	72,500
6	KMX	CarMax, Inc.	3.81%	70,000
7	PSN	Parsons Corporation	3.71%	89,750
8	VICR	Vicor Corporation	3.59%	110,000
9	NVMI	Nova Ltd.	3.54%	27,500
10	BDX	Becton, Dickinson and Company	2.72%	17,000
11	PLAB	Photronics, Inc.	2.10%	145,000
12	VSH	Vishay Intertechnology, Inc.	2.10%	189,100
13	FORM	FormFactor, Inc.	2.07%	105,000
14	MKL	Markel Group Inc.	1.96%	1,500
15	TTD	The Trade Desk, Inc.	1.95%	51,000
16	NVT	nVent Electric plc	1.83%	50,000
17	ASPN	Aspen Aerogels, Inc.	1.78%	400,000
18	CLH	Clean Harbors, Inc.	1.69%	12,300
19	MRVL	Marvell Technology, Inc.	1.68%	39,000
20	TER	Teradyne, Inc.	1.61%	28,000
21	BRKR	Bruker Corporation	1.43%	49,000
22	HII	Huntington Ingalls Industries, Inc.	1.42%	10,000
23	ADI	Analog Devices, Inc.	1.41%	10,000
24	GLW	Corning Incorporated	1.36%	42,500
25	HPSA	Hammond Power Solutions Inc	1.33%	35,900

As of Mar 31, 2025

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Asset Allocation

Asset Class	% Weight
Stocks	99.03%
Cash	0.97%