PAPPX Holdings List

As of Feb 28, 2025

No.	Symbol	Name	% Weight	Shares
1	ORLY	O'Reilly Automotive, Inc.	8.05%	2,570
2	AME	AMETEK, Inc.	6.86%	15,900
3	RBC	RBC Bearings Incorporated	6.84%	8,350
4	ECL	Ecolab Inc.	6.13%	10,000
5	EXPD	Expeditors International of Washington, Inc.	5.91%	22,100
6	MTD	Mettler-Toledo International Inc.	5.47%	1,885
7	FDS	FactSet Research Systems Inc.	5.37%	5,100
8	ANSS	ANSYS, Inc.	5.18%	6,820
9	IEX	IDEX Corporation	4.87%	11,000
10	CSGP	CoStar Group, Inc.	4.56%	26,250
11	CHD	Church & Dwight Co., Inc.	4.31%	17,000
12	TRMB	Trimble Inc.	4.19%	25,500
13	MKC	McCormick & Company, Incorporated	3.28%	17,400
14	PEGA	Pegasystems Inc.	3.07%	17,130
15	RMD	ResMed Inc.	2.82%	5,300
16	TROW	T. Rowe Price Group, Inc.	2.70%	11,200
17	SLAB	Silicon Laboratories Inc.	2.27%	7,100
18	NXPI	NXP Semiconductors N.V.	2.16%	4,400
19	FIGXX	Fidelity Government Portfolio	2.11%	924,010
20	VMI	Valmont Industries, Inc.	1.99%	2,500
21	INFA	Informatica Inc.	1.70%	38,800
22	XBI	SPDR S&P BIOTECH ETF	1.68%	8,300
23	DT	Dynatrace, Inc.	1.31%	10,000
24	PR	Permian Resources Corporation	1.29%	40,000
25	CLX	The Clorox Company	1.25%	3,500
26	VVV	Valvoline Inc.	1.24%	14,750
27	YETI	YETI Holdings, Inc.	1.21%	14,900
28	POOL	Pool Corporation	1.19%	1,500
29	TECH	Bio-Techne Corporation	0.94%	6,700

As of Feb 28, 2025

Asset Allocation

Asset Class	% Weight
Stocks	97.89%
Cash	2.11%