PAPPX Holdings List

No.	Symbol	Name	% Weight	Shares
1	ORLY	O'Reilly Automotive, Inc.	8.33%	2,570
2	RBC	RBC Bearings Incorporated	7.24%	8,350
3	AME	AMETEK, Inc.	6.73%	15,900
4	ECL	Ecolab Inc.	6.29%	10,000
5	EXPD	Expeditors International of Washington, Inc.	5.90%	22,100
6	FDS	FactSet Research Systems Inc.	5.54%	5,100
7	ANSS	ANSYS, Inc.	5.35%	6,820
8	MTD	Mettler-Toledo International Inc.	5.16%	1,885
9	IEX	IDEX Corporation	4.72%	11,000
10	CSGP	CoStar Group, Inc.	4.58%	26,250
11	TRMB	Trimble Inc.	4.31%	25,500
12	PEGA	Pegasystems Inc.	3.98%	17,130
13	CHD	Church & Dwight Co., Inc.	3.96%	17,000
14	RMD	ResMed Inc.	3.07%	5,300
15	MKC	McCormick & Company, Incorporated	3.00%	17,400
16	TROW	T. Rowe Price Group, Inc.	2.48%	11,200
17	INFA	Informatica Inc.	2.21%	38,800
18	SLAB	Silicon Laboratories Inc.	2.03%	7,100
19	NXPI	NXP Semiconductors N.V.	1.99%	4,400
20	FIGXX	Fidelity Government Portfolio	1.90%	799,985
21	VMI	Valmont Industries, Inc.	1.88%	2,500
22	XBI	SPDR S&P BIOTECH ETF	1.56%	8,300
23	DT	Dynatrace, Inc.	1.28%	10,000
24	VVV	Valvoline Inc.	1.21%	14,750
25	PR	Permian Resources Corporation	1.20%	40,000

As of May 31, 2025

Showing 25 of 29

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Asset Allocation

Asset Class	% Weight
Stocks	98.10%
Cash	1.90%