PAPPX Holdings List

No.	Symbol	Name	% Weight	Shares
1	ORLY	O'Reilly Automotive, Inc.	7.98%	38,550
2	RBC	RBC Bearings Incorporated	7.38%	8,350
3	AME	AMETEK, Inc.	6.61%	15,900
4	ECL	Ecolab Inc.	6.19%	10,000
5	EXPD	Expeditors International of Washington, Inc.	5.80%	22,100
6	ANSS	ANSYS, Inc.	5.50%	6,820
7	FDS	FactSet Research Systems Inc.	5.24%	5,100
8	MTD	Mettler-Toledo International Inc.	5.09%	1,885
9	CSGP	CoStar Group, Inc.	4.85%	26,250
10	TRMB	Trimble Inc.	4.45%	25,500
11	IEX	IDEX Corporation	4.44%	11,000
12	PEGA	Pegasystems Inc.	4.26%	34,260
13	CHD	Church & Dwight Co., Inc.	3.75%	17,000
14	RMD	ResMed Inc.	3.14%	5,300
15	MKC	McCormick & Company, Incorporated	3.03%	17,400
16	TROW	T. Rowe Price Group, Inc.	2.48%	11,200
17	SLAB	Silicon Laboratories Inc.	2.40%	7,100
18	NXPI	NXP Semiconductors N.V.	2.21%	4,400
19	INFA	Informatica Inc.	2.17%	38,800
20	FIGXX	Fidelity Government Portfolio	1.89%	823,218
21	VMI	Valmont Industries, Inc.	1.88%	2,500
22	XBI	SPDR S&P BIOTECH ETF	1.58%	8,300
23	VVV	Valvoline Inc.	1.28%	14,750
24	DT	Dynatrace, Inc.	1.27%	10,000
25	PR	Permian Resources Corporation	1.25%	40,000

Showing 25 of 29 holdings

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As of Jun 30, 2025

Asset Allocation

Asset Class	% Weight
Stocks	98.10%
Cash	1.90%