POAGX Holdings List

No.	Symbol	Name	% Weight	Shares
1	MU	Micron Technology, Inc.	4.83%	1,868,930
2	RYTM	Rhythm Pharmaceuticals, Inc.	4.18%	2,679,099
3	ONC	BeOne Medicines AG	3.71%	705,587
4	LLY	Eli Lilly and Company	2.97%	252,374
5	BABA	Alibaba Group Holding Limited	2.86%	1,036,800
6	FLEX	Flex Ltd.	2.74%	3,065,370
7	NVDA	NVIDIA Corporation	2.69%	932,560
8	TSLA	Tesla, Inc.	2.56%	372,710
9	DIRXX	Dreyfus Treasury Securities Cash Management	2.41%	156,175,102
10	ACM	AECOM	2.34%	1,161,070
11	GOOGL	Alphabet Inc.	2.24%	598,200
12	SONY	Sony Group Corporation	2.16%	4,852,830
13	BIDU	Baidu, Inc.	2.13%	1,048,060
14	MKTX	MarketAxess Holdings Inc.	1.78%	662,020
15	KLAC	KLA Corporation	1.68%	100,619
16	OLED	Universal Display Corporation	1.65%	746,174
17	BIIB	Biogen Inc.	1.60%	741,830
18	UAL	United Airlines Holdings, Inc.	1.45%	972,760
19	J	Jacobs Solutions Inc.	1.43%	616,560
20	BNTX	BioNTech SE	1.43%	936,576
21	JBL	Jabil Inc.	1.39%	416,000
22	AMZN	Amazon.com, Inc.	1.33%	392,000
23	GRAL	GRAIL, Inc.	1.32%	1,443,291
24	BMRN	BioMarin Pharmaceutical Inc.	1.32%	1,574,455
25	DAL	Delta Air Lines, Inc.	1.26%	1,436,957

Showing 25 of 190 holdings

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As of Sep 30, 2025

Asset Allocation

Asset Class	% Weight
Stocks	94.70%
Cash	5.30%