POAGX Holdings List

No.	Symbol	Name	% Weight	Shares
1	MU	Micron Technology, Inc.	4.00%	1,914,460
2	LLY	Eli Lilly and Company	3.47%	263,044
3	RYTM	Rhythm Pharmaceuticals, Inc.	3.31%	3,091,077
4	FLEX	Flex Ltd.	3.01%	3,560,000
5	ONC	BeOne Medicines AG	2.86%	698,347
6	NVDA	NVIDIA Corporation	2.57%	959,300
7	ACM	AECOM	2.33%	1,217,989
8	SONY	Sony Group Corporation	2.28%	5,167,880
9	TSLA	Tesla, Inc.	2.08%	386,310
10	DIRXX	Dreyfus Treasury Securities Cash Management	2.05%	120,842,193
11	BABA	Alibaba Group Holding Limited	2.03%	1,057,700
12	OLED	Universal Display Corporation	1.93%	737,374
13	MKTX	MarketAxess Holdings Inc.	1.89%	499,490
14	KLAC	KLA Corporation	1.81%	119,189
15	GOOGL	Alphabet Inc.	1.79%	600,700
16	BNTX	BioNTech SE	1.76%	975,656
17	GKOS	Glaukos Corporation	1.64%	939,833
18	BIIB	Biogen Inc.	1.60%	753,650
19	JBL	Jabil Inc.	1.57%	424,000
20	BIDU	Baidu, Inc.	1.51%	1,042,890
21	BMRN	BioMarin Pharmaceutical Inc.	1.48%	1,592,290
22	UAL	United Airlines Holdings, Inc.	1.44%	1,064,740
23	J	Jacobs Solutions Inc.	1.39%	622,740
24	TW	Tradeweb Markets Inc.	1.28%	517,980
25	GRAL	GRAIL, Inc.	1.27%	1,455,391

As of Jun 30, 2025

Showing 25 of 188 holdings

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Asset Allocation

Asset Class	% Weight
Stocks	94.70%
Cash	5.30%