PSYGX Holdings List

As of May 31, 2025

No.	Symbol	Name	% Weight	Shares
1	EHC	Encompass Health Corporation	2.53%	584,700
2	CRS	Carpenter Technology Corporation	2.40%	286,217
3	TSX: DSG	The Descartes Systems Group Inc.	2.23%	537,700
4	FIX	Comfort Systems USA, Inc.	2.20%	128,900
5	HURN	Huron Consulting Group Inc.	2.17%	425,200
6	VRNA	Verona Pharma plc	2.14%	738,100
7	SKWD	Skyward Specialty Insurance Group, Inc.	2.11%	934,300
8	MMSI	Merit Medical Systems, Inc.	2.08%	613,000
9	VERX	Vertex, Inc.	2.03%	1,435,565
10	CWST	Casella Waste Systems, Inc.	1.96%	468,900
11	RBC	RBC Bearings Incorporated	1.92%	146,737
12	NVMI	Nova Ltd.	1.88%	246,697
13	ENSG	The Ensign Group, Inc.	1.83%	347,400
14	AIT	Applied Industrial Technologies, Inc.	1.79%	221,158
15	TXRH	Texas Roadhouse, Inc.	1.77%	253,700
16	ACIW	ACI Worldwide, Inc.	1.73%	1,048,100
17	MUSA	Murphy USA Inc.	1.65%	108,300
18	KEX	Kirby Corporation	1.63%	411,855
19	ITRI	Itron, Inc.	1.63%	393,700
20	STEP	StepStone Group Inc.	1.62%	784,607
21	CLH	Clean Harbors, Inc.	1.60%	197,900
22	KNF	Knife River Corporation	1.58%	471,100
23	VSEC	VSE Corporation	1.58%	340,500
24	KNSL	Kinsale Capital Group, Inc.	1.54%	91,354
25	BRBR	BellRing Brands, Inc.	1.53%	678,200
26	LRN	Stride, Inc.	1.52%	281,600
27	FSS	Federal Signal Corporation	1.50%	445,800
28	TBBK	The Bancorp, Inc.	1.40%	768,463
29	HALO	Halozyme Therapeutics, Inc.	1.39%	695,700
30	SFM	Sprouts Farmers Market, Inc.	1.34%	217,000
31	DY	Dycom Industries, Inc.	1.24%	150,900
32	ROAD	Construction Partners, Inc.	1.20%	319,600
33	BOOT	Boot Barn Holdings, Inc.	1.16%	202,743
34	ADMA	ADMA Biologics, Inc.	1.15%	1,628,718
35	QTWO	Q2 Holdings, Inc.	1.11%	355,500
36	EXP	Eagle Materials Inc.	1.10%	152,700
37	FTAI	FTAI Aviation Ltd.	1.09%	261,100
38	SPXC	SPX Technologies, Inc.	1.08%	199,600
39	TSX: FSV	FirstService Corporation	1.06%	168,900
40	INSM	Insmed Incorporated	1.04%	418,000
41	PEGA	Pegasystems Inc.	1.03%	293,100
42	KTOS	Kratos Defense & Security Solutions, Inc.	1.02%	771,600
43	DRS	Leonardo DRS, Inc.	1.00%	665,060
44	VRRM	Verra Mobility Corporation	0.99%	1,174,452
45	DUOL	Duolingo, Inc.	0.99%	53,200
46	PLNT	Planet Fitness, Inc.	0.98%	268,100
47	AGYS	Agilysys, Inc.	0.98%	258,909
48	IESC	IES Holdings, Inc.	0.96%	103,700
49	CVLT	Commvault Systems, Inc.	0.93%	141,800
50	ITGR	Integer Holdings Corporation	0.91%	215,200

As of May 31, 2025

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Asset Allocation

Asset Class	% Weight
Stocks	98.79%
Cash	1.21%

Sector Breakdown

Sector	% Weight
Health Care	24.56%
Industrials	19.24%
Information Technology	19.01%
Consumer Discretionary	9.18%
Energy	6.26%
Financials	6.05%
Other	4.88%
Consumer Staples	4.42%
Real Estate	3.05%
Communication Services	1.84%
Materials	1.51%

Country Breakdown

Sector	% Weight
United States	82.45%
Canada	6.23%
Other	4.90%
Israel	3.51%
India	1.88%
Denmark	0.63%
Luxembourg	0.40%