RIFYX Holdings List

No.	Symbol	Name	% Weight	Shares
1	NVDA	NVIDIA Corporation	9.26%	118,950
2	META	Meta Platforms, Inc.	8.76%	24,100
3	MSFT	Microsoft Corporation	8.48%	34,600
4	APP	AppLovin Corporation	4.55%	26,390
5	NFLX	Netflix, Inc.	4.29%	6,510
6	AMZN	Amazon.com, Inc.	3.83%	35,420
7	VRNS	Varonis Systems, Inc.	2.77%	110,780
8	NOW	ServiceNow, Inc.	2.76%	5,460
9	MTSI	MACOM Technology Solutions Holdings, Inc.	2.60%	36,890
10	FICO	Fair Isaac Corporation	2.50%	2,780
11	SNOW	Snowflake Inc.	2.14%	19,430
12	MPWR	Monolithic Power Systems, Inc.	2.14%	5,930
13	V	Visa Inc.	2.11%	12,050
14	CRDO	Credo Technology Group Holding Ltd	1.93%	42,370
15	LLY	Eli Lilly and Company	1.78%	4,630
16	MRVL	Marvell Technology, Inc.	1.62%	42,530
17	TRMB	Trimble Inc.	1.61%	42,890
18	TTWO	Take-Two Interactive Software, Inc.	1.53%	12,750
19	GH	Guardant Health, Inc.	1.49%	58,030
20	INSM	Insmed Incorporated	1.35%	27,260
21	COHR	Coherent Corp.	1.31%	29,800
22	SMTC	Semtech Corporation	1.31%	58,870
23	CYBR	CyberArk Software Ltd.	1.26%	6,270
24	NTRA	Natera, Inc.	1.15%	13,840
25	KVYO	Klaviyo, Inc.	1.13%	68,110

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As of Jun 30, 2025

Asset Allocation

Asset Class	% Weight
Stocks	99.57%
Cash	0.43%