SCMIX Holdings List

No.	Symbol	Name	% Weight	Shares
1	BE	Bloom Energy Corporation	8.20%	17,352,726
2	LRCX	Lam Research Corporation	7.27%	7,810,818
3	NVDA	NVIDIA Corporation	5.35%	5,274,188
4	AVGO	Broadcom Inc.	5.06%	2,690,328
5	GOOGL	Alphabet Inc.	4.97%	2,921,929
6	MSFT	Microsoft Corporation	4.13%	1,569,650
7	MRVL	Marvell Technology, Inc.	3.93%	8,514,178
8	WDC	Western Digital Corporation	3.92%	4,184,927
9	AMAT	Applied Materials, Inc.	3.91%	2,798,661
10	AAPL	Apple Inc.	3.38%	2,285,100
11	TER	Teradyne, Inc.	2.70%	2,560,858
12	GOOG	Alphabet Inc.	2.43%	1,423,460
13	V	Visa Inc.	2.21%	1,161,145
14	LYFT	Lyft, Inc.	1.96%	18,575,259
15	GPN	Global Payments Inc.	1.83%	4,345,748
16	WIX	Wix.com Ltd.	1.80%	3,181,692
17	GDDY	GoDaddy Inc.	1.78%	2,640,087
18	GEN	Gen Digital Inc.	1.75%	11,804,733
19	SYNA	Synaptics Incorporated	1.72%	4,279,098
20	NTAP	NetApp, Inc.	1.66%	2,845,195
21	HPE	Hewlett Packard Enterprise Company	1.60%	12,235,500
22	ANET	Arista Networks, Inc.	1.58%	2,223,806
23	CSCO	Cisco Systems, Inc.	1.57%	3,740,425
24	n/a	Columbia Short-Term Cash	1.53%	281,383,668
25	META	Meta Platforms, Inc.	1.51%	421,050

Showing 25 of 71 holdings

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As of Dec 31, 2025

Asset Allocation