SCMIX Holdings List

No.	Symbol	Name	% Weight	Shares
1	NVDA	NVIDIA Corporation	6.31%	5,720,050
2	AVGO	Broadcom Inc.	6.20%	3,220,090
3	LRCX	Lam Research Corporation	6.06%	8,916,056
4	MSFT	Microsoft Corporation	5.45%	1,569,950
5	BE	Bloom Energy Corporation	4.79%	28,699,298
6	GOOGL	Alphabet Inc.	4.10%	3,332,080
7	AMAT	Applied Materials, Inc.	3.45%	2,698,261
8	AAPL	Apple Inc.	3.27%	2,285,100
9	V	Visa Inc.	2.88%	1,161,145
10	ORCL	Oracle Corporation	2.64%	1,729,976
11	META	Meta Platforms, Inc.	2.52%	489,950
12	GEN	Gen Digital Inc.	2.39%	11,621,861
13	MRVL	Marvell Technology, Inc.	2.36%	4,367,074
14	WDC	Western Digital Corporation	2.19%	4,891,427
15	GPN	Global Payments Inc.	2.08%	3,731,079
16	NTAP	NetApp, Inc.	2.02%	2,717,395
17	AMZN	Amazon.com, Inc.	1.86%	1,211,300
18	GOOG	Alphabet Inc.	1.85%	1,496,960
19	GDDY	GoDaddy Inc.	1.79%	1,428,033
20	NXPI	NXP Semiconductors N.V.	1.69%	1,105,460
21	TER	Teradyne, Inc.	1.67%	2,663,929
22	SYNA	Synaptics Incorporated	1.65%	3,653,075
23	CSCO	Cisco Systems, Inc.	1.64%	3,380,500
24	LYFT	Lyft, Inc.	1.54%	14,036,900
25	CRM	Salesforce, Inc.	1.53%	805,274

As of Jun 30, 2025

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Asset Allocation

Asset Class	% Weight
Stocks	99.33%
Cash	0.67%