SFMRX Holdings List

No.	Symbol	Name	% Weight	Shares
1	AVAV	AeroVironment, Inc.	2.19%	47,756
2	AXON	Axon Enterprise, Inc.	2.10%	20,137
3	EA	Electronic Arts Inc.	1.95%	66,445
4	FCFS	FirstCash Holdings, Inc.	1.83%	79,589
5	HOOD	Robinhood Markets, Inc.	1.83%	87,874
6	GWRE	Guidewire Software, Inc.	1.82%	54,555
7	TTWO	Take-Two Interactive Software, Inc.	1.80%	47,843
8	VRT	Vertiv Holdings Co	1.77%	80,502
9	BURL	Burlington Stores, Inc.	1.65%	44,514
10	LYV	Live Nation Entertainment, Inc.	1.63%	68,442
11	EVR	Evercore Inc.	1.62%	32,905
12	VST	Vistra Corp.	1.60%	56,042
13	ROST	Ross Stores, Inc.	1.55%	70,079
14	CDNS	Cadence Design Systems, Inc.	1.53%	30,007
15	HEI.A	HEICO Corporation	1.50%	40,562
16	FAST	Fastenal Company	1.49%	208,945
17	VRSK	Verisk Analytics, Inc.	1.44%	39,211
18	EXEL	Exelixis, Inc.	1.43%	237,224
19	EXE	Expand Energy Corporation	1.41%	91,419
20	MANH	Manhattan Associates, Inc.	1.39%	46,619
21	LHX	L3Harris Technologies, Inc.	1.38%	31,079
22	BWXT	BWX Technologies, Inc.	1.38%	51,378
23	RMD	ResMed Inc.	1.37%	34,450
24	WING	Wingstop Inc.	1.34%	36,629
25	CPRT	Copart, Inc.	1.30%	199,077

Showing 25 of 94 holdings

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As of Sep 30, 2025

Asset Allocation

Asset Class	% Weight
Stocks	99.67%
Cash	0.33%