SLMCX Holdings List

No.	Symbol	Name	% Weight	Shares
1	BE	Bloom Energy Corporation	7.17%	21,391,411
2	NVDA	NVIDIA Corporation	5.72%	5,183,988
3	LRCX	Lam Research Corporation	5.64%	8,902,256
4	AVGO	Broadcom Inc.	5.52%	2,934,490
5	MSFT	Microsoft Corporation	5.03%	1,569,650
6	GOOGL	Alphabet Inc.	4.55%	3,373,880
7	AAPL	Apple Inc.	3.36%	2,285,100
8	AMAT	Applied Materials, Inc.	2.98%	2,930,761
9	V	Visa Inc.	2.59%	1,161,145
10	WDC	Western Digital Corporation	2.49%	4,891,427
11	GPN	Global Payments Inc.	2.35%	4,170,879
12	WIX	Wix.com Ltd.	2.32%	2,596,020
13	GEN	Gen Digital Inc.	2.22%	11,621,861
14	MRVL	Marvell Technology, Inc.	2.20%	5,529,501
15	TER	Teradyne, Inc.	2.08%	2,784,229
16	META	Meta Platforms, Inc.	1.99%	424,550
17	ORCL	Oracle Corporation	1.98%	1,379,876
18	GOOG	Alphabet Inc.	1.97%	1,459,160
19	n/a	Columbia Short-Term Cash	1.94%	305,166,064
20	NTAP	NetApp, Inc.	1.91%	2,674,795
21	SYNA	Synaptics Incorporated	1.74%	3,933,275
22	LYFT	Lyft, Inc.	1.68%	16,389,600
23	MTCH	Match Group, Inc.	1.67%	7,076,266
24	NXPI	NXP Semiconductors N.V.	1.64%	1,105,460
25	GDDY	GoDaddy Inc.	1.63%	1,734,333

Showing 25 of 67 holdings

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As of Aug 31, 2025

Asset Allocation

Asset Class	% Weight
Stocks	99.33%
Cash	0.67%