SLMCX Holdings List

No.	Symbol	Name	% Weight	Shares
1	AVGO	Broadcom Inc.	6.74%	3,611,990
2	NVDA	NVIDIA Corporation	5.81%	5,576,450
3	LRCX	Lam Research Corporation	5.60%	8,988,856
4	MSFT	Microsoft Corporation	5.57%	1,569,950
5	GOOGL	Alphabet Inc.	4.30%	3,250,280
6	BE	Bloom Energy Corporation	3.92%	27,542,298
7	AAPL	Apple Inc.	3.54%	2,285,100
8	V	Visa Inc.	3.27%	1,161,145
9	AMAT	Applied Materials, Inc.	3.02%	2,497,361
10	META	Meta Platforms, Inc.	2.80%	561,850
11	ORCL	Oracle Corporation	2.69%	2,107,176
12	GEN	Gen Digital Inc.	2.27%	10,344,561
13	EBAY	eBay Inc.	2.21%	3,924,214
14	GPN	Global Payments Inc.	2.17%	3,731,079
15	n/a	Columbia Short-Term Cash	2.13%	276,008,217
16	GDDY	GoDaddy Inc.	2.00%	1,428,033
17	GOOG	Alphabet Inc.	1.99%	1,496,960
18	NTAP	NetApp, Inc.	1.97%	2,572,429
19	WDC	Western Digital Corporation	1.90%	4,779,627
20	AMZN	Amazon.com, Inc.	1.81%	1,147,400
21	CRM	Salesforce, Inc.	1.65%	805,274
22	CSCO	Cisco Systems, Inc.	1.64%	3,380,500
23	MTCH	Match Group, Inc.	1.63%	7,076,266
24	NXPI	NXP Semiconductors N.V.	1.63%	1,105,460
25	SYNA	Synaptics Incorporated	1.62%	3,566,175

As of May 31, 2025

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Asset Allocation

Asset Class	% Weight
Stocks	97.47%
Cash	2.53%