SPMCX Holdings List

No.	Symbol	Name	% Weight	Shares
1	BURL	Burlington Stores, Inc.	3.30%	1,285
2	HUBB	Hubbell Incorporated	3.29%	800
3	COHR	Coherent Corp.	3.18%	3,140
4	WAL	Western Alliance Bancorporation	2.81%	3,850
5	VMC	Vulcan Materials Company	2.79%	1,080
6	HRI	Herc Holdings Inc.	2.73%	2,485
7	ZION	Zions Bancorporation, National Association	2.69%	5,330
8	OWL	Blue Owl Capital Inc.	2.38%	13,080
9	MPWR	Monolithic Power Systems, Inc.	2.34%	350
10	CMS	CMS Energy Corporation	2.31%	3,330
11	EVRG	Evergy, Inc.	2.30%	3,455
12	ERJ	Embraer S.A.	2.28%	4,215
13	LNT	Alliant Energy Corporation	2.28%	3,730
14	WEC	WEC Energy Group, Inc.	2.27%	2,215
15	LECO	Lincoln Electric Holdings, Inc.	2.26%	985
16	FND	Floor & Decor Holdings, Inc.	2.08%	2,880
17	TYL	Tyler Technologies, Inc.	2.06%	375
18	TW	Tradeweb Markets Inc.	2.01%	1,545
19	DPZ	Domino's Pizza, Inc.	1.98%	455
20	PFGC	Performance Food Group Company	1.97%	2,085
21	TREX	Trex Company, Inc.	1.96%	3,240
22	BJ	BJ's Wholesale Club Holdings, Inc.	1.93%	1,935
23	AXON	Axon Enterprise, Inc.	1.78%	250
24	TOL	Toll Brothers, Inc.	1.76%	1,585
25	NDAQ	Nasdaq, Inc.	1.76%	1,940

Showing 25 of 64 holdings

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As of Jul 31, 2025

Asset Allocation

Asset Class	% Weight
Stocks	98.04%
Cash	1.96%