SSMGX Holdings List

No.	Symbol	Name	% Weight	Shares
1	ANET	Arista Networks Inc	4.39%	48,900
2	FIGXX	Fidelity Government Portfolio	4.30%	4,892,549
3	EME	EMCOR Group, Inc.	3.73%	7,950
4	MPWR	Monolithic Power Systems, Inc.	3.23%	5,025
5	AGX	Argan, Inc.	2.81%	14,525
6	PTC	PTC Inc.	2.33%	15,375
7	WCN	Waste Connections, Inc.	2.30%	14,025
8	CR	Crane Company	2.28%	13,700
9	FTI	TechnipFMC plc	2.22%	73,550
10	AXS	AXIS Capital Holdings Limited	2.02%	22,125
11	CASY	Casey's General Stores, Inc.	1.93%	4,300
12	EXP	Eagle Materials Inc.	1.83%	10,300
13	ATRC	AtriCure, Inc.	1.75%	60,800
14	THC	Tenet Healthcare Corporation	1.74%	11,275
15	AL	Air Lease Corporation	1.71%	33,325
16	AVAV	AeroVironment, Inc.	1.66%	6,650
17	KBR	KBR, Inc.	1.62%	38,450
18	COHR	Coherent Corp.	1.57%	20,075
19	HUBB	Hubbell Incorporated	1.57%	4,375
20	HUBS	HubSpot, Inc.	1.55%	3,175
21	ADUS	Addus HomeCare Corporation	1.54%	15,250
22	AZZ	AZZ Inc.	1.53%	18,450
23	EHC	Encompass Health Corporation	1.46%	13,525
24	BDC	Belden Inc.	1.38%	13,600
25	TFII	TFI International Inc.	1.30%	16,525

As of Jun 30, 2025

Showing 25 of 83 holdings

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Asset Allocation

Asset Class	% Weight
Stocks	95.70%
Cash	4.30%