TMIFX Holdings List

No.	Symbol	Name	% Weight	Shares
1	HLT	Hilton Worldwide Holdings Inc.	6.14%	30,048
2	HWM	Howmet Aerospace Inc.	5.64%	38,452
3	TRGP	Targa Resources Corp.	4.79%	38,086
4	IDXX	IDEXX Laboratories, Inc.	4.35%	8,058
5	CLH	Clean Harbors, Inc.	4.03%	24,684
6	NRG	NRG Energy, Inc.	3.82%	31,417
7	VEEV	Veeva Systems Inc.	3.69%	21,397
8	DDOG	Datadog, Inc.	3.50%	30,531
9	AXON	Axon Enterprise, Inc.	3.44%	8,874
10	KKR	KKR & Co. Inc.	3.29%	37,547
11	MPWR	Monolithic Power Systems, Inc.	3.22%	4,837
12	TTWO	Take-Two Interactive Software, Inc.	3.15%	17,856
13	TW	Tradeweb Markets Inc.	3.15%	40,319
14	RBLX	Roblox Corporation	3.14%	46,054
15	NTRA	Natera, Inc.	2.99%	17,440
16	TRMB	Trimble Inc.	2.92%	49,951
17	IBKR	Interactive Brokers Group, Inc.	2.73%	58,557
18	CHRW	C.H. Robinson Worldwide, Inc.	2.65%	23,298
19	UTHR	United Therapeutics Corporation	2.53%	7,251
20	FLEX	Flex Ltd.	2.45%	57,890
21	HUBS	HubSpot, Inc.	2.45%	9,299
22	POOL	Pool Corporation	2.39%	13,676
23	CASY	Casey's General Stores, Inc.	2.31%	5,647
24	SLAB	Silicon Laboratories Inc.	2.26%	24,686
25	XYZ	Block, Inc.	2.14%	44,784

Showing 25 of 36 holdings

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As of Nov 30, 2025

Asset Allocation

Asset Class	% Weight
Stocks	99.49%
Cash	0.51%