TSMWX Holdings List

No.	Symbol	Name	% Weight	Shares
1	FIX	Comfort Systems USA, Inc.	1.00%	30,024
2	SOFI	SoFi Technologies, Inc.	0.94%	830,560
3	CRDO	Credo Technology Group Holding Ltd	0.90%	157,612
4	EME	EMCOR Group, Inc.	0.80%	24,233
5	NTNX	Nutanix, Inc.	0.76%	161,146
6	CW	Curtiss-Wright Corporation	0.76%	25,111
7	CRS	Carpenter Technology Corporation	0.75%	43,868
8	TPR	Tapestry, Inc.	0.71%	130,080
9	HOOD	Robinhood Markets, Inc.	0.70%	120,930
10	OSCR	Oscar Health, Inc.	0.67%	508,395
11	KD	Kyndryl Holdings, Inc.	0.63%	243,514
12	FTI	TechnipFMC plc	0.63%	293,850
13	ITT	ITT Inc.	0.59%	60,881
14	FHN	First Horizon Corporation	0.59%	447,370
15	EXEL	Exelixis, Inc.	0.58%	212,993
16	MOS	The Mosaic Company	0.56%	249,560
17	ALLE	Allegion plc	0.55%	61,930
18	RGLD	Royal Gold, Inc.	0.55%	50,062
19	CR	Crane Company	0.54%	46,146
20	USFD	US Foods Holding Corp.	0.53%	111,616
21	CVLT	Commvault Systems, Inc.	0.53%	49,260
22	PRMB	Primo Brands Corporation	0.52%	286,250
23	URBN	Urban Outfitters, Inc.	0.52%	116,473
24	CCK	Crown Holdings, Inc.	0.52%	81,820
25	NVT	nVent Electric plc	0.51%	112,382

As of Jun 30, 2025

Showing 25 of 362 holdings

Subscribe to see the full list

Asset Allocation

Asset Class	% Weight
Stocks	99.67%
Cash	0.33%