TWCAX Holdings List

As of Apr 30, 2025

No.	Symbol	Name	% Weight	Shares
1	NVDA	NVIDIA Corporation	10.55%	5,151,000
2	AAPL	Apple Inc.	10.50%	2,628,600
3	MSFT	Microsoft Corporation	7.69%	1,034,700
4	AMZN	Amazon.com, Inc.	7.18%	2,070,600
5	META	Meta Platforms, Inc.	5.82%	564,200
6	GOOGL	Alphabet Inc.	4.94%	1,656,400
7	MA	Mastercard Incorporated	4.62%	448,600
8	GOOG	Alphabet Inc.	3.80%	1,257,600
9	TSLA	Tesla, Inc.	3.43%	646,100
10	COST	Costco Wholesale Corporation	2.07%	110,500
11	CRM	Salesforce, Inc.	2.06%	407,000
12	LLY	Eli Lilly and Company	2.05%	121,600
13	ROP	Roper Technologies, Inc.	1.96%	186,200
14	ADI	Analog Devices, Inc.	1.55%	422,100
15	PGR	The Progressive Corporation	1.50%	283,700
16	ADBE	Adobe Inc.	1.47%	209,200
17	AVGO	Broadcom Inc.	1.42%	393,800
18	KLAC	KLA Corporation	1.38%	104,700
19	BSX	Boston Scientific Corporation	1.36%	701,100
20	TJX	The TJX Companies, Inc.	1.32%	543,800
21	ZS	Zscaler, Inc.	1.31%	309,100
22	TSM	Taiwan Semiconductor Manufacturing Company Limited	1.30%	415,200
23	LOW	Lowe's Companies, Inc.	1.30%	308,300
24	CRWD	CrowdStrike Holdings, Inc.	1.27%	157,800
25	REGN	Regeneron Pharmaceuticals, Inc.	1.04%	92,800

As of Apr 30, 2025

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Asset Allocation

Asset Class	% Weight
Stocks	99.28%
Cash	0.72%