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SymbolNameWeight1 Month Contribution3 Month Contribution6 Month ContributionYTD Contribution1Y Contribution
MLIMueller Industries Inc6.39%--------0.23
AZOAutoZone Inc6.14%--------0.19
BRBroadridge Financial Solutions Inc5.46%--------0.13
HCAHCA Healthcare Inc5.11%--------0.08
GWWW.W. Grainger Inc5.03%--------0.10
UNHUnitedHealth Group Inc4.95%---------0.14
WMWaste Management Inc4.78%--------0.09
METAMeta Platforms Inc4.76%--------0.17
LIILennox International Inc4.73%--------0.13
COSTCostco Wholesale Corp4.69%--------0.19
PAGPenske Automotive Group Inc4.53%--------0.03
DRIDarden Restaurants Inc4.40%--------0.18
MARMarriott International Inc4.35%--------0.03
AAPLApple Inc4.15%--------0.13
CROXCrocs Inc3.44%---------0.16
NSITInsight Enterprises Inc3.35%---------0.15
MSFTMicrosoft Corp3.35%--------0.04
VRTVertiv Holdings Co3.32%--------0.02
CDNSCadence Design Systems Inc3.19%--------0.04
KLACKLA Corp3.12%--------0.01
GOOGLAlphabet Inc2.03%---------0.00
NVDANVIDIA Corp2.02%--------0.08
AMZNAmazon.com Inc2.02%--------0.02
ANETArista Networks Inc1.88%--------0.08
FXFXXFirst American Treasury Obligations Fund X1.52%--------0.01
Showing 1 - 25 of 26 Holdings
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