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SymbolNameWeight1 Month Contribution3 Month Contribution6 Month ContributionYTD Contribution1Y Contribution
PRIPrimerica Inc6.80%--------0.09
NCNONcino Inc5.71%---------0.06
TTDThe Trade Desk Inc5.52%---------0.19
POOLPool Corp5.07%---------0.08
TRUTransUnion4.69%--------0.15
VVisa Inc4.64%--------0.19
MCOMoodys Corp4.60%--------0.09
GOOGAlphabet Inc4.40%--------0.03
RYANRyan Specialty Holdings Inc4.15%--------0.08
LIILennox International Inc4.01%--------0.07
INTUIntuit Inc3.98%--------0.11
HDThe Home Depot Inc3.88%--------0.00
CWANClearwater Analytics Holdings Inc3.75%--------0.05
VRSKVerisk Analytics Inc3.35%--------0.04
COOThe Cooper Companies Inc3.34%---------0.15
LPLALPL Financial Holdings Inc3.33%--------0.26
TFINTriumph Financial Inc3.28%---------0.24
JKHYJack Henry & Associates Inc3.24%--------0.04
CDWCDW Corp3.23%---------0.16
ODFLOld Dominion Freight Line Inc3.15%---------0.11
ZTSZoetis Inc2.94%---------0.10
CELHCelsius Holdings Inc2.50%---------0.07
WTSWatts Water Technologies Inc2.48%--------0.10
LWLamb Weston Holdings Inc2.23%---------0.23
ACICAmerican Coastal Insurance Corp-0.90%---------0.00
Showing 1 - 25 of 35 Holdings
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