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SymbolNameWeight1 Month Contribution3 Month Contribution6 Month ContributionYTD Contribution1Y Contribution
MSFTMicrosoft Corp6.44%--------0.09
AMZNAmazon.com Inc6.18%--------0.03
ICEIntercontinental Exchange Inc5.17%--------0.27
BRK.BBerkshire Hathaway Inc5.10%--------0.22
NVDANVIDIA Corp4.86%--------0.23
ORLYO'Reilly Automotive Inc4.76%--------0.25
METAMeta Platforms Inc4.73%--------0.21
TSMTaiwan Semiconductor Manufacturing Co Ltd4.63%--------0.19
GOOGLAlphabet Inc4.49%---------0.09
ZTSZoetis Inc4.45%---------0.01
MDLZMondelez International Inc4.34%---------0.02
BDXBecton Dickinson & Co4.22%---------0.32
JPMJPMorgan Chase & Co4.06%--------0.21
DISThe Walt Disney Co3.52%--------0.00
EXEExpand Energy Corp3.51%--------0.15
MPWRMonolithic Power Systems Inc3.17%---------0.07
MSIMotorola Solutions Inc2.82%--------0.08
NOWServiceNow Inc2.73%--------0.15
SAIASaia Inc2.64%---------0.31
BLDTopBuild Corp2.64%---------0.20
XOMExxon Mobil Corp2.37%---------0.03
UTHRUnited Therapeutics Corp2.27%--------0.07
XYLXylem Inc2.01%---------0.06
SHWSherwin-Williams Co1.98%--------0.04
AGNCAGNC Investment Corp1.94%--------0.03
Showing 1 - 25 of 26 Holdings
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