PFI Holdings List

As of Aug 13, 2025

No.	Symbol	Name	% Weight	Shares
1	HOOD	Robinhood Markets, Inc.	4.84%	27,650
2	MA	Mastercard Incorporated	4.71%	5,062
3	PGR	The Progressive Corporation	4.19%	10,431
4	ARES	Ares Management Corporation	3.95%	12,842
5	JPM	JPMorgan Chase & Co.	3.50%	7,473
6	SOFI	SoFi Technologies, Inc.	3.45%	90,057
7	AMP	Ameriprise Financial, Inc.	3.41%	4,151
8	V	Visa Inc.	3.26%	5,915
9	EVR	Evercore Inc.	3.19%	6,283
10	IBKR	Interactive Brokers Group, Inc.	2.97%	29,006
11	AJG	Arthur J. Gallagher & Co.	2.84%	5,973
12	LMND	Lemonade, Inc.	2.79%	29,042
13	AXP	American Express Company	2.75%	5,566
14	RJF	Raymond James Financial, Inc.	2.75%	10,400
15	CBRE	CBRE Group, Inc.	2.54%	9,870
16	GS	The Goldman Sachs Group, Inc.	2.49%	2,072
17	UNM	Unum Group	2.47%	21,618
18	WRB	W. R. Berkley Corporation	2.41%	20,925
19	COF	Capital One Financial Corporation	2.36%	6,745
20	HLI	Houlihan Lokey, Inc.	2.30%	7,260
21	EQH	Equitable Holdings, Inc.	2.28%	25,926
22	SPG	Simon Property Group, Inc.	2.24%	8,052
23	ICE	Intercontinental Exchange, Inc.	2.22%	7,599
24	WELL	Welltower Inc.	2.21%	8,425
25	SEZL	Sezzle Inc.	2.06%	13,890

As of Aug 13, 2025