RJMG Holdings List

As of Jun 26, 2025

No.	Symbol	Name	% Weight	Shares
1	MRVL	Marvell Technology, Inc.	2.84%	4,694
2	COHR	Coherent Corp.	2.78%	4,094
3	DELL	Dell Technologies Inc.	2.76%	2,898
4	UBER	Uber Technologies, Inc.	2.67%	3,787
5	DASH	DoorDash, Inc.	2.65%	1,460
6	QTWO	Q2 Holdings, Inc.	2.65%	3,693
7	SPOT	Spotify Technology S.A.	2.64%	450
8	NVDA	NVIDIA Corporation	2.63%	2,245
9	MU	Micron Technology, Inc.	2.62%	2,751
10	TPR	Tapestry, Inc.	2.61%	4,003
11	DOCS	Doximity, Inc.	2.61%	5,703
12	RBLX	Roblox Corporation	2.60%	3,275
13	MELI	MercadoLibre, Inc.	2.60%	134
14	LRCX	Lam Research Corporation	2.59%	3,536
15	META	Meta Platforms, Inc.	2.54%	463
16	ADI	Analog Devices, Inc.	2.53%	1,408
17	FROG	JFrog Ltd.	2.53%	7,701
18	BSX	Boston Scientific Corporation	2.52%	3,187
19	PLXS	Plexus Corp.	2.51%	2,434
20	NOW	ServiceNow, Inc.	2.48%	324
21	ULS	UL Solutions Inc.	2.47%	4,527
22	NTRA	Natera, Inc.	2.46%	1,935
23	WMT	Walmart Inc.	2.45%	3,368
24	FICO	Fair Isaac Corporation	2.45%	178
25	PODD	Insulet Corporation	2.44%	1,041
26	WELL	Welltower Inc.	2.44%	2,100
27	CME	CME Group Inc.	2.44%	1,181
28	GDDY	GoDaddy Inc.	2.43%	1,810
29	GLBE	Global-E Online Ltd.	2.41%	9,825
30	CHKP	Check Point Software Technologies Ltd.	2.40%	1,448
31	COST	Costco Wholesale Corporation	2.39%	322
32	V	Visa Inc.	2.38%	910
33	HUBS	HubSpot, Inc.	2.38%	574
34	GOOGL	Alphabet Inc.	2.37%	1,807
35	CDE	Coeur Mining, Inc.	2.35%	34,387
36	PGR	The Progressive Corporation	2.35%	1,187
37	RSG	Republic Services, Inc.	2.35%	1,268
38	ALL	The Allstate Corporation	2.35%	1,597
39	GWRE	Guidewire Software, Inc.	2.23%	1,256
40	EQIX	Equinix, Inc.	2.02%	359
41	n/a	Cash	0.08%	10,788

As of Jun 26, 2025