RJMG Holdings List

As of Dec 3, 2025

No.	Symbol	Name	% Weight	Shares
1	MU	Micron Technology, Inc.	3.57%	2,046
2	CIEN	Ciena Corporation	3.41%	2,365
3	NTRA	Natera, Inc.	3.28%	1,845
4	GOOGL	Alphabet, Inc.	3.06%	1,284
5	WELL	Welltower Inc.	2.92%	1,941
6	SITM	SiTime Corporation	2.91%	1,125
7	COMM	CommScope Holding Company, Inc.	2.78%	19,593
8	ADI	Analog Devices, Inc.	2.75%	1,324
9	LSCC	Lattice Semiconductor Corporation	2.75%	4,901
10	FICO	Fair Isaac Corporation	2.72%	207
11	NEM	Newmont Corporation	2.72%	4,066
12	MPWR	Monolithic Power Systems, Inc.	2.69%	376
13	CTRE	CareTrust REIT, Inc.	2.66%	9,460
14	WMT	Walmart Inc.	2.66%	3,115
15	ALL	The Allstate Corporation	2.57%	1,655
16	PAY	Paymentus Holdings, Inc.	2.55%	9,806
17	ULTA	Ulta Beauty, Inc.	2.53%	622
18	DELL	Dell Technologies Inc.	2.52%	2,526
19	NXPI	NXP Semiconductors N.V.	2.49%	1,465
20	TPR	Tapestry, Inc.	2.48%	2,978
21	JBL	Jabil Inc.	2.43%	1,521
22	CRM	Salesforce, Inc.	2.40%	1,348
23	OS	OneStream, Inc.	2.38%	17,244
24	BSX	Boston Scientific Corporation	2.38%	3,245
25	CDE	Coeur Mining, Inc.	2.38%	19,737

As of Dec 3, 2025