TMFM Holdings List

As of May 13, 2025

No.	Symbol	Name	% Weight	Shares
1	SNEX	StoneX Group Inc.	6.99%	142,813
2	AXON	Axon Enterprise, Inc.	5.55%	14,384
3	BRO	Brown & Brown, Inc.	5.29%	85,864
4	BR	Broadridge Financial Solutions, Inc.	4.84%	36,694
5	TOST	Toast, Inc.	4.71%	197,666
6	HQY	HealthEquity, Inc.	4.39%	81,739
7	SBAC	SBA Communications Corporation	4.22%	33,019
8	TYL	Tyler Technologies, Inc.	4.17%	13,268
9	GWRE	Guidewire Software, Inc.	3.95%	33,225
10	DXCM	DexCom, Inc.	3.74%	79,040
11	WAT	Waters Corporation	3.52%	17,280
12	FAST	Fastenal Company	3.32%	74,364
13	GMED	Globus Medical, Inc.	3.32%	101,176
14	EMN	Eastman Chemical Company	3.26%	70,801
15	ALRM	Alarm.com Holdings, Inc.	3.05%	91,315
16	WSO	Watsco, Inc.	2.91%	10,774
17	GSHD	Goosehead Insurance, Inc	2.86%	48,689
18	CSL	Carlisle Companies Incorporated	2.47%	11,091
19	COO	The Cooper Companies, Inc.	2.34%	49,880
20	QXO	QXO, Inc.	2.34%	290,847
21	CROX	Crocs, Inc.	2.23%	33,780
22	MORN	Morningstar, Inc.	2.21%	12,847
23	TREX	Trex Company, Inc.	2.11%	61,317
24	TSCO	Tractor Supply Company	2.09%	71,115
25	GNTX	Gentex Corporation	2.06%	158,275
26	CSGP	CoStar Group, Inc.	1.76%	42,000
27	NTNX	Nutanix, Inc.	1.56%	36,407
28	PFGC	Performance Food Group Company	1.48%	30,309
29	DDOG	Datadog, Inc.	1.37%	21,720
30	GXO	GXO Logistics, Inc.	1.34%	59,056
31	USBFS04	U.S. Bank Money Market Deposit Account 08/01/2031	1.17%	2,110,504
32	BMRN	BioMarin Pharmaceutical Inc.	1.05%	30,740
33	RARE	Ultragenyx Pharmaceutical Inc.	0.94%	47,023
34	WING	Wingstop Inc.	0.77%	4,830
35	RXO	RXO, Inc.	0.63%	70,582
36	Cash&Other	Cash & Other	0.00%	-3,383

As of May 13, 2025