2025 Julky 21 This One

Asset Allocation

Position	Category/Sector	Target Weight
ACHR Archer Aviation Inc.	Industrials	2.27%
ACM AECOM	Industrials	2.27%
ANET Arista Networks, Inc.	Technology	2.27%
APH Amphenol Corporation	Technology	2.27%
APP AppLovin Corporation	Communication Services	2.27%
ARQQ Arqit Quantum Inc.	Technology	2.27%
AVGO Broadcom Inc.	Technology	2.27%
CLMB Climb Global Solutions	Technology	2.27%
COKE Coca-Cola Consolidated, Inc.	Consumer Defensive	2.27%
CRS Carpenter Technology Corporation	Industrials	2.27%
DGII Digi International Inc.	Technology	2.27%
EME EMCOR Group, Inc.	Industrials	2.27%
FARO		2.27%
FLEX Flex Ltd.	Technology	2.27%
FUBO fuboTV Inc.	Communication Services	2.27%
GENI Genius Sports Limited	Communication Services	2.27%
GFF Griffon Corporation	Industrials	2.27%
HIMS Hims & Hers Health, Inc.	Healthcare	2.27%
IBKR Interactive Brokers Group, Inc.	Financial Services	2.27%
IESC IES Holdings, Inc.	Industrials	2.27%
INOD Innodata Inc.	Technology	2.27%
IONQ IonQ, Inc.	Technology	2.27%
KD Kyndryl Holdings, Inc.	Technology	2.27%
KLAC KLA Corporation	Technology	2.27%
LLY Eli Lilly and Company	Healthcare	2.27%
LRN Stride, Inc.	Consumer Defensive	2.27%
MSTR Strategy Inc	Technology	2.27%
NVDA NVIDIA Corporation	Technology	2.27%
PRIM Primoris Services Corporation	Industrials	2.27%
QBTS D-Wave Quantum Inc	Technology	2.27%
RMBS Rambus Inc.	Technology	2.27%
SOUN SoundHound AI, Inc.	Technology	2.27%
STRL Sterling Infrastructure, Inc.	Industrials	2.27%
TSM Taiwan Semiconductor Manufacturing Company Limited	Technology	2.27%
URI United Rentals, Inc.	Industrials	2.27%
VST Vistra Corp.	Utilities	2.27%
REVG		2.27%
AGX Argan, Inc.	Industrials	2.27%
COR Cencora Inc.	Healthcare	2.27%
CRCL Circle Internet Group, Inc.	Financial Services	2.27%
MSFT Microsoft Corporation	Technology	2.27%
CSGS		2.27%
GFI Gold Fields Limited	Basic Materials	2.27%
IDT IDT Corporation	Communication Services	2.27%

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We cannot calculate this portfolio as it contains unknown symbols. Some of this portfolio's assets were probably delisted, or do not exist in our database: FARO, REVG, CSGS.