Holdings of the Fund as of 11/20/2024
Total Number of Holdings (excluding cash): 177
NVIDIA Corporation |
NVDA |
67066G104 |
Information Technology |
454,914 |
$66,367,403.46 |
6.53% |
Microsoft Corporation |
MSFT |
594918104 |
Information Technology |
155,772 |
$64,721,708.28 |
6.37% |
Apple Inc. |
AAPL |
037833100 |
Information Technology |
250,872 |
$57,449,688.00 |
5.66% |
Amazon.com, Inc. |
AMZN |
023135106 |
Consumer Discretionary |
188,805 |
$38,304,758.40 |
3.77% |
Meta Platforms Inc. (Class A) |
META |
30303M102 |
Communication Services |
45,004 |
$25,450,662.08 |
2.51% |
Alphabet Inc. (Class A) |
GOOGL |
02079K305 |
Communication Services |
125,700 |
$22,120,686.00 |
2.18% |
US Dollar |
$USD |
|
Other |
20,224,144 |
$20,224,143.97 |
1.99% |
Alphabet Inc. (Class C) |
GOOG |
02079K107 |
Communication Services |
105,465 |
$18,702,108.45 |
1.84% |
Berkshire Hathaway Inc. (Class B) |
BRK/B |
084670702 |
Financials |
37,735 |
$17,691,300.05 |
1.74% |
Blackstone Mortgage Trust, Inc. (Class A) |
BXMT |
09257W100 |
Financials |
870,086 |
$16,148,796.16 |
1.59% |
Broadcom Inc. |
AVGO |
11135F101 |
Information Technology |
98,305 |
$16,048,291.25 |
1.58% |
Tesla, Inc. |
TSLA |
88160R101 |
Consumer Discretionary |
44,441 |
$15,200,155.23 |
1.50% |
SL Green Realty Corp. |
SLG |
78440X887 |
Real Estate |
193,045 |
$15,005,387.85 |
1.48% |
JPMorgan Chase & Co. |
JPM |
46625H100 |
Financials |
59,355 |
$14,291,496.90 |
1.41% |
Eli Lilly and Company |
LLY |
532457108 |
Health Care |
15,244 |
$11,484,982.04 |
1.13% |
UnitedHealth Group Incorporated |
UNH |
91324P102 |
Health Care |
18,524 |
$11,123,662.00 |
1.10% |
Jackson Financial Inc. (Class A) |
JXN |
46817M107 |
Financials |
112,567 |
$11,092,352.18 |
1.09% |
Vistra Corp. |
VST |
92840M102 |
Utilities |
71,212 |
$11,011,511.56 |
1.08% |
Visa Inc. (Class A) |
V |
92826C839 |
Financials |
33,293 |
$10,233,935.27 |
1.01% |
Exxon Mobil Corporation |
XOM |
30231G102 |
Energy |
84,520 |
$10,169,446.40 |
1.00% |
Coca-Cola European Partners Plc |
CCEP |
G25839104 |
Consumer Staples |
126,636 |
$9,623,069.64 |
0.95% |
Unilever Plc (ADR) |
UL |
904767704 |
Consumer Staples |
165,843 |
$9,544,264.65 |
0.94% |
Crinetics Pharmaceuticals, Inc. |
CRNX |
22663K107 |
Health Care |
168,310 |
$9,437,141.70 |
0.93% |
Altria Group, Inc. |
MO |
02209S103 |
Consumer Staples |
164,624 |
$9,215,651.52 |
0.91% |
The Home Depot, Inc. |
HD |
437076102 |
Consumer Discretionary |
22,029 |
$8,811,600.00 |
0.87% |
Ladder Capital Corp (Class A) |
LADR |
505743104 |
Financials |
756,300 |
$8,780,643.00 |
0.86% |
Mastercard Incorporated |
MA |
57636Q104 |
Financials |
17,139 |
$8,784,423.06 |
0.86% |
Costco Wholesale Corporation |
COST |
22160K105 |
Consumer Staples |
9,109 |
$8,453,880.72 |
0.83% |
The Procter & Gamble Company |
PG |
742718109 |
Consumer Staples |
47,950 |
$8,194,175.50 |
0.81% |
Cal-Maine Foods, Inc. |
CALM |
128030202 |
Consumer Staples |
85,474 |
$8,101,225.72 |
0.80% |
BellRing Brands, Inc. |
BRBR |
07831C103 |
Consumer Staples |
107,545 |
$8,002,423.45 |
0.79% |
Netflix, Inc. |
NFLX |
64110L106 |
Communication Services |
8,739 |
$7,723,965.15 |
0.76% |
Walmart Inc. |
WMT |
931142103 |
Consumer Staples |
82,761 |
$7,215,103.98 |
0.71% |
Pactiv Evergreen, Inc. |
PTVE |
69526K105 |
Materials |
533,361 |
$6,928,359.39 |
0.68% |
Salesforce, Inc. |
CRM |
79466L302 |
Information Technology |
19,942 |
$6,495,109.40 |
0.64% |
AbbVie Inc. |
ABBV |
00287Y109 |
Health Care |
37,479 |
$6,287,477.04 |
0.62% |
Ingredion Incorporated |
INGR |
457187102 |
Consumer Staples |
43,529 |
$6,196,353.15 |
0.61% |
IDACORP, Inc. |
IDA |
451107106 |
Utilities |
51,141 |
$6,032,592.36 |
0.59% |
Bank of America Corporation |
BAC |
060505104 |
Financials |
123,201 |
$5,674,638.06 |
0.56% |
Crown Castle Inc. |
CCI |
22822V101 |
Real Estate |
52,761 |
$5,506,665.57 |
0.54% |
Oracle Corporation |
ORCL |
68389X105 |
Information Technology |
28,698 |
$5,474,143.50 |
0.54% |
Allison Transmission Holdings, Inc. |
ALSN |
01973R101 |
Industrials |
45,496 |
$5,241,594.16 |
0.52% |
Novartis AG (ADR) |
NVS |
66987V109 |
Health Care |
48,707 |
$5,021,204.63 |
0.49% |
Wells Fargo & Company |
WFC |
949746101 |
Financials |
68,036 |
$5,006,088.88 |
0.49% |
Bristol-Myers Squibb Company |
BMY |
110122108 |
Health Care |
83,515 |
$4,833,848.20 |
0.48% |
Commvault Systems, Inc. |
CVLT |
204166102 |
Information Technology |
28,768 |
$4,918,177.28 |
0.48% |
Merck & Co., Inc. |
MRK |
58933Y105 |
Health Care |
50,358 |
$4,906,883.52 |
0.48% |
SLM Corporation |
SLM |
78442P106 |
Financials |
203,351 |
$4,874,323.47 |
0.48% |
DT Midstream, Inc. |
DTM |
23345M107 |
Energy |
46,532 |
$4,780,232.36 |
0.47% |
Eagle Materials Inc. |
EXP |
26969P108 |
Materials |
15,969 |
$4,795,011.63 |
0.47% |
The Coca-Cola Company |
KO |
191216100 |
Consumer Staples |
75,585 |
$4,761,099.15 |
0.47% |
Sprouts Farmers Market, Inc. |
SFM |
85208M102 |
Consumer Staples |
32,501 |
$4,639,517.75 |
0.46% |
Advanced Micro Devices, Inc. |
AMD |
007903107 |
Information Technology |
32,936 |
$4,531,993.60 |
0.45% |
Dell Technologies Inc. (Class C) |
DELL |
24703L202 |
Information Technology |
34,293 |
$4,593,890.28 |
0.45% |
Gilead Sciences, Inc. |
GILD |
375558103 |
Health Care |
52,085 |
$4,616,293.55 |
0.45% |
Houlihan Lokey, Inc. |
HLI |
441593100 |
Financials |
24,413 |
$4,564,010.35 |
0.45% |
Insmed Incorporated |
INSM |
457669307 |
Health Care |
62,539 |
$4,544,709.13 |
0.45% |
InterDigital, Inc. |
IDCC |
45867G101 |
Information Technology |
25,049 |
$4,566,182.21 |
0.45% |
Toll Brothers, Inc. |
TOL |
889478103 |
Consumer Discretionary |
29,783 |
$4,524,335.53 |
0.45% |
East West Bancorp, Inc. |
EWBC |
27579R104 |
Financials |
41,913 |
$4,421,821.50 |
0.44% |
Medtronic Plc |
MDT |
G5960L103 |
Health Care |
53,612 |
$4,509,305.32 |
0.44% |
PepsiCo, Inc. |
PEP |
713448108 |
Consumer Staples |
27,624 |
$4,385,033.76 |
0.43% |
Pilgrim's Pride Corporation |
PPC |
72147K108 |
Consumer Staples |
83,101 |
$4,338,703.21 |
0.43% |
Adobe Incorporated |
ADBE |
00724F101 |
Information Technology |
8,492 |
$4,241,754.00 |
0.42% |
Ares Management Corporation (Class A) |
ARES |
03990B101 |
Financials |
25,066 |
$4,308,594.74 |
0.42% |
Marsh & McLennan Companies, Inc. |
MMC |
571748102 |
Financials |
19,147 |
$4,249,868.12 |
0.42% |
ServiceNow, Inc. |
NOW |
81762P102 |
Information Technology |
4,156 |
$4,251,504.88 |
0.42% |
UMB Financial Corporation |
UMBF |
902788108 |
Financials |
35,618 |
$4,280,927.42 |
0.42% |
Caterpillar Inc. |
CAT |
149123101 |
Industrials |
10,838 |
$4,134,697.00 |
0.41% |
Deckers Outdoor Corporation |
DECK |
243537107 |
Consumer Discretionary |
23,788 |
$4,195,251.68 |
0.41% |
Linde Plc |
LIN |
G54950103 |
Materials |
9,160 |
$4,123,282.40 |
0.41% |
Medpace Holdings, Inc. |
MEDP |
58506Q109 |
Health Care |
12,628 |
$4,117,864.52 |
0.41% |
Illinois Tool Works Inc. |
ITW |
452308109 |
Industrials |
15,387 |
$4,098,789.06 |
0.40% |
Intuit Inc. |
INTU |
461202103 |
Information Technology |
6,220 |
$4,046,732.00 |
0.40% |
Antero Midstream Corp. |
AM |
03676B102 |
Energy |
255,751 |
$3,946,237.93 |
0.39% |
US Foods Holding Corp. |
USFD |
912008109 |
Consumer Staples |
59,332 |
$3,949,731.24 |
0.39% |
CME Group Inc. |
CME |
12572Q105 |
Financials |
16,877 |
$3,847,956.00 |
0.38% |
Encompass Health Corporation |
EHC |
29261A100 |
Health Care |
38,764 |
$3,834,922.52 |
0.38% |
Intuitive Surgical, Inc. |
ISRG |
46120E602 |
Health Care |
7,051 |
$3,820,372.82 |
0.38% |
Philip Morris International Inc. |
PM |
718172109 |
Consumer Staples |
29,225 |
$3,810,647.75 |
0.38% |
International Business Machines Corporation |
IBM |
459200101 |
Information Technology |
17,496 |
$3,754,641.60 |
0.37% |
Thermo Fisher Scientific Inc. |
TMO |
883556102 |
Health Care |
7,264 |
$3,725,269.76 |
0.37% |
AT&T Inc. |
T |
00206R102 |
Communication Services |
162,059 |
$3,699,806.97 |
0.36% |
Booking Holdings Inc. |
BKNG |
09857L108 |
Consumer Discretionary |
738 |
$3,702,125.34 |
0.36% |
Sylvamo Corporation |
SLVM |
871332102 |
Materials |
41,800 |
$3,652,484.00 |
0.36% |
Verizon Communications Inc. |
VZ |
92343V104 |
Communication Services |
86,342 |
$3,645,359.24 |
0.36% |
General Electric Company |
GE |
369604301 |
Industrials |
20,001 |
$3,559,777.98 |
0.35% |
Hess Midstream LP (Class A) |
HESM |
428103105 |
Energy |
98,673 |
$3,559,135.11 |
0.35% |
Kinsale Capital Group, Inc. |
KNSL |
49714P108 |
Financials |
7,470 |
$3,572,826.30 |
0.35% |
Lancaster Colony Corporation |
LANC |
513847103 |
Consumer Staples |
20,016 |
$3,592,872.00 |
0.35% |
TechnipFMC Plc |
FTI |
G87110105 |
Energy |
122,320 |
$3,547,280.00 |
0.35% |
Texas Instruments Incorporated |
TXN |
882508104 |
Information Technology |
17,757 |
$3,519,259.83 |
0.35% |
Fidelity National Financial, Inc. |
FNF |
31620R303 |
Financials |
57,851 |
$3,475,688.08 |
0.34% |
Southern Copper Corporation |
SCCO |
84265V105 |
Materials |
33,933 |
$3,495,099.00 |
0.34% |
Watsco, Inc. |
WSO |
942622200 |
Industrials |
6,401 |
$3,414,293.40 |
0.34% |
Automatic Data Processing, Inc. |
ADP |
053015103 |
Industrials |
11,262 |
$3,362,720.58 |
0.33% |
RTX Corporation |
RTX |
75513E101 |
Industrials |
28,436 |
$3,388,149.40 |
0.33% |
S&P Global Inc. |
SPGI |
78409V104 |
Financials |
6,572 |
$3,306,570.36 |
0.33% |
The Goldman Sachs Group, Inc. |
GS |
38141G104 |
Financials |
5,740 |
$3,340,278.20 |
0.33% |
Duke Energy Corporation |
DUK |
26441C204 |
Utilities |
28,382 |
$3,228,168.68 |
0.32% |
Leonardo DRS, Inc. |
DRS |
52661A108 |
Industrials |
91,556 |
$3,200,797.76 |
0.32% |
The TJX Companies, Inc. |
TJX |
872540109 |
Consumer Discretionary |
26,810 |
$3,210,229.40 |
0.32% |
Ferguson Enterprises Inc. |
FERG |
31488V107 |
Industrials |
15,651 |
$3,173,083.74 |
0.31% |
Kilroy Realty Corp |
KRC |
49427F108 |
Real Estate |
80,998 |
$3,137,052.54 |
0.31% |
MGE Energy, Inc. |
MGEE |
55277P104 |
Utilities |
30,516 |
$3,170,154.93 |
0.31% |
American Tower Corporation |
AMT |
03027X100 |
Real Estate |
15,049 |
$3,023,043.12 |
0.30% |
Amgen Inc. |
AMGN |
031162100 |
Health Care |
10,584 |
$3,046,816.08 |
0.30% |
BankUnited, Inc. |
BKU |
06652K103 |
Financials |
74,483 |
$3,053,803.00 |
0.30% |
Danaher Corporation |
DHR |
235851102 |
Health Care |
13,173 |
$3,070,626.30 |
0.30% |
Honeywell International Inc. |
HON |
438516106 |
Industrials |
13,503 |
$3,060,725.01 |
0.30% |
Lowe's Companies, Inc. |
LOW |
548661107 |
Consumer Discretionary |
11,552 |
$3,038,522.56 |
0.30% |
Public Storage |
PSA |
74460D109 |
Real Estate |
9,168 |
$3,051,660.48 |
0.30% |
QUALCOMM Incorporated |
QCOM |
747525103 |
Information Technology |
20,071 |
$3,096,353.17 |
0.30% |
Sabra Health Care REIT, Inc. |
SBRA |
78573L106 |
Real Estate |
168,088 |
$3,091,138.32 |
0.30% |
T-Mobile US, Inc. |
TMUS |
872590104 |
Communication Services |
12,883 |
$3,033,560.01 |
0.30% |
Applied Materials, Inc. |
AMAT |
038222105 |
Information Technology |
17,022 |
$2,902,080.78 |
0.29% |
Booz Allen Hamilton Holding Corporation |
BAH |
099502106 |
Industrials |
20,122 |
$2,901,391.18 |
0.29% |
Ferrari N.V. |
RACE |
N3167Y103 |
Consumer Discretionary |
6,778 |
$2,895,290.48 |
0.29% |
Grand Canyon Education, Inc. |
LOPE |
38526M106 |
Consumer Discretionary |
18,395 |
$2,968,953.00 |
0.29% |
Union Pacific Corporation |
UNP |
907818108 |
Industrials |
12,728 |
$2,972,751.68 |
0.29% |
Innovative Industrial Properties, Inc. |
IIPR |
45781V101 |
Real Estate |
26,552 |
$2,795,925.60 |
0.28% |
Matson, Inc. |
MATX |
57686G105 |
Industrials |
18,802 |
$2,853,391.52 |
0.28% |
Veeva Systems Inc. (Class A) |
VEEV |
922475108 |
Health Care |
13,729 |
$2,891,739.27 |
0.28% |
Graco Inc. |
GGG |
384109104 |
Industrials |
31,065 |
$2,749,873.80 |
0.27% |
Chevron Corporation |
CVX |
166764100 |
Energy |
16,297 |
$2,629,195.04 |
0.26% |
DHT Holdings, Inc. |
DHT |
Y2065G121 |
Energy |
254,015 |
$2,677,318.10 |
0.26% |
Lockheed Martin Corporation |
LMT |
539830109 |
Industrials |
4,920 |
$2,630,871.60 |
0.26% |
ConocoPhillips |
COP |
20825C104 |
Energy |
22,050 |
$2,501,131.50 |
0.25% |
Novo Nordisk A/S (ADR) |
NVO |
670100205 |
Health Care |
23,914 |
$2,517,426.78 |
0.25% |
The Gap, Inc. |
GAP |
364760108 |
Consumer Discretionary |
123,085 |
$2,538,012.70 |
0.25% |
AptarGroup, Inc. |
ATR |
038336103 |
Materials |
14,512 |
$2,448,609.76 |
0.24% |
NextEra Energy, Inc. |
NEE |
65339F101 |
Utilities |
32,014 |
$2,461,236.32 |
0.24% |
Realty Income Corporation |
O |
756109104 |
Real Estate |
42,806 |
$2,434,805.28 |
0.24% |
BlackRock, Inc. |
BLK |
09290D101 |
Financials |
2,312 |
$2,369,037.04 |
0.23% |
CNA Financial Corporation |
CNA |
126117100 |
Financials |
47,354 |
$2,313,242.90 |
0.23% |
American Homes 4 Rent (Class A) |
AMH |
02665T306 |
Real Estate |
60,266 |
$2,262,385.64 |
0.22% |
Scorpio Tankers Inc. |
STNG |
Y7542C130 |
Energy |
41,169 |
$2,250,709.23 |
0.22% |
Star Bulk Carriers Corp. |
SBLK |
Y8162K204 |
Industrials |
118,702 |
$2,251,776.94 |
0.22% |
Equinix, Inc. |
EQIX |
29444U700 |
Real Estate |
2,360 |
$2,168,698.40 |
0.21% |
Paychex, Inc. |
PAYX |
704326107 |
Industrials |
14,749 |
$2,091,850.67 |
0.21% |
Performance Food Group Company |
PFGC |
71377A103 |
Consumer Staples |
25,878 |
$2,174,010.78 |
0.21% |
CVB Financial Corp. |
CVBF |
126600105 |
Financials |
87,896 |
$1,983,812.72 |
0.20% |
Flowers Foods, Inc. |
FLO |
343498101 |
Consumer Staples |
91,133 |
$2,014,039.30 |
0.20% |
Otter Tail Corporation |
OTTR |
689648103 |
Utilities |
25,580 |
$2,037,447.00 |
0.20% |
The Southern Company |
SO |
842587107 |
Utilities |
22,992 |
$2,022,606.24 |
0.20% |
Murphy USA Inc. |
MUSA |
626755102 |
Consumer Discretionary |
3,593 |
$1,886,396.86 |
0.19% |
Viper Energy Inc. |
VNOM |
927959106 |
Energy |
35,687 |
$1,927,454.87 |
0.19% |
Xcel Energy Inc. |
XEL |
98389B100 |
Utilities |
27,884 |
$1,953,274.20 |
0.19% |
GE Vernova Inc. |
GEV |
36828A101 |
Industrials |
5,269 |
$1,806,055.24 |
0.18% |
Motorola Solutions, Inc. |
MSI |
620076307 |
Information Technology |
3,539 |
$1,743,311.40 |
0.17% |
NewMarket Corporation |
NEU |
651587107 |
Materials |
3,224 |
$1,735,672.64 |
0.17% |
Reynolds Consumer Products Inc. |
REYN |
76171L106 |
Consumer Staples |
59,575 |
$1,646,653.00 |
0.16% |
WEC Energy Group, Inc. |
WEC |
92939U106 |
Utilities |
16,220 |
$1,610,159.40 |
0.16% |
OPENLANE Inc. |
KAR |
48238T109 |
Industrials |
76,477 |
$1,503,537.82 |
0.15% |
Blackstone Inc. |
BX |
09260D107 |
Financials |
7,439 |
$1,376,438.17 |
0.14% |
Extra Space Storage Inc. |
EXR |
30225T102 |
Real Estate |
8,620 |
$1,422,644.80 |
0.14% |
Simmons First National Corporation |
SFNC |
828730200 |
Financials |
59,888 |
$1,443,899.68 |
0.14% |
Organon & Co. |
OGN |
68622V106 |
Health Care |
86,826 |
$1,278,946.98 |
0.13% |
National Health Investors, Inc. |
NHI |
63633D104 |
Real Estate |
15,176 |
$1,170,676.64 |
0.12% |
Dominion Energy, Inc. |
D |
25746U109 |
Utilities |
15,089 |
$872,144.20 |
0.09% |
Pfizer Inc. |
PFE |
717081103 |
Health Care |
37,524 |
$935,848.56 |
0.09% |
Target Corporation |
TGT |
87612E106 |
Consumer Staples |
7,362 |
$896,102.64 |
0.09% |
Becton, Dickinson and Company |
BDX |
075887109 |
Health Care |
3,215 |
$714,983.85 |
0.07% |
Colgate-Palmolive Company |
CL |
194162103 |
Consumer Staples |
6,031 |
$566,371.21 |
0.06% |
Arthur J. Gallagher & Co. |
AJG |
363576109 |
Financials |
1,622 |
$479,917.36 |
0.05% |
Simon Property Group, Inc. |
SPG |
828806109 |
Real Estate |
2,824 |
$510,889.84 |
0.05% |
Stryker Corporation |
SYK |
863667101 |
Health Care |
1,368 |
$527,610.24 |
0.05% |
Elevance Health Inc. |
ELV |
036752103 |
Health Care |
851 |
$338,255.48 |
0.03% |
General Mills, Inc. |
GIS |
370334104 |
Consumer Staples |
4,415 |
$281,677.00 |
0.03% |
Mondelez International, Inc. |
MDLZ |
609207105 |
Consumer Staples |
4,146 |
$267,085.32 |
0.03% |
Euro |
$EUR |
|
Other |
156,666 |
$165,188.98 |
0.02% |
2024-12-20 S&P 500® Index - Price Return C 6,050 |
|
|
N/A |
-110 |
($436,700.00) |
-0.04% |
2024-12-20 S&P 500® Index - Price Return C 6,025 |
|
|
N/A |
-110 |
($518,980.00) |
-0.05% |
2024-12-20 S&P 500® Index - Price Return C 5,975 |
|
|
N/A |
-165 |
($1,128,930.00) |
-0.11% |
2025-01-17 S&P 500® Index - Price Return C 6,050 |
|
|
N/A |
-170 |
($1,174,530.00) |
-0.12% |
2025-01-17 S&P 500® Index - Price Return C 6,025 |
|
|
N/A |
-160 |
($1,404,000.00) |
-0.14% |
2024-12-20 S&P 500® Index - Price Return C 5,900 |
|
|
N/A |
-170 |
($1,964,520.00) |
-0.19% |
2024-12-20 S&P 500® Index - Price Return C 5,875 |
|
|
N/A |
-170 |
($1,982,540.00) |
-0.20% |
2024-12-20 S&P 500® Index - Price Return C 5,850 |
|
|
N/A |
-170 |
($2,493,730.00) |
-0.25% |
Holdings are subject to change.
The holdings information set forth above for the date indicated reflects creation and redemption transactions from the prior business day and may differ from the holdings information currently available from the Fund's custodian and accounting agent. With respect to the market value of the Fund's holdings set forth above, the pricing sources are generally third party vendors. The Fund ultimately relies on pricing information provided by the Fund's accounting agent.
|
|