Companies included in SUPP
This is SUPP's own dated portfolio constitution. Share counts are the calculation basis for constituent revenue and earnings analytics; rounded weights are reference values only. This page shows positions 1–28 of 28.
| Ticker | Issuer | Shares owned | Unit | Reported weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORP | 4,716 | NS | 7.760967% |
| TAIWAN SEMICONDUCTOR-SP ADR | TAIWAN SEMICONDUCTOR-SP ADR | 2,327 | NS | 7.599834% |
| AVGO | BROADCOM INC | 2,057 | NS | 7.080513% |
| ETN | EATON CORP PLC | 1,831 | NS | 6.537821% |
| FPS | FORGENT POWER SOLUTIONS INC | 18,551 | NS | 5.754835% |
| MLM | MARTIN MARIETTA MATERIALS | 1,031 | NS | 5.263143% |
| LRCX | LAM RESEARCH CORP | 2,428 | NS | 5.16273% |
| TDG | TRANSDIGM GROUP INC | 523 | NS | 5.002637% |
| CRS | CARPENTER TECHNOLOGY | 1,414 | NS | 4.992785% |
| ASML | ASML HOLDING NV-NY REG SHS | 349 | NS | 4.141236% |
| TT | TRANE TECHNOLOGIES PLC | 948 | NS | 3.850318% |
| AMZN | AMAZON.COM INC | 1,619 | NS | 3.538652% |
| GFL ENVIRONMENTAL INC-SUB VT | GFL ENVIRONMENTAL INC-SUB VT | 10,302 | NS | 3.407383% |
| FERG | FERGUSON ENTERPRISES INC | 1,380 | NS | 3.046425% |
| ADVANCED DRAINAGE SYSTEMS IN | ADVANCED DRAINAGE SYSTEMS IN | 2,228 | NS | 2.742056% |
| CGNX | COGNEX CORP | 5,752 | NS | 2.632915% |
| SAIA | SAIA INC | 660 | NS | 2.442659% |
| CAT | CATERPILLAR INC | 328 | NS | 2.407489% |
| VMC | VULCAN MATERIALS CO | 947 | NS | 2.356295% |
| ORLY | O'REILLY AUTOMOTIVE INC | 2,580 | NS | 2.11472% |
| SIEMENS AG-REG /EUR/ | SIEMENS AG-REG /EUR/ | 805 | NS | 1.967563% |
| CANADIAN PACIFIC KANSAS CITY | CANADIAN PACIFIC KANSAS CITY | 2,533 | NS | 1.816358% |
| APG | API GROUP CORP | 4,535 | NS | 1.709741% |
| SYM | SYMBOTIC INC | 3,401 | NS | 1.657452% |
| CSX | CSX CORP | 3,983 | NS | 1.492106% |
| IR | INGERSOLL-RAND INC | 1,939 | NS | 1.276891% |
| WCN | WASTE CONNECTIONS INC | 913 | NS | 1.24012% |
| PTC | PTC INC | 701 | NS | 0.787881% |
SEC N-PORT snapshot as of .