MSFTMicrosoft
3.17%-37.84K-0.00%5.82B0.21%Computer375.390Dec 31, 2024Aggregated 13FAAPLApple
2.63%-142.77K-0.00%4.83B0.15%Computer222.130Dec 31, 2024Aggregated 13FAMZNAmazon
2.06%-299.77K-0.00%3.79B0.19%Commerce190.260Dec 31, 2024Aggregated 13FNVDANVIDIA
2.04%-358.41K-0.00%3.75B0.15%Electronics108.380Dec 31, 2024Aggregated 13FGOOGLAlphabet-A
1.85%-384.52K-0.00%3.39B0.18%Internet & Media154.640Dec 31, 2024Aggregated 13FTDGTransDigm
1.60%+185.72K+0.33%2.94B3.80%Defense1383.290Dec 31, 2024Aggregated 13FHEIHeico
1.52%-104.04K-0.07%2.80B7.59%Defense267.190Dec 31, 2024Aggregated 13FBNBrookfield Corp
1.47%-6.81M-0.41%2.70B3.18%Non-Bank Financials75.310Dec 31, 2024Aggregated 13FORLYO'Reilly Automotive
1.39%-31.78K-0.06%2.56B3.14%Commerce1432.580Dec 31, 2024Aggregated 13FHLTHilton Worldwide
1.27%-363.88K-0.15%2.34B4.33%Leisure Services227.550Dec 31, 2024Aggregated 13FKKRKKR & Co
1.18%-1.76M-0.20%2.17B2.13%Non-Bank Financials115.610Dec 31, 2024Aggregated 13FCPRTCopart
1.17%-716.42K-0.07%2.15B3.95%Other56.590Dec 31, 2024Aggregated 13FMETAMeta Platforms
1.05%-15.63K-0.00%1.93B0.13%Internet & Media576.360Dec 31, 2024Aggregated 13FVVisa
1.04%-254.92K-0.01%1.92B0.28%Non-Bank Financials350.460Dec 31, 2024Aggregated 13FWELLWelltower
0.99%-265.83K-0.04%1.83B1.86%Real Estate153.210Dec 31, 2024Aggregated 13FBROBrown & Brown
0.87%+94.18K+0.03%1.59B4.50%Non-Bank Financials124.400Dec 31, 2024Aggregated 13FEQIXEquinix Inc
0.85%+44.44K+0.05%1.57B1.99%Real Estate815.350Dec 31, 2024Aggregated 13FMAMasterCard
0.84%-227.46K-0.02%1.54B0.31%Non-Bank Financials548.120Dec 31, 2024Aggregated 13FCSGPCoStar
0.82%-201.64K-0.05%1.51B4.68%Real Estate79.230Dec 31, 2024Aggregated 13FROPRoper Technologies
0.82%-96.50K-0.09%1.51B2.42%Computer589.580Dec 31, 2024Aggregated 13FNFLXNetflix
0.80%-101.26K-0.02%1.47B0.37%Internet & Media932.530Dec 31, 2024Aggregated 13FPGRProgressive
0.78%-302.82K-0.05%1.44B0.87%Non-Bank Financials283.010Dec 31, 2024Aggregated 13FVMCVulcan Materials
0.76%+742.85K+0.56%1.40B4.59%Building Materials233.300Dec 31, 2024Aggregated 13FJPMJPMorgan
0.75%-241.56K-0.01%1.37B0.20%Banks245.300Dec 31, 2024Aggregated 13FBRK.ABerkshire Hathaway-A
0.73%-6.00-0.00%1.34B0.12%Non-Bank Financials798441.600Dec 31, 2024Aggregated 13FAVGOBroadcom
0.73%+900.79K+0.02%1.34B0.17%Electronics167.430Dec 31, 2024Aggregated 13FPLDPrologis
0.72%-174.33K-0.02%1.32B1.28%Real Estate111.790Dec 31, 2024Aggregated 13FAMTAmerican Tower Corp
0.70%-229.75K-0.05%1.28B1.27%Real Estate217.600Dec 31, 2024Aggregated 13FVTRVentas Inc
0.69%-233.07K-0.05%1.28B4.27%Real Estate68.760Dec 31, 2024Aggregated 13FCOSTCostco
0.65%-43.18K-0.01%1.19B0.29%Commerce945.780Dec 31, 2024Aggregated 13FLLYEli Lilly and Co
0.58%+85.58K+0.01%1.06B0.15%Medical Biology825.910Dec 31, 2024Aggregated 13FUNHUnitedHealth
0.56%+176.01K+0.02%1.04B0.22%Medical Biology523.750Dec 31, 2024Aggregated 13FMKLMarkel Group
0.55%+57.00+0.00%1.02B4.30%Non-Bank Financials1869.610Dec 31, 2024Aggregated 13FEXRExtra Space Storage Inc
0.54%-15.88K-0.01%988.01M3.16%Real Estate148.490Dec 31, 2024Aggregated 13FCBRECBRE Group
0.54%+180.06K+0.06%986.23M2.58%Real Estate130.780Dec 31, 2024Aggregated 13FAVBAvalonBay Communities Inc
0.53%+27.70K+0.02%980.46M3.23%214.620Dec 31, 2024Aggregated 13FTSMTaiwan Semiconductor
0.53%-29.40K-0.00%978.33M0.12%Electronics166.000Jan 31, 2025MultipleTSLATesla
0.53%+121.22K+0.00%970.63M0.12%Auto259.160Dec 31, 2024Aggregated 13FLYVLive Nation Entertainment
0.51%+106.25K+0.05%943.08M3.16%Internet & Media130.580Dec 31, 2024Aggregated 13FFWONKLiberty Formula One-C
0.50%+885.82K+0.36%925.00M4.17%Internet & Media90.010Dec 31, 2024Aggregated 13FMSCIMSCI Inc
0.49%+119.60K+0.15%904.65M2.08%Non-Bank Financials565.500Dec 31, 2024Aggregated 13F00700TENCENT
0.48%+176.73K+0.00%883.43M0.15%Internet & Media497.000Feb 28, 2025MultipleMLMMartin Marietta Materials
0.47%+191.12K+0.31%863.97M2.99%Building Materials478.130Dec 31, 2024Aggregated 13FITGartner
0.46%+10.49K+0.01%837.92M2.62%Computer419.740Dec 31, 2024Aggregated 13FPGProcter & Gamble
0.44%+16.61K+0.00%811.85M0.20%Manufacturing170.420Dec 31, 2024Aggregated 13FXOMExxon Mobil
0.44%-51.06K-0.00%806.43M0.16%Mining118.930Dec 31, 2024Aggregated 13FINTUIntuit
0.44%-78.82K-0.03%805.59M0.48%Computer613.990Dec 31, 2024Aggregated 13FACGLArch Capital
0.43%+779.54K+0.21%788.93M2.20%Non-Bank Financials96.180Dec 31, 2024Aggregated 13FVICIVICI Properties
0.43%+138.57K+0.01%784.11M2.29%32.620Dec 31, 2024Aggregated 13FDPZDomino's Pizza
0.42%+21.74K+0.06%767.07M4.92%Leisure Services459.450Dec 31, 2024Aggregated 13F