MSFTMicrosoft
3.23%-37.84K-0.00%5.99B0.21%Computer380.850Dec 31, 2024Aggregated 13FAAPLApple
2.63%-142.77K-0.00%4.88B0.15%Computer222.600Dec 31, 2024Aggregated 13FNVDANVIDIA
2.09%-358.41K-0.00%3.88B0.15%Electronics108.925Dec 31, 2024Aggregated 13FAMZNAmazon
2.08%-299.77K-0.00%3.86B0.19%Commerce192.140Dec 31, 2024Aggregated 13FGOOGLAlphabet-A
1.87%-384.52K-0.00%3.48B0.18%Internet & Media157.090Dec 31, 2024Aggregated 13FTDGTransDigm
1.60%+185.72K+0.33%2.97B3.80%Defense1394.555Dec 31, 2024Aggregated 13FHEIHeico
1.53%-104.04K-0.07%2.85B7.59%Defense269.625Dec 31, 2024Aggregated 13FBNBrookfield Corp
1.51%-6.81M-0.41%2.80B3.18%Non-Bank Financials76.480Dec 31, 2024Aggregated 13FORLYO'Reilly Automotive
1.39%-31.78K-0.06%2.57B3.14%Commerce1431.445Dec 31, 2024Aggregated 13FHLTHilton Worldwide
1.27%-363.88K-0.15%2.37B4.33%Leisure Services227.470Dec 31, 2024Aggregated 13FKKRKKR & Co
1.19%-1.76M-0.20%2.21B2.13%Non-Bank Financials116.670Dec 31, 2024Aggregated 13FCPRTCopart
1.18%-716.42K-0.07%2.18B3.95%Other57.140Dec 31, 2024Aggregated 13FMETAMeta Platforms
1.07%-15.63K-0.00%1.99B0.13%Internet & Media585.916Dec 31, 2024Aggregated 13FVVisa
1.03%-254.92K-0.01%1.91B0.28%Non-Bank Financials344.920Dec 31, 2024Aggregated 13FWELLWelltower
0.98%-265.83K-0.04%1.82B1.86%Real Estate153.205Dec 31, 2024Aggregated 13FBROBrown & Brown
0.86%+94.18K+0.03%1.60B4.50%Non-Bank Financials124.325Dec 31, 2024Aggregated 13FEQIXEquinix Inc
0.85%+44.44K+0.05%1.57B1.99%Real Estate811.530Dec 31, 2024Aggregated 13FMAMasterCard
0.84%-227.46K-0.02%1.55B0.31%Non-Bank Financials547.610Dec 31, 2024Aggregated 13FROPRoper Technologies
0.83%-96.50K-0.09%1.53B2.42%Computer590.235Dec 31, 2024Aggregated 13FCSGPCoStar
0.82%-201.64K-0.05%1.52B4.68%Real Estate79.090Dec 31, 2024Aggregated 13FNFLXNetflix
0.79%-101.26K-0.02%1.47B0.37%Internet & Media920.130Dec 31, 2024Aggregated 13FPGRProgressive
0.78%-302.82K-0.05%1.44B0.87%Non-Bank Financials284.530Dec 31, 2024Aggregated 13FVMCVulcan Materials
0.77%+742.85K+0.56%1.43B4.59%Building Materials235.040Dec 31, 2024Aggregated 13FJPMJPMorgan
0.74%-241.56K-0.01%1.37B0.20%Banks243.005Dec 31, 2024Aggregated 13FAVGOBroadcom
0.74%+900.79K+0.02%1.36B0.17%Electronics167.540Dec 31, 2024Aggregated 13FBRK.ABerkshire Hathaway-A
0.72%-6.00-0.00%1.34B0.12%Non-Bank Financials797110.255Dec 31, 2024Aggregated 13FPLDPrologis
0.71%-174.33K-0.02%1.31B1.28%Real Estate110.615Dec 31, 2024Aggregated 13FAMTAmerican Tower Corp
0.70%-229.75K-0.05%1.29B1.27%Real Estate218.202Dec 31, 2024Aggregated 13FVTRVentas Inc
0.69%-233.07K-0.05%1.29B4.27%Real Estate68.990Dec 31, 2024Aggregated 13FCOSTCostco
0.65%-43.18K-0.01%1.21B0.29%Commerce951.960Dec 31, 2024Aggregated 13FLLYEli Lilly and Co
0.57%+85.58K+0.01%1.06B0.15%Medical Biology810.760Dec 31, 2024Aggregated 13FTSLATesla
0.56%+121.22K+0.00%1.04B0.12%Auto275.153Dec 31, 2024Aggregated 13FUNHUnitedHealth
0.56%+176.01K+0.02%1.04B0.22%Medical Biology524.630Dec 31, 2024Aggregated 13FMKLMarkel Group
0.55%+57.00+0.00%1.01B4.30%Non-Bank Financials1844.890Dec 31, 2024Aggregated 13FTSMTaiwan Semiconductor
0.54%-29.40K-0.00%1.01B0.12%Electronics168.400Jan 31, 2025MultipleCBRECBRE Group
0.53%+180.06K+0.06%990.12M2.58%Real Estate130.235Dec 31, 2024Aggregated 13FEXRExtra Space Storage Inc
0.53%-15.88K-0.01%984.65M3.16%Real Estate146.850Dec 31, 2024Aggregated 13FAVBAvalonBay Communities Inc
0.53%+27.70K+0.02%978.71M3.23%213.255Dec 31, 2024Aggregated 13FLYVLive Nation Entertainment
0.52%+106.25K+0.05%962.45M3.16%Internet & Media131.970Dec 31, 2024Aggregated 13FFWONKLiberty Formula One-C
0.50%+885.82K+0.36%924.79M4.17%Internet & Media89.090Dec 31, 2024Aggregated 13FMSCIMSCI Inc
0.49%+119.60K+0.15%911.80M2.08%Non-Bank Financials564.880Dec 31, 2024Aggregated 13F00700TENCENT
0.48%+176.73K+0.00%895.81M0.15%Internet & Media504.000Feb 28, 2025MultipleMLMMartin Marietta Materials
0.47%+191.12K+0.31%879.15M2.99%Building Materials482.540Dec 31, 2024Aggregated 13FITGartner
0.45%+10.49K+0.01%837.02M2.62%Computer415.361Dec 31, 2024Aggregated 13FINTUIntuit
0.44%-78.82K-0.03%814.63M0.48%Computer611.930Dec 31, 2024Aggregated 13FPGProcter & Gamble
0.44%+16.61K+0.00%809.94M0.20%Manufacturing169.535Dec 31, 2024Aggregated 13FXOMExxon Mobil
0.43%-51.06K-0.00%797.52M0.16%Mining118.340Dec 31, 2024Aggregated 13FACGLArch Capital
0.43%+779.54K+0.21%789.34M2.20%Non-Bank Financials95.840Dec 31, 2024Aggregated 13FDPZDomino's Pizza
0.42%+21.74K+0.06%783.78M4.92%Leisure Services463.715Dec 31, 2024Aggregated 13FVICIVICI Properties
0.42%+138.57K+0.01%779.87M2.29%32.230Dec 31, 2024Aggregated 13F