Fund HoldingsUSA FINANCIAL FORMULAS

Total Portfolio Value
$66.90M
Total Bought
$14.65M
Total Sold
$13.51M
Net Transaction
+$1.14M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
META PLATFORMS INC(META)01,605+1,60504820.72%+482
VERISK ANALYTICS INC(VRSK)01,941+1,94104590.69%+459
MICROSOFT CORP(MSFT)01,400+1,40004420.66%+442
ADOBE INC(ADBE)0782+78203990.60%+399
LAM RESEARCH CORP(LRCX)0628+62803940.59%+394
ALIGN TECHNOLOGY INC01,235+1,23503770.56%+377
COMCAST CORP NEW(CCZ)08,212+8,21203640.54%+364
ALPHABET INC(GOOG)02,829+2,82903730.56%+373
ALPHABET INC(GOOG)02,739+2,73903580.54%+358
APPLIED MATLS INC02,543+2,54303520.53%+352
AMAZON COM INC(AMZN)02,746+2,74603490.52%+349
SYNOPSYS INC(SNPS)0755+75503470.52%+347
APPLE INC(AAPL)01,966+1,96603370.50%+337
OLD DOMINION FREIGHT LINE IN(ODFL)0815+81503330.50%+333
INTUIT(INTU)0630+63003220.48%+322
KLA CORP(KLAC)0684+68403140.47%+314
WORKDAY INC(WDAY)01,265+1,26502720.41%+272
REGENERON PHARMACEUTICALS(REGN)2,7122,695-171,9492,2183.32%+269
FEDEX CORP(FDX)0996+99602640.39%+264
GARMIN LTD(GRMN)02,482+2,48202610.39%+261
PENTAIR PLC(PNR)04,003+4,00302590.39%+259
ORACLE CORP(ORCL)02,266+2,26602400.36%+240
ROPER TECHNOLOGIES INC(ROP)0497+49702410.36%+241
QUANTA SVCS INC01,265+1,26502370.35%+237
ECOLAB INC(ECL)01,408+1,40802390.36%+239
WEST PHARMACEUTICAL SVSC INC(WST)0629+62902360.35%+236
FLEETCOR TECHNOLOGIES INC0909+90902320.35%+232
SERVICENOW INC(NOW)0398+39802220.33%+222
MARATHON PETE CORP(MPC)6,0796,07907099201.38%+211
CISCO SYS INC(CSCO)04,035+4,03502170.32%+217
PDD HOLDINGS INC(PDD)02,112+2,11202070.31%+207
NXP SEMICONDUCTORS N V
COM
01,041+1,04102080.31%+208
ISHARES TR8412,059+1,2181573640.54%+206
LULULEMON ATHLETICA INC(LULU)0534+53402060.31%+206
PALO ALTO NETWORKS INC(PANW)0878+87802060.31%+206
INTUITIVE SURGICAL INC0700+70002050.31%+205
TJX COS INC NEW(TJX)10,24912,050+1,8018691,0711.60%+202
ADVANCED MICRO DEVICES INC(AMD)01,960+1,96002020.30%+202
ROSS STORES INC(ROST)19,51321,115+1,6022,1882,3853.56%+197
CINTAS CORP(CTAS)0395+39501900.28%+190
IDEXX LABS INC(IDXX)0409+40901790.27%+179
PHILLIPS 66(PSX)6,5986,59806297931.18%+163
ROYAL CARIBBEAN GROUP
COM
01,634+1,63401510.23%+151
ZOETIS INC(ZTS)0821+82101430.21%+143
ELI LILLY & CO(LLY)0256+25601380.21%+138
MARTIN MARIETTA MATLS INC(MLM)0328+32801350.20%+135
SELECT SECTOR SPDR TR
ST STR INDL ETF
01,256+1,25601270.19%+127
VALERO ENERGY CORP(VLO)5,0875,08705977211.08%+124
SCHLUMBERGER LTD(SLB)12,94112,94106367541.13%+119
VISTRA CORP(VST)03,214+3,21401070.16%+107
FLOWSERVE CORP(FLS)02,679+2,67901070.16%+107
MSC INDL DIRECT INC(MSM)01,089+1,08901070.16%+107
CRANE NXT CO(CXT)01,886+1,88601050.16%+105
EMCOR GROUP INC(EME)0908+90801910.29%+191
APTARGROUP INC0831+83101040.16%+104
XPO INC(XPO)01,375+1,37501030.15%+103
SPECTRUM BRANDS HLDGS INC NE(SPB)01,289+1,28901010.15%+101
OWENS CORNING NEW(OC)0738+73801010.15%+101
MANHATTAN ASSOCIATES INC(MANH)0509+50901010.15%+101
MGIC INVT CORP WIS(MTG)05,985+5,98501000.15%+100
PARKER-HANNIFIN CORP(PH)358599+2411402330.35%+94
TENET HEALTHCARE CORP(THC)01,392+1,3920920.14%+92
CELSIUS HLDGS INC(CELH)0524+5240900.13%+90
SAIA INC(SAIA)0225+2250900.13%+90
HESS CORP5,1285,12806977851.17%+87
TOPBUILD CORP0338+3380850.13%+85
CATERPILLAR INC(CAT)2,8172,81706937691.15%+76
EXXON MOBIL CORP7,1527,15207678411.26%+74
INGERSOLL RAND INC(IR)2,8104,031+1,2211842570.38%+73
EATON CORP PLC(ETN)8751,147+2721762450.37%+69
JABIL INC(JBL)0935+93501190.18%+119
HOWMET AEROSPACE INC(HWM)3,7755,499+1,7241872540.38%+67
BOSTON SCIENTIFIC CORP(BSX)20,17121,922+1,7511,0911,1571.73%+66
CLEAN HARBORS INC(CLH)1,2471,596+3492052670.40%+62
STERLING INFRASTRUCTURE INC(STRL)3,5283,478-501972560.38%+59
PULTE GROUP INC(PHM)2,5233,366+8431962490.37%+53
NVENT ELECTRIC PLC(NVT)01,880+1,88001000.15%+100
VERTIV HOLDINGS CO(VRT)02,809+2,80901040.16%+104
ARCH CAP GROUP LTD
ORD
15,23414,926-3081,1401,1901.78%+49
EAGLE MATLS INC(EXP)0564+5640940.14%+94
TOLL BROTHERS INC(TOL)01,328+1,3280980.15%+98
DECKERS OUTDOOR CORP(DECK)512608+962703130.47%+42
LINCOLN ELEC HLDGS INC(LECO)0536+5360970.15%+97
MASTERCARD INCORPORATED(MA)0390+39001540.23%+154
MODINE MFG CO(MOD)03,171+3,17101450.22%+145
HELIX ENERGY SOLUTIONS GRP I(HLX)09,301+9,30101040.16%+104
SPDR SER TR
ST STR BLO 1 ETF
0384+3840350.05%+35
OLLIES BARGAIN OUTLET HLDGS(OLLI)01,451+1,45101120.17%+112
PAR PAC HOLDINGS INC(PARR)02,805+2,80501010.15%+101
OCEANEERING INTL INC(OII)03,642+3,6420940.14%+94
PERDOCEO ED CORP(PRDO)04,289+4,2890730.11%+73
SUPER MICRO COMPUTER INC(SMCI)763764+11902100.31%+19
GRAND CANYON ED INC(LOPE)1,2001,20001241400.21%+16
SELECT SECTOR SPDR TR
ST STR ENERG ETF
1,5151,51501231370.20%+14
TARGET HOSPITALITY CORP(TH)05,227+5,2270830.12%+83
ACTIVISION BLIZZARD INC0139+1390130.02%+13
DHT HOLDINGS INC(DHT)06,752+6,7520700.10%+70
ANALOG DEVICES INC(ADI)074+740130.02%+13
STONEX GROUP INC(SNEX)0795+7950770.12%+77
INTERNATIONAL SEAWAYS INC(INSW)01,537+1,5370690.10%+69
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