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GARY seeks long-term capital appreciation by actively managing a portfolio of US large-cap stocks considered to have high growth characteristics. The portfolio is constructed using a quantamental methodology that combines quantitative analysis (screening for momentum, valuation, sentiment, and technical factors) with fundamental research (evaluating competitive position, management, and valuation). The fund emphasizes large-cap stocks but may also invest in mid- and small-cap companies with compelling growth prospects. It maintains a long-term investment horizon but may sell positions if specific quantitative or fundamental criteria are no longer met. The fund is non-diversified, meaning it can have larger positions in fewer companies than diversified funds.
Sector exposure data isn't available for this fund yet.
| Symbol | Name | Weight | Market Value |
|---|---|---|---|
| — | Cash | 8.49% | $24.87M |
| AMAT | Stock - Common | 7.16% | $20.99M |
| LRCX | Stock - Common | 5.61% | $16.45M |
| KLAC | Stock - Common | 5.52% | $16.18M |
| ASML | Stock - Foreign | 5.49% | $16.08M |
| AMD | Stock - Common | 4.87% | $14.26M |
| NVDA | Stock - Common | 4.23% | $12.40M |
| TSM | Stock - Foreign | 4.08% | $11.94M |
| MA | Stock - Common | 4.06% | $11.88M |
| PANW | Stock - Common | 3.17% | $9.30M |
| MSFT | Stock - Common | 2.98% | $8.73M |
| LLY | Stock - Common | 2.91% | $8.52M |
| NOW | Stock - Common | 2.89% | $8.46M |
| PLTR | Stock - Common | 2.84% | $8.34M |
| CRWD | Stock - Common | 2.69% | $7.89M |
| UNH | Stock - Common | 2.38% | $6.97M |
| ORCL | Stock - Common | 2.11% | $6.19M |
| HCA | Stock - Common | 2.07% | $6.07M |
| ANET | Stock - Common | 1.97% | $5.77M |
| ISRG | Stock - Common | 1.95% | $5.70M |
| EQIX | Stock - Common | 1.91% | $5.60M |
| GOOGL | Stock - Common | 1.86% | $5.46M |
| AMZN | Stock - Common | 1.84% | $5.39M |
| V | Stock - Common | 1.77% | $5.19M |
| HD | Stock - Common | 1.59% | $4.66M |