MSFTMicrosoft
3.60%-183.72K-0.00%6.67B0.21%Computer425.400Mar 31, 2025Aggregated 13FAAPLApple
2.47%-379.34K-0.00%4.58B0.14%Computer213.320Mar 31, 2025Aggregated 13FNVDANVIDIA
2.16%-214.76K-0.00%4.01B0.14%Electronics111.610Mar 31, 2025Aggregated 13FAMZNAmazon
2.04%-185.84K-0.00%3.77B0.19%Commerce190.200Mar 31, 2025Aggregated 13FGOOGLAlphabet-A
1.89%-423.64K-0.00%3.49B0.18%Internet & Media161.300Mar 31, 2025Aggregated 13FTDGTransDigm
1.62%-25.20K-0.04%2.99B3.75%Defense1434.190Mar 31, 2025Aggregated 13FBNBrookfield Corp
1.48%-1.73M-0.10%2.73B3.07%Non-Bank Financials74.890Mar 31, 2025Aggregated 13FHEIHeico
1.46%+110.80K+0.08%2.71B7.67%Defense257.190Mar 31, 2025Aggregated 13FORLYO'Reilly Automotive
1.34%-21.89K-0.04%2.49B3.11%Auto1407.680Mar 31, 2025Aggregated 13FHLTHilton Worldwide
1.31%-19.74K-0.01%2.42B4.34%Leisure Services234.090Mar 31, 2025Aggregated 13FCPRTCopart
1.30%+1.25M+0.13%2.40B4.08%Other60.500Mar 31, 2025Aggregated 13FKKRKKR & Co
1.15%-549.10K-0.06%2.13B2.07%Non-Bank Financials114.490Mar 31, 2025Aggregated 13FMETAMeta Platforms
1.03%-72.80K-0.00%1.91B0.13%Internet & Media572.210Mar 31, 2025Aggregated 13FVVisa
0.99%-225.62K-0.01%1.83B0.27%Non-Bank Financials342.450Mar 31, 2025Aggregated 13FAVGOBroadcom
0.98%+962.54K+0.02%1.82B0.19%Electronics197.330Mar 31, 2025Aggregated 13FVMCVulcan Materials
0.93%+445.69K+0.34%1.72B4.93%Building Materials263.630Mar 31, 2025Aggregated 13FWELLWelltower
0.93%-446.22K-0.07%1.72B1.77%Real Estate150.330Mar 31, 2025Aggregated 13FNFLXNetflix
0.91%-107.80K-0.03%1.69B0.35%Internet & Media1133.470Mar 31, 2025Aggregated 13FEQIXEquinix Inc
0.89%-36.36K-0.04%1.64B1.95%Real Estate861.970Mar 31, 2025Aggregated 13FMAMasterCard
0.79%-159.86K-0.02%1.46B0.29%Non-Bank Financials546.630Mar 31, 2025Aggregated 13FCSGPCoStar
0.78%-178.40K-0.04%1.44B4.64%Real Estate76.580Mar 31, 2025Aggregated 13FROPRoper Technologies
0.77%-61.94K-0.06%1.42B2.36%Computer557.590Mar 31, 2025Aggregated 13FBROBrown & Brown
0.77%+38.08K+0.01%1.42B4.52%Non-Bank Financials109.020Mar 31, 2025Aggregated 13FPGRProgressive
0.74%-126.38K-0.02%1.38B0.85%Non-Bank Financials277.660Mar 31, 2025Aggregated 13FAMTAmerican Tower Corp
0.74%+220.57K+0.05%1.37B1.31%Real Estate224.030Mar 31, 2025Aggregated 13FJPMJPMorgan
0.73%-160.09K-0.01%1.36B0.20%Banks246.890Mar 31, 2025Aggregated 13FBRK.ABerkshire Hathaway-A
0.73%+8.00+0.00%1.35B0.12%Non-Bank Financials795400.000Mar 31, 2025Aggregated 13FPLDPrologis
0.66%-94.09K-0.01%1.22B1.27%Real Estate103.080Mar 31, 2025Aggregated 13FCOSTCostco
0.64%-83.24K-0.02%1.19B0.27%Commerce999.040Mar 31, 2025Aggregated 13FFWONKLiberty Formula One-C
0.61%+2.15M+0.86%1.12B5.03%Internet & Media89.920Mar 31, 2025Aggregated 13FVTRVentas Inc
0.58%-2.18M-0.50%1.07B3.76%Real Estate65.540Mar 31, 2025Aggregated 13FLLYEli Lilly and Co
0.57%-7.16K-0.00%1.05B0.15%Medical Biology794.100Mar 31, 2025Aggregated 13FTSLATesla
0.56%-165.10K-0.01%1.03B0.11%Auto280.520Mar 31, 2025Aggregated 13FMLMMartin Marietta Materials
0.55%+120.68K+0.20%1.03B3.21%Building Materials522.880Mar 31, 2025Aggregated 13FLYVLive Nation Entertainment
0.54%+294.31K+0.13%1.00B3.29%Internet & Media131.340Mar 31, 2025Aggregated 13FMKLMarkel Group
0.54%-4.28K-0.03%992.35M4.28%Non-Bank Financials1824.530Mar 31, 2025Aggregated 13FCBRECBRE Group
0.54%+368.21K+0.13%991.29M2.72%Real Estate123.520Mar 31, 2025Aggregated 13FEXRExtra Space Storage Inc
0.52%-218.39K-0.10%959.38M3.06%Real Estate148.280Mar 31, 2025Aggregated 13FAVBAvalonBay Communities Inc
0.50%-188.47K-0.13%925.51M3.10%209.000Mar 31, 2025Aggregated 13FMSCIMSCI Inc
0.48%+13.92K+0.02%891.09M2.11%Non-Bank Financials546.070Mar 31, 2025Aggregated 13FITGartner
0.46%-14.60K-0.02%846.19M2.60%Computer419.600Mar 31, 2025Aggregated 13FDPZDomino's Pizza
0.46%+53.12K+0.16%843.82M5.08%Leisure Services481.390Mar 31, 2025Aggregated 13FTSMTaiwan Semiconductor
0.45%-1.13M-0.02%836.62M0.09%Electronics172.720Mar 31, 2025MultiplePGProcter & Gamble
0.45%+383.78K+0.02%826.33M0.22%Manufacturing159.980Mar 31, 2025Aggregated 13FBIPBrookfield Infrastructure Partners LP
0.44%+945.46K+0.20%811.57M5.98%Utilities30.110Mar 31, 2025Aggregated 13FFICOFair Isaac
0.43%+26.81K+0.11%794.49M1.61%Computer2001.680Mar 31, 2025Aggregated 13FUNHUnitedHealth
0.41%-76.14K-0.01%763.32M0.21%Medical Biology400.680Mar 31, 2025Aggregated 13FVICIVICI Properties
0.40%-519.02K-0.05%745.50M2.24%31.510Mar 31, 2025Aggregated 13FVEEVVeeva Systems
0.40%+188.33K+0.12%738.41M1.94%Medical Biology232.070Mar 31, 2025Aggregated 13FACGLArch Capital
0.39%-132.42K-0.04%730.71M2.16%Non-Bank Financials89.670Mar 31, 2025Aggregated 13F