DRMCX Mutual Fund

DRMCX Mutual Fund

NAV$5.88
See how much of DRMCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free
Showing top 50 of 78 holdings · as of Sep 30, 2026
DRMCX holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1—Cloudflare Inc (180 Day Lockup)Info Tech · Software
3.59%		3.6%51,962$18.05MInfo TechSoftware
2
LITE
Lumentum Holdings IncInfo Tech · Semiconductors
3.43%		7.0%17,746$17.24MInfo TechSemiconductors
Sector and industry · Pro
3
SNOW
Snowflake Inc
3.43%		10.4%50,835$17.26M
4
DDOG
Datadog Inc. Class A
2.81%		13.3%51,643$14.14M
5
TER
Teradyne Inc
2.81%		16.1%35,289$14.15M
6
RCL
Royal Caribbean
2.66%		18.7%50,359$13.39M
7
HOOD
Robinhood Markets Inc - A
2.50%		21.2%111,915$12.59M
8
BE
Bloom Energy Corp
2.45%		23.7%44,563$12.34M
9
ARES
Ares Management Corp
2.35%		26.0%101,911$11.84M
10
ALAB
Astera Labs Inc -
2.09%		28.1%29,600$10.54M
11
NTRA
Natera Inc
2.05%		30.2%24,908$10.29M
12
FIX
Comfort Systems USA Inc.
2.03%		32.2%6,188$10.24M
13
COR
Cencora Inc
2.00%		34.2%33,603$10.09M
14
MANH
Manhattan Associates Inc
1.96%		36.2%49,645$9.86M
15—Sterling Construction Company Inc
1.96%		38.1%20,099$9.88M
16
COHR
Coherent Corp
1.84%		40.0%32,085$9.23M
17
LYV
Live Nation Entertainment Inc.
1.83%		41.8%54,329$9.20M
18—Ferrari NV
1.77%		43.6%22,684$8.91M
19
ADSK
Autodesk, Inc.
1.71%		45.3%41,054$8.58M
20
JBL
Jabil Inc
1.67%		46.9%29,352$8.42M
21
SOI
Solaris Oilfield Infrastructure Inc Com Cl A
1.67%		48.6%118,357$8.42M
22
IDXX
Idexx Laboratories Inc.
1.66%		50.3%15,996$8.35M
23
MOD
Modine Manufacturing Company
1.65%		51.9%44,239$8.28M
24
DOCN
Digitalocean Holdings Inc
1.60%		53.5%60,310$8.04M
25
HEI
Heico Corp.
1.52%		55.0%25,263$7.66M
26
DXCM
Dexcom Inc.
1.51%		56.6%88,170$7.61M
27
MCHP
Microchip Technology Inc.
1.48%		58.0%95,618$7.44M
28—Rocket Lab Corp
1.41%		59.4%101,620$7.08M
29
GWW
Ww Grainger Inc.
1.38%		60.8%5,586$6.96M
30
ROK
Rockwell Automation
1.37%		62.2%15,880$6.91M
31
TEAM
Atlassian Corp-Cl A
1.34%		63.5%37,684$6.76M
32
EXPE
Expedia Group Inc.
1.34%		64.9%25,628$6.75M
33
P
Everpure Inc
1.33%		66.2%51,336$6.71M
34—Credo Technology Group Holding Ltd
1.31%		67.5%33,925$6.61M
35
PWR
Quanta Services Inc
1.29%		68.8%10,073$6.47M
36
SITM
Sitime Corp
1.29%		70.1%9,970$6.50M
37
AXON
Axon Enterprise Inc
1.25%		71.3%14,915$6.30M
38
URI
United Rentals Inc.
1.25%		72.6%6,284$6.29M
39
WAB
Westinghouse Air Brake Technologies Corp.
1.06%		73.7%18,596$5.34M
40
CASY
Casey's General Stores Inc
1.04%		74.7%8,569$5.21M
41
AME
Ametek Inc
1.03%		75.7%20,948$5.19M
42
MTSI
Macom Technology Solutions Holdings, Inc.
1.02%		76.7%17,963$5.12M
43
EL
Estee Lauder Cos., Inc.
0.97%		77.7%52,791$4.90M
44—Fabrinet
0.95%		78.7%11,322$4.80M
45—Xpo Logistics Inc.
0.92%		79.6%26,221$4.61M
46
BWXT
Bwx Technologies, Inc.
0.88%		80.5%32,383$4.44M
47
RL
Ralph Lauren Corp. Class A
0.87%		81.3%12,309$4.37M
48
YUM
Yum! Brands, Inc.
0.87%		82.2%32,161$4.38M
49
CRWD
Crowdstrike Holdings Inc
0.84%		83.0%15,874$4.20M
50
MOH
Molina Healthcare Inc
0.84%		83.9%22,288$4.21M
More holdings · Pro
Not reported for this fund: share changes.
FundXLS Pro
See the other 28 holdings of DRMCX
X-ray every fund you own at once, ETFs and mutual funds that hold stocks directly, and see how much of your money lands on the same stocks twice.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime

DRMCX Mutual Fund All Holdings

DRMCX holdings total 78 positions. The top 10 holdings account for 28.1% of the fund, led by Cloudflare Inc (180 Day Lockup) at 3.6%, Lumentum Holdings Inc at 3.4%, Snowflake Inc at 3.4%.

DRMCX portfolio concentration is well-diversified, with the top 10 representing 28.1% of total assets. The largest sector exposure is Information Technology at 40.6%.

DRMCX sectors provide a detailed breakdown. DRMCX overlap shows how holdings compare to other funds in your portfolio.