DRMCX Mutual Fund

DRMCX Mutual Fund

NAV$6.82
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Showing top 50 of 88 holdings · as of Jul 31, 2026
DRMCX holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1—Cloudflare Inc (180 Day Lockup)Info Tech · Software
3.47%		3.5%64,859$18.09MInfo TechSoftware
2
RCL
Royal Caribbean CruisesConsumer Disc. · Hotels & Leisure
3.20%		6.7%52,520$16.72MConsumer Disc.Hotels & Leisure
Sector and industry · Pro
3
SNOW
Snowflake Inc
2.78%		9.4%49,540$14.53M
4
DDOG
Datadog Inc
2.53%		12.0%49,232$13.19M
5
COR
Cencora Inc
2.51%		14.5%42,144$13.12M
6
ARES
Ares Management Corp A
2.34%		16.8%95,192$12.19M
7
TER
Teradyne Inc -
2.34%		19.2%33,244$12.22M
8
LITE
Lumentum Holdings Inc
2.21%		21.4%16,159$11.54M
9
AXON
Axon Enterprise Inc
2.16%		23.5%21,336$11.26M
10
FIX
Comfort Systems USA Inc.
2.14%		25.7%6,454$11.16M
11
HOOD
Robinhood Markets Inc - A
1.94%		27.6%116,718$10.10M
12
LYV
Live Nation Entertainment Inc
1.89%		29.5%56,661$9.87M
13
HEI
Heico Corp.
1.80%		31.3%26,347$9.39M
14
EXPE
Expedia Group Inc (consumer Discretionary)
1.79%		33.1%31,740$9.36M
15
IDXX
Idexx Labs
1.79%		34.9%16,682$9.33M
16
MANH
Manhattan Associates Inc
1.79%		36.7%48,740$9.33M
17
MCHP
Microchip Technology Inc.
1.69%		38.4%118,361$8.79M
18
FICO
Fair Isaac Corp.
1.67%		40.0%7,763$8.72M
19—Ferrari NV
1.55%		41.6%20,568$8.10M
20
ROK
Rockwell Automation
1.52%		43.1%16,561$7.95M
21—Caseys General
1.49%		44.6%8,937$7.78M
22
URI
United Rentals Inc.
1.49%		46.1%7,208$7.78M
23
CWST
Casella Waste Systems, Inc., Class A
1.48%		47.6%86,133$7.73M
24
FITB
Fifth Third Bancorp
1.42%		49.0%131,116$7.41M
25
TPR
Tapestry Inc.
1.40%		50.4%47,947$7.31M
26
ALAB
Astera Labs Inc -
1.39%		51.8%23,253$7.24M
27
COHR
Coherent Corp
1.39%		53.2%27,574$7.25M
28
NTRA
Natera Inc
1.33%		54.5%25,977$6.96M
29—Rocket Lab Corp
1.32%		55.8%105,981$6.88M
30
DXCM
Dexcom Inc.
1.27%		57.1%79,562$6.64M
31—Credo Technology Group Holding Ltd
1.27%		58.4%32,134$6.65M
32
GWW
Ww Grainger Inc.
1.21%		59.6%4,549$6.29M
33
MOD
Modine Manufacturing Company
1.17%		60.7%30,345$6.10M
34
BWXT
Bwx Technologies, Inc.
1.09%		61.8%33,773$5.70M
35
TPX
Tempur Sealy International Inc
1.09%		62.9%86,730$5.67M
36
JBL
Jabil, Inc.
1.08%		64.0%17,896$5.64M
37
WAB
Westinghouse Air Brake Technologies Corp.
1.08%		65.1%19,394$5.64M
38
BURL
Burlington Stores Inc
1.03%		66.1%14,522$5.35M
39
FERG
Ferguson Enterprises
1.03%		67.1%22,829$5.35M
40
TDY
Teledyne Technologies Inc
1.02%		68.2%8,109$5.32M
41
VIK
Viking Holdings Ltd. Ordinary Shares
1.02%		69.2%51,214$5.34M
42
AME
Ametek Inc
1.01%		70.2%21,847$5.28M
43
DOCN
Digitalocean Holdings Inc
1.01%		71.2%44,980$5.29M
44
JLL
Jones Lang Lasalle Inc.
1.00%		72.2%14,758$5.24M
45—Cfd Bloom Energy Corp- A
0.99%		73.2%25,045$5.15M
46
YUM
Yum! Brands, Inc.
0.99%		74.2%33,541$5.14M
47
MDB
Mongodb, Inc.
0.97%		75.2%15,003$5.06M
48
ADSK
Autodesk, Inc.
0.95%		76.1%21,156$4.95M
49
AGX
Argan, Inc.
0.94%		77.0%8,592$4.90M
50
RL
Ralph Lauren Corp. Class A
0.94%		78.0%12,837$4.88M
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Not reported for this fund: share changes.
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DRMCX Mutual Fund All Holdings

DRMCX holdings total 81 positions. The top 10 holdings account for 25.7% of the fund, led by Cloudflare Inc (180 Day Lockup) at 3.5%, Royal Caribbean Cruises at 3.2%, Snowflake Inc at 2.8%.

DRMCX portfolio concentration is well-diversified, with the top 10 representing 25.7% of total assets. The largest sector exposure is Information Technology at 35.4%.

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