Life Cycle Investment Partners Ltd

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
PACCAR INC	—	$35.78M	326,745	0.3%
Palo Alto Networks Inc	—	$36.24M	196,738	0.3%
Jones Lang LaSalle Inc	—	$37.11M	110,290	0.3%
TopBuild Corp	—	$37.24M	89,261	0.3%
Union Pacific Corp	—	$37.25M	161,045	0.3%
Argenx SE	—	$38.54M	45,826	0.3%
IDACORP Inc	—	$38.82M	306,708	0.3%
Bank of New York Mellon Corp/The	—	$39.00M	335,985	0.3%
SYNOPSYS INC	—	$39.35M	83,778	0.3%
STERIS plc	—	$39.49M	155,761	0.3%
CareTrust REIT, Inc.	—	$39.74M	1,099,054	0.3%
MCDONALD'S CORP	—	$40.02M	130,930	0.3%
Primerica, Inc.	—	$40.71M	157,586	0.3%
Walmart Inc.	—	$40.86M	366,712	0.3%
JOHNSON & JOHNSON	—	$42.95M	207,551	0.3%
NU Holdings Ltd/Cayman Islands	—	$43.34M	2,588,809	0.3%
Valero Energy Corp	—	$46.85M	287,820	0.3%
AMETEK Inc	—	$46.89M	228,399	0.3%
Parker-Hannifin Corp	—	$46.97M	53,436	0.3%
Northrop Grumman Corp	—	$47.10M	82,596	0.3%
Mettler-Toledo International Inc	—	$47.21M	33,859	0.3%
KINDER MORGAN, INC.	—	$47.47M	1,726,934	0.3%
STRYKER CORP	—	$47.58M	135,364	0.3%
UNITEDHEALTH GROUP INC	—	$47.79M	144,755	0.3%
IDEXX LABORATORIES INC /DE	—	$47.92M	70,825	0.3%
Shopify Inc	—	$52.02M	323,136	0.4%
T-Mobile US, Inc.TMUS	Common Stock	$52.44M	258,263	0.4%
Morgan Stanley	—	$55.46M	312,422	0.4%
UBS Group AG	—	$55.88M	1,512,017	0.4%
LITHIA MOTORS INC	—	$58.41M	175,755	0.4%
Tesla Inc	—	$59.43M	132,145	0.4%
APPLIED MATERIALS INC /DE	—	$61.44M	239,069	0.4%
Netflix Inc	—	$69.81M	744,574	0.5%
PEPSICO INC	—	$71.24M	496,374	0.5%
BANK OF AMERICA CORP /DE	—	$91.03M	1,655,028	0.6%
ELI LILLY & Co	—	$97.95M	91,142	0.7%
ORACLE CORP	—	$102.98M	528,345	0.7%
Palantir Technologies Inc	—	$107.55M	605,074	0.8%
AbbVie Inc.	—	$109.82M	480,642	0.8%
Warren E. Buffett	—	$112.91M	224,625	0.8%
JPMORGAN CHASE & CO	—	$120.44M	373,767	0.8%
ServiceNow Inc	—	$134.10M	875,393	0.9%
AUTOMATIC DATA PROCESSING INC	—	$136.71M	531,460	1.0%
Arista Networks, Inc.ANET	Common Stock	$164.91M	1,258,541	1.2%
TYSON FOODS INC	—	$165.22M	2,818,485	1.2%
Newmont Corp	—	$166.19M	1,664,404	1.2%
VERTEX PHARMACEUTICALS INC / MA	—	$166.32M	366,854	1.2%
INTUIT INC.	—	$184.21M	278,082	1.3%
OLD DOMINION FREIGHT LINE, INC.	—	$188.65M	1,203,130	1.3%
CME Group Inc	—	$217.66M	797,040	1.5%