June 2025 Pricing Commentary
All three ABC Funds outperformed their benchmarks in June and are posting positive year-to-date returns as we enter the second half of 2025. Our top performers for the month included Microsoft, Amazon, Meta, NVIDIA, Broadcom, ASML, Micron, and ARM. These companies have been key drivers of our portfolios for the past several years, underscoring the strength of our core holdings.