Group 1: Fund Performance - Ave Maria Growth Fund returned 0.84% in Q3 2025, underperforming the S&P 500 Index which returned 8.12% and the S&P 500® Equal Weight Index which gained 4.84% [1] - The fund's investor letter provides insights into its top 5 holdings for 2025 [1] Group 2: Entegris, Inc. Overview - Entegris, Inc. (NASDAQ:ENTG) is a specialty chemical company that provides consumables for semiconductor manufacturing, making it difficult for customers to switch to competitors [3] - The company reported sales of $807 million for Q3 2025, which was flat year-over-year and up 2% sequentially [4] - Entegris's stock closed at $99.56 per share on January 6, 2026, with a market capitalization of $15.093 billion [2] Group 3: Investment Insights - Ave Maria Growth Fund initiated new positions in Entegris, Shift4 Payments, and Tower Semiconductor, highlighting the growing demand for advanced chips and the potential rebound in demand for less advanced chips as drivers for Entegris's growth [3] - Despite the potential of Entegris as an investment, some analysts believe that certain AI stocks may offer greater upside potential and carry less downside risk [4]