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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $15.8M | 90416 | 8.05% |
| 2 | APPLE INC | $15.1M | 59390 | 7.69% |
| 3 | MICROSOFT CORP | $12.8M | 34648 | 6.55% |
| 4 | ALPHABET INC | $4.8M | 16656 | 2.44% |
| 5 | TESLA INC | $4.6M | 12313 | 2.34% |
| 6 | VISA INC | $4.2M | 13731 | 2.12% |
| 7 | CISCO SYS INC | $3.6M | 46420 | 1.84% |
| 8 | JPMORGAN CHASE & CO | $3.6M | 12129 | 1.82% |
| 9 | ALPHABET INC | $3.5M | 12327 | 1.81% |
| 10 | WALMART INC | $3.1M | 24844 | 1.58% |
| 11 | GOLDMAN SACHS GROUP INC | $3.0M | 3558 | 1.54% |
| 12 | GILEAD SCIENCES INC | $3.0M | 21188 | 1.51% |
| 13 | ABBVIE INC | $2.8M | 13010 | 1.44% |
| 14 | BRISTOL-MYERS SQUIBB CO | $2.5M | 40773 | 1.26% |
| 15 | EXXON MOBIL CORP | $2.5M | 14458 | 1.25% |
| 16 | LAM RESEARCH CORP | $2.4M | 11093 | 1.21% |
| 17 | ELI LILLY & CO | $2.3M | 2521 | 1.18% |
| 18 | ORACLE CORP | $2.2M | 14703 | 1.10% |
| 19 | COSTCO WHOLESALE CORPORATION | $2.1M | 2077 | 1.06% |
| 20 | NEXTERA ENERGY INC | $2.1M | 22264 | 1.06% |
| 21 | PULTE GROUP INC | $2.1M | 17507 | 1.05% |
| 22 | EXPEDIA GROUP INC | $2.0M | 8805 | 1.04% |
| 23 | BANK AMERICA CORP | $2.0M | 40279 | 1.00% |
| 24 | AMPHENOL CORP | $1.9M | 15094 | 0.97% |
| 25 | BLACKROCK INC | $1.9M | 1928 | 0.95% |
| 26 | AMAZON COM INC | $1.8M | 8605 | 0.91% |
| 27 | PFIZER INC | $1.7M | 62214 | 0.89% |
| 28 | ARISTA NETWORKS INC | $1.7M | 14022 | 0.88% |
| 29 | APPLIED MATLS INC | $1.7M | 4961 | 0.87% |
| 30 | BROADCOM INC | $1.7M | 5385 | 0.85% |
| 31 | RTX CORPORATION | $1.7M | 8568 | 0.84% |
| 32 | KROGER CO | $1.6M | 22144 | 0.82% |
| 33 | WELLS FARGO & CO | $1.6M | 19840 | 0.81% |
| 34 | VERTIV HOLDINGS CO | $1.5M | 5994 | 0.77% |
| 35 | FREEPORT MCMORAN INC | $1.5M | 25469 | 0.76% |
| 36 | AMERICAN EXPRESS CO | $1.4M | 4726 | 0.73% |
| 37 | NETFLIX INC. | $1.4M | 14783 | 0.73% |
| 38 | NRG ENERGY INC | $1.4M | 9655 | 0.72% |
| 39 | CATERPILLAR INC | $1.4M | 1956 | 0.71% |
| 40 | PHILIP MORRIS INTL INC | $1.4M | 8281 | 0.70% |
| 41 | GE VERNOVA INC | $1.3M | 1545 | 0.69% |
| 42 | CONOCOPHILLIPS | $1.3M | 9749 | 0.66% |
| 43 | PALO ALTO NETWORKS INC | $1.3M | 7984 | 0.65% |
| 44 | SCHWAB CHARLES CORP | $1.3M | 13374 | 0.64% |
| 45 | VICI PPTYS INC | $1.2M | 45712 | 0.64% |
| 46 | PEPSICO INC | $1.2M | 7928 | 0.63% |
| 47 | BOEING CO | $1.2M | 6048 | 0.61% |
| 48 | COMCAST CORP NEW | $1.2M | 41713 | 0.61% |
| 49 | BAKER HUGHES COMPANY | $1.2M | 19484 | 0.61% |
| 50 | VALERO ENERGY CORP | $1.2M | 4665 | 0.59% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.