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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $256.2M | 1469043 | 6.04% |
| 2 | APPLE INC | $225.2M | 887540 | 5.31% |
| 3 | MICROSOFT CORP | $166.2M | 448912 | 3.92% |
| 4 | AMAZON COM INC | $123.0M | 590566 | 2.90% |
| 5 | ALPHABET INC | $101.2M | 351966 | 2.39% |
| 6 | BROADCOM INC | $88.7M | 286631 | 2.09% |
| 7 | ALPHABET INC | $81.1M | 282726 | 1.91% |
| 8 | META PLATFORMS INC | $75.7M | 132225 | 1.78% |
| 9 | TESLA INC | $63.2M | 170024 | 1.49% |
| 10 | BERKSHIRE HATHAWAY INC DEL | $53.1M | 110857 | 1.25% |
| 11 | JPMORGAN CHASE & CO | $47.9M | 162997 | 1.13% |
| 12 | ELI LILLY & CO | $44.1M | 47905 | 1.04% |
| 13 | EXXON MOBIL CORP | $42.9M | 252639 | 1.01% |
| 14 | WEC ENERGY GROUP INC | $39.3M | 32754000 | 0.93% |
| 15 | JOHNSON & JOHNSON | $35.6M | 145689 | 0.84% |
| 16 | AGRICULTURE & NAT SOL ACQ CO | $33.1M | 2951189 | 0.78% |
| 17 | WALMART INC | $32.9M | 265008 | 0.78% |
| 18 | VISA INC | $30.7M | 101630 | 0.72% |
| 19 | CLOUDFLARE INC | $29.7M | 25579000 | 0.70% |
| 20 | COSTCO WHOLESALE CORPORATION | $26.7M | 26834 | 0.63% |
| 21 | MASTERCARD INCORPORATED | $24.6M | 49234 | 0.58% |
| 22 | NETFLIX INC. | $24.5M | 255248 | 0.58% |
| 23 | CHEVRON CORPORATION | $23.4M | 113323 | 0.55% |
| 24 | ABBVIE INC | $23.2M | 106846 | 0.55% |
| 25 | MICRON TECHNOLOGY INC | $23.0M | 68042 | 0.54% |
| 26 | TRANSOCEAN INC | $21.2M | 10543000 | 0.50% |
| 27 | DRUGS MADE IN AMER ACQUTN CO | $20.9M | 2000000 | 0.49% |
| 28 | PROCTER & GAMBLE CO | $20.3M | 140496 | 0.48% |
| 29 | PALANTIR TECHNOLOGIES INC | $20.2M | 138098 | 0.48% |
| 30 | ADVANCED MICRO DEVICES INC | $20.1M | 98566 | 0.47% |
| 31 | CATERPILLAR INC | $19.9M | 28129 | 0.47% |
| 32 | HOME DEPOT INC | $19.8M | 60183 | 0.47% |
| 33 | BANK AMERICA CORP | $19.6M | 401143 | 0.46% |
| 34 | SILVERBOX CORP IV | $19.2M | 1796947 | 0.45% |
| 35 | ON SEMICONDUCTOR CORP | $18.9M | 14754000 | 0.44% |
| 36 | CISCO SYS INC | $18.5M | 238861 | 0.44% |
| 37 | MERCK & CO INC | $18.0M | 150049 | 0.43% |
| 38 | GE AEROSPACE | $18.0M | 63405 | 0.42% |
| 39 | MOUNTAIN LAKE ACQUISITION CO | $18.0M | 1710141 | 0.42% |
| 40 | COCA COLA CO | $17.8M | 234046 | 0.42% |
| 41 | SNOWFLAKE INC | $16.7M | 14242000 | 0.39% |
| 42 | APPLIED MATLS INC | $16.4M | 47984 | 0.39% |
| 43 | LAM RESEARCH CORP | $16.1M | 75494 | 0.38% |
| 44 | LAUNCH ONE ACQUISITION CORP | $15.8M | 1483112 | 0.37% |
| 45 | RTX CORPORATION | $15.7M | 81147 | 0.37% |
| 46 | PHILIP MORRIS INTL INC | $15.6M | 94108 | 0.37% |
| 47 | GIGCAPITAL7 CORP | $15.4M | 1453030 | 0.36% |
| 48 | GOLDMAN SACHS GROUP INC | $15.3M | 18132 | 0.36% |
| 49 | GLOBA TERRA ACQUISITION COR | $15.2M | 1497896 | 0.36% |
| 50 | ORACLE CORP | $15.1M | 102513 | 0.36% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.