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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | $44.8M | 155701 | 9.25% |
| 2 | TAIWAN SEMICONDUCTOR MANUFAC | $43.7M | 129353 | 9.03% |
| 3 | META PLATFORMS INC | $37.6M | 65805 | 7.77% |
| 4 | APPLE INC | $34.3M | 135128 | 7.08% |
| 5 | MOTOROLA SOLUTIONS INC | $29.5M | 67941 | 6.09% |
| 6 | MICROSOFT CORP | $27.4M | 73919 | 5.65% |
| 7 | VISA INC | $25.1M | 83010 | 5.18% |
| 8 | BOOKING HOLDINGS INC | $23.2M | 5517 | 4.80% |
| 9 | OLD DOMINION FREIGHT LINE IN | $22.3M | 113941 | 4.60% |
| 10 | AMAZON COM INC | $20.8M | 99907 | 4.30% |
| 11 | TRACTOR SUPPLY CO | $20.7M | 456094 | 4.27% |
| 12 | UNITED RENTALS INC | $18.4M | 25192 | 3.79% |
| 13 | CHUBB LTD SWITZ | $17.6M | 53886 | 3.63% |
| 14 | CDW CORP | $17.5M | 144870 | 3.62% |
| 15 | PROGRESSIVE CORP | $16.5M | 83352 | 3.41% |
| 16 | OREILLY AUTOMOTIVE INC | $16.5M | 178397 | 3.40% |
| 17 | COPART INC | $15.4M | 462749 | 3.17% |
| 18 | S&P GLOBAL INC | $13.8M | 32371 | 2.84% |
| 19 | EDWARDS LIFESCIENCES CORP | $13.7M | 170969 | 2.83% |
| 20 | ZOETIS INC | $13.4M | 113541 | 2.77% |
| 21 | TOLL BROTHERS INC | $12.0M | 88275 | 2.49% |
| 22 | ISHARES TR | $223K | 524 | 0.05% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.