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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $3.13B | 17934981 | 6.56% |
| 2 | APPLE INC | $2.53B | 9979214 | 5.31% |
| 3 | MICROSOFT CORP | $2.10B | 5685840 | 4.41% |
| 4 | ASTRAZENECA PLC | $2.03B | 10299563 | 4.26% |
| 5 | ALPHABET INC | $2.02B | 7013933 | 4.23% |
| 6 | AMAZON COM INC | $1.84B | 8836266 | 3.86% |
| 7 | BROADCOM INC | $1.26B | 4063473 | 2.64% |
| 8 | META PLATFORMS INC | $765.5M | 1337988 | 1.61% |
| 9 | VISA INC | $676.8M | 2239159 | 1.42% |
| 10 | JPMORGAN CHASE & CO | $653.0M | 2219889 | 1.37% |
| 11 | ELI LILLY & CO | $603.9M | 656585 | 1.27% |
| 12 | ALPHABET INC | $583.8M | 2035277 | 1.22% |
| 13 | TESLA INC | $581.1M | 1563166 | 1.22% |
| 14 | TAIWAN SEMICONDUCTOR MANUFAC | $538.2M | 1592638 | 1.13% |
| 15 | BERKSHIRE HATHAWAY INC DEL | $457.4M | 954605 | 0.96% |
| 16 | MERCADOLIBRE INC | $381.5M | 220654 | 0.80% |
| 17 | EXXON MOBIL CORP | $379.7M | 2238022 | 0.80% |
| 18 | MERCK & CO INC | $348.4M | 2896154 | 0.73% |
| 19 | MICRON TECHNOLOGY INC | $329.5M | 975315 | 0.69% |
| 20 | JOHNSON & JOHNSON | $294.0M | 1202690 | 0.62% |
| 21 | ABBVIE INC | $294.0M | 1351717 | 0.62% |
| 22 | CORE & MAIN INC | $284.2M | 5752701 | 0.60% |
| 23 | NETFLIX INC. | $278.2M | 2893153 | 0.58% |
| 24 | LINDE PLC | $277.3M | 559373 | 0.58% |
| 25 | HCA HEALTHCARE INC | $273.1M | 577119 | 0.57% |
| 26 | WALMART INC | $265.7M | 2137818 | 0.56% |
| 27 | HOME DEPOT INC | $265.1M | 805946 | 0.56% |
| 28 | THERMO FISHER SCIENTIFIC INC | $250.0M | 508538 | 0.52% |
| 29 | WABTEC | $248.0M | 992449 | 0.52% |
| 30 | CISCO SYS INC | $243.4M | 3137547 | 0.51% |
| 31 | PROCTER & GAMBLE CO | $242.3M | 1677217 | 0.51% |
| 32 | COSTCO WHOLESALE CORPORATION | $234.2M | 234997 | 0.49% |
| 33 | PEPSICO INC | $216.5M | 1393887 | 0.45% |
| 34 | GOLDMAN SACHS GROUP INC | $215.5M | 254681 | 0.45% |
| 35 | ADVANCED MICRO DEVICES INC | $210.1M | 1032605 | 0.44% |
| 36 | MASTERCARD INCORPORATED | $209.8M | 419863 | 0.44% |
| 37 | CHEVRON CORPORATION | $208.1M | 1005583 | 0.44% |
| 38 | UNITEDHEALTH GROUP INC | $204.5M | 755589 | 0.43% |
| 39 | INTEL CORP | $202.9M | 4598507 | 0.43% |
| 40 | PHILIP MORRIS INTL INC | $200.9M | 1214925 | 0.42% |
| 41 | STEEL DYNAMICS INC | $197.9M | 1099375 | 0.41% |
| 42 | TOTALENERGIES SE | $194.8M | 2140953 | 0.41% |
| 43 | INTUITIVE SURGICAL INC | $194.0M | 420836 | 0.41% |
| 44 | VERTIV HOLDINGS CO | $190.9M | 761668 | 0.40% |
| 45 | COMFORT SYS USA INC | $190.7M | 138256 | 0.40% |
| 46 | NEXTPOWER INC | $187.9M | 1558511 | 0.39% |
| 47 | TEXAS INSTRS INC | $187.7M | 966987 | 0.39% |
| 48 | ROYALTY PHARMA PLC | $182.7M | 3808353 | 0.38% |
| 49 | KINDER MORGAN INC DEL | $180.1M | 5370393 | 0.38% |
| 50 | CATERPILLAR INC | $176.3M | 248917 | 0.37% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.