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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | HOME DEPOT INC | $278.9M | 847,854 | 4.14% |
| 2 | NVIDIA CORPORATION | $204.5M | 1,172,617 | 3.03% |
| 3 | MICROSOFT CORP | $174.1M | 470,285 | 2.58% |
| 4 | ALPHABET INC | $167.8M | 583,652 | 2.49% |
| 5 | ALPHABET INC | $159.3M | 555,252 | 2.36% |
| 6 | APPLE INC | $150.6M | 593,394 | 2.23% |
| 7 | ISHARES GOLD TR | $144.2M | 1,635,839 | 2.14% |
| 8 | AMAZON COM INC | $136.5M | 655,327 | 2.03% |
| 9 | APPLIED MATLS INC | $114.9M | 336,097 | 1.70% |
| 10 | NEXTERA ENERGY INC | $108.0M | 1,162,536 | 1.60% |
| 11 | BERKSHIRE HATHAWAY INC DEL | $95.5M | 199,258 | 1.42% |
| 12 | CAMECO CORP | $85.6M | 788,539 | 1.27% |
| 13 | GENUINE PARTS CO | $82.0M | 774,950 | 1.22% |
| 14 | REPUBLIC SVCS INC | $77.3M | 353,043 | 1.15% |
| 15 | NEWMONT CORP | $76.2M | 703,617 | 1.13% |
| 16 | JPMORGAN CHASE & CO. | $73.9M | 251,343 | 1.10% |
| 17 | ABBVIE INC | $73.4M | 337,526 | 1.09% |
| 18 | VERTIV HOLDINGS CO | $73.0M | 291,400 | 1.08% |
| 19 | FEDEX CORP | $71.9M | 201,851 | 1.07% |
| 20 | QUALCOMM INC | $71.7M | 556,647 | 1.06% |
| 21 | INTERNATIONAL FLAVORS&FRAGRA | $71.1M | 979,858 | 1.05% |
| 22 | JOHNSON & JOHNSON | $66.8M | 273,256 | 0.99% |
| 23 | FREEPORT-MCMORAN INC | $62.7M | 1,066,526 | 0.93% |
| 24 | ROCKET LAB CORP | $59.9M | 933,300 | 0.89% |
| 25 | DEERE & CO | $59.4M | 105,456 | 0.88% |
| 26 | WHEATON PRECIOUS METALS CORP | $58.7M | 448,097 | 0.87% |
| 27 | CATERPILLAR INC | $56.4M | 79,623 | 0.84% |
| 28 | MERCK & CO INC | $53.7M | 446,512 | 0.80% |
| 29 | PARKER-HANNIFIN CORP | $49.1M | 54,842 | 0.73% |
| 30 | MICRON TECHNOLOGY INC | $48.9M | 144,819 | 0.73% |
| 31 | SELECT SECTOR SPDR TR | $47.4M | 773,725 | 0.70% |
| 32 | DISNEY WALT CO | $46.0M | 477,173 | 0.68% |
| 33 | COLGATE PALMOLIVE CO | $46.0M | 539,188 | 0.68% |
| 34 | CHEVRON CORP NEW | $46.0M | 222,107 | 0.68% |
| 35 | PROCTER AND GAMBLE CO | $45.6M | 315,544 | 0.68% |
| 36 | WALMART INC | $44.4M | 357,250 | 0.66% |
| 37 | VANECK ETF TRUST | $43.4M | 472,952 | 0.64% |
| 38 | BOSTON SCIENTIFIC CORP | $42.6M | 678,172 | 0.63% |
| 39 | META PLATFORMS INC | $42.5M | 74,372 | 0.63% |
| 40 | STARBUCKS CORP | $42.0M | 468,819 | 0.62% |
| 41 | HONEYWELL INTL INC | $41.9M | 185,447 | 0.62% |
| 42 | THERMO FISHER SCIENTIFIC INC | $41.9M | 85,252 | 0.62% |
| 43 | CITIGROUP INC | $41.5M | 366,101 | 0.62% |
| 44 | EXPAND ENERGY CORPORATION | $41.1M | 374,522 | 0.61% |
| 45 | EMERSON ELEC CO | $39.0M | 297,318 | 0.58% |
| 46 | UBER TECHNOLOGIES INC | $38.8M | 539,741 | 0.58% |
| 47 | GOLDMAN SACHS GROUP INC | $38.8M | 45,814 | 0.58% |
| 48 | PALO ALTO NETWORKS INC | $37.7M | 234,994 | 0.56% |
| 49 | CHUBB LIMITED | $36.4M | 111,531 | 0.54% |
| 50 | TEXAS PACIFIC LAND CORPORATI | $36.1M | 76,172 | 0.54% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.