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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | LOWES COS INC | $329.5M | 1394452 | 12.06% |
| 2 | NVIDIA CORPORATION | $242.5M | 1390529 | 8.88% |
| 3 | MICROSOFT CORP | $144.9M | 391492 | 5.31% |
| 4 | ALPHABET INC | $142.1M | 495496 | 5.20% |
| 5 | META PLATFORMS INC | $89.7M | 156791 | 3.28% |
| 6 | PALANTIR TECHNOLOGIES INC | $84.8M | 579797 | 3.10% |
| 7 | ALPHABET INC | $77.4M | 269075 | 2.83% |
| 8 | ELI LILLY & CO | $72.3M | 78553 | 2.65% |
| 9 | JPMORGAN CHASE & CO | $71.0M | 241394 | 2.60% |
| 10 | MICRON TECHNOLOGY INC | $69.4M | 205436 | 2.54% |
| 11 | PEPSICO INC | $44.2M | 284753 | 1.62% |
| 12 | JOHNSON & JOHNSON | $43.2M | 176669 | 1.58% |
| 13 | WALMART INC | $41.5M | 333325 | 1.52% |
| 14 | GREEN BRICK PARTNERS INC | $41.4M | 641855 | 1.51% |
| 15 | CATERPILLAR INC | $34.7M | 48922 | 1.27% |
| 16 | NU HLDGS LTD | $30.4M | 2112866 | 1.11% |
| 17 | ABBVIE INC | $28.7M | 131895 | 1.05% |
| 18 | TAIWAN SEMICONDUCTOR MANUFAC | $28.2M | 83317 | 1.03% |
| 19 | VISA INC | $24.7M | 81800 | 0.91% |
| 20 | COSTCO WHOLESALE CORPORATION | $24.5M | 24622 | 0.90% |
| 21 | SCHWAB STRATEGIC TR | $24.1M | 940055 | 0.88% |
| 22 | LENNAR CORP | $22.8M | 262412 | 0.83% |
| 23 | SMURFIT WESTROCK PLC | $22.7M | 570563 | 0.83% |
| 24 | MERCK & CO INC | $21.3M | 176372 | 0.78% |
| 25 | CISCO SYS INC | $20.9M | 269585 | 0.77% |
| 26 | ASTERA LABS INC | $20.3M | 184908 | 0.74% |
| 27 | VANGUARD INDEX FDS | $20.1M | 69879 | 0.73% |
| 28 | SCHWAB STRATEGIC TR | $20.0M | 645860 | 0.73% |
| 29 | VANGUARD WORLD FD | $19.8M | 53910 | 0.73% |
| 30 | VANGUARD INDEX FDS | $19.6M | 74831 | 0.72% |
| 31 | STATE STR SPDR S&P 500 ETF T | $19.4M | 29721 | 0.71% |
| 32 | MCDONALDS CORP | $16.4M | 52679 | 0.60% |
| 33 | EXXON MOBIL CORP | $15.4M | 90617 | 0.56% |
| 34 | UBIQUITI INC | $15.1M | 19146 | 0.55% |
| 35 | ACCENTURE PLC IRELAND | $15.1M | 76017 | 0.55% |
| 36 | QUALCOMM INC | $14.7M | 114343 | 0.54% |
| 37 | PROCTER & GAMBLE CO | $14.7M | 101819 | 0.54% |
| 38 | GE HEALTHCARE TECHNOLOGIES I | $13.1M | 184492 | 0.48% |
| 39 | BOSTON SCIENTIFIC CORP | $12.6M | 201532 | 0.46% |
| 40 | TRUIST FINL CORP | $12.5M | 272825 | 0.46% |
| 41 | MARVELL TECHNOLOGY INC | $12.0M | 120970 | 0.44% |
| 42 | EATON CORP PLC | $11.9M | 33301 | 0.44% |
| 43 | KINDER MORGAN INC DEL | $11.6M | 346971 | 0.43% |
| 44 | NOVARTIS AG | $10.5M | 68728 | 0.38% |
| 45 | BROADCOM INC | $10.5M | 33801 | 0.38% |
| 46 | ASML HLDG NV | $10.1M | 7638 | 0.37% |
| 47 | 3M CO | $10.0M | 68611 | 0.36% |
| 48 | RIO TINTO PLC | $9.8M | 105137 | 0.36% |
| 49 | HONEYWELL INTL INC | $9.7M | 42709 | 0.35% |
| 50 | ENTERPRISE PRODS PARTNERS L | $9.6M | 254426 | 0.35% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.