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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | $1.85B | 6445416 | 5.43% |
| 2 | NVIDIA CORPORATION | $1.65B | 9438607 | 4.82% |
| 3 | MICROSOFT CORP | $1.55B | 4192164 | 4.54% |
| 4 | AMAZON COM INC | $1.53B | 7364592 | 4.49% |
| 5 | APPLE INC | $1.19B | 4674755 | 3.47% |
| 6 | WASTE MGMT INC DEL | $1.14B | 4981578 | 3.35% |
| 7 | DEERE & CO | $1.06B | 1888448 | 3.12% |
| 8 | APPLIED MATLS INC | $1.02B | 2982230 | 2.99% |
| 9 | REALTY INCOME CORP | $865.2M | 14142311 | 2.53% |
| 10 | ELI LILLY & CO | $860.4M | 935462 | 2.52% |
| 11 | MASTERCARD INCORPORATED | $846.9M | 1694979 | 2.48% |
| 12 | LINDE PLC | $842.5M | 1699409 | 2.47% |
| 13 | KLA CORP | $792.7M | 538364 | 2.32% |
| 14 | INTERCONTINENTAL EXCHANGE IN | $791.4M | 5031876 | 2.32% |
| 15 | DANAHER CORP DEL | $753.6M | 3974829 | 2.21% |
| 16 | THERMO FISHER SCIENTIFIC INC | $739.6M | 1504651 | 2.17% |
| 17 | BANK AMERICA CORP | $721.9M | 14808834 | 2.11% |
| 18 | WW GRAINGER INC | $710.4M | 651243 | 2.08% |
| 19 | BROADCOM INC | $706.2M | 2281563 | 2.07% |
| 20 | S&P GLOBAL INC | $701.1M | 1648429 | 2.05% |
| 21 | COSTCO WHOLESALE CORPORATION | $673.1M | 675504 | 1.97% |
| 22 | STRYKER CORPORATION | $669.5M | 2037571 | 1.96% |
| 23 | AUTOZONE INC | $660.9M | 195650 | 1.94% |
| 24 | HOME DEPOT INC | $645.7M | 1963165 | 1.89% |
| 25 | FERGUSON ENTERPRISES INC | $608.6M | 2609159 | 1.78% |
| 26 | SYNOPSYS INC | $579.0M | 1460418 | 1.70% |
| 27 | ADVANCED MICRO DEVICES INC | $550.0M | 2703880 | 1.61% |
| 28 | MARRIOTT INTL INC NEW | $519.4M | 1588018 | 1.52% |
| 29 | BOSTON SCIENTIFIC CORP | $502.2M | 8003820 | 1.47% |
| 30 | VULCAN MATLS CO | $471.3M | 1730891 | 1.38% |
| 31 | MARSH & MCLENNAN COS INC | $383.4M | 2210439 | 1.12% |
| 32 | PROCTER & GAMBLE CO | $382.3M | 2646954 | 1.12% |
| 33 | OLD DOMINION FREIGHT LINE IN | $376.9M | 1928810 | 1.10% |
| 34 | SALESFORCE INC | $363.9M | 1949698 | 1.07% |
| 35 | SHERWIN WILLIAMS CO | $340.9M | 1063432 | 1.00% |
| 36 | VERISK ANALYTICS INC | $334.1M | 1760761 | 0.98% |
| 37 | ORACLE CORP | $315.8M | 2146719 | 0.92% |
| 38 | BANK NEW YORK MELLON CORP | $273.7M | 2307326 | 0.80% |
| 39 | BROOKFIELD RENEWABLE CORP | $200.4M | 5030831 | 0.59% |
| 40 | CBRE GROUP INC | $189.9M | 1401900 | 0.56% |
| 41 | JPMORGAN CHASE & CO | $169.1M | 574730 | 0.50% |
| 42 | VERIZON COMMUNICATIONS INC | $159.7M | 3182129 | 0.47% |
| 43 | CUMMINS INC | $152.6M | 283672 | 0.45% |
| 44 | CMS ENERGY CORP | $151.5M | 1953213 | 0.44% |
| 45 | TAIWAN SEMICONDUCTOR MANUFAC | $130.8M | 386893 | 0.38% |
| 46 | ASTRAZENECA PLC | $126.6M | 642138 | 0.37% |
| 47 | SCHWAB CHARLES CORP | $120.7M | 1284730 | 0.35% |
| 48 | SYSCO CORP | $112.9M | 1582985 | 0.33% |
| 49 | CITIGROUP INC | $112.2M | 989158 | 0.33% |
| 50 | UNION PAC CORP | $111.4M | 459249 | 0.33% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.