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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | $356.1M | 1403189 | 7.84% |
| 2 | NVIDIA CORPORATION | $338.4M | 1940290 | 7.45% |
| 3 | MICROSOFT CORP | $245.9M | 664301 | 5.41% |
| 4 | AMAZON COM INC | $150.0M | 720131 | 3.30% |
| 5 | ALPHABET INC | $116.6M | 405358 | 2.57% |
| 6 | META PLATFORMS INC | $115.3M | 201566 | 2.54% |
| 7 | TESLA INC | $100.6M | 270635 | 2.21% |
| 8 | WALMART INC | $96.9M | 779702 | 2.13% |
| 9 | BROADCOM INC | $96.9M | 312990 | 2.13% |
| 10 | NETFLIX INC. | $80.0M | 831964 | 1.76% |
| 11 | ALPHABET INC | $79.3M | 276380 | 1.75% |
| 12 | CISCO SYS INC | $69.9M | 901284 | 1.54% |
| 13 | COSTCO WHOLESALE CORPORATION | $59.2M | 59387 | 1.30% |
| 14 | MICRON TECHNOLOGY INC | $58.3M | 172685 | 1.28% |
| 15 | LAM RESEARCH CORP | $56.5M | 264254 | 1.24% |
| 16 | ADVANCED MICRO DEVICES INC | $53.0M | 260747 | 1.17% |
| 17 | SCM TRUST | $47.6M | 1899025 | 1.05% |
| 18 | PALANTIR TECHNOLOGIES INC | $45.0M | 307405 | 0.99% |
| 19 | DISNEY WALT CO | $39.8M | 413104 | 0.88% |
| 20 | ARISTA NETWORKS INC | $39.2M | 318970 | 0.86% |
| 21 | CONOCOPHILLIPS | $36.4M | 275653 | 0.80% |
| 22 | NETAPP INC | $35.8M | 349483 | 0.79% |
| 23 | LINDE PLC | $35.3M | 71253 | 0.78% |
| 24 | APPLIED MATLS INC | $33.9M | 99064 | 0.75% |
| 25 | MERCK & CO INC | $30.8M | 255813 | 0.68% |
| 26 | T-MOBILE US INC | $27.7M | 132102 | 0.61% |
| 27 | AKAMAI TECHNOLOGIES INC | $27.1M | 235631 | 0.60% |
| 28 | RTX CORPORATION | $26.6M | 138001 | 0.59% |
| 29 | BERKSHIRE HATHAWAY INC DEL | $26.5M | 55306 | 0.58% |
| 30 | INTEL CORP | $26.2M | 593008 | 0.58% |
| 31 | AMGEN INC | $26.1M | 74052 | 0.57% |
| 32 | PEPSICO INC | $25.1M | 161424 | 0.55% |
| 33 | AMPHENOL CORP | $24.6M | 195055 | 0.54% |
| 34 | TJX COS INC NEW | $24.5M | 153512 | 0.54% |
| 35 | COMCAST CORP NEW | $24.4M | 851522 | 0.54% |
| 36 | JOHNSON CONTROLS INTERNATION | $24.0M | 183632 | 0.53% |
| 37 | BANK AMERICA CORP | $23.9M | 490613 | 0.53% |
| 38 | CVS HEALTH CORP | $23.4M | 325336 | 0.51% |
| 39 | OREILLY AUTOMOTIVE INC | $23.3M | 252772 | 0.51% |
| 40 | PALO ALTO NETWORKS INC | $23.3M | 145272 | 0.51% |
| 41 | COGNIZANT TECHNOLOGY SOLUTIO | $23.1M | 377199 | 0.51% |
| 42 | KLA CORP | $22.8M | 15478 | 0.50% |
| 43 | AFLAC INC | $22.6M | 206419 | 0.50% |
| 44 | EBAY INC. | $22.5M | 246948 | 0.49% |
| 45 | EXXON MOBIL CORP | $22.4M | 131751 | 0.49% |
| 46 | BOOKING HOLDINGS INC | $22.3M | 5285 | 0.49% |
| 47 | CONSTELLATION ENERGY CORP | $21.9M | 78485 | 0.48% |
| 48 | CATERPILLAR INC | $21.9M | 30879 | 0.48% |
| 49 | GENERAL MTRS CO | $21.7M | 291048 | 0.48% |
| 50 | VERIZON COMMUNICATIONS INC | $21.2M | 423189 | 0.47% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.