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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $32.1M | 172163 | 7.06% |
| 2 | APPLE INC | $30.1M | 110719 | 6.62% |
| 3 | MICROSOFT CORP | $25.4M | 52467 | 5.58% |
| 4 | ELI LILLY & CO | $24.0M | 22336 | 5.28% |
| 5 | BROADCOM INC | $23.8M | 68814 | 5.23% |
| 6 | JPMORGAN CHASE & CO. | $19.1M | 59221 | 4.19% |
| 7 | ALPHABET INC | $15.9M | 50788 | 3.50% |
| 8 | AMAZON COM INC | $15.9M | 68989 | 3.50% |
| 9 | GOLDMAN SACHS GROUP INC | $12.7M | 14410 | 2.78% |
| 10 | BERKSHIRE HATHAWAY INC DEL | $12.5M | 24868 | 2.75% |
| 11 | COSTCO WHSL CORP NEW | $11.6M | 13455 | 2.55% |
| 12 | MERCADOLIBRE INC | $11.1M | 5503 | 2.44% |
| 13 | MASTERCARD INCORPORATED | $10.3M | 18021 | 2.26% |
| 14 | META PLATFORMS INC | $9.7M | 14678 | 2.13% |
| 15 | VISA INC | $9.4M | 26814 | 2.07% |
| 16 | ANALOG DEVICES INC | $8.9M | 32858 | 1.96% |
| 17 | TAIWAN SEMICONDUCTOR MFG LTD | $6.9M | 22841 | 1.53% |
| 18 | ADVANCED MICRO DEVICES INC | $6.9M | 32306 | 1.52% |
| 19 | JOHNSON & JOHNSON | $6.9M | 33397 | 1.52% |
| 20 | PEPSICO INC | $6.7M | 46787 | 1.48% |
| 21 | APPLIED MATLS INC | $6.0M | 23543 | 1.33% |
| 22 | HOME DEPOT INC | $5.9M | 17184 | 1.30% |
| 23 | RTX CORPORATION | $5.7M | 31306 | 1.26% |
| 24 | UNION PAC CORP | $5.6M | 24097 | 1.23% |
| 25 | QUALCOMM INC | $5.0M | 29147 | 1.10% |
| 26 | LINDE PLC | $4.8M | 11360 | 1.06% |
| 27 | HONEYWELL INTL INC | $4.8M | 24801 | 1.06% |
| 28 | PALO ALTO NETWORKS INC | $4.5M | 24629 | 1.00% |
| 29 | EMERSON ELEC CO | $4.2M | 31961 | 0.93% |
| 30 | LOCKHEED MARTIN CORP | $4.2M | 8673 | 0.92% |
| 31 | GE VERNOVA INC | $4.1M | 6313 | 0.91% |
| 32 | LOWES COS INC | $4.1M | 17034 | 0.90% |
| 33 | ZOETIS INC | $3.6M | 28874 | 0.80% |
| 34 | PROCTER AND GAMBLE CO | $3.5M | 24616 | 0.78% |
| 35 | ABBOTT LABS | $3.4M | 27333 | 0.75% |
| 36 | DANAHER CORPORATION | $3.3M | 14486 | 0.73% |
| 37 | SYNOPSYS INC | $3.2M | 6907 | 0.71% |
| 38 | EATON CORP PLC | $2.9M | 9136 | 0.64% |
| 39 | S&P GLOBAL INC | $2.8M | 5291 | 0.61% |
| 40 | BLACKROCK INC | $2.7M | 2532 | 0.60% |
| 41 | DEERE & CO | $2.6M | 5610 | 0.57% |
| 42 | PARKER-HANNIFIN CORP | $2.6M | 2942 | 0.57% |
| 43 | INVESCO QQQ TR | $2.5M | 4102 | 0.55% |
| 44 | NETFLIX INC | $2.5M | 26520 | 0.55% |
| 45 | ASML HOLDING N V | $2.3M | 2112 | 0.50% |
| 46 | KLA CORP | $2.2M | 1815 | 0.48% |
| 47 | EXXON MOBIL CORP | $2.2M | 18280 | 0.48% |
| 48 | TEXAS INSTRS INC | $2.2M | 12479 | 0.48% |
| 49 | MCDONALDS CORP | $2.1M | 6980 | 0.47% |
| 50 | ALPHABET INC | $2.1M | 6671 | 0.46% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.