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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $1.74B | 9322587 | 8.37% |
| 2 | FLUTTER ENTMT PLC | $1.68B | 7807108 | 8.08% |
| 3 | MICROSOFT CORP | $1.23B | 2551595 | 5.94% |
| 4 | APPLE INC | $756.4M | 2782317 | 3.64% |
| 5 | ALPHABET INC | $736.9M | 2354251 | 3.55% |
| 6 | AMAZON COM INC | $609.5M | 2640438 | 2.93% |
| 7 | MASTERCARD INCORPORATED | $497.3M | 871130 | 2.39% |
| 8 | JPMORGAN CHASE & CO. | $462.4M | 1434989 | 2.23% |
| 9 | META PLATFORMS INC | $447.1M | 677337 | 2.15% |
| 10 | BROADCOM INC | $354.6M | 1024507 | 1.71% |
| 11 | ALPHABET INC | $326.9M | 1041816 | 1.57% |
| 12 | ISHARES TR | $322.8M | 3437596 | 1.55% |
| 13 | TESLA INC | $279.8M | 622219 | 1.35% |
| 14 | MICRON TECHNOLOGY INC | $257.3M | 901392 | 1.24% |
| 15 | COGNIZANT TECHNOLOGY SOLUTIO | $234.7M | 2827364 | 1.13% |
| 16 | HONEYWELL INTL INC | $219.8M | 1126594 | 1.06% |
| 17 | SPDR GOLD TRPUT | $217.7M | 549300 | 1.05% |
| 18 | VISA INC | $199.8M | 569796 | 0.96% |
| 19 | KLA CORP | $185.9M | 153014 | 0.89% |
| 20 | BERKSHIRE HATHAWAY INC DEL | $175.5M | 349150 | 0.84% |
| 21 | COSTCO WHSL CORP NEW | $165.9M | 192330 | 0.80% |
| 22 | CITIGROUP INC | $164.5M | 1409404 | 0.79% |
| 23 | KENVUE INC | $162.2M | 9402473 | 0.78% |
| 24 | LINDE PLC | $159.0M | 372785 | 0.77% |
| 25 | JOHNSON & JOHNSON | $149.6M | 722689 | 0.72% |
| 26 | NETFLIX INC | $144.6M | 1542158 | 0.70% |
| 27 | ELI LILLY & CO | $140.4M | 130677 | 0.68% |
| 28 | APPLE INCCALL | $139.2M | 512000 | 0.67% |
| 29 | BOK FINL CORP | $131.0M | 1105807 | 0.63% |
| 30 | AVIS BUDGET GROUP | $127.4M | 992800 | 0.61% |
| 31 | QUALCOMM INC | $123.1M | 719600 | 0.59% |
| 32 | PROCTER AND GAMBLE CO | $113.8M | 794288 | 0.55% |
| 33 | WALMART INC | $106.5M | 956047 | 0.51% |
| 34 | BOOKING HOLDINGS INC | $99.1M | 18510 | 0.48% |
| 35 | BANK AMERICA CORP | $96.6M | 1756207 | 0.46% |
| 36 | PALANTIR TECHNOLOGIES INC | $92.2M | 518431 | 0.44% |
| 37 | TERADYNE INC | $92.0M | 475161 | 0.44% |
| 38 | HOME DEPOT INC | $84.4M | 245410 | 0.41% |
| 39 | CONSTELLATION ENERGY CORP | $83.8M | 237143 | 0.40% |
| 40 | CAPITAL ONE FINL CORP | $81.0M | 334267 | 0.39% |
| 41 | PEPSICO INC | $80.6M | 561406 | 0.39% |
| 42 | ABBVIE INC | $76.3M | 334058 | 0.37% |
| 43 | UNITEDHEALTH GROUP INC | $75.8M | 229582 | 0.36% |
| 44 | ADVANCED MICRO DEVICES INC | $75.3M | 351576 | 0.36% |
| 45 | CISCO SYS INC | $73.9M | 959659 | 0.36% |
| 46 | EXXON MOBIL CORP | $73.6M | 611544 | 0.35% |
| 47 | AMERICAN TOWER CORP NEW | $65.6M | 373405 | 0.32% |
| 48 | INTERCONTINENTAL EXCHANGE IN | $64.6M | 399067 | 0.31% |
| 49 | ISHARES SILVER TRCALL | $63.9M | 992200 | 0.31% |
| 50 | COCA COLA CO | $60.7M | 868081 | 0.29% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.