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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | Nvidia Corp | $46.7M | 267904 | 8.57% |
| 2 | Alphabet Inc CL C | $28.8M | 100244 | 5.28% |
| 3 | Apple Inc | $28.6M | 112616 | 5.24% |
| 4 | Microsoft Corp | $25.6M | 69277 | 4.71% |
| 5 | Broadcom LTD | $21.0M | 67837 | 3.85% |
| 6 | JP Morgan Chase | $18.0M | 61094 | 3.30% |
| 7 | Amazon.com Inc | $18.0M | 86214 | 3.29% |
| 8 | Meta Platforms Inc. | $15.0M | 26199 | 2.75% |
| 9 | Wal-Mart Stores | $13.2M | 106418 | 2.43% |
| 10 | Berkshire Hathaway | $13.2M | 27486 | 2.42% |
| 11 | Taiwan Semiconductor Mfg | $10.1M | 29865 | 1.85% |
| 12 | Eli Lilly & Co | $9.2M | 10030 | 1.69% |
| 13 | Exxon Mobil Corp | $8.9M | 52574 | 1.64% |
| 14 | Visa Inc | $8.7M | 28704 | 1.59% |
| 15 | Emcor Group Inc | $7.2M | 9817 | 1.33% |
| 16 | Vertiv Holdings Co A | $7.2M | 28834 | 1.33% |
| 17 | Conoco Phillips | $6.6M | 49687 | 1.20% |
| 18 | Caterpillar Inc | $6.5M | 9150 | 1.19% |
| 19 | Costco Wholesale | $6.4M | 6453 | 1.18% |
| 20 | Western Digital Corp | $6.3M | 23452 | 1.16% |
| 21 | GE Vernova Inc | $6.2M | 7078 | 1.13% |
| 22 | Arista Networks Inc. | $6.1M | 49744 | 1.12% |
| 23 | Amphenol Corp CL A | $6.0M | 47563 | 1.10% |
| 24 | Comfort Systems USA Inc | $6.0M | 4329 | 1.10% |
| 25 | Monolithic Power Sys | $5.9M | 5385 | 1.08% |
| 26 | Advanced Micro Devices | $5.7M | 28176 | 1.05% |
| 27 | Johnson & Johnson | $5.6M | 22865 | 1.03% |
| 28 | Home Depot | $5.4M | 16349 | 0.99% |
| 29 | Micron Technology Inc | $5.3M | 15751 | 0.98% |
| 30 | Goldman Sachs Group, Inc. | $5.1M | 6005 | 0.93% |
| 31 | iShares Core S&P 500 Index ETF | $5.1M | 7732 | 0.93% |
| 32 | Lumentum Holdings Inc. | $5.0M | 7130 | 0.92% |
| 33 | Teradyne Inc | $5.0M | 16732 | 0.91% |
| 34 | Corning Inc | $4.9M | 36352 | 0.91% |
| 35 | HCA Healthcare Inc. | $4.8M | 10140 | 0.88% |
| 36 | Celestica Inc. | $4.7M | 16803 | 0.87% |
| 37 | Toll Brothers Inc | $4.4M | 32526 | 0.81% |
| 38 | Palantir Technologies Inc-A | $4.4M | 30244 | 0.81% |
| 39 | Waste Management | $4.3M | 18922 | 0.80% |
| 40 | Martin Marietta | $4.3M | 7341 | 0.79% |
| 41 | Robinhood Markets Inc | $4.2M | 60628 | 0.77% |
| 42 | Vistra Corp | $4.0M | 26681 | 0.74% |
| 43 | Sandisk Corp | $4.0M | 6289 | 0.73% |
| 44 | D.R. Horton Inc. | $4.0M | 28954 | 0.73% |
| 45 | Bloom Energy Corp | $4.0M | 29310 | 0.73% |
| 46 | Mastercard Inc-Cl A | $3.9M | 7816 | 0.72% |
| 47 | Evercore Inc - A | $3.9M | 12947 | 0.71% |
| 48 | ASML Holding ADR | $3.8M | 2907 | 0.70% |
| 49 | Shell PLC ADR | $3.8M | 40875 | 0.70% |
| 50 | AppLovin Corporation | $3.8M | 9521 | 0.70% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.