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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | $32.0M | 126232 | 7.26% |
| 2 | ALPHABET INC | $27.4M | 95384 | 6.22% |
| 3 | ELI LILLY & CO | $24.4M | 26518 | 5.53% |
| 4 | ADVANCED MICRO DEVICES INC | $22.4M | 110045 | 5.07% |
| 5 | MCKESSON CORP | $20.4M | 23630 | 4.63% |
| 6 | MICROSOFT CORP | $19.4M | 52424 | 4.40% |
| 7 | BROOKFIELD CORP | $18.0M | 444000 | 4.07% |
| 8 | AMAZON COM INC | $15.7M | 75480 | 3.56% |
| 9 | AUTODESK INC | $15.1M | 62976 | 3.42% |
| 10 | INTUIT | $13.1M | 30195 | 2.96% |
| 11 | COSTCO WHOLESALE CORPORATION | $12.3M | 12317 | 2.78% |
| 12 | GOLDMAN SACHS GROUP INC | $12.2M | 14400 | 2.76% |
| 13 | NVIDIA CORPORATION | $11.8M | 67865 | 2.68% |
| 14 | VISA INC | $9.8M | 32438 | 2.22% |
| 15 | BROADCOM INC | $9.7M | 31431 | 2.20% |
| 16 | EQT CORP | $9.3M | 145900 | 2.10% |
| 17 | META PLATFORMS INC | $9.0M | 15750 | 2.04% |
| 18 | ISHARES INC | $8.8M | 125950 | 1.99% |
| 19 | WEYERHAEUSER CO | $8.8M | 359000 | 1.99% |
| 20 | STANLEY BLACK & DECKER INC | $8.7M | 121995 | 1.96% |
| 21 | TRANE TECHNOLOGIES PLC | $8.0M | 19250 | 1.82% |
| 22 | OREILLY AUTOMOTIVE INC | $7.8M | 84875 | 1.78% |
| 23 | MASTERCARD INCORPORATED | $6.8M | 13607 | 1.54% |
| 24 | MERCADOLIBRE INC | $6.1M | 3500 | 1.37% |
| 25 | ABBVIE INC | $5.7M | 26339 | 1.30% |
| 26 | SYNOPSYS INC | $5.3M | 13400 | 1.20% |
| 27 | THERMO FISHER SCIENTIFIC INC | $4.9M | 10045 | 1.12% |
| 28 | SOLARIS ENERGY INFRAS INC | $4.7M | 84000 | 1.08% |
| 29 | TESLA INC | $4.7M | 12626 | 1.06% |
| 30 | CONSTELLATION ENERGY CORP | $4.2M | 15000 | 0.95% |
| 31 | CORE SCIENTIFIC INC NEW | $4.0M | 266400 | 0.90% |
| 32 | CROWDSTRIKE HLDGS INC | $3.9M | 10000 | 0.88% |
| 33 | MICRON TECHNOLOGY INC | $3.8M | 11158 | 0.85% |
| 34 | ASML HLDG NV | $3.7M | 2810 | 0.84% |
| 35 | DANAHER CORP DEL | $3.4M | 18119 | 0.78% |
| 36 | SNOWFLAKE INC | $3.4M | 22500 | 0.77% |
| 37 | ROPER TECHNOLOGIES INC | $3.2M | 8985 | 0.72% |
| 38 | ISHARES INC | $3.0M | 35900 | 0.69% |
| 39 | BERKSHIRE HATHAWAY INC DEL | $2.9M | 6066 | 0.66% |
| 40 | JPMORGAN CHASE & CO | $2.8M | 9580 | 0.64% |
| 41 | IREN LIMITED | $2.8M | 81800 | 0.64% |
| 42 | CHURCH & DWIGHT CO INC | $2.5M | 26517 | 0.56% |
| 43 | TERADYNE INC | $2.3M | 7705 | 0.52% |
| 44 | VERTEX PHARMACEUTICALS INC | $2.1M | 4755 | 0.48% |
| 45 | PROCTER & GAMBLE CO | $1.8M | 12748 | 0.42% |
| 46 | AMERICAN TOWER CORP | $1.8M | 10338 | 0.40% |
| 47 | ARISTA NETWORKS INC | $1.6M | 13203 | 0.37% |
| 48 | EDWARDS LIFESCIENCES CORP | $1.5M | 19031 | 0.35% |
| 49 | PALO ALTO NETWORKS INC | $1.4M | 8820 | 0.32% |
| 50 | SALESFORCE INC | $1.4M | 7455 | 0.32% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.