Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $63.8M | 365753 | 17.40% |
| 2 | APPLE INC | $34.4M | 135724 | 9.40% |
| 3 | ALPHABET INC | $24.5M | 85331 | 6.69% |
| 4 | AMAZON COM INC | $22.8M | 109610 | 6.23% |
| 5 | MICROSOFT CORP | $19.7M | 53249 | 5.38% |
| 6 | QUANTA SVCS INC | $15.8M | 28792 | 4.31% |
| 7 | ELI LILLY & CO | $15.2M | 16519 | 4.14% |
| 8 | CROWDSTRIKE HLDGS INC | $12.9M | 33093 | 3.52% |
| 9 | BROADCOM INC | $9.9M | 31961 | 2.70% |
| 10 | GE VERNOVA INC | $8.5M | 9700 | 2.31% |
| 11 | VERTEX PHARMACEUTICALS INC | $6.5M | 14531 | 1.77% |
| 12 | JPMORGAN CHASE & CO | $6.3M | 21518 | 1.73% |
| 13 | CITIGROUP INC | $5.3M | 46441 | 1.44% |
| 14 | MASTERCARD INCORPORATED | $5.1M | 10174 | 1.39% |
| 15 | RTX CORPORATION | $4.0M | 20965 | 1.10% |
| 16 | ALPHABET INC | $4.0M | 13841 | 1.08% |
| 17 | GE AEROSPACE | $3.8M | 13391 | 1.04% |
| 18 | CORNING INC | $3.7M | 27304 | 1.01% |
| 19 | COSTCO WHOLESALE CORPORATION | $3.7M | 3722 | 1.01% |
| 20 | COHERENT CORP | $3.6M | 14955 | 0.97% |
| 21 | UNIVERSAL DISPLAY CORP | $3.5M | 38671 | 0.97% |
| 22 | ZSCALER INC | $3.5M | 24795 | 0.95% |
| 23 | CATERPILLAR INC | $3.4M | 4801 | 0.93% |
| 24 | TESLA INC | $3.3M | 8928 | 0.91% |
| 25 | BOEING CO | $2.7M | 13583 | 0.74% |
| 26 | ASTRAZENECA PLC | $2.6M | 13079 | 0.70% |
| 27 | CENTRUS ENERGY CORP | $2.4M | 13579 | 0.64% |
| 28 | DEERE & CO | $2.3M | 4055 | 0.62% |
| 29 | EVERCORE INC | $2.1M | 7150 | 0.58% |
| 30 | META PLATFORMS INC | $2.1M | 3609 | 0.56% |
| 31 | WELLS FARGO & CO | $1.9M | 23284 | 0.51% |
| 32 | ADVANCED MICRO DEVICES INC | $1.8M | 9074 | 0.50% |
| 33 | AMERICAN TOWER CORP | $1.8M | 10141 | 0.48% |
| 34 | SERVICENOW INC | $1.7M | 16377 | 0.47% |
| 35 | FREEPORT MCMORAN INC | $1.7M | 28915 | 0.46% |
| 36 | BANK AMERICA CORP | $1.7M | 33896 | 0.45% |
| 37 | QUALCOMM INC | $1.6M | 12553 | 0.44% |
| 38 | BWX TECHNOLOGIES INC | $1.6M | 7861 | 0.44% |
| 39 | LUMENTUM HLDGS INC | $1.6M | 2259 | 0.43% |
| 40 | NXP SEMICONDUCTORS N V | $1.6M | 8014 | 0.43% |
| 41 | ABBVIE INC | $1.5M | 6979 | 0.41% |
| 42 | UBER TECHNOLOGIES INC | $1.5M | 21067 | 0.41% |
| 43 | VANGUARD INDEX FDS | $1.5M | 2467 | 0.40% |
| 44 | AMGEN INC | $1.3M | 3687 | 0.35% |
| 45 | ISHARES TR | $1.2M | 1874 | 0.33% |
| 46 | ENTEGRIS INC | $1.1M | 9801 | 0.31% |
| 47 | AECOM | $1.1M | 13484 | 0.31% |
| 48 | CISCO SYS INC | $1.1M | 14558 | 0.31% |
| 49 | MARVELL TECHNOLOGY INC | $1.1M | 11240 | 0.30% |
| 50 | MARTIN MARIETTA MATLS INC | $1.0M | 1753 | 0.28% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.