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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $169.0M | 969188 | 5.94% |
| 2 | MICROSOFT CORP | $128.9M | 348349 | 4.53% |
| 3 | APPLE INC | $106.5M | 419485 | 3.74% |
| 4 | AMAZON COM INC | $72.4M | 347463 | 2.54% |
| 5 | AUTODESK INC | $57.8M | 241449 | 2.03% |
| 6 | APPLIED MATLS INC | $56.6M | 165726 | 1.99% |
| 7 | ALPHABET INC | $52.3M | 181783 | 1.84% |
| 8 | ACCENTURE PLC IRELAND | $46.2M | 232802 | 1.62% |
| 9 | BROADCOM INC | $44.3M | 143269 | 1.56% |
| 10 | TEXAS INSTRS INC | $43.1M | 221898 | 1.51% |
| 11 | SALESFORCE INC | $42.9M | 229576 | 1.51% |
| 12 | ABBVIE INC | $40.4M | 185761 | 1.42% |
| 13 | EXXON MOBIL CORP | $37.3M | 219980 | 1.31% |
| 14 | MERCK & CO INC | $35.3M | 293491 | 1.24% |
| 15 | GILEAD SCIENCES INC | $34.5M | 247719 | 1.21% |
| 16 | JPMORGAN CHASE & CO | $33.4M | 113536 | 1.17% |
| 17 | ELI LILLY & CO | $32.6M | 35460 | 1.15% |
| 18 | WALMART INC | $30.0M | 241784 | 1.06% |
| 19 | NEWMONT CORP | $29.1M | 268416 | 1.02% |
| 20 | JOHNSON & JOHNSON | $27.7M | 113380 | 0.97% |
| 21 | NEXTERA ENERGY INC | $27.0M | 290881 | 0.95% |
| 22 | META PLATFORMS INC | $25.9M | 45314 | 0.91% |
| 23 | LPHABET INC | $24.0M | 83732 | 0.84% |
| 24 | BANK AMERICA CORP | $23.7M | 486205 | 0.83% |
| 25 | TIDEWATER INC NEW | $23.6M | 282838 | 0.83% |
| 26 | BLOOM ENERGY CORP | $23.6M | 174200 | 0.83% |
| 27 | DARLING INGREDIENTS INC | $22.8M | 369421 | 0.80% |
| 28 | DISNEY WALT CO | $20.9M | 216584 | 0.73% |
| 29 | CISCO SYS INC | $20.6M | 265359 | 0.72% |
| 30 | INDER MORGAN INC DEL | $20.6M | 613814 | 0.72% |
| 31 | BANK NEW YORK MELLON CORP | $20.3M | 171017 | 0.71% |
| 32 | BERKSHIRE HATHAWAY INC DEL | $19.8M | 41258 | 0.69% |
| 33 | PFIZER INC | $18.5M | 657881 | 0.65% |
| 34 | COINBASE GLOBAL INC | $18.3M | 105048 | 0.64% |
| 35 | BRUKER CORP | $17.4M | 482859 | 0.61% |
| 36 | TRANSOCEAN LTD | $17.2M | 2597366 | 0.61% |
| 37 | WATERBRIDGE INFRASTRUCTURE L | $17.2M | 641861 | 0.60% |
| 38 | CHEVRON CORPORATION | $16.6M | 80415 | 0.58% |
| 39 | FIRST SOLAR INC | $16.5M | 83772 | 0.58% |
| 40 | FIDELITY NATL INFORMATION SV | $16.4M | 348766 | 0.57% |
| 41 | AMGEN INC | $16.3M | 46275 | 0.57% |
| 42 | UNITEDHEALTH GROUP INC | $16.2M | 60022 | 0.57% |
| 43 | VERTEX PHARMACEUTICALS INC | $15.6M | 34991 | 0.55% |
| 44 | AMERICAN WTR WKS CO INC NEW | $15.6M | 114393 | 0.55% |
| 45 | JOHNSON CONTROLS INTERNATION | $15.3M | 117113 | 0.54% |
| 46 | FIGURE TECHNOLOGY SOLUTIO | $15.2M | 446481 | 0.53% |
| 47 | CARDINAL HEALTH INC | $14.6M | 68898 | 0.51% |
| 48 | EMERSON ELEC CO | $14.4M | 109828 | 0.51% |
| 49 | AMERICAN TOWER CORP | $14.1M | 81826 | 0.50% |
| 50 | NEXTPOWER INC | $14.0M | 116149 | 0.49% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.