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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | $70.6M | 278161 | 5.81% |
| 2 | COSTCO WHOLESALE CORPORATION | $62.5M | 62722 | 5.14% |
| 3 | JPMORGAN CHASE & CO | $61.2M | 207978 | 5.03% |
| 4 | AMAZON COM INC | $57.1M | 274403 | 4.70% |
| 5 | TJX COS INC NEW | $52.6M | 329412 | 4.33% |
| 6 | WASTE MGMT INC DEL | $47.5M | 206687 | 3.91% |
| 7 | ALPHABET INC | $45.5M | 158153 | 3.74% |
| 8 | MICROSOFT CORP | $43.6M | 117857 | 3.59% |
| 9 | COPART INC | $40.9M | 1232861 | 3.37% |
| 10 | HOME DEPOT INC | $38.6M | 117361 | 3.18% |
| 11 | BANK AMERICA CORP | $38.6M | 791701 | 3.18% |
| 12 | ELI LILLY & CO | $37.1M | 40324 | 3.05% |
| 13 | BLACKSTONE INC | $36.0M | 312666 | 2.96% |
| 14 | MASTERCARD INCORPORATED | $35.5M | 70961 | 2.92% |
| 15 | VISA INC | $30.8M | 102032 | 2.54% |
| 16 | WASTE CONNECTIONS INC | $29.4M | 181042 | 2.42% |
| 17 | HONEYWELL INTL INC | $29.3M | 129687 | 2.41% |
| 18 | INTERNATIONAL BUSINESS MACHS | $25.6M | 105665 | 2.11% |
| 19 | UNION PAC CORP | $24.8M | 102304 | 2.04% |
| 20 | MARVELL TECHNOLOGY INC | $24.4M | 246782 | 2.01% |
| 21 | UBER TECHNOLOGIES INC | $24.4M | 338651 | 2.00% |
| 22 | BOEING CO | $23.3M | 117128 | 1.92% |
| 23 | OPENLANE INC | $22.7M | 779884 | 1.87% |
| 24 | OWENS CORNING NEW | $21.2M | 196230 | 1.75% |
| 25 | DOVER CORP | $20.0M | 96000 | 1.65% |
| 26 | MERCK & CO INC | $19.3M | 160179 | 1.59% |
| 27 | LINDE PLC | $17.7M | 35799 | 1.46% |
| 28 | EXXON MOBIL CORP | $16.5M | 97180 | 1.36% |
| 29 | MEDTRONIC PLC | $14.7M | 169890 | 1.21% |
| 30 | NVIDIA CORPORATION | $14.7M | 84120 | 1.21% |
| 31 | DISNEY WALT CO | $12.8M | 132796 | 1.05% |
| 32 | NIKE INC | $10.0M | 189994 | 0.83% |
| 33 | EMERSON ELEC CO | $9.0M | 68585 | 0.74% |
| 34 | REGENERON PHARMACEUTICALS | $8.4M | 10856 | 0.69% |
| 35 | CHEVRON CORPORATION | $8.4M | 40433 | 0.69% |
| 36 | MCDONALDS CORP | $8.4M | 26901 | 0.69% |
| 37 | CISCO SYS INC | $7.5M | 97254 | 0.62% |
| 38 | ABBVIE INC | $6.7M | 30656 | 0.55% |
| 39 | CAMDEN NATL CORP | $6.6M | 138339 | 0.54% |
| 40 | NEXTERA ENERGY INC | $6.4M | 68424 | 0.52% |
| 41 | NUCOR CORP | $6.3M | 37465 | 0.52% |
| 42 | M & T BK CORP | $6.2M | 29950 | 0.51% |
| 43 | SHELL PLC | $6.2M | 66176 | 0.51% |
| 44 | AMGEN INC | $5.0M | 14240 | 0.41% |
| 45 | DIGIMARC CORP NEW | $4.1M | 838695 | 0.34% |
| 46 | SEAGATE TECHNOLOGY HLDNGS PL | $3.5M | 9025 | 0.29% |
| 47 | ALPHABET INC | $3.1M | 10724 | 0.25% |
| 48 | GE AEROSPACE | $2.9M | 10299 | 0.24% |
| 49 | PROCTER & GAMBLE CO | $2.9M | 19804 | 0.24% |
| 50 | AMERICAN EXPRESS CO | $2.8M | 9291 | 0.23% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.