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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA Corp | $5.6M | 32393815 | 5.26% |
| 2 | Microsoft Corp | $3.4M | 9256746 | 3.19% |
| 3 | Apple Inc | $3.3M | 13127190 | 3.10% |
| 4 | Alphabet Inc | $3.0M | 10485753 | 2.81% |
| 5 | Amazon.com Inc | $3.0M | 14447995 | 2.80% |
| 6 | Meta Platforms Inc | $2.7M | 4721496 | 2.52% |
| 7 | Broadcom Inc | $2.6M | 8315995 | 2.40% |
| 8 | Visa Inc | $2.0M | 6459735 | 1.82% |
| 9 | Netflix Inc | $1.9M | 19555167 | 1.75% |
| 10 | Johnson & Johnson | $1.4M | 5629011 | 1.28% |
| 11 | Linde PLC | $1.3M | 2666794 | 1.23% |
| 12 | Taiwan Semiconductor Manufacturing Co Ltd | $1.3M | 3819307 | 1.20% |
| 13 | Williams Cos Inc/The | $1.3M | 17552344 | 1.19% |
| 14 | JPMorgan Chase & Co | $1.3M | 4297422 | 1.18% |
| 15 | ASML Holding NV | $1.2M | 924471 | 1.14% |
| 16 | Vertex Pharmaceuticals Inc | $1.2M | 2700975 | 1.12% |
| 17 | Exxon Mobil Corp | $1.2M | 6873940 | 1.09% |
| 18 | Eaton Corp PLC | $1.1M | 3167471 | 1.05% |
| 19 | Marsh & McLennan Cos Inc | $1.1M | 6400823 | 1.03% |
| 20 | RTX Corp | $1.1M | 5486054 | 0.99% |
| 21 | L3Harris Technologies Inc | $953K | 2762767 | 0.89% |
| 22 | WW Grainger Inc | $922K | 845522 | 0.86% |
| 23 | TE Connectivity plc | $876K | 4194699 | 0.82% |
| 24 | TJX Cos Inc/The | $853K | 5342564 | 0.79% |
| 25 | AstraZeneca PLC | $852K | 4324416 | 0.79% |
| 26 | Texas Instruments Inc | $843K | 4344290 | 0.78% |
| 27 | Travelers Cos Inc/The | $813K | 2789907 | 0.76% |
| 28 | Thermo Fisher Scientific Inc | $791K | 1610697 | 0.74% |
| 29 | Palo Alto Networks Inc | $787K | 4910797 | 0.73% |
| 30 | Air Products and Chemicals Inc | $754K | 2597373 | 0.70% |
| 31 | Sherwin-Williams Co/The | $750K | 2340772 | 0.70% |
| 32 | Airbnb Inc | $710K | 5626038 | 0.66% |
| 33 | T-Mobile US Inc | $664K | 3162039 | 0.62% |
| 34 | Vertiv Holdings Co | $655K | 2614702 | 0.61% |
| 35 | Freeport-McMoRan Inc | $655K | 11156828 | 0.61% |
| 36 | Becton Dickinson & Co | $648K | 4124913 | 0.60% |
| 37 | Union Pacific Corp | $640K | 2638979 | 0.60% |
| 38 | Procter & Gamble Co/The | $638K | 4422570 | 0.59% |
| 39 | American Tower Corp | $636K | 3685476 | 0.59% |
| 40 | Tesla Inc | $632K | 1700161 | 0.59% |
| 41 | Vulcan Materials Co | $630K | 2316386 | 0.59% |
| 42 | Intuitive Surgical Inc | $629K | 1365060 | 0.59% |
| 43 | Bank of America Corp | $629K | 12903901 | 0.59% |
| 44 | CVS Health Corp | $626K | 8725645 | 0.58% |
| 45 | Oracle Corp | $620K | 4218489 | 0.58% |
| 46 | Honeywell International Inc | $619K | 2742232 | 0.58% |
| 47 | Coca-Cola Co/The | $619K | 8145234 | 0.58% |
| 48 | Apollo Global Management Inc | $573K | 5151260 | 0.53% |
| 49 | Waste Management Inc | $565K | 2462033 | 0.53% |
| 50 | Sempra | $559K | 5758145 | 0.52% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.