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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $2.9M | 16740098 | 6.35% |
| 2 | APPLE INC | $2.4M | 9336103 | 5.15% |
| 3 | UBS GROUP AG | $2.2M | 56674567 | 4.71% |
| 4 | MICROSOFT CORP | $2.0M | 5373530 | 4.33% |
| 5 | ALPHABET INC | $1.2M | 4234363 | 2.65% |
| 6 | AMAZON COM INC | $1.2M | 5841922 | 2.65% |
| 7 | BROADCOM INC | $970K | 3136062 | 2.11% |
| 8 | ALPHABET INC | $840K | 2929020 | 1.83% |
| 9 | META PLATFORMS INC | $778K | 1361348 | 1.69% |
| 10 | TESLA INC | $764K | 2057427 | 1.66% |
| 11 | ALCON AG | $591K | 8021553 | 1.29% |
| 12 | ELI LILLY & CO | $587K | 638306 | 1.28% |
| 13 | AMRIZE LTD | $578K | 10681187 | 1.26% |
| 14 | JPMORGAN CHASE & CO | $537K | 1826361 | 1.17% |
| 15 | WALMART INC | $416K | 3352381 | 0.91% |
| 16 | ASTRAZENECA PLC | $386K | 1992762 | 0.84% |
| 17 | JOHNSON & JOHNSON | $381K | 1559955 | 0.83% |
| 18 | VISA INC | $377K | 1250312 | 0.82% |
| 19 | EXXON MOBIL CORP | $319K | 1882658 | 0.69% |
| 20 | MASTERCARD INCORPORATED | $318K | 636462 | 0.69% |
| 21 | MICRON TECHNOLOGY INC | $281K | 833731 | 0.61% |
| 22 | COSTCO WHOLESALE CORPORATION | $237K | 238147 | 0.52% |
| 23 | LINDE PLC | $233K | 470287 | 0.51% |
| 24 | GILEAD SCIENCES INC | $226K | 1624637 | 0.49% |
| 25 | WELLTOWER INC | $222K | 1125102 | 0.48% |
| 26 | LOGITECH INTL S A | $216K | 2400444 | 0.47% |
| 27 | CHEVRON CORPORATION | $211K | 1022554 | 0.46% |
| 28 | COCA COLA CO | $190K | 2499405 | 0.41% |
| 29 | GE VERNOVA INC | $188K | 216173 | 0.41% |
| 30 | CATERPILLAR INC | $182K | 258026 | 0.40% |
| 31 | VERTIV HOLDINGS CO | $181K | 724040 | 0.39% |
| 32 | ADOBE INC | $175K | 721621 | 0.38% |
| 33 | CANADIAN IMPERIAL BANK OF CO | $175K | 1856536 | 0.38% |
| 34 | TOTALENERGIES SE | $174K | 1874308 | 0.38% |
| 35 | THERMO FISHER SCIENTIFIC INC | $173K | 353363 | 0.38% |
| 36 | BANK NEW YORK MELLON CORP | $173K | 1458947 | 0.38% |
| 37 | AMPHENOL CORP | $171K | 1354475 | 0.37% |
| 38 | PROCTER & GAMBLE CO | $171K | 1184308 | 0.37% |
| 39 | GE AEROSPACE | $169K | 595916 | 0.37% |
| 40 | VERTEX PHARMACEUTICALS INC | $168K | 377013 | 0.37% |
| 41 | BERKSHIRE HATHAWAY INC DEL | $167K | 348557 | 0.36% |
| 42 | ARISTA NETWORKS INC | $164K | 1337421 | 0.36% |
| 43 | QUANTA SVCS INC | $164K | 299256 | 0.36% |
| 44 | EATON CORP PLC | $163K | 456025 | 0.35% |
| 45 | KLA CORP | $160K | 108821 | 0.35% |
| 46 | COMFORT SYS USA INC | $157K | 114241 | 0.34% |
| 47 | BANK AMERICA CORP | $152K | 3129083 | 0.33% |
| 48 | ADVANCED MICRO DEVICES INC | $151K | 742484 | 0.33% |
| 49 | CISCO SYS INC | $151K | 1953107 | 0.33% |
| 50 | VERIZON COMMUNICATIONS INC | $149K | 2987265 | 0.32% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.