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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION COM | $2.27B | 11369496 | 6.48% |
| 2 | APPLE INC COM | $2.00B | 6910385 | 5.70% |
| 3 | MICROSOFT CORP COM | $1.42B | 3811080 | 4.05% |
| 4 | AMAZON COM INC COM | $1.23B | 5180597 | 3.52% |
| 5 | ALPHABET INC CAP STK CL A | $1.05B | 2949453 | 3.00% |
| 6 | ALPHABET INC CAP STK CL C | $1.01B | 2854989 | 2.87% |
| 7 | BROADCOM INC COM | $938.8M | 2485199 | 2.67% |
| 8 | ELI LILLY & CO COM | $816.7M | 680927 | 2.33% |
| 9 | MICRON TECHNOLOGY INC COM | $728.0M | 630685 | 2.07% |
| 10 | META PLATFORMS INC CL A | $631.2M | 1120604 | 1.80% |
| 11 | ADVANCED MICRO DEVICES INC COM | $581.4M | 1000860 | 1.66% |
| 12 | JPMORGAN CHASE & CO COM | $507.8M | 1551236 | 1.45% |
| 13 | JOHNSON & JOHNSON COM | $497.6M | 1959262 | 1.42% |
| 14 | ABBVIE INC COM | $342.9M | 1362464 | 0.98% |
| 15 | APPLIED MATLS INC COM | $334.5M | 462685 | 0.95% |
| 16 | INTEL CORP COM | $316.1M | 2263752 | 0.90% |
| 17 | CISCO SYS INC COM | $288.2M | 2453299 | 0.82% |
| 18 | UNITEDHEALTH GROUP INC COM | $285.8M | 687561 | 0.81% |
| 19 | THERMO FISHER SCIENTIFIC INC COM | $270.0M | 538524 | 0.77% |
| 20 | MASTERCARD INCORPORATED CL A | $262.3M | 510758 | 0.75% |
| 21 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $261.6M | 522748 | 0.75% |
| 22 | KLA CORP COM NEW | $259.2M | 858984 | 0.74% |
| 23 | BANK OF AMER CORP COM | $258.1M | 4529611 | 0.74% |
| 24 | MERCK & CO INC COM | $251.8M | 1959794 | 0.72% |
| 25 | BLOOM ENERGY CORP COM CL A | $246.2M | 813452 | 0.70% |
| 26 | LAM RESEARCH CORP COM NEW | $244.9M | 565142 | 0.70% |
| 27 | NEXTPOWER INC CLASS A COM | $239.9M | 2013766 | 0.68% |
| 28 | VISA INC COM CL A | $222.8M | 649345 | 0.63% |
| 29 | CATERPILLAR INC COM | $218.5M | 205152 | 0.62% |
| 30 | NETFLIX INC. COM | $201.4M | 2820999 | 0.57% |
| 31 | ARISTA NETWORKS INC COM SHS | $196.7M | 1157934 | 0.56% |
| 32 | WALMART INC COM | $192.1M | 1696392 | 0.55% |
| 33 | TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS | $186.1M | 389578 | 0.53% |
| 34 | HOME DEPOT INC COM | $184.3M | 522512 | 0.53% |
| 35 | PALO ALTO NETWORKS INC COM | $183.3M | 537550 | 0.52% |
| 36 | INTERNATIONAL BUSINESS MACHS COM | $179.5M | 638216 | 0.51% |
| 37 | FIRST SOLAR INC COM | $161.2M | 683112 | 0.46% |
| 38 | WESTERN DIGITAL CORP COM | $147.3M | 230578 | 0.42% |
| 39 | EDWARDS LIFESCIENCES CORP COM | $139.4M | 1541212 | 0.40% |
| 40 | PROCTER & GAMBLE CO COM | $135.9M | 926459 | 0.39% |
| 41 | COCA COLA CO COM | $131.2M | 1614283 | 0.37% |
| 42 | SANDISK CORP COM | $130.9M | 57564 | 0.37% |
| 43 | INTUITIVE SURGICAL INC COM NEW | $127.2M | 319944 | 0.36% |
| 44 | QUANTA SVCS INC COM | $126.2M | 175202 | 0.36% |
| 45 | AMGEN INC COM | $125.5M | 346596 | 0.36% |
| 46 | MARVELL TECHNOLOGY INC COM | $125.4M | 421088 | 0.36% |
| 47 | TEXAS INSTRS INC COM | $125.2M | 419960 | 0.36% |
| 48 | GILEAD SCIENCES INC COM | $123.2M | 975089 | 0.35% |
| 49 | MCKESSON CORP COM | $121.2M | 160354 | 0.35% |
| 50 | CROWDSTRIKE HLDGS INC CL A | $117.5M | 154016 | 0.33% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.