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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | Microsoft Corp | $2.05B | 5541288 | 7.31% |
| 2 | Nvidia Corp | $1.78B | 10232504 | 6.36% |
| 3 | Amazon.com Inc | $1.55B | 7450247 | 5.53% |
| 4 | Alphabet Inc | $1.40B | 4857942 | 4.98% |
| 5 | Apple Inc | $1.22B | 4806571 | 4.35% |
| 6 | Meta Platforms Inc | $940.9M | 1644478 | 3.35% |
| 7 | Broadcom Inc | $760.1M | 2455734 | 2.71% |
| 8 | Visa Inc | $603.3M | 1995999 | 2.15% |
| 9 | Atlassian Corp | $551.3M | 8077726 | 1.97% |
| 10 | Mastercard Inc | $547.6M | 1096009 | 1.95% |
| 11 | Oracle Corp | $414.6M | 2818172 | 1.48% |
| 12 | HP Inc | $380.4M | 19803404 | 1.36% |
| 13 | Eli Lilly & Co | $313.5M | 340886 | 1.12% |
| 14 | Tesla Inc | $312.7M | 841266 | 1.12% |
| 15 | Alphabet Inc | $307.4M | 1071692 | 1.10% |
| 16 | T-Mobile US Inc | $293.2M | 1396143 | 1.05% |
| 17 | Check Point Software Tech LT | $254.4M | 1780850 | 0.91% |
| 18 | Bank of America Corp | $237.7M | 4876644 | 0.85% |
| 19 | JPMorgan Chase & Co | $225.8M | 767773 | 0.81% |
| 20 | Citigroup Inc | $205.1M | 1808403 | 0.73% |
| 21 | ServiceNow Inc | $201.7M | 1929358 | 0.72% |
| 22 | Exxon Mobil Corp | $200.6M | 1182418 | 0.72% |
| 23 | Goldman Sachs Group Inc | $200.2M | 236641 | 0.71% |
| 24 | Marvell Technology Inc | $198.9M | 2008554 | 0.71% |
| 25 | Johnson & Johnson | $177.4M | 725901 | 0.63% |
| 26 | Chubb Ltd | $174.7M | 535992 | 0.62% |
| 27 | GE Aerospace | $167.7M | 591094 | 0.60% |
| 28 | Qualcomm Inc | $163.6M | 1270194 | 0.58% |
| 29 | Berkshire Hathaway Inc | $160.6M | 335234 | 0.57% |
| 30 | Booking Holdings Inc | $152.7M | 36262 | 0.54% |
| 31 | S&P Global Inc | $149.4M | 351196 | 0.53% |
| 32 | Walmart Inc | $148.6M | 1195407 | 0.53% |
| 33 | UnitedHealth Group Inc | $145.2M | 536703 | 0.52% |
| 34 | NextEra Energy Inc | $139.0M | 1496597 | 0.50% |
| 35 | PepsiCo Inc | $136.4M | 878114 | 0.49% |
| 36 | AbbVie Inc | $136.3M | 626875 | 0.49% |
| 37 | Home Depot Inc | $134.8M | 409740 | 0.48% |
| 38 | Netflix Inc | $133.7M | 1390683 | 0.48% |
| 39 | Advanced Micro Devices Inc | $130.8M | 642896 | 0.47% |
| 40 | Cisco Systems Inc | $129.1M | 1663322 | 0.46% |
| 41 | Waste Management Inc | $124.8M | 543153 | 0.44% |
| 42 | Emerson Electric Co | $121.3M | 925822 | 0.43% |
| 43 | Micron Technology Inc | $119.2M | 352682 | 0.42% |
| 44 | Chevron Corp | $117.1M | 565998 | 0.42% |
| 45 | Intuitive Surgical Inc | $116.2M | 252167 | 0.41% |
| 46 | Coca-Cola Europacific Partne | $108.6M | 1428396 | 0.39% |
| 47 | Merck & Co Inc | $107.9M | 897124 | 0.38% |
| 48 | Costco Wholesale Corp | $107.3M | 107670 | 0.38% |
| 49 | GE Vernova Inc | $106.3M | 121787 | 0.38% |
| 50 | Match Group Inc | $105.7M | 3440583 | 0.38% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.