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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $1.22B | 7023574 | 6.36% |
| 2 | MICROSOFT CORP | $991.4M | 2678207 | 5.15% |
| 3 | APPLE INC | $889.1M | 3503348 | 4.62% |
| 4 | ALPHABET INC | $742.7M | 2582917 | 3.86% |
| 5 | AMAZON COM INC | $528.1M | 2535587 | 2.74% |
| 6 | BROADCOM INC | $439.1M | 1418532 | 2.28% |
| 7 | ELI LILLY & CO | $383.8M | 417282 | 1.99% |
| 8 | ABBVIE INC | $249.0M | 1144668 | 1.29% |
| 9 | ALPHABET INC | $246.4M | 859128 | 1.28% |
| 10 | GILEAD SCIENCES INC | $232.8M | 1670288 | 1.21% |
| 11 | TAIWAN SEMICONDUCTOR MANUFAC | $221.6M | 655660 | 1.15% |
| 12 | MCKESSON CORP | $207.4M | 239664 | 1.08% |
| 13 | JOHNSON & JOHNSON | $195.3M | 798815 | 1.01% |
| 14 | MASTERCARD INCORPORATED | $194.5M | 389267 | 1.01% |
| 15 | PALO ALTO NETWORKS INC | $192.2M | 1198697 | 1.00% |
| 16 | LAM RESEARCH CORP | $185.1M | 866516 | 0.96% |
| 17 | VISA INC | $176.4M | 583683 | 0.92% |
| 18 | THERMO FISHER SCIENTIFIC INC | $174.0M | 354087 | 0.90% |
| 19 | MICRON TECHNOLOGY INC | $173.8M | 514404 | 0.90% |
| 20 | NEXTERA ENERGY INC | $169.7M | 1826628 | 0.88% |
| 21 | META PLATFORMS INC | $160.8M | 281020 | 0.84% |
| 22 | MERCK & CO INC | $159.1M | 1322654 | 0.83% |
| 23 | INTUITIVE SURGICAL INC | $151.3M | 328149 | 0.79% |
| 24 | REGENERON PHARMACEUTICALS | $144.0M | 186388 | 0.75% |
| 25 | JPMORGAN CHASE & CO | $140.3M | 476801 | 0.73% |
| 26 | AMGEN INC | $139.1M | 395351 | 0.72% |
| 27 | AGILENT TECHNOLOGIES INC | $131.9M | 1157090 | 0.69% |
| 28 | SERVICENOW INC | $121.7M | 1163560 | 0.63% |
| 29 | ADVANCED MICRO DEVICES INC | $120.5M | 592148 | 0.63% |
| 30 | XYLEM INC | $116.5M | 974871 | 0.61% |
| 31 | GE VERNOVA INC | $114.3M | 130990 | 0.59% |
| 32 | KLA CORP | $111.2M | 75551 | 0.58% |
| 33 | SALESFORCE INC | $109.8M | 588368 | 0.57% |
| 34 | TESLA INC | $109.1M | 293400 | 0.57% |
| 35 | PROCTER & GAMBLE CO | $102.4M | 709122 | 0.53% |
| 36 | VERTEX PHARMACEUTICALS INC | $102.2M | 228915 | 0.53% |
| 37 | HOME DEPOT INC | $101.4M | 308386 | 0.53% |
| 38 | EXELON CORP | $98.1M | 2001357 | 0.51% |
| 39 | ANALOG DEVICES INC | $90.7M | 285195 | 0.47% |
| 40 | ON SEMICONDUCTOR CORP | $86.4M | 1394653 | 0.45% |
| 41 | WABTEC | $82.8M | 331492 | 0.43% |
| 42 | BOSTON SCIENTIFIC CORP | $79.2M | 1261461 | 0.41% |
| 43 | BEONE MEDICINES LTD | $77.1M | 259731 | 0.40% |
| 44 | KEYSIGHT TECHNOLOGIES INC | $76.6M | 271425 | 0.40% |
| 45 | MORGAN STANLEY | $76.0M | 461887 | 0.39% |
| 46 | TJX COS INC NEW | $75.8M | 474548 | 0.39% |
| 47 | CADENCE DESIGN SYSTEM INC | $75.7M | 272501 | 0.39% |
| 48 | MONOLITHIC PWR SYS INC | $75.4M | 68944 | 0.39% |
| 49 | ALNYLAM PHARMACEUTICALS INC | $74.2M | 224330 | 0.39% |
| 50 | SCHWAB CHARLES CORP | $71.8M | 764475 | 0.37% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.