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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $332.2M | 1904776 | 4.91% |
| 2 | APPLE INC | $315.2M | 1241972 | 4.66% |
| 3 | MICROSOFT CORP | $170.0M | 459204 | 2.51% |
| 4 | AMAZON COM INC | $136.0M | 652792 | 2.01% |
| 5 | BROADCOM INC | $126.9M | 410027 | 1.87% |
| 6 | ALPHABET INC | $120.9M | 420573 | 1.79% |
| 7 | ALPHABET INC | $105.9M | 369159 | 1.56% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | $87.0M | 257461 | 1.29% |
| 9 | GILEAD SCIENCES INC | $73.2M | 524989 | 1.08% |
| 10 | META PLATFORMS INC | $70.6M | 123482 | 1.04% |
| 11 | JPMORGAN CHASE & CO. | $70.1M | 238214 | 1.04% |
| 12 | VISA INC | $64.2M | 212324 | 0.95% |
| 13 | TJX COS INC NEW | $63.1M | 395133 | 0.93% |
| 14 | EXXON MOBIL CORP | $61.5M | 362523 | 0.91% |
| 15 | QUALCOMM INC | $58.8M | 456861 | 0.87% |
| 16 | CISCO SYS INC | $58.6M | 754962 | 0.87% |
| 17 | TESLA INC | $55.5M | 149278 | 0.82% |
| 18 | MASTERCARD INCORPORATED | $53.6M | 107254 | 0.79% |
| 19 | COCA COLA CO | $50.4M | 662531 | 0.74% |
| 20 | BANK AMERICA CORP | $50.3M | 1032440 | 0.74% |
| 21 | SCHWAB CHARLES CORP | $50.2M | 533839 | 0.74% |
| 22 | VERIZON COMMUNICATIONS INC | $47.9M | 953203 | 0.71% |
| 23 | BERKSHIRE HATHAWAY INC DEL | $47.2M | 98456 | 0.70% |
| 24 | CITIGROUP INC | $46.8M | 412478 | 0.69% |
| 25 | ADVANCED MICRO DEVICES INC | $46.3M | 227824 | 0.68% |
| 26 | WALMART INC | $46.3M | 372642 | 0.68% |
| 27 | WESTERN DIGITAL CORP | $41.3M | 152664 | 0.61% |
| 28 | ELI LILLY & CO | $41.2M | 44827 | 0.61% |
| 29 | NETFLIX INC | $40.8M | 423967 | 0.60% |
| 30 | ORACLE CORP | $38.6M | 262510 | 0.57% |
| 31 | WELLS FARGO CO NEW | $38.5M | 483441 | 0.57% |
| 32 | ASML HOLDING N V | $37.1M | 28085 | 0.55% |
| 33 | HSBC HLDGS PLC | $36.7M | 444475 | 0.54% |
| 34 | ARISTA NETWORKS INC | $36.3M | 295814 | 0.54% |
| 35 | COMCAST CORP NEW | $36.1M | 1257466 | 0.53% |
| 36 | MORGAN STANLEY | $34.8M | 211669 | 0.51% |
| 37 | MCDONALDS CORP | $33.9M | 108941 | 0.50% |
| 38 | AMERICAN EXPRESS CO | $32.6M | 107678 | 0.48% |
| 39 | ABBOTT LABS | $32.1M | 313084 | 0.47% |
| 40 | INTERNATIONAL BUSINESS MACHS | $31.8M | 131062 | 0.47% |
| 41 | MEDTRONIC PLC | $31.7M | 365762 | 0.47% |
| 42 | AT&T INC | $31.7M | 1092222 | 0.47% |
| 43 | PROCTER AND GAMBLE CO | $31.0M | 214724 | 0.46% |
| 44 | ANALOG DEVICES INC | $30.8M | 96814 | 0.45% |
| 45 | ALTRIA GROUP INC | $30.8M | 466012 | 0.45% |
| 46 | HOME DEPOT INC | $30.5M | 92733 | 0.45% |
| 47 | THE CIGNA GROUP | $29.8M | 111807 | 0.44% |
| 48 | MERCK & CO INC | $29.5M | 245186 | 0.44% |
| 49 | SOUTHERN CO | $28.0M | 289979 | 0.41% |
| 50 | BANCO BILBAO VIZCAYA ARGENTA | $27.2M | 1257123 | 0.40% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.