Loading portfolio…
Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $3.1M | 17559 | 5.03% |
| 2 | META PLATFORMS INC | $2.8M | 4922 | 4.63% |
| 3 | TESLA INC | $2.3M | 6151 | 3.76% |
| 4 | PALANTIR TECHNOLOGIES INC | $2.2M | 15306 | 3.68% |
| 5 | ORACLE CORP | $1.3M | 8564 | 2.07% |
| 6 | NEXTERA ENERGY INC | $1.1M | 11853 | 1.81% |
| 7 | COSTCO WHOLESALE CORPORATION | $1.0M | 1051 | 1.72% |
| 8 | EXXON MOBIL CORP | $923K | 5440 | 1.52% |
| 9 | WASTE CONNECTIONS INC | $907K | 5584 | 1.49% |
| 10 | HOME DEPOT INC | $905K | 2753 | 1.49% |
| 11 | CHEVRON CORPORATION | $887K | 4288 | 1.46% |
| 12 | TAIWAN SEMICONDUCTOR MANUFAC | $879K | 2601 | 1.45% |
| 13 | CROWDSTRIKE HLDGS INC | $867K | 2221 | 1.43% |
| 14 | CANADIAN PACIFIC KANSAS CITY | $825K | 10487 | 1.36% |
| 15 | WELLTOWER INC | $813K | 4112 | 1.34% |
| 16 | PROLOGIS INC. | $798K | 6039 | 1.31% |
| 17 | SALESFORCE INC | $794K | 4252 | 1.31% |
| 18 | T-MOBILE US INC | $793K | 3774 | 1.30% |
| 19 | PARKER-HANNIFIN CORP | $785K | 877 | 1.29% |
| 20 | HCA HEALTHCARE INC | $779K | 1646 | 1.28% |
| 21 | RTX CORPORATION | $775K | 4019 | 1.27% |
| 22 | BROADCOM INC | $764K | 2467 | 1.26% |
| 23 | SHOPIFY INC | $735K | 6197 | 1.21% |
| 24 | ROYAL BK CDA | $734K | 4540 | 1.21% |
| 25 | LOCKHEED MARTIN CORP | $717K | 1187 | 1.18% |
| 26 | MORGAN STANLEY | $710K | 4317 | 1.17% |
| 27 | DANAHER CORP DEL | $708K | 3736 | 1.16% |
| 28 | CLOUDFLARE INC | $707K | 3426 | 1.16% |
| 29 | JPMORGAN CHASE & CO | $703K | 2391 | 1.16% |
| 30 | ALPHABET INC | $701K | 2445 | 1.15% |
| 31 | NORTHROP GRUMMAN CORP | $699K | 1024 | 1.15% |
| 32 | AMAZON COM INC | $689K | 3308 | 1.13% |
| 33 | BROOKFIELD CORP | $681K | 16830 | 1.12% |
| 34 | MASTERCARD INCORPORATED | $674K | 1349 | 1.11% |
| 35 | BLACKSTONE INC | $667K | 5798 | 1.10% |
| 36 | BLACKROCK INC | $665K | 691 | 1.09% |
| 37 | ELI LILLY & CO | $659K | 716 | 1.08% |
| 38 | VISA INC | $657K | 2175 | 1.08% |
| 39 | FORTINET INC | $612K | 7491 | 1.01% |
| 40 | ARISTA NETWORKS INC | $607K | 4942 | 1.00% |
| 41 | MICROSOFT CORP | $592K | 1600 | 0.97% |
| 42 | APPLOVIN CORP | $577K | 1450 | 0.95% |
| 43 | CONOCOPHILLIPS | $566K | 4288 | 0.93% |
| 44 | CAPITAL ONE FINL CORP | $529K | 2897 | 0.87% |
| 45 | EATON CORP PLC | $516K | 1443 | 0.85% |
| 46 | L3HARRIS TECHNOLOGIES INC | $508K | 1473 | 0.84% |
| 47 | PALO ALTO NETWORKS INC | $485K | 3026 | 0.80% |
| 48 | GENERAL DYNAMICS CORP | $472K | 1375 | 0.78% |
| 49 | DELL TECHNOLOGIES INC | $468K | 2850 | 0.77% |
| 50 | AXON ENTERPRISE INC | $429K | 1009 | 0.71% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.