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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIACORP | $326.7M | 1873417 | 7.31% |
| 2 | APPLECOMPUTE | $288.3M | 1135897 | 6.45% |
| 3 | MICROSOFTCOR | $202.0M | 545665 | 4.52% |
| 4 | AMAZON.COMIN | $154.8M | 743471 | 3.46% |
| 5 | ALPHABET INC | $129.3M | 449766 | 2.89% |
| 6 | ALPHABET INC | $107.9M | 376116 | 2.41% |
| 7 | BROADCOM LTD | $107.7M | 348118 | 2.41% |
| 8 | META PLATFORMS | $96.3M | 168331 | 2.15% |
| 9 | TESLA MOTORS INC | $81.2M | 218508 | 1.82% |
| 10 | JP MORGAN CH | $61.9M | 210420 | 1.38% |
| 11 | ELILILLY&CO | $57.1M | 62109 | 1.28% |
| 12 | EXXONMOBILCO | $55.3M | 326021 | 1.24% |
| 13 | BERKSHIREHAT | $50.9M | 106304 | 1.14% |
| 14 | JOHNSON&JOHN | $45.5M | 186152 | 1.02% |
| 15 | WALMARTSTORE | $42.1M | 338953 | 0.94% |
| 16 | VISA INC | $39.4M | 130298 | 0.88% |
| 17 | COSTCOWHOLES | $34.2M | 34323 | 0.77% |
| 18 | MASTERCARD | $32.7M | 65441 | 0.73% |
| 19 | NETFLIX | $31.5M | 327463 | 0.70% |
| 20 | CHEVNORP | $30.6M | 147827 | 0.68% |
| 21 | ABBVIE INC | $29.7M | 136605 | 0.66% |
| 22 | MICRONTECH | $29.4M | 86976 | 0.66% |
| 23 | PROCTER&GAMB | $26.1M | 180676 | 0.58% |
| 24 | PALANTIRTECHNOLO | $25.8M | 176619 | 0.58% |
| 25 | BANK OF AMER CRP | $25.8M | 529624 | 0.58% |
| 26 | CATERPILLARI | $25.6M | 36186 | 0.57% |
| 27 | ADVANCED MICRO | $25.6M | 125875 | 0.57% |
| 28 | HOMEDEPOTINC | $25.3M | 76885 | 0.57% |
| 29 | COCACOLACO | $24.0M | 316108 | 0.54% |
| 30 | CISCOSYSTEMS | $23.7M | 305334 | 0.53% |
| 31 | GENELECTRIC | $23.1M | 81566 | 0.52% |
| 32 | MERCK&CO | $23.1M | 191707 | 0.52% |
| 33 | APPLIEDMATER | $20.9M | 61293 | 0.47% |
| 34 | LAMRESEARCH | $20.7M | 97088 | 0.46% |
| 35 | UNITEDTECHCO | $20.0M | 103552 | 0.45% |
| 36 | GOLDMAN SACH INC | $19.6M | 23203 | 0.44% |
| 37 | ORACLECORP | $19.6M | 133274 | 0.44% |
| 38 | WELLSFARGO&C | $19.3M | 242630 | 0.43% |
| 39 | UNITEDHEALTH | $18.9M | 69959 | 0.42% |
| 40 | LINDE PLC | $17.9M | 36118 | 0.40% |
| 41 | IBM | $17.5M | 72294 | 0.39% |
| 42 | DNU ROYALBKCAN | $17.4M | 107949 | 0.39% |
| 43 | MCDONALDSCOR | $17.1M | 54978 | 0.38% |
| 44 | PEPSICOINC | $16.4M | 105732 | 0.37% |
| 45 | VERIZONCOMMU | $16.3M | 324952 | 0.36% |
| 46 | AT&TCORP | $15.8M | 546631 | 0.35% |
| 47 | CITIGRPINC | $15.7M | 138247 | 0.35% |
| 48 | INTELCORP | $15.4M | 349618 | 0.35% |
| 49 | MORSTANNYK | $15.1M | 91764 | 0.34% |
| 50 | KLATENCORCOR | $15.0M | 10161 | 0.33% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.