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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORP | $76.2M | 437187 | 10.19% |
| 2 | APPLE INC | $72.6M | 286137 | 9.70% |
| 3 | MICROSOFT CORP | $55.8M | 150812 | 7.46% |
| 4 | ALPHABET INC-CL C | $30.5M | 106262 | 4.07% |
| 5 | BROADCOM INC | $30.2M | 97683 | 4.04% |
| 6 | META PLATFORMS INC-CLASS A | $27.0M | 47108 | 3.60% |
| 7 | JPMORGAN CHASE & CO | $17.6M | 59928 | 2.35% |
| 8 | ELI LILLY & CO | $17.2M | 18702 | 2.30% |
| 9 | VISA INC-CLASS A SHARES | $10.8M | 35735 | 1.44% |
| 10 | ABBVIE INC | $9.7M | 44504 | 1.29% |
| 11 | NETFLIX INC | $7.9M | 82627 | 1.06% |
| 12 | HOME DEPOT INC | $7.8M | 23630 | 1.04% |
| 13 | APPLIED MATERIALS INC | $7.3M | 21247 | 0.97% |
| 14 | MASTERCARD INC - A | $7.2M | 14413 | 0.96% |
| 15 | ORACLE CORP | $6.9M | 46984 | 0.92% |
| 16 | LAM RESEARCH CORP | $6.8M | 31962 | 0.91% |
| 17 | PALANTIR TECHNOLOGIES INC-A | $6.5M | 44377 | 0.87% |
| 18 | INTUITIVE SURGICAL INC | $6.2M | 13426 | 0.83% |
| 19 | GOLDMAN SACHS GROUP INC | $5.9M | 7031 | 0.79% |
| 20 | CISCO SYSTEMS INC | $5.8M | 74854 | 0.78% |
| 21 | CITIGROUP INC | $5.7M | 50512 | 0.77% |
| 22 | CATERPILLAR INC | $5.7M | 8071 | 0.76% |
| 23 | MICRON TECHNOLOGY INC | $5.7M | 16916 | 0.76% |
| 24 | MERCK & CO. INC. | $5.7M | 47224 | 0.76% |
| 25 | PROCTER & GAMBLE CO/THE | $5.5M | 38286 | 0.74% |
| 26 | ANALOG DEVICES INC | $5.5M | 17341 | 0.74% |
| 27 | SALESFORCE INC | $5.5M | 29523 | 0.74% |
| 28 | BANK OF AMERICA CORP | $5.5M | 113046 | 0.74% |
| 29 | COCA-COLA CO/THE | $5.5M | 72228 | 0.73% |
| 30 | KLA CORP | $5.5M | 3714 | 0.73% |
| 31 | TEXAS INSTRUMENTS INC | $5.0M | 25978 | 0.67% |
| 32 | ADVANCED MICRO DEVICES | $4.9M | 23975 | 0.65% |
| 33 | ABBOTT LABORATORIES | $4.9M | 47296 | 0.65% |
| 34 | PEPSICO INC | $4.8M | 31000 | 0.64% |
| 35 | INTL BUSINESS MACHINES CORP | $4.4M | 18261 | 0.59% |
| 36 | UNITEDHEALTH GROUP INC | $4.3M | 16067 | 0.58% |
| 37 | LINDE PLC | $4.1M | 8359 | 0.55% |
| 38 | PALO ALTO NETWORKS INC | $4.1M | 25504 | 0.55% |
| 39 | T-MOBILE US INC | $4.0M | 18953 | 0.53% |
| 40 | AT&T INC | $3.9M | 136106 | 0.53% |
| 41 | PROLOGIS INC | $3.9M | 29784 | 0.53% |
| 42 | BLACKROCK INC | $3.9M | 4074 | 0.52% |
| 43 | ALLSTATE CORP | $3.9M | 18834 | 0.52% |
| 44 | SERVICENOW INC | $3.9M | 37166 | 0.52% |
| 45 | ROYAL GOLD INC | $3.8M | 14842 | 0.50% |
| 46 | MOTOROLA SOLUTIONS INC | $3.7M | 8623 | 0.50% |
| 47 | CENCORA INC | $3.7M | 11726 | 0.49% |
| 48 | AMERICAN EXPRESS CO | $3.7M | 12086 | 0.49% |
| 49 | BOSTON SCIENTIFIC CORP | $3.6M | 57069 | 0.48% |
| 50 | THERMO FISHER SCIENTIFIC INC | $3.6M | 7285 | 0.48% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.