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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $1.15B | 6621785 | 8.23% |
| 2 | APPLE INC | $1.03B | 4041577 | 7.31% |
| 3 | MICROSOFT CORP | $763.0M | 2061291 | 5.44% |
| 4 | AMAZON COM INC | $509.6M | 2447014 | 3.63% |
| 5 | ALPHABET INC | $420.2M | 1461105 | 3.00% |
| 6 | BROADCOM INC | $405.4M | 1309795 | 2.89% |
| 7 | ALPHABET INC | $342.0M | 1192125 | 2.44% |
| 8 | META PLATFORMS INC | $332.5M | 581141 | 2.37% |
| 9 | TESLA INC | $291.8M | 784836 | 2.08% |
| 10 | ELI LILLY & CO | $208.6M | 226843 | 1.49% |
| 11 | VISA INC | $144.8M | 478928 | 1.03% |
| 12 | JPMORGAN CHASE & CO | $144.3M | 490494 | 1.03% |
| 13 | BERKSHIRE HATHAWAY INC DEL | $137.4M | 286653 | 0.98% |
| 14 | COSTCO WHOLESALE CORPORATION | $130.4M | 130896 | 0.93% |
| 15 | MASTERCARD INCORPORATED | $117.4M | 234972 | 0.84% |
| 16 | NETFLIX INC. | $116.7M | 1213341 | 0.83% |
| 17 | EXXON MOBIL CORP | $115.6M | 681406 | 0.82% |
| 18 | JOHNSON & JOHNSON | $114.4M | 468181 | 0.82% |
| 19 | ABBVIE INC | $111.3M | 511945 | 0.79% |
| 20 | WALMART INC | $102.6M | 825346 | 0.73% |
| 21 | PALANTIR TECHNOLOGIES INC | $89.9M | 614573 | 0.64% |
| 22 | HOME DEPOT INC | $84.3M | 256172 | 0.60% |
| 23 | GE AEROSPACE | $81.9M | 288585 | 0.58% |
| 24 | ADVANCED MICRO DEVICES INC | $80.8M | 397117 | 0.58% |
| 25 | LAM RESEARCH CORP | $79.6M | 372353 | 0.57% |
| 26 | COCA COLA CO | $73.2M | 962521 | 0.52% |
| 27 | ORACLE CORP | $71.2M | 484313 | 0.51% |
| 28 | MICRON TECHNOLOGY INC | $70.5M | 208786 | 0.50% |
| 29 | CHEVRON CORPORATION | $66.6M | 321737 | 0.47% |
| 30 | GE VERNOVA INC | $65.3M | 74782 | 0.47% |
| 31 | BANK AMERICA CORP | $61.2M | 1255705 | 0.44% |
| 32 | CISCO SYS INC | $60.9M | 784497 | 0.43% |
| 33 | CATERPILLAR INC | $60.6M | 85474 | 0.43% |
| 34 | PROCTER & GAMBLE CO | $59.4M | 411442 | 0.42% |
| 35 | APPLIED MATLS INC | $58.5M | 171238 | 0.42% |
| 36 | MERCK & CO INC | $56.9M | 473091 | 0.41% |
| 37 | KLA CORP | $55.7M | 37807 | 0.40% |
| 38 | AMGEN INC | $48.4M | 137623 | 0.35% |
| 39 | GOLDMAN SACHS GROUP INC | $46.4M | 54823 | 0.33% |
| 40 | UNITEDHEALTH GROUP INC | $46.0M | 169906 | 0.33% |
| 41 | WELLS FARGO & CO | $45.4M | 570189 | 0.32% |
| 42 | LINDE PLC | $44.9M | 90474 | 0.32% |
| 43 | PEPSICO INC | $44.2M | 284892 | 0.32% |
| 44 | RTX CORPORATION | $43.0M | 222666 | 0.31% |
| 45 | AMPHENOL CORP | $42.5M | 336264 | 0.30% |
| 46 | PHILIP MORRIS INTL INC | $42.4M | 256699 | 0.30% |
| 47 | INTERNATIONAL BUSINESS MACHS | $42.1M | 173582 | 0.30% |
| 48 | MCDONALDS CORP | $41.2M | 132496 | 0.29% |
| 49 | TJX COS INC NEW | $41.2M | 257798 | 0.29% |
| 50 | TEXAS INSTRS INC | $40.5M | 208862 | 0.29% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.