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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $2.50B | 14307173 | 4.03% |
| 2 | AMAZON COM INC | $1.82B | 8751504 | 2.94% |
| 3 | JOHNSON & JOHNSON | $434.1M | 1775939 | 0.70% |
| 4 | ALPHABET INC | $409.8M | 1425110 | 0.66% |
| 5 | ALPHABET INC | $386.5M | 1347314 | 0.62% |
| 6 | BROADCOM INC | $377.4M | 1219346 | 0.61% |
| 7 | CATERPILLAR INC | $297.6M | 420115 | 0.48% |
| 8 | COSTCO WHOLESALE CORPORATION | $263.9M | 264825 | 0.43% |
| 9 | MERCK & CO INC | $249.3M | 2072626 | 0.40% |
| 10 | TESLA INC | $247.0M | 664497 | 0.40% |
| 11 | MASTERCARD INCORPORATED | $247.0M | 494353 | 0.40% |
| 12 | NETFLIX INC. | $246.2M | 2561054 | 0.40% |
| 13 | MICROSOFT CORP | $243.2M | 656865 | 0.39% |
| 14 | ADVANCED MICRO DEVICES INC | $242.3M | 1191018 | 0.39% |
| 15 | HOME DEPOT INC | $198.3M | 603085 | 0.32% |
| 16 | WELLTOWER INC | $181.9M | 920177 | 0.29% |
| 17 | WELLS FARGO & CO | $169.6M | 2129861 | 0.27% |
| 18 | CISCO SYS INC | $168.7M | 2174382 | 0.27% |
| 19 | LAM RESEARCH CORP | $165.3M | 773544 | 0.27% |
| 20 | PROLOGIS INC. | $152.4M | 1152911 | 0.25% |
| 21 | UNITEDHEALTH GROUP INC | $149.0M | 550649 | 0.24% |
| 22 | VERIZON COMMUNICATIONS INC | $142.1M | 2831593 | 0.23% |
| 23 | TEXAS INSTRS INC | $140.5M | 723483 | 0.23% |
| 24 | MORGAN STANLEY | $138.8M | 843539 | 0.22% |
| 25 | PALANTIR TECHNOLOGIES INC | $135.9M | 929147 | 0.22% |
| 26 | NEXTERA ENERGY INC | $129.6M | 1395388 | 0.21% |
| 27 | INTEL CORP | $128.5M | 2911222 | 0.21% |
| 28 | NEWMONT CORP | $126.5M | 1168539 | 0.20% |
| 29 | CITIGROUP INC | $125.5M | 1106471 | 0.20% |
| 30 | AMGEN INC | $115.5M | 328374 | 0.19% |
| 31 | VISA INC | $112.8M | 373138 | 0.18% |
| 32 | APPLE INC | $110.7M | 436126 | 0.18% |
| 33 | AMPHENOL CORP | $109.3M | 864748 | 0.18% |
| 34 | PHILIP MORRIS INTL INC | $109.2M | 660360 | 0.18% |
| 35 | ABBOTT LABORATORIES | $107.1M | 1043490 | 0.17% |
| 36 | GILEAD SCIENCES INC | $106.3M | 762516 | 0.17% |
| 37 | BOEING CO | $105.0M | 527482 | 0.17% |
| 38 | ARISTA NETWORKS INC | $104.0M | 847312 | 0.17% |
| 39 | WALMART INC | $100.3M | 807076 | 0.16% |
| 40 | EXXON MOBIL CORP | $96.2M | 566752 | 0.16% |
| 41 | LOWES COS INC | $96.0M | 406462 | 0.16% |
| 42 | ZOETIS INC | $90.8M | 768324 | 0.15% |
| 43 | BLACKROCK INC | $89.2M | 92786 | 0.14% |
| 44 | UNIQURE NV | $86.8M | 5306386 | 0.14% |
| 45 | SPOTIFY TECHNOLOGY S A | $85.3M | 175988 | 0.14% |
| 46 | BOOKING HOLDINGS INC | $84.6M | 20083 | 0.14% |
| 47 | TJX COS INC NEW | $80.5M | 504113 | 0.13% |
| 48 | PROCTER & GAMBLE CO | $79.3M | 549189 | 0.13% |
| 49 | MEDTRONIC PLC | $79.2M | 914485 | 0.13% |
| 50 | SERVICENOW INC | $78.9M | 755108 | 0.13% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.