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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC A | $15.1M | 52455 | 5.81% |
| 2 | APPLE INC | $13.5M | 53146 | 5.19% |
| 3 | NVIDIA CORPORATION | $13.2M | 75617 | 5.08% |
| 4 | ELI LILLY & CO | $10.7M | 11643 | 4.12% |
| 5 | MICROSOFT CORP | $10.4M | 28180 | 4.02% |
| 6 | TJX COMPANIES INC NEW | $9.1M | 57056 | 3.51% |
| 7 | ORACLE CORP | $9.0M | 61326 | 3.47% |
| 8 | VISA INC A | $6.1M | 20289 | 2.36% |
| 9 | MICRON TECHNOLOGY | $6.1M | 17920 | 2.33% |
| 10 | EXXON MOBIL CORP | $6.0M | 35162 | 2.30% |
| 11 | AMGEN INC | $5.6M | 15813 | 2.14% |
| 12 | META PLATFORMS INC | $5.2M | 9074 | 2.00% |
| 13 | ARISTA NETWORKS INC | $5.2M | 42122 | 1.99% |
| 14 | TRAVELLERS COMPANIES INC | $4.9M | 16892 | 1.90% |
| 15 | HONEYWELL INTL INC | $4.5M | 19975 | 1.74% |
| 16 | EATON CORP PLC | $4.4M | 12435 | 1.71% |
| 17 | JPMORGAN CHASE & CO | $4.4M | 15012 | 1.70% |
| 18 | JOHNSON & JOHNSON | $4.2M | 17237 | 1.62% |
| 19 | AUTOMATIC DATA PROCESSING INC | $4.1M | 20034 | 1.57% |
| 20 | DISNEY WALT CO | $3.8M | 38918 | 1.44% |
| 21 | CISCO SYS INC | $3.7M | 47507 | 1.42% |
| 22 | PAYCHEX INC | $3.7M | 39934 | 1.42% |
| 23 | AMAZON COM INC | $3.6M | 17497 | 1.40% |
| 24 | MASTERCARD INC A | $3.6M | 7185 | 1.38% |
| 25 | SALESFORCE.COM INC | $3.6M | 19177 | 1.38% |
| 26 | VANGUARD INDEX FDS | $3.5M | 5851 | 1.35% |
| 27 | CONOCOPHILLIPS | $3.2M | 24565 | 1.25% |
| 28 | SYSCO CORP | $3.1M | 43953 | 1.21% |
| 29 | ACCENTURE PLC IRELAND | $3.0M | 15103 | 1.15% |
| 30 | AMERICAN EXPRESS CO | $3.0M | 9772 | 1.14% |
| 31 | ILLINOIS TOOL WORKS INC | $2.8M | 10927 | 1.10% |
| 32 | HOME DEPOT INC | $2.8M | 8542 | 1.08% |
| 33 | ECOLAB INC | $2.8M | 10444 | 1.07% |
| 34 | CINTAS CORP | $2.8M | 16265 | 1.06% |
| 35 | FAIR ISAAC CORP | $2.7M | 2568 | 1.06% |
| 36 | CHEVRON CORP NEW | $2.7M | 12987 | 1.03% |
| 37 | BROADCOM INC | $2.6M | 8349 | 1.00% |
| 38 | ALLSTATE CORP | $2.6M | 12388 | 0.99% |
| 39 | EMERSON ELEC CO | $2.5M | 18967 | 0.96% |
| 40 | CENCORA INC | $2.4M | 7762 | 0.94% |
| 41 | CDW CORP | $2.4M | 19774 | 0.92% |
| 42 | ABBVIE INC | $2.4M | 10822 | 0.91% |
| 43 | NIKE INC | $2.0M | 37801 | 0.77% |
| 44 | MERCK & CO INC | $2.0M | 16457 | 0.76% |
| 45 | MEDTRONIC PLC | $1.9M | 22196 | 0.74% |
| 46 | STARBUCKS CORP | $1.9M | 20853 | 0.72% |
| 47 | QUALCOMM INC | $1.8M | 13983 | 0.69% |
| 48 | AFLAC INC | $1.7M | 15859 | 0.67% |
| 49 | PUBLIC STORAGE | $1.7M | 6301 | 0.66% |
| 50 | NOVO NORDISK A/S | $1.7M | 45062 | 0.64% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.