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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | $426.7M | 1152737 | 29.63% |
| 2 | BERKSHIRE HATHAWAY INC DEL | $54.6M | 114010 | 3.79% |
| 3 | APPLE INC | $41.9M | 165179 | 2.91% |
| 4 | AMAZON COM INC | $37.6M | 180425 | 2.61% |
| 5 | NWPX INFRASTRUCTURE INC | $33.1M | 424680 | 2.30% |
| 6 | COSTCO WHOLESALE CORPORATION | $25.7M | 25821 | 1.79% |
| 7 | BROADCOM INC | $24.7M | 79726 | 1.71% |
| 8 | ALPHABET INC | $23.3M | 81132 | 1.62% |
| 9 | NVIDIA CORPORATION | $21.6M | 123583 | 1.50% |
| 10 | CHEVRON CORPORATION | $21.5M | 104035 | 1.49% |
| 11 | PEPSICO INC | $21.4M | 137730 | 1.49% |
| 12 | CISCO SYS INC | $21.2M | 273604 | 1.47% |
| 13 | REGENERON PHARMACEUTICALS | $20.8M | 26920 | 1.44% |
| 14 | CUMMINS INC | $20.7M | 38505 | 1.44% |
| 15 | CHUBB LTD SWITZ | $20.6M | 63278 | 1.43% |
| 16 | GENUINE PARTS CO | $20.5M | 194135 | 1.43% |
| 17 | DANAHER CORP DEL | $20.4M | 107494 | 1.42% |
| 18 | WEC ENERGY GROUP INC | $20.1M | 173696 | 1.40% |
| 19 | BANK AMERICA CORP | $19.9M | 407840 | 1.38% |
| 20 | ABBVIE INC | $19.9M | 91397 | 1.38% |
| 21 | ABBOTT LABORATORIES | $19.9M | 193543 | 1.38% |
| 22 | PROLOGIS INC. | $19.7M | 149140 | 1.37% |
| 23 | QUALCOMM INC | $19.6M | 152568 | 1.36% |
| 24 | OLD REP INTL CORP | $19.6M | 492132 | 1.36% |
| 25 | CME GROUP INC | $19.5M | 65955 | 1.35% |
| 26 | KINDER MORGAN INC DEL | $19.3M | 574445 | 1.34% |
| 27 | EASTMAN CHEM CO | $19.2M | 251859 | 1.33% |
| 28 | META PLATFORMS INC | $18.6M | 32584 | 1.29% |
| 29 | WATSCO INC | $18.4M | 50496 | 1.28% |
| 30 | AMRIZE LTD | $18.2M | 324803 | 1.26% |
| 31 | HOME DEPOT INC | $17.9M | 54369 | 1.24% |
| 32 | HUBBELL INC | $16.5M | 33656 | 1.15% |
| 33 | BOEING CO | $16.1M | 80762 | 1.12% |
| 34 | TE CONNECTIVITY PLC | $15.6M | 74424 | 1.08% |
| 35 | ON SEMICONDUCTOR CORP | $14.9M | 239995 | 1.03% |
| 36 | ELANCO ANIMAL HEALTH INC | $14.8M | 618084 | 1.03% |
| 37 | SERVICENOW INC | $14.3M | 136412 | 0.99% |
| 38 | HF SINCLAIR CORP | $13.5M | 216245 | 0.94% |
| 39 | DISNEY WALT CO | $13.0M | 134640 | 0.90% |
| 40 | ELEMENT SOLUTIONS INC | $12.4M | 364440 | 0.86% |
| 41 | RICHARDSON ELECTRS LTD | $12.4M | 1133092 | 0.86% |
| 42 | UNITEDHEALTH GROUP INC | $11.9M | 43877 | 0.82% |
| 43 | MERITAGE HOMES CORP | $11.7M | 189223 | 0.81% |
| 44 | VANGUARD SCOTTSDALE FDS | $11.2M | 191466 | 0.78% |
| 45 | SPDR SERIES TRUST | $9.9M | 129560 | 0.69% |
| 46 | HUNTINGTON INGALLS INDS INC | $9.9M | 26003 | 0.69% |
| 47 | VANGUARD SCOTTSDALE FDS | $8.4M | 105611 | 0.58% |
| 48 | VICTORY PORTFOLIOS II | $6.0M | 110966 | 0.42% |
| 49 | ISHARES TR | $5.7M | 59773 | 0.40% |
| 50 | ALIGN TECHNOLOGY INC | $4.5M | 26416 | 0.31% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.