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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORP | $45.9M | 246210 | 9.16% |
| 2 | AMAZON COM INC | $22.3M | 96793 | 4.46% |
| 3 | APPLE INC | $22.1M | 81169 | 4.40% |
| 4 | SALESFORCE COM INC | $19.3M | 73009 | 3.86% |
| 5 | MICROSOFT CORP | $16.6M | 34302 | 3.31% |
| 6 | FACEBOOK INC | $14.9M | 22500 | 2.96% |
| 7 | ALPHABET INC | $14.5M | 46055 | 2.88% |
| 8 | BERKSHIRE HATHAWAY INC DEL | $13.3M | 26500 | 2.66% |
| 9 | ADVANCED MICRO DEVICES INC | $12.5M | 58318 | 2.49% |
| 10 | GENERAL ELECTRIC CO | $11.8M | 38301 | 2.35% |
| 11 | JPMORGAN CHASE & CO | $11.4M | 35296 | 2.27% |
| 12 | SHOPIFY INC | $11.3M | 70000 | 2.25% |
| 13 | SYNCHRONY FINL | $11.0M | 132073 | 2.20% |
| 14 | ALPHABET INC | $9.7M | 31140 | 1.94% |
| 15 | WELLS FARGO CO NEW | $8.2M | 88052 | 1.64% |
| 16 | EXXON MOBIL CORP | $7.5M | 62066 | 1.49% |
| 17 | WALMART INC | $7.3M | 65550 | 1.46% |
| 18 | ORACLE CORP | $7.3M | 37250 | 1.45% |
| 19 | CITIGROUP INC | $7.2M | 61471 | 1.43% |
| 20 | OCCIDENTAL PETE CORP DEL | $7.0M | 171429 | 1.41% |
| 21 | GOLDMAN SACHS GROUP INC | $7.0M | 8000 | 1.40% |
| 22 | MASTERCARD INCORPORATED | $6.8M | 11829 | 1.35% |
| 23 | INVESCO LTD | $6.7M | 255393 | 1.34% |
| 24 | ABBVIE INC | $6.4M | 27900 | 1.27% |
| 25 | GE VERNOVA INC | $6.3M | 9575 | 1.25% |
| 26 | VISA INC | $6.1M | 17375 | 1.22% |
| 27 | JOHNSON & JOHNSON | $6.0M | 28900 | 1.19% |
| 28 | MICRON TECHNOLOGY INC | $5.7M | 19800 | 1.13% |
| 29 | PITNEY BOWES INC | $5.4M | 511059 | 1.08% |
| 30 | MORGAN STANLEY | $5.3M | 30000 | 1.06% |
| 31 | FORD MTR CO DEL | $4.5M | 345157 | 0.90% |
| 32 | CATERPILLAR INC DEL | $4.5M | 7800 | 0.89% |
| 33 | AMGEN INC | $4.5M | 13609 | 0.89% |
| 34 | COSTCO WHSL CORP NEW | $4.3M | 5016 | 0.86% |
| 35 | FIRST HORIZON NATL CORP | $4.3M | 180082 | 0.86% |
| 36 | DISNEY WALT CO | $4.1M | 36407 | 0.83% |
| 37 | AMERICAN EXPRESS CO | $4.1M | 11000 | 0.81% |
| 38 | TJX COS INC NEW | $4.0M | 26000 | 0.80% |
| 39 | CONOCOPHILLIPS | $3.9M | 41281 | 0.77% |
| 40 | LOWES COS INC | $3.7M | 15320 | 0.74% |
| 41 | INTERNATIONAL BUSINESS MACHS | $3.5M | 11900 | 0.70% |
| 42 | CHEVRON CORP NEW | $3.4M | 22200 | 0.67% |
| 43 | FRANKLIN RES INC | $3.4M | 140480 | 0.67% |
| 44 | TESLA INC | $3.0M | 6782 | 0.61% |
| 45 | SPOTIFY TECHNOLOGY S A | $2.9M | 5000 | 0.58% |
| 46 | ALLSTATE CORP | $2.9M | 13800 | 0.57% |
| 47 | CIENA CORP | $2.9M | 12255 | 0.57% |
| 48 | PFIZER INC | $2.8M | 111527 | 0.55% |
| 49 | HONEYWELL INTL INC | $2.8M | 14100 | 0.55% |
| 50 | DEERE & CO | $2.7M | 5900 | 0.55% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.