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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | Apple Inc | $95.7M | 377165 | 12.43% |
| 2 | Microsoft Corp | $69.6M | 188046 | 9.04% |
| 3 | Alphabet Inc | $42.5M | 147637 | 5.51% |
| 4 | Broadcom Inc | $36.0M | 116280 | 4.67% |
| 5 | Alphabet Inc | $34.5M | 120297 | 4.48% |
| 6 | Meta Platforms Inc | $32.0M | 55873 | 4.15% |
| 7 | Tesla Inc | $27.2M | 73060 | 3.53% |
| 8 | Taiwan Semiconductor Manufacturing Co Ltd | $21.1M | 62438 | 2.74% |
| 9 | Eli Lilly & Co | $18.6M | 20185 | 2.41% |
| 10 | Exxon Mobil Corp | $17.9M | 105624 | 2.33% |
| 11 | Johnson & Johnson | $14.8M | 60639 | 1.92% |
| 12 | Micron Technology Inc | $10.0M | 29687 | 1.30% |
| 13 | Chevron Corp | $9.6M | 46516 | 1.25% |
| 14 | Procter & Gamble Co/The | $8.7M | 59914 | 1.12% |
| 15 | Advanced Micro Devices Inc | $8.2M | 40404 | 1.07% |
| 16 | Cisco Systems Inc | $7.7M | 99489 | 1.00% |
| 17 | Merck & Co Inc | $7.6M | 62990 | 0.98% |
| 18 | Coca-Cola Co/The | $7.5M | 98842 | 0.98% |
| 19 | AstraZeneca PLC | $6.8M | 35154 | 0.88% |
| 20 | Applied Materials Inc | $6.7M | 19682 | 0.87% |
| 21 | Lam Research Corp | $6.7M | 31214 | 0.87% |
| 22 | GE Vernova Inc | $6.0M | 6836 | 0.77% |
| 23 | Linde PLC | $5.9M | 11907 | 0.77% |
| 24 | International Business Machines Corp | $5.7M | 23631 | 0.74% |
| 25 | AT&T Inc | $5.1M | 174486 | 0.66% |
| 26 | KLA CORP | $4.9M | 3331 | 0.64% |
| 27 | Intel Corp | $4.9M | 110296 | 0.63% |
| 28 | Thermo Fisher Scientific Inc | $4.7M | 9522 | 0.61% |
| 29 | Texas Instruments Inc | $4.5M | 23432 | 0.59% |
| 30 | Abbott Laboratories | $4.5M | 43769 | 0.58% |
| 31 | TJX Cos Inc/The | $4.5M | 28127 | 0.58% |
| 32 | Gilead Sciences Inc | $4.4M | 31533 | 0.57% |
| 33 | Salesforce Inc | $4.3M | 22895 | 0.55% |
| 34 | Intuitive Surgical Inc | $4.1M | 8820 | 0.53% |
| 35 | ConocoPhillips | $4.0M | 30594 | 0.52% |
| 36 | Pfizer Inc | $4.0M | 143611 | 0.52% |
| 37 | Analog Devices Inc | $3.9M | 12364 | 0.51% |
| 38 | Uber Technologies Inc | $3.7M | 51367 | 0.48% |
| 39 | QUALCOMM Inc | $3.5M | 26791 | 0.45% |
| 40 | Welltower Inc | $3.4M | 17343 | 0.45% |
| 41 | Newmont Corp | $3.3M | 30367 | 0.43% |
| 42 | Palo Alto Networks Inc | $3.2M | 20127 | 0.42% |
| 43 | Danaher Corp | $3.1M | 16125 | 0.40% |
| 44 | Stryker Corp | $2.9M | 8731 | 0.37% |
| 45 | Vertex Pharmaceuticals Inc | $2.9M | 6415 | 0.37% |
| 46 | Suncor Energy Inc | $2.9M | 43388 | 0.37% |
| 47 | Medtronic PLC | $2.8M | 32258 | 0.36% |
| 48 | ServiceNow Inc | $2.8M | 26431 | 0.36% |
| 49 | McKesson Corp | $2.7M | 3121 | 0.35% |
| 50 | Corning Inc | $2.6M | 19441 | 0.34% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.