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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | $68.8M | 271282 | 3.21% |
| 2 | NVIDIA CORPORATION | $57.1M | 327596 | 2.66% |
| 3 | MICROSOFT CORP | $44.6M | 120592 | 2.08% |
| 4 | AMAZON COM INC | $43.5M | 208840 | 2.03% |
| 5 | BROADCOM INC | $43.3M | 139963 | 2.02% |
| 6 | EXXON MOBIL CORP | $29.0M | 171142 | 1.35% |
| 7 | ALPHABET INC | $25.6M | 88938 | 1.19% |
| 8 | ALPHABET INC | $22.4M | 78185 | 1.04% |
| 9 | JPMORGAN CHASE & CO | $18.6M | 63388 | 0.87% |
| 10 | CHEVRON CORPORATION | $18.6M | 89913 | 0.87% |
| 11 | WELLTOWER INC | $18.1M | 91795 | 0.85% |
| 12 | CONOCOPHILLIPS | $17.9M | 135980 | 0.84% |
| 13 | TESLA INC | $17.3M | 46585 | 0.81% |
| 14 | GE VERNOVA INC | $16.1M | 18498 | 0.75% |
| 15 | PROLOGIS INC. | $15.9M | 120331 | 0.74% |
| 16 | AMGEN INC | $15.6M | 44428 | 0.73% |
| 17 | MERCK & CO INC | $15.3M | 127438 | 0.71% |
| 18 | CISCO SYS INC | $13.7M | 176219 | 0.64% |
| 19 | ORACLE CORP | $13.5M | 91886 | 0.63% |
| 20 | EQUINIX INC | $13.1M | 13381 | 0.61% |
| 21 | AT&T INC | $12.8M | 441670 | 0.60% |
| 22 | WALMART INC | $12.7M | 101853 | 0.59% |
| 23 | GILEAD SCIENCES INC | $12.6M | 90117 | 0.59% |
| 24 | CITIGROUP INC | $11.9M | 104829 | 0.55% |
| 25 | GOLDMAN SACHS GROUP INC | $11.9M | 14012 | 0.55% |
| 26 | UBER TECHNOLOGIES INC | $11.8M | 163614 | 0.55% |
| 27 | DIGITAL RLTY TR INC | $11.6M | 64542 | 0.54% |
| 28 | MICRON TECHNOLOGY INC | $11.6M | 34347 | 0.54% |
| 29 | MORGAN STANLEY | $11.2M | 67851 | 0.52% |
| 30 | BERKSHIRE HATHAWAY INC DEL | $11.1M | 23123 | 0.52% |
| 31 | GE AEROSPACE | $10.5M | 36991 | 0.49% |
| 32 | BANK AMERICA CORP | $10.5M | 214708 | 0.49% |
| 33 | INTEL CORP | $10.4M | 235523 | 0.48% |
| 34 | META PLATFORMS INC | $10.2M | 17748 | 0.47% |
| 35 | TAIWAN SEMICONDUCTOR MANUFAC | $10.1M | 30000 | 0.47% |
| 36 | CROWDSTRIKE HLDGS INC | $9.9M | 25357 | 0.46% |
| 37 | SIMON PPTY GROUP INC NEW | $9.9M | 52886 | 0.46% |
| 38 | FIRSTENERGY CORP | $9.8M | 194118 | 0.46% |
| 39 | ECOLAB INC | $9.7M | 36622 | 0.45% |
| 40 | RTX CORPORATION | $9.7M | 50279 | 0.45% |
| 41 | CARDINAL HEALTH INC | $9.6M | 45359 | 0.45% |
| 42 | CATERPILLAR INC | $9.2M | 13037 | 0.43% |
| 43 | GENERAL DYNAMICS CORP | $9.2M | 26774 | 0.43% |
| 44 | CHUBB LTD SWITZ | $9.1M | 28049 | 0.43% |
| 45 | JOHNSON & JOHNSON | $9.1M | 37363 | 0.43% |
| 46 | ALCOA CORP | $9.1M | 137565 | 0.43% |
| 47 | NEWMONT CORP | $9.0M | 82723 | 0.42% |
| 48 | VERIZON COMMUNICATIONS INC | $8.8M | 176046 | 0.41% |
| 49 | ADVANCED MICRO DEVICES INC | $8.8M | 43321 | 0.41% |
| 50 | DUKE ENERGY CORP NEW | $8.8M | 67121 | 0.41% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.