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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | $11.1M | 38757 | 4.01% |
| 2 | APPLE INC | $10.1M | 39909 | 3.65% |
| 3 | CUMMINS INC | $9.9M | 18337 | 3.55% |
| 4 | BROADCOM INC | $9.4M | 30497 | 3.40% |
| 5 | APPLIED MATLS INC | $9.2M | 26946 | 3.32% |
| 6 | TAIWAN SEMICONDUCTOR MANUFAC | $7.6M | 22624 | 2.75% |
| 7 | MICROSOFT CORP | $7.3M | 19782 | 2.64% |
| 8 | WASTE MGMT INC DEL | $7.3M | 31769 | 2.63% |
| 9 | CBOE GLOBAL MKTS INC | $7.3M | 25821 | 2.61% |
| 10 | GOLDMAN SACHS GROUP INC | $6.7M | 7924 | 2.41% |
| 11 | EAST WEST BANCORP INC | $6.4M | 60004 | 2.31% |
| 12 | ARCH CAP GROUP LTD | $6.3M | 65377 | 2.26% |
| 13 | FLOWSERVE CORP | $6.1M | 83424 | 2.21% |
| 14 | VISA INC | $6.1M | 20156 | 2.19% |
| 15 | ASML HLDG NV | $5.7M | 4312 | 2.05% |
| 16 | AMERICAN ELEC PWR CO INC | $5.6M | 42875 | 2.02% |
| 17 | METLIFE INC | $5.6M | 78590 | 2.00% |
| 18 | META PLATFORMS INC | $5.5M | 9606 | 1.98% |
| 19 | CROCS INC | $5.4M | 65207 | 1.95% |
| 20 | NVIDIA CORPORATION | $5.3M | 30424 | 1.91% |
| 21 | UNITED RENTALS INC | $5.3M | 7207 | 1.89% |
| 22 | AUTOZONE INC | $5.2M | 1535 | 1.87% |
| 23 | PROCTER & GAMBLE CO | $5.2M | 35652 | 1.85% |
| 24 | ACCENTURE PLC IRELAND | $5.0M | 25341 | 1.81% |
| 25 | SALESFORCE INC | $5.0M | 26601 | 1.79% |
| 26 | T-MOBILE US INC | $4.9M | 23420 | 1.77% |
| 27 | FOX CORP | $4.9M | 92032 | 1.76% |
| 28 | PROLOGIS INC. | $4.9M | 36890 | 1.76% |
| 29 | EVERPURE INC | $4.7M | 80285 | 1.71% |
| 30 | CROWN HLDGS INC | $4.7M | 47221 | 1.71% |
| 31 | MEDTRONIC PLC | $4.7M | 54528 | 1.70% |
| 32 | SYNOPSYS INC | $4.7M | 11799 | 1.68% |
| 33 | APTIV PLC | $4.2M | 60681 | 1.52% |
| 34 | PVH CORPORATION | $4.2M | 60259 | 1.51% |
| 35 | QUALCOMM INC | $4.1M | 31649 | 1.47% |
| 36 | BOSTON SCIENTIFIC CORP | $4.0M | 63737 | 1.44% |
| 37 | THE CIGNA GROUP | $3.8M | 14261 | 1.37% |
| 38 | INGREDION INC | $3.8M | 33419 | 1.36% |
| 39 | BECTON DICKINSON & CO | $3.7M | 23713 | 1.34% |
| 40 | VANGUARD WORLD FD | $3.7M | 5272 | 1.33% |
| 41 | EOG RES INC | $3.1M | 21696 | 1.13% |
| 42 | ADOBE INC | $3.1M | 12832 | 1.12% |
| 43 | NXP SEMICONDUCTORS N V | $3.1M | 15747 | 1.12% |
| 44 | ONEOK INC NEW | $2.2M | 24724 | 0.80% |
| 45 | VANGUARD BD INDEX FDS | $1.8M | 25074 | 0.66% |
| 46 | ISHARES TR | $1.8M | 18130 | 0.65% |
| 47 | VICI PPTYS INC | $1.8M | 64746 | 0.64% |
| 48 | CHEVRON CORPORATION | $1.5M | 7416 | 0.55% |
| 49 | VANGUARD WORLD FD | $1.5M | 12334 | 0.54% |
| 50 | BERKSHIRE HATHAWAY INC DEL | $1.4M | 2 | 0.52% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.