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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION COM E | $851.1M | 4945120 | 8.91% |
| 2 | ALPHABET INC CAP STK CL A E | $561.5M | 1982882 | 5.88% |
| 3 | APPLE INC COM E | $522.9M | 2086741 | 5.48% |
| 4 | MICROSOFT CORP COM E | $417.3M | 1150525 | 4.37% |
| 5 | BROADCOM INC COM E | $263.5M | 865272 | 2.76% |
| 6 | META PLATFORMS INC CL A E | $201.8M | 355175 | 2.11% |
| 7 | AMAZON COM INC COM E | $189.9M | 947714 | 1.99% |
| 8 | MASTERCARD INCORPORATED CL A E | $184.1M | 368510 | 1.93% |
| 9 | JPMORGAN CHASE & CO COM E | $159.5M | 547582 | 1.67% |
| 10 | VISA INC COM CL A E | $146.0M | 496635 | 1.53% |
| 11 | APPLIED MATLS INC COM E | $145.6M | 426009 | 1.52% |
| 12 | KLA CORP COM NEW E | $136.5M | 92704 | 1.43% |
| 13 | MERCK & CO INC COM E | $134.6M | 1127730 | 1.41% |
| 14 | ELI LILLY & CO COM E | $127.2M | 138313 | 1.33% |
| 15 | COSTCO WHOLESALE CORPORATION COM E | $119.8M | 120219 | 1.25% |
| 16 | COCA COLA CO COM E | $113.2M | 1489932 | 1.19% |
| 17 | CISCO SYS INC COM E | $105.5M | 1386937 | 1.10% |
| 18 | ABBVIE INC COM E | $97.8M | 450556 | 1.02% |
| 19 | JOHNSON & JOHNSON COM E | $96.7M | 396163 | 1.01% |
| 20 | TJX COS INC NEW COM E | $93.7M | 587033 | 0.98% |
| 21 | NEWMONT CORP COM E | $93.3M | 862311 | 0.98% |
| 22 | VERIZON COMMUNICATIONS INC COM E | $85.9M | 1712762 | 0.90% |
| 23 | INTERNATIONAL BUSINESS MACHS COM E | $72.0M | 296975 | 0.75% |
| 24 | EMCOR GROUP INC COM E | $72.0M | 97469 | 0.75% |
| 25 | CATERPILLAR INC COM E | $67.8M | 95639 | 0.71% |
| 26 | MICRON TECHNOLOGY INC COM E | $65.9M | 195076 | 0.69% |
| 27 | WALMART INC COM E | $65.5M | 527094 | 0.69% |
| 28 | MERCADOLIBRE INC COM E | $63.1M | 36481 | 0.66% |
| 29 | ARISTA NETWORKS INC COM SHS E | $58.8M | 479219 | 0.62% |
| 30 | NEXTERA ENERGY INC COM E | $57.7M | 663864 | 0.60% |
| 31 | PEPSICO INC COM E | $54.5M | 350659 | 0.57% |
| 32 | PROGRESSIVE CORP COM E | $50.7M | 255782 | 0.53% |
| 33 | TRACTOR SUPPLY CO COM E | $50.7M | 1121710 | 0.53% |
| 34 | AMERIPRISE FINL INC COM E | $50.1M | 112718 | 0.52% |
| 35 | TESLA INC COM E | $49.3M | 132723 | 0.52% |
| 36 | BERKSHIRE HATHAWAY INC DEL CL B NEW E | $48.4M | 101072 | 0.51% |
| 37 | EBAY INC. COM E | $48.0M | 526997 | 0.50% |
| 38 | HOME DEPOT INC COM E | $46.3M | 150670 | 0.48% |
| 39 | ROSS STORES INC COM E | $44.6M | 206074 | 0.47% |
| 40 | PROCTER & GAMBLE CO COM E | $42.9M | 311545 | 0.45% |
| 41 | GILEAD SCIENCES INC COM E | $42.7M | 306156 | 0.45% |
| 42 | COLGATE PALMOLIVE CO COM E | $42.5M | 498386 | 0.44% |
| 43 | ADOBE INC COM E | $41.5M | 170659 | 0.43% |
| 44 | COMFORT SYS USA INC COM E | $41.3M | 29944 | 0.43% |
| 45 | ZOETIS INC CL A E | $41.3M | 349105 | 0.43% |
| 46 | EXXON MOBIL CORP COM E | $40.8M | 249331 | 0.43% |
| 47 | ALLSTATE CORP COM E | $40.8M | 196683 | 0.43% |
| 48 | NETEASE COM INC SPONSORED ADS E | $38.1M | 340241 | 0.40% |
| 49 | HARTFORD INSURANCE GROUP INC COM E | $38.0M | 280654 | 0.40% |
| 50 | AT&T INC COM E | $37.6M | 1296319 | 0.39% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.