Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $839K | 4815150 | 3.18% |
| 2 | APPLE INC | $729K | 2876219 | 2.76% |
| 3 | AMAZON COM INC | $562K | 2700658 | 2.13% |
| 4 | MICROSOFT CORP | $522K | 1411889 | 1.98% |
| 5 | ALPHABET INC | $411K | 1432427 | 1.56% |
| 6 | JOHNSON & JOHNSON | $373K | 1526038 | 1.41% |
| 7 | BROADCOM INC | $280K | 905621 | 1.06% |
| 8 | ALPHABET INC | $264K | 923433 | 1.00% |
| 9 | REVOLUTION MEDICINES INC | $243K | 2506570 | 0.92% |
| 10 | VERIZON COMMUNICATIONS INC | $242K | 4837132 | 0.92% |
| 11 | META PLATFORMS INC | $226K | 395175 | 0.86% |
| 12 | ELI LILLY & CO | $211K | 230474 | 0.80% |
| 13 | TESLA INC | $201K | 541424 | 0.76% |
| 14 | APPLIED MATLS INC | $193K | 566201 | 0.73% |
| 15 | TEXAS INSTRS INC | $186K | 961251 | 0.70% |
| 16 | GALLAGHER ARTHUR J & CO | $182K | 840676 | 0.69% |
| 17 | TANGO THERAPEUTICS INC | $167K | 8000013 | 0.63% |
| 18 | THERMO FISHER SCIENTIFIC INC | $166K | 337819 | 0.63% |
| 19 | BERKSHIRE HATHAWAY INC DEL | $163K | 341234 | 0.62% |
| 20 | NXP SEMICONDUCTORS N V | $161K | 820314 | 0.61% |
| 21 | WALMART INC | $160K | 1290506 | 0.61% |
| 22 | ARROW ELECTRS INC | $155K | 1081078 | 0.59% |
| 23 | JPMORGAN CHASE & CO | $155K | 529119 | 0.59% |
| 24 | PROTAGONIST THERAPEUTICS INC | $149K | 1414173 | 0.56% |
| 25 | EDWARDS LIFESCIENCES CORP | $141K | 1768176 | 0.53% |
| 26 | DOVER CORP | $139K | 669484 | 0.53% |
| 27 | EXXON MOBIL CORP | $139K | 820025 | 0.53% |
| 28 | SENSATA TECHNOLOGIES HLDG PL | $137K | 3890719 | 0.52% |
| 29 | COSTCO WHOLESALE CORPORATION | $133K | 133545 | 0.50% |
| 30 | UNUM GROUP | $133K | 1831943 | 0.50% |
| 31 | SBA COMMUNICATIONS CORP | $131K | 765486 | 0.50% |
| 32 | MERCK & CO INC | $128K | 1071080 | 0.48% |
| 33 | NETFLIX INC. | $124K | 1292147 | 0.47% |
| 34 | LABCORP HOLDINGS INC | $119K | 446741 | 0.45% |
| 35 | AUTODESK INC | $118K | 496132 | 0.45% |
| 36 | QUEST DIAGNOSTICS INC | $116K | 593744 | 0.44% |
| 37 | LINDE PLC | $111K | 224976 | 0.42% |
| 38 | MICRON TECHNOLOGY INC | $110K | 325774 | 0.42% |
| 39 | RTX CORPORATION | $110K | 573246 | 0.42% |
| 40 | AT&T INC | $108K | 3756614 | 0.41% |
| 41 | DANAHER CORP DEL | $104K | 549846 | 0.39% |
| 42 | SHERWIN WILLIAMS CO | $103K | 324137 | 0.39% |
| 43 | SSR MINING IN | $103K | 3518756 | 0.39% |
| 44 | JOHNSON CONTROLS INTERNATION | $102K | 784269 | 0.39% |
| 45 | VISA INC | $99K | 329455 | 0.37% |
| 46 | NVENT ELEC PLC | $98K | 835284 | 0.37% |
| 47 | AKAMAI TECHNOLOGIES INC | $98K | 856926 | 0.37% |
| 48 | CROWN CASTLE INC | $97K | 1202371 | 0.37% |
| 49 | LIVE NATION ENTERTAINMENT IN | $96K | 635312 | 0.36% |
| 50 | DISNEY WALT CO | $95K | 991791 | 0.36% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.