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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | $85.9M | 338359 | 3.23% |
| 2 | AMAZON COM INC | $49.2M | 236267 | 1.85% |
| 3 | UBS GROUP AG | $27.6M | 720598 | 1.04% |
| 4 | MICROSOFT CORP | $24.0M | 64843 | 0.90% |
| 5 | ALPHABET INC | $23.3M | 81042 | 0.88% |
| 6 | NVIDIA CORPORATION | $21.6M | 123702 | 0.81% |
| 7 | ISHARES TR | $20.5M | 216000 | 0.77% |
| 8 | ABBVIE INC | $20.5M | 94191 | 0.77% |
| 9 | CISCO SYS INC | $20.5M | 263955 | 0.77% |
| 10 | INTERNATIONAL BUSINESS MACHS | $16.5M | 68220 | 0.62% |
| 11 | EXXON MOBIL CORP | $15.5M | 91570 | 0.58% |
| 12 | APPLIED MATLS INC | $15.5M | 45348 | 0.58% |
| 13 | MERCK & CO INC | $15.2M | 126173 | 0.57% |
| 14 | LAM RESEARCH CORP | $14.8M | 69320 | 0.56% |
| 15 | VISA INC | $13.5M | 44782 | 0.51% |
| 16 | ADVANCED MICRO DEVICES INC | $13.4M | 65701 | 0.50% |
| 17 | ALCON AG | $13.3M | 180711 | 0.50% |
| 18 | BERKSHIRE HATHAWAY INC DEL | $12.4M | 25845 | 0.47% |
| 19 | MICRON TECHNOLOGY INC | $10.7M | 31608 | 0.40% |
| 20 | GILEAD SCIENCES INC | $10.6M | 75778 | 0.40% |
| 21 | WASTE MGMT INC DEL | $10.2M | 44385 | 0.38% |
| 22 | GE AEROSPACE | $10.0M | 35411 | 0.38% |
| 23 | GE VERNOVA INC | $9.9M | 11375 | 0.37% |
| 24 | AMRIZE LTD | $9.6M | 179324 | 0.36% |
| 25 | COCA COLA CO | $9.3M | 122829 | 0.35% |
| 26 | PALO ALTO NETWORKS INC | $9.3M | 58257 | 0.35% |
| 27 | BANK AMERICA CORP | $8.8M | 179859 | 0.33% |
| 28 | DEERE & CO | $8.6M | 15185 | 0.32% |
| 29 | INTEL CORP | $8.4M | 190544 | 0.32% |
| 30 | WELLS FARGO CO NEW | $8.2M | 102987 | 0.31% |
| 31 | ABBOTT LABS | $8.1M | 78755 | 0.30% |
| 32 | META PLATFORMS INC | $8.0M | 13971 | 0.30% |
| 33 | SPDR S&P 500 ETF TR | $8.0M | 12267 | 0.30% |
| 34 | TEXAS INSTRS INC | $7.9M | 40550 | 0.30% |
| 35 | ANALOG DEVICES INC | $7.8M | 24421 | 0.29% |
| 36 | LOWES COS INC | $7.7M | 32675 | 0.29% |
| 37 | CITIGROUP INC | $7.5M | 66496 | 0.28% |
| 38 | CAMECO CORP | $7.4M | 68565 | 0.28% |
| 39 | ARISTA NETWORKS INC | $7.2M | 58333 | 0.27% |
| 40 | WESTERN DIGITAL CORP | $7.1M | 26165 | 0.27% |
| 41 | BRISTOL-MYERS SQUIBB CO | $6.9M | 113102 | 0.26% |
| 42 | ISHARES TR | $6.8M | 27536 | 0.26% |
| 43 | TAIWAN SEMICONDUCTOR MFG LTD | $6.8M | 20005 | 0.25% |
| 44 | DANAHER CORPORATION | $6.6M | 34989 | 0.25% |
| 45 | JPMORGAN CHASE & CO. | $6.6M | 22550 | 0.25% |
| 46 | AMGEN INC | $6.5M | 18444 | 0.24% |
| 47 | CUMMINS INC | $6.4M | 11954 | 0.24% |
| 48 | SEAGATE TECHNOLOGY HLDNGS PL | $6.3M | 16187 | 0.24% |
| 49 | PROGRESSIVE CORP | $6.3M | 31909 | 0.24% |
| 50 | HONEYWELL INTL INC | $6.2M | 27541 | 0.23% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.