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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $1.67B | 8925263 | 4.49% |
| 2 | MICROSOFT CORP | $1.26B | 2430617 | 3.40% |
| 3 | APPLE INC | $1.03B | 4050058 | 2.78% |
| 4 | AMAZON COM INC | $682.1M | 3106622 | 1.84% |
| 5 | BROADCOM INC | $623.9M | 1891062 | 1.68% |
| 6 | ALPHABET INC | $519.6M | 2137257 | 1.40% |
| 7 | META PLATFORMS INC | $459.0M | 625040 | 1.24% |
| 8 | ALPHABET INC | $425.8M | 1751671 | 1.15% |
| 9 | CADENCE DESIGN SYSTEM INC | $263.1M | 749030 | 0.71% |
| 10 | SERVICENOW INC | $244.0M | 265101 | 0.66% |
| 11 | AUTODESK INC | $243.0M | 764901 | 0.66% |
| 12 | AMERICAN EXPRESS CO | $184.4M | 555006 | 0.50% |
| 13 | JPMORGAN CHASE & CO. | $176.6M | 559857 | 0.48% |
| 14 | INTUITIVE SURGICAL INC | $168.9M | 377598 | 0.46% |
| 15 | TESLA INC | $168.2M | 378261 | 0.45% |
| 16 | PROCTER AND GAMBLE CO | $168.0M | 1093699 | 0.45% |
| 17 | ABBVIE INC | $162.6M | 702328 | 0.44% |
| 18 | MASTERCARD INCORPORATED | $162.5M | 285672 | 0.44% |
| 19 | NXP SEMICONDUCTORS N V | $160.9M | 706616 | 0.43% |
| 20 | ALIBABA GROUP HLDG LTD | $159.2M | 890705 | 0.43% |
| 21 | THERMO FISHER SCIENTIFIC INC | $156.3M | 322311 | 0.42% |
| 22 | GILEAD SCIENCES INC | $149.4M | 1345953 | 0.40% |
| 23 | ORACLE CORP | $149.2M | 530666 | 0.40% |
| 24 | CISCO SYS INC | $146.2M | 2137303 | 0.39% |
| 25 | BOSTON SCIENTIFIC CORP | $136.0M | 1393198 | 0.37% |
| 26 | BOOKING HOLDINGS INC | $130.7M | 24208 | 0.35% |
| 27 | AMGEN INC | $125.5M | 444572 | 0.34% |
| 28 | INTUIT | $125.1M | 183179 | 0.34% |
| 29 | PROGRESSIVE CORP | $122.0M | 494009 | 0.33% |
| 30 | TRANE TECHNOLOGIES PLC | $120.2M | 284866 | 0.32% |
| 31 | BRISTOL-MYERS SQUIBB CO | $118.4M | 2625011 | 0.32% |
| 32 | ECOLAB INC | $114.0M | 416290 | 0.31% |
| 33 | QUALCOMM INC | $113.8M | 684126 | 0.31% |
| 34 | COSTCO WHSL CORP NEW | $111.0M | 119932 | 0.30% |
| 35 | NETFLIX INC | $109.9M | 91633 | 0.30% |
| 36 | AUTOMATIC DATA PROCESSING IN | $109.4M | 372578 | 0.30% |
| 37 | DEXCOM INC | $108.6M | 1614199 | 0.29% |
| 38 | CUMMINS INC | $107.9M | 255385 | 0.29% |
| 39 | KIMBERLY-CLARK CORP | $107.7M | 866395 | 0.29% |
| 40 | TAIWAN SEMICONDUCTOR MFG LTD | $107.0M | 383010 | 0.29% |
| 41 | REPUBLIC SVCS INC | $106.3M | 463154 | 0.29% |
| 42 | ABBOTT LABS | $99.1M | 740092 | 0.27% |
| 43 | PARKER-HANNIFIN CORP | $98.8M | 130319 | 0.27% |
| 44 | LINDE PLC | $97.4M | 204993 | 0.26% |
| 45 | APPLOVIN CORP | $96.3M | 133972 | 0.26% |
| 46 | EATON CORP PLC | $95.3M | 254516 | 0.26% |
| 47 | PALO ALTO NETWORKS INC | $95.1M | 467038 | 0.26% |
| 48 | MONOLITHIC PWR SYS INC | $94.9M | 103133 | 0.26% |
| 49 | TE CONNECTIVITY PLC | $93.3M | 424913 | 0.25% |
| 50 | APPLIED MATLS INC | $88.6M | 432675 | 0.24% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.