Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA Corp. | $19.3M | 110492 | 8.56% |
| 2 | Alphabet Inc. Class A | $8.6M | 29870 | 3.82% |
| 3 | Apple Inc. | $7.3M | 28897 | 3.26% |
| 4 | Arista Networks Inc. | $6.2M | 50105 | 2.73% |
| 5 | JPMorgan Chase & Co. | $6.0M | 20398 | 2.67% |
| 6 | Amazon Inc. | $6.0M | 28573 | 2.64% |
| 7 | Microsoft Corp. | $5.8M | 15607 | 2.57% |
| 8 | CrowdStrike Holdings, Inc | $5.7M | 14601 | 2.53% |
| 9 | Costco Wholesale Inc. | $5.7M | 5707 | 2.53% |
| 10 | Advanced Micro Devices, Inc. | $5.6M | 27345 | 2.47% |
| 11 | GE Aerospace | $5.4M | 18917 | 2.39% |
| 12 | Casey's General Stores, Inc. | $5.3M | 7293 | 2.36% |
| 13 | Honeywell Intl. Inc | $5.1M | 22478 | 2.26% |
| 14 | GE Vernova Inc | $5.0M | 5722 | 2.22% |
| 15 | Chevron Corp. | $5.0M | 24101 | 2.22% |
| 16 | Meta Platforms Inc (Facebook) | $4.9M | 8605 | 2.19% |
| 17 | Cummins Inc. | $4.9M | 9061 | 2.17% |
| 18 | TJX Companies Inc. | $4.8M | 29886 | 2.12% |
| 19 | Netflix | $4.6M | 47726 | 2.04% |
| 20 | Goldman Sachs Group Inc. | $4.6M | 5398 | 2.03% |
| 21 | Visa Inc. | $4.5M | 14952 | 2.01% |
| 22 | Mastercard Inc. | $4.3M | 8634 | 1.92% |
| 23 | Palo Alto Networks Inc | $4.2M | 26385 | 1.88% |
| 24 | Home Depot Inc. | $4.1M | 12587 | 1.84% |
| 25 | McKesson Corporation | $4.1M | 4779 | 1.84% |
| 26 | Vertiv Holdings Co CL A | $3.8M | 15220 | 1.69% |
| 27 | Wal-Mart Stores | $3.8M | 30553 | 1.69% |
| 28 | Taiwan Semiconductor (Taiwan) | $3.8M | 11186 | 1.68% |
| 29 | Caterpillar Inc. | $3.7M | 5251 | 1.65% |
| 30 | Intuitive Surgical | $3.6M | 7916 | 1.62% |
| 31 | Stryker Corp. | $3.5M | 10790 | 1.58% |
| 32 | Snowflake Inc. | $3.3M | 21682 | 1.45% |
| 33 | Robinhood Markets, Inc. | $3.2M | 46050 | 1.42% |
| 34 | Nextera Energy Inc. | $3.1M | 33419 | 1.38% |
| 35 | AppLovin Corporation | $2.8M | 7023 | 1.24% |
| 36 | United Rentals, Inc. | $2.7M | 3734 | 1.21% |
| 37 | Lam Research Corp. | $2.6M | 12281 | 1.17% |
| 38 | American Express Company | $2.3M | 7553 | 1.02% |
| 39 | Shopify Inc. | $2.3M | 19023 | 1.00% |
| 40 | US Bancorp | $2.2M | 42642 | 0.99% |
| 41 | Boston Scientific Corp. | $2.0M | 32675 | 0.91% |
| 42 | ServiceNow Inc. | $2.0M | 19198 | 0.89% |
| 43 | Cloudflare, Inc. | $1.9M | 9434 | 0.87% |
| 44 | T-Mobile US, Inc. | $1.9M | 9242 | 0.86% |
| 45 | Otis Worldwide Corp. | $1.7M | 21965 | 0.75% |
| 46 | Reddit, Inc. | $1.6M | 12162 | 0.73% |
| 47 | Applied Materials | $1.5M | 4528 | 0.69% |
| 48 | Salesforce.com Inc. | $1.5M | 8285 | 0.69% |
| 49 | Coherent Corp. | $1.5M | 6329 | 0.67% |
| 50 | Alphabet Inc. Class C | $1.4M | 5004 | 0.64% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.