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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | $68.8M | 239,412 | 5.59% |
| 2 | VANGUARD INDEX FDS | $46.7M | 78,147 | 3.79% |
| 3 | LOGITECH INTL S A | $42.7M | 473,889 | 3.46% |
| 4 | REPUBLIC SVCS INC | $35.6M | 162,862 | 2.89% |
| 5 | BROADCOM INC | $28.2M | 91,179 | 2.29% |
| 6 | TRANE TECHNOLOGIES PLC | $21.6M | 52,046 | 1.76% |
| 7 | LINDE PLC | $21.4M | 43,125 | 1.73% |
| 8 | CME GROUP INC | $20.5M | 69,388 | 1.66% |
| 9 | ADVANCED DRAIN SYS INC DEL | $19.6M | 143,079 | 1.59% |
| 10 | S&P GLOBAL INC | $19.2M | 45,333 | 1.56% |
| 11 | SYNOPSYS INC | $17.3M | 43,630 | 1.40% |
| 12 | ALPHABET INC | $16.1M | 56,139 | 1.31% |
| 13 | CITIGROUP INC | $15.8M | 139,601 | 1.28% |
| 14 | HILTON WORLDWIDE HLDGS INC | $15.2M | 50,180 | 1.24% |
| 15 | CLEAN HARBORS INC | $14.9M | 52,198 | 1.21% |
| 16 | HOME DEPOT INC | $14.7M | 44,787 | 1.20% |
| 17 | INSMED INC | $14.5M | 88,879 | 1.18% |
| 18 | BANK NEW YORK MELLON CORP | $14.1M | 119,113 | 1.15% |
| 19 | NVENT ELEC PLC | $14.1M | 119,382 | 1.14% |
| 20 | EMERSON ELEC CO | $13.9M | 106,190 | 1.13% |
| 21 | OTIS WORLDWIDE CORP | $13.6M | 176,116 | 1.10% |
| 22 | MASTEC INC | $13.0M | 40,545 | 1.06% |
| 23 | PACCAR INC | $12.4M | 106,938 | 1.00% |
| 24 | NVIDIA CORPORATION | $11.8M | 67,401 | 0.95% |
| 25 | KEYSIGHT TECHNOLOGIES INC | $11.7M | 41,350 | 0.95% |
| 26 | MERCK & CO INC | $10.9M | 90,660 | 0.88% |
| 27 | ILLINOIS TOOL WKS INC | $10.8M | 41,623 | 0.88% |
| 28 | CIENA CORP | $10.2M | 26,286 | 0.83% |
| 29 | REALTY INCOME CORP | $10.1M | 164,864 | 0.82% |
| 30 | MYR GROUP INC | $9.8M | 34,769 | 0.79% |
| 31 | AT&T INC | $9.7M | 335,427 | 0.79% |
| 32 | THERMO FISHER SCIENTIFIC INC | $9.6M | 19,655 | 0.78% |
| 33 | EXELON CORP | $9.2M | 188,446 | 0.75% |
| 34 | ARCH CAP GROUP LTD | $9.1M | 94,295 | 0.73% |
| 35 | ARISTA NETWORKS INC | $8.9M | 72,222 | 0.72% |
| 36 | BAKER HUGHES COMPANY | $8.7M | 142,951 | 0.71% |
| 37 | WABTEC | $8.7M | 34,788 | 0.70% |
| 38 | TRIMBLE INC | $8.2M | 126,617 | 0.67% |
| 39 | APPLIED MATLS INC | $8.2M | 24,034 | 0.67% |
| 40 | ISHARES BITCOIN TRUST ETF | $8.2M | 213,109 | 0.66% |
| 41 | COLGATE PALMOLIVE CO | $8.0M | 93,623 | 0.65% |
| 42 | TEXAS INSTRS INC | $7.7M | 39,787 | 0.63% |
| 43 | WHEATON PRECIOUS METALS CORP | $7.5M | 57,257 | 0.61% |
| 44 | NEWMONT CORP | $7.0M | 64,521 | 0.57% |
| 45 | JFROG LTD | $7.0M | 148,324 | 0.56% |
| 46 | AMAZON COM INC | $6.8M | 33,831 | 0.55% |
| 47 | VISA INC | $6.8M | 22,586 | 0.55% |
| 48 | DIREXION SHARES ETF TRUST | $6.7M | 36,400 | 0.55% |
| 49 | REINSURANCE GROUP AMER INC | $6.7M | 32,714 | 0.54% |
| 50 | AUTOMATIC DATA PROCESSING IN | $6.3M | 31,243 | 0.51% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.