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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | $34.4M | 119740 | 12.25% |
| 2 | MICROSOFT CORP | $28.6M | 77222 | 10.17% |
| 3 | APPLE INC | $21.4M | 84350 | 7.61% |
| 4 | PROLOGIS INC. | $13.0M | 98400 | 4.63% |
| 5 | WALMART INC | $11.9M | 96073 | 4.25% |
| 6 | NVIDIA CORPORATION | $11.6M | 66300 | 4.11% |
| 7 | VISA INC | $10.3M | 34176 | 3.67% |
| 8 | DISNEY WALT CO | $10.2M | 105780 | 3.63% |
| 9 | ALPHABET INC | $10.1M | 35329 | 3.60% |
| 10 | AMAZON COM INC | $10.1M | 48359 | 3.58% |
| 11 | KEYSIGHT TECHNOLOGIES INC | $8.7M | 30855 | 3.10% |
| 12 | NEXTERA ENERGY INC | $7.7M | 82603 | 2.73% |
| 13 | ROCKWELL AUTOMATION INC | $7.7M | 21350 | 2.73% |
| 14 | PROCTER AND GAMBLE CO | $7.6M | 52430 | 2.69% |
| 15 | BROADCOM INC | $7.5M | 24189 | 2.66% |
| 16 | ELI LILLY & CO | $7.4M | 8039 | 2.63% |
| 17 | SERVICENOW INC | $6.7M | 63867 | 2.38% |
| 18 | THERMO FISHER SCIENTIFIC INC | $6.7M | 13565 | 2.37% |
| 19 | COCA COLA CO | $6.6M | 86390 | 2.34% |
| 20 | TEXAS INSTRS INC | $6.2M | 32170 | 2.22% |
| 21 | AUTODESK INC | $5.8M | 24290 | 2.07% |
| 22 | DEERE & CO | $5.7M | 10080 | 2.02% |
| 23 | SHERWIN WILLIAMS CO | $4.9M | 15160 | 1.73% |
| 24 | SELECT SECTOR SPDR TR | $4.2M | 92358 | 1.51% |
| 25 | SELECT SECTOR SPDR TR | $4.0M | 30396 | 1.44% |
| 26 | KLA CORP | $4.0M | 2695 | 1.41% |
| 27 | ECOLAB INC | $3.7M | 13950 | 1.32% |
| 28 | MICRON TECHNOLOGY INC | $3.3M | 9717 | 1.17% |
| 29 | FORTINET INC | $2.6M | 31501 | 0.92% |
| 30 | SELECT SECTOR SPDR TR | $2.1M | 33949 | 0.74% |
| 31 | SELECT SECTOR SPDR TR | $2.0M | 12656 | 0.73% |
| 32 | INTUITIVE SURGICAL INC | $1.7M | 3720 | 0.61% |
| 33 | ARM HOLDINGS PLC | $1.3M | 8688 | 0.47% |
| 34 | PTC INC | $1.1M | 7435 | 0.38% |
| 35 | TESLA INC | $426K | 1147 | 0.15% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.