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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION COM | $28.1M | 161266 | 8.59% |
| 2 | LAM RESEARCH CORP COM NEW | $10.9M | 51136 | 3.34% |
| 3 | APPLE INC COM | $10.7M | 42044 | 3.26% |
| 4 | COSTCO WHOLESALE CORPORATION COM | $8.8M | 8853 | 2.70% |
| 5 | ALPHABET INC CAP STK CL A | $8.7M | 30227 | 2.66% |
| 6 | AMAZON COM INC COM | $8.4M | 40229 | 2.56% |
| 7 | ASML HLDG NV N Y REGISTRY SHS | $8.2M | 6217 | 2.51% |
| 8 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $8.0M | 16621 | 2.43% |
| 9 | MICROSOFT CORP COM | $7.1M | 19248 | 2.18% |
| 10 | ALPHABET INC CAP STK CL C | $6.2M | 21502 | 1.88% |
| 11 | FASTENAL CO COM | $5.1M | 109054 | 1.55% |
| 12 | VALERO ENERGY CORP COM | $4.8M | 19260 | 1.45% |
| 13 | ADVANCED MICRO DEVICES INC COM | $4.5M | 21895 | 1.36% |
| 14 | TJX COS INC NEW COM | $4.3M | 27067 | 1.32% |
| 15 | JPMORGAN CHASE & CO COM | $4.3M | 14567 | 1.31% |
| 16 | CME GROUP INC COM | $4.1M | 13752 | 1.24% |
| 17 | HOME DEPOT INC COM | $4.0M | 12086 | 1.21% |
| 18 | RTX CORPORATION COM | $3.9M | 20420 | 1.20% |
| 19 | BROADCOM INC COM | $3.9M | 12661 | 1.20% |
| 20 | STEEL DYNAMICS INC COM | $3.8M | 21300 | 1.17% |
| 21 | QUALCOMM INC COM | $3.8M | 29697 | 1.17% |
| 22 | XCEL ENERGY INC COM | $3.7M | 46142 | 1.12% |
| 23 | GENERAC HLDGS INC COM | $3.6M | 18246 | 1.09% |
| 24 | PROCTER & GAMBLE CO COM | $3.5M | 24217 | 1.07% |
| 25 | DUKE ENERGY CORP NEW COM NEW | $3.5M | 26554 | 1.06% |
| 26 | TEXAS INSTRS INC COM | $3.4M | 17642 | 1.05% |
| 27 | NORTHERN TR CORP COM | $3.4M | 24493 | 1.04% |
| 28 | DIGITAL RLTY TR INC COM | $3.3M | 18379 | 1.01% |
| 29 | EXXON MOBIL CORP COM | $3.3M | 19501 | 1.01% |
| 30 | PUBLIC STORAGE OPER CO COM | $3.3M | 12129 | 1.00% |
| 31 | CONSTELLATION ENERGY CORP COM | $3.3M | 11743 | 1.00% |
| 32 | APPLIED MATLS INC COM | $3.2M | 9291 | 0.97% |
| 33 | TARGET CORP COM | $3.2M | 26064 | 0.97% |
| 34 | CUMMINS INC COM | $3.1M | 5744 | 0.94% |
| 35 | MONOLITHIC PWR SYS INC COM | $3.0M | 2769 | 0.93% |
| 36 | NEXTERA ENERGY INC COM | $2.9M | 30743 | 0.87% |
| 37 | LOCKHEED MARTIN CORP COM | $2.8M | 4685 | 0.87% |
| 38 | REGENERON PHARMACEUTICALS COM | $2.8M | 3650 | 0.86% |
| 39 | CISCO SYS INC COM | $2.8M | 36346 | 0.86% |
| 40 | WILLIAMS SONOMA INC COM | $2.7M | 14840 | 0.83% |
| 41 | INTUITIVE SURGICAL INC COM NEW | $2.7M | 5793 | 0.82% |
| 42 | KLA CORP COM NEW | $2.6M | 1783 | 0.80% |
| 43 | VISA INC COM CL A | $2.6M | 8457 | 0.78% |
| 44 | SYNOPSYS INC COM | $2.5M | 6381 | 0.77% |
| 45 | BLACKSTONE INC COM | $2.5M | 21842 | 0.77% |
| 46 | ABBOTT LABORATORIES COM | $2.5M | 24382 | 0.76% |
| 47 | ACCENTURE PLC IRELAND SHS CLASS A | $2.4M | 12284 | 0.74% |
| 48 | MICRON TECHNOLOGY INC COM | $2.4M | 7116 | 0.73% |
| 49 | CORNING INC COM | $2.3M | 17150 | 0.71% |
| 50 | CATERPILLAR INC COM | $2.3M | 3207 | 0.69% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.