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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $93.9M | 538700 | 31.51% |
| 2 | ALPHABET INC | $20.5M | 71250 | 6.87% |
| 3 | META PLATFORMS INC | $10.1M | 17625 | 3.38% |
| 4 | APPLE INC | $10.1M | 39700 | 3.38% |
| 5 | CUMMINS INC | $10.0M | 18550 | 3.35% |
| 6 | ABBVIE INC | $9.9M | 45350 | 3.31% |
| 7 | MICROSOFT CORP | $9.4M | 25425 | 3.16% |
| 8 | GOLDMAN SACHS GROUP INC | $9.3M | 11040 | 3.13% |
| 9 | AMAZON.COM INC | $8.9M | 42650 | 2.98% |
| 10 | CROWDSTRIKE HLDGS INC | $7.7M | 19675 | 2.58% |
| 11 | ADVANCED MICRO DEVICES INC | $7.2M | 35525 | 2.42% |
| 12 | FEDEX CORP | $5.9M | 16600 | 1.98% |
| 13 | BROADCOM INC | $5.7M | 18550 | 1.93% |
| 14 | PALO ALTO NETWORKS INC | $5.6M | 35000 | 1.88% |
| 15 | CHEVRON CORP NEW | $5.6M | 27100 | 1.88% |
| 16 | EATON CORP PLC | $4.9M | 13620 | 1.63% |
| 17 | MASTERCARD INCORPORATED | $4.8M | 9575 | 1.60% |
| 18 | VANGUARD INDEX FDS | $4.8M | 18150 | 1.59% |
| 19 | UNITEDHEALTH GROUP INC | $4.5M | 16650 | 1.51% |
| 20 | SERVICENOW INC | $4.4M | 41675 | 1.46% |
| 21 | TESLA INC | $4.3M | 11600 | 1.45% |
| 22 | DISNEY WALT CO | $4.0M | 41900 | 1.35% |
| 23 | VISA INC | $4.0M | 13150 | 1.33% |
| 24 | NOVO-NORDISK A S | $4.0M | 108050 | 1.33% |
| 25 | COSTCO WHSL CORP NEW | $3.8M | 3850 | 1.29% |
| 26 | EMERSON ELEC CO | $3.6M | 27500 | 1.21% |
| 27 | TRANE TECHNOLOGIES PLC | $3.5M | 8400 | 1.17% |
| 28 | INTERNATIONAL BUSINESS MACHS | $3.1M | 12850 | 1.04% |
| 29 | HOME DEPOT INC | $3.0M | 9250 | 1.02% |
| 30 | JOHNSON & JOHNSON | $2.9M | 11850 | 0.97% |
| 31 | ULTA BEAUTY INC | $2.8M | 5450 | 0.96% |
| 32 | QUALCOMM INC | $2.1M | 16400 | 0.71% |
| 33 | VANGUARD STAR FDS | $1.9M | 25150 | 0.65% |
| 34 | SPOTIFY TECHNOLOGY S A | $1.7M | 3500 | 0.57% |
| 35 | THE CIGNA GROUP | $1.7M | 6300 | 0.56% |
| 36 | STARBUCKS CORP | $1.7M | 18725 | 0.56% |
| 37 | CHIPOTLE MEXICAN GRILL INC | $1.6M | 50000 | 0.54% |
| 38 | WASTE MGMT INC DEL | $1.5M | 6400 | 0.49% |
| 39 | MERCK & CO INC | $1.2M | 10100 | 0.41% |
| 40 | ELI LILLY & CO | $1.0M | 1100 | 0.34% |
| 41 | GE VERNOVA INC | $436K | 500 | 0.15% |
| 42 | NIKE INC | $222K | 4200 | 0.07% |
| 43 | VANGUARD INDEX FDS | $187K | 429 | 0.06% |
| 44 | WALMART INC | $162K | 1300 | 0.05% |
| 45 | JAKKS PAC INC | $151K | 7600 | 0.05% |
| 46 | VANGUARD INDEX FDS | $125K | 639 | 0.04% |
| 47 | VANGUARD INDEX FDS | $66K | 110 | 0.02% |
| 48 | ALPHABET INC | $65K | 225 | 0.02% |
| 49 | DEERE & CO | $56K | 100 | 0.02% |
| 50 | MCKESSON CORP | $43K | 50 | 0.01% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.