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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $15.9M | 91059 | 8.84% |
| 2 | LAM RESEARCH CORP | $13.5M | 63412 | 7.55% |
| 3 | COSTCO WHOLESALE CORPORATION | $10.6M | 10589 | 5.88% |
| 4 | PALANTIR TECHNOLOGIES INC | $10.5M | 71781 | 5.85% |
| 5 | OREILLY AUTOMOTIVE INC | $10.3M | 111989 | 5.76% |
| 6 | JPMORGAN CHASE & CO | $9.3M | 31718 | 5.20% |
| 7 | TJX COS INC NEW | $9.2M | 57326 | 5.10% |
| 8 | APPLE INC | $9.1M | 35915 | 5.08% |
| 9 | JOHNSON & JOHNSON | $8.1M | 33268 | 4.53% |
| 10 | SPDR GOLD TR | $8.0M | 18584 | 4.45% |
| 11 | TESLA INC | $7.7M | 20817 | 4.31% |
| 12 | INTUITIVE SURGICAL INC | $7.7M | 16748 | 4.30% |
| 13 | DICKS SPORTING GOODS INC | $7.4M | 37215 | 4.11% |
| 14 | MICROSOFT CORP | $6.7M | 18046 | 3.72% |
| 15 | HOME DEPOT INC | $5.7M | 17219 | 3.15% |
| 16 | TRACTOR SUPPLY CO | $5.4M | 118659 | 2.99% |
| 17 | VISTRA CORP | $5.3M | 35381 | 2.96% |
| 18 | ISHARES TR | $4.3M | 108506 | 2.40% |
| 19 | AXON ENTERPRISE INC | $3.4M | 8116 | 1.92% |
| 20 | SPROUTS FMRS MKT INC | $3.0M | 38587 | 1.66% |
| 21 | ISHARES TR | $2.4M | 22126 | 1.31% |
| 22 | STATE STR SPDR S&P 500 ETF T | $2.1M | 3238 | 1.17% |
| 23 | MCKESSON CORP | $2.0M | 2359 | 1.14% |
| 24 | BERKSHIRE HATHAWAY INC DEL | $1.9M | 3880 | 1.04% |
| 25 | J P MORGAN EXCHANGE TRADED F | $1.4M | 26979 | 0.76% |
| 26 | PHILIP MORRIS INTL INC | $1.3M | 8030 | 0.74% |
| 27 | CATERPILLAR INC | $1.3M | 1806 | 0.71% |
| 28 | SPDR SERIES TRUST | $1.2M | 39684 | 0.68% |
| 29 | WILLIAMS COS INC | $1.1M | 15623 | 0.63% |
| 30 | WILLIAMS SONOMA INC | $761K | 4178 | 0.42% |
| 31 | CHEVRON CORPORATION | $744K | 3597 | 0.41% |
| 32 | CAL MAINE FOODS INC | $703K | 8886 | 0.39% |
| 33 | ZOETIS INC | $689K | 5835 | 0.38% |
| 34 | COCA COLA CO | $304K | 4000 | 0.17% |
| 35 | DIMENSIONAL ETF TRUST | $281K | 7250 | 0.16% |
| 36 | PEPSICO INC | $211K | 1360 | 0.12% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.