Loading portfolio…
Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $40.9M | 234455 | 25.07% |
| 2 | APPLE INC | $16.9M | 66442 | 10.34% |
| 3 | ADVANCED MICRO DEVICES INC | $6.5M | 31941 | 3.98% |
| 4 | BROADCOM INC | $5.0M | 16224 | 3.08% |
| 5 | ELI LILLY & CO | $4.8M | 5203 | 2.93% |
| 6 | FORTINET INC | $3.8M | 45980 | 2.30% |
| 7 | PALO ALTO NETWORKS INC | $3.6M | 22609 | 2.22% |
| 8 | ALPHABET INC | $3.2M | 11294 | 1.99% |
| 9 | META PLATFORMS INC | $3.2M | 5633 | 1.98% |
| 10 | LAM RESEARCH CORP | $3.1M | 14441 | 1.89% |
| 11 | ALPHABET INC | $2.3M | 8099 | 1.42% |
| 12 | JPMORGAN CHASE & CO | $2.3M | 7674 | 1.38% |
| 13 | MICRON TECHNOLOGY INC | $2.0M | 5941 | 1.23% |
| 14 | ABBVIE INC | $1.8M | 8353 | 1.11% |
| 15 | MASTEC INC | $1.8M | 5445 | 1.07% |
| 16 | MICROSOFT CORP | $1.7M | 4704 | 1.07% |
| 17 | AMERICAN EXPRESS CO | $1.7M | 5633 | 1.04% |
| 18 | GE VERNOVA INC | $1.7M | 1910 | 1.02% |
| 19 | CROWDSTRIKE HLDGS INC | $1.6M | 4121 | 0.99% |
| 20 | PALANTIR TECHNOLOGIES INC | $1.6M | 10654 | 0.96% |
| 21 | EXXON MOBIL CORP | $1.5M | 9052 | 0.94% |
| 22 | MASTERCARD INCORPORATED | $1.4M | 2853 | 0.87% |
| 23 | ORACLE CORP | $1.4M | 9604 | 0.87% |
| 24 | AMAZON COM INC | $1.4M | 6617 | 0.84% |
| 25 | HONEYWELL INTL INC | $1.3M | 5577 | 0.77% |
| 26 | QUALCOMM INC | $1.2M | 9507 | 0.75% |
| 27 | EATON CORP PLC | $1.2M | 3388 | 0.74% |
| 28 | HOME DEPOT INC | $1.2M | 3629 | 0.73% |
| 29 | AMGEN INC | $1.2M | 3365 | 0.73% |
| 30 | CHUBB LTD SWITZ | $1.1M | 3522 | 0.70% |
| 31 | PROCEPT BIOROBOTICS CORP | $1.1M | 45735 | 0.70% |
| 32 | GOLDMAN SACHS GROUP INC | $1.1M | 1334 | 0.69% |
| 33 | CISCO SYS INC | $1.0M | 13201 | 0.63% |
| 34 | RTX CORPORATION | $965K | 5003 | 0.59% |
| 35 | VISA INC | $955K | 3161 | 0.59% |
| 36 | TJX COS INC NEW | $951K | 5953 | 0.58% |
| 37 | STATE STR SPDR S&P 500 ETF T | $938K | 1443 | 0.58% |
| 38 | ONEOK INC NEW | $890K | 9848 | 0.55% |
| 39 | SALESFORCE INC | $884K | 4736 | 0.54% |
| 40 | MARVELL TECHNOLOGY INC | $860K | 8683 | 0.53% |
| 41 | PARKER-HANNIFIN CORP | $816K | 911 | 0.50% |
| 42 | TAIWAN SEMICONDUCTOR MANUFAC | $804K | 2380 | 0.49% |
| 43 | COSTCO WHOLESALE CORPORATION | $765K | 767 | 0.47% |
| 44 | TESLA INC | $759K | 2043 | 0.47% |
| 45 | EMERSON ELEC CO | $721K | 5503 | 0.44% |
| 46 | UBER TECHNOLOGIES INC | $720K | 10008 | 0.44% |
| 47 | BRISTOL-MYERS SQUIBB CO | $716K | 11804 | 0.44% |
| 48 | LOWES COS INC | $711K | 3007 | 0.44% |
| 49 | ABBOTT LABORATORIES | $707K | 6881 | 0.43% |
| 50 | VERTEX PHARMACEUTICALS INC | $702K | 1572 | 0.43% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.