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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | $108.2M | 426,168 | 9.09% |
| 2 | MICROSOFT CORP | $98.4M | 265,807 | 8.27% |
| 3 | ALPHABET INC | $61.0M | 212,801 | 5.13% |
| 4 | AMAZON COM INC | $59.8M | 287,248 | 5.03% |
| 5 | NVIDIA CORPORATION | $59.7M | 342,563 | 5.02% |
| 6 | APPLIED MATLS INC | $48.3M | 141,172 | 4.05% |
| 7 | GOLDMAN SACHS GROUP INC | $40.3M | 47,659 | 3.39% |
| 8 | JOHNSON & JOHNSON | $34.2M | 139,840 | 2.87% |
| 9 | ELI LILLY & CO | $33.1M | 36,014 | 2.78% |
| 10 | JPMORGAN CHASE & CO | $32.7M | 111,268 | 2.75% |
| 11 | CHEVRON CORPORATION | $32.7M | 157,887 | 2.75% |
| 12 | ABBVIE INC | $27.6M | 127,106 | 2.32% |
| 13 | GE VERNOVA INC | $23.2M | 26,601 | 1.95% |
| 14 | SCHWAB CHARLES CORP | $22.8M | 242,166 | 1.91% |
| 15 | CHUBB LTD SWITZ | $22.7M | 69,683 | 1.91% |
| 16 | NORTHROP GRUMMAN CORP | $21.4M | 31,374 | 1.80% |
| 17 | HONEYWELL INTL INC | $21.3M | 94,286 | 1.79% |
| 18 | COSTCO WHOLESALE CORPORATION | $21.0M | 21,057 | 1.76% |
| 19 | BROADCOM INC | $20.8M | 67,337 | 1.75% |
| 20 | AMGEN INC | $20.8M | 59,182 | 1.75% |
| 21 | VISA INC | $20.6M | 68,085 | 1.73% |
| 22 | MERCK & CO INC | $18.9M | 157,177 | 1.59% |
| 23 | INTUIT | $18.8M | 43,593 | 1.58% |
| 24 | STRYKER CORPORATION | $18.8M | 57,285 | 1.58% |
| 25 | CISCO SYS INC | $18.4M | 237,269 | 1.55% |
| 26 | SALESFORCE INC | $18.2M | 97,465 | 1.53% |
| 27 | NETFLIX INC. | $17.8M | 185,393 | 1.50% |
| 28 | HOME DEPOT INC | $17.1M | 51,907 | 1.43% |
| 29 | MEDTRONIC PLC | $16.7M | 192,966 | 1.41% |
| 30 | SYNOPSYS INC | $14.8M | 37,251 | 1.24% |
| 31 | BLACKROCK INC | $14.7M | 15,335 | 1.24% |
| 32 | PROCTER & GAMBLE CO | $14.6M | 101,293 | 1.23% |
| 33 | EMERSON ELEC CO | $13.9M | 106,351 | 1.17% |
| 34 | TRAVELERS COMPANIES INC | $13.8M | 47,283 | 1.16% |
| 35 | THERMO FISHER SCIENTIFIC INC | $13.4M | 27,203 | 1.12% |
| 36 | AT&T INC | $12.9M | 446,643 | 1.09% |
| 37 | ROCKWELL AUTOMATION INC | $11.9M | 33,292 | 1.00% |
| 38 | PALO ALTO NETWORKS INC | $11.7M | 73,119 | 0.99% |
| 39 | SERVICENOW INC | $11.6M | 111,085 | 0.98% |
| 40 | PHILIP MORRIS INTL INC | $11.6M | 69,905 | 0.97% |
| 41 | MCDONALDS CORP | $11.1M | 35,813 | 0.94% |
| 42 | META PLATFORMS INC | $10.6M | 18,529 | 0.89% |
| 43 | WELLS FARGO & CO | $9.7M | 122,362 | 0.82% |
| 44 | UBER TECHNOLOGIES INC | $9.4M | 130,524 | 0.79% |
| 45 | GALLAGHER ARTHUR J & CO | $8.9M | 40,869 | 0.74% |
| 46 | F5 INC | $4.0M | 13,917 | 0.34% |
| 47 | ALPHABET INC | $4.0M | 13,888 | 0.34% |
| 48 | WAFD INC | $2.5M | 80,896 | 0.21% |
| 49 | EXXON MOBIL CORP | $2.2M | 13,000 | 0.19% |
| 50 | SHERWIN WILLIAMS CO | $1.0M | 3,176 | 0.09% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.