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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $70.6M | 404873 | 15.35% |
| 2 | APPLE INC | $34.4M | 135615 | 7.48% |
| 3 | MICROSOFT CORP | $21.3M | 57630 | 4.64% |
| 4 | META PLATFORMS INC | $19.0M | 33155 | 4.12% |
| 5 | ALPHABET INC | $18.1M | 62997 | 3.93% |
| 6 | BROADCOM INC | $17.0M | 54805 | 3.69% |
| 7 | PALANTIR TECHNOLOGIES INC | $16.1M | 110057 | 3.50% |
| 8 | LAM RESEARCH CORP | $12.0M | 56132 | 2.61% |
| 9 | JPMORGAN CHASE & CO | $10.1M | 34355 | 2.20% |
| 10 | WALMART INC | $9.9M | 79691 | 2.15% |
| 11 | HOME DEPOT INC | $9.8M | 29657 | 2.12% |
| 12 | COSTCO WHOLESALE CORPORATION | $9.4M | 9427 | 2.04% |
| 13 | AMAZON COM INC | $9.3M | 44825 | 2.03% |
| 14 | ORACLE CORP | $8.9M | 60498 | 1.93% |
| 15 | JOHNSON & JOHNSON | $7.7M | 31497 | 1.67% |
| 16 | ABBVIE INC | $7.2M | 32904 | 1.56% |
| 17 | RTX CORPORATION | $7.0M | 36479 | 1.53% |
| 18 | TESLA INC | $6.7M | 18016 | 1.46% |
| 19 | CATERPILLAR INC | $6.6M | 9279 | 1.43% |
| 20 | MERCK & CO INC | $6.1M | 50328 | 1.32% |
| 21 | GENERAL DYNAMICS CORP | $6.0M | 17532 | 1.31% |
| 22 | WASTE MGMT INC DEL | $5.6M | 24500 | 1.22% |
| 23 | MCDONALDS CORP | $5.6M | 17944 | 1.21% |
| 24 | NEXTERA ENERGY INC | $5.4M | 58253 | 1.18% |
| 25 | VERTIV HOLDINGS CO | $5.2M | 20749 | 1.13% |
| 26 | VISA INC | $5.0M | 16485 | 1.08% |
| 27 | POWELL INDS INC | $5.0M | 9199 | 1.08% |
| 28 | EXXON MOBIL CORP | $4.9M | 28979 | 1.07% |
| 29 | NETFLIX INC. | $4.8M | 49601 | 1.04% |
| 30 | ILLINOIS TOOL WKS INC | $4.8M | 18279 | 1.03% |
| 31 | KRATOS DEFENSE & SEC SOLUTIO | $4.6M | 65480 | 1.00% |
| 32 | PHILLIPS 66 | $4.5M | 24925 | 0.99% |
| 33 | DOVER CORP | $4.4M | 21311 | 0.97% |
| 34 | PALO ALTO NETWORKS INC | $4.4M | 27298 | 0.95% |
| 35 | AMERICAN ELEC PWR CO INC | $4.3M | 32742 | 0.93% |
| 36 | PROCTER & GAMBLE CO | $4.2M | 28986 | 0.91% |
| 37 | NUCOR CORP | $4.1M | 24135 | 0.89% |
| 38 | LOWES COS INC | $3.9M | 16500 | 0.85% |
| 39 | HUBBELL INC | $3.8M | 7796 | 0.83% |
| 40 | KLA CORP | $3.4M | 2322 | 0.74% |
| 41 | VERIZON COMMUNICATIONS INC | $3.4M | 67794 | 0.74% |
| 42 | PARKER-HANNIFIN CORP | $3.3M | 3661 | 0.71% |
| 43 | SOUTHERN CO | $3.2M | 33353 | 0.70% |
| 44 | PEPSICO INC | $3.1M | 19685 | 0.66% |
| 45 | TEXAS INSTRS INC | $3.0M | 15489 | 0.65% |
| 46 | HOWMET AEROSPACE INC | $3.0M | 13045 | 0.65% |
| 47 | MASTERCARD INCORPORATED | $3.0M | 5909 | 0.64% |
| 48 | GENUINE PARTS CO | $2.9M | 27387 | 0.63% |
| 49 | BLACKSTONE INC | $2.7M | 23186 | 0.58% |
| 50 | QUANTA SVCS INC | $2.5M | 4575 | 0.55% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.