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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | $84.5M | 332,956 | 9.17% |
| 2 | VANGUARD INDEX FDS | $40.8M | 93,384 | 4.43% |
| 3 | ALPHABET INC | $36.7M | 127,874 | 3.98% |
| 4 | ALPHABET INC | $36.2M | 126,011 | 3.93% |
| 5 | AMAZON COM INC | $33.4M | 160,420 | 3.63% |
| 6 | JPMORGAN CHASE & CO | $24.6M | 83,716 | 2.67% |
| 7 | MICROSOFT CORP | $23.0M | 62,116 | 2.50% |
| 8 | XPO INC | $18.5M | 95,172 | 2.01% |
| 9 | ISHARES TR | $17.3M | 95,326 | 1.88% |
| 10 | JOHNSON & JOHNSON | $17.1M | 69,859 | 1.85% |
| 11 | VISA INC | $15.8M | 52,129 | 1.71% |
| 12 | VANGUARD INDEX FDS | $15.2M | 25,409 | 1.65% |
| 13 | LAM RESEARCH CORP | $14.4M | 67,468 | 1.57% |
| 14 | WALMART INC | $14.3M | 114,932 | 1.55% |
| 15 | DOVER CORP | $13.7M | 65,884 | 1.49% |
| 16 | NVIDIA CORPORATION | $13.4M | 76,926 | 1.46% |
| 17 | MASTERCARD INCORPORATED | $13.1M | 26,160 | 1.42% |
| 18 | BROADSTONE NET LEASE INC | $12.8M | 690,311 | 1.39% |
| 19 | TJX COS INC NEW | $12.2M | 76,621 | 1.33% |
| 20 | DANAHER CORPORATION | $11.8M | 62,163 | 1.28% |
| 21 | SELECT SECTOR SPDR TR | $11.4M | 70,320 | 1.23% |
| 22 | THERMO FISHER SCIENTIFIC INC | $9.7M | 19,705 | 1.05% |
| 23 | CHUBB LIMITED | $9.6M | 29,507 | 1.05% |
| 24 | SELECT SECTOR SPDR TR | $9.3M | 189,103 | 1.01% |
| 25 | CHEVRON CORP NEW | $9.0M | 43,343 | 0.97% |
| 26 | SELECT SECTOR SPDR TR | $8.8M | 65,840 | 0.95% |
| 27 | WELLS FARGO CO NEW | $8.6M | 108,531 | 0.94% |
| 28 | MONDELEZ INTL INC | $8.3M | 142,572 | 0.90% |
| 29 | BOEING CO | $8.1M | 40,826 | 0.88% |
| 30 | PEPSICO INC | $7.7M | 49,772 | 0.84% |
| 31 | MERCK & CO INC | $7.2M | 59,731 | 0.79% |
| 32 | CATERPILLAR INC | $7.1M | 9,953 | 0.77% |
| 33 | YUM BRANDS INC | $6.9M | 44,696 | 0.75% |
| 34 | VANGUARD WHITEHALL FDS | $6.9M | 46,554 | 0.75% |
| 35 | SELECT SECTOR SPDR TR | $6.8M | 46,124 | 0.73% |
| 36 | ANALOG DEVICES INC | $6.7M | 21,008 | 0.73% |
| 37 | QXO INC | $6.7M | 342,777 | 0.72% |
| 38 | BERKSHIRE HATHAWAY INC DEL | $6.4M | 13,334 | 0.69% |
| 39 | CME GROUP INC | $6.2M | 21,062 | 0.68% |
| 40 | EOG RES INC | $6.2M | 42,708 | 0.67% |
| 41 | RAYTHEON TECHNOLOGIES CORP | $6.1M | 31,470 | 0.66% |
| 42 | ISHARES TR | $5.7M | 18,215 | 0.62% |
| 43 | STARBUCKS CORP | $5.6M | 62,737 | 0.61% |
| 44 | ABBOTT LABS | $5.4M | 53,044 | 0.59% |
| 45 | COSTCO WHSL CORP NEW | $5.2M | 5,227 | 0.57% |
| 46 | ISHARES TR | $5.0M | 49,994 | 0.55% |
| 47 | CAPITAL ONE FINL CORP | $5.0M | 27,459 | 0.54% |
| 48 | VANGUARD BD INDEX FDS | $4.9M | 63,350 | 0.53% |
| 49 | GE VERNOVA INC | $4.7M | 5,358 | 0.51% |
| 50 | BROOKFIELD INFRAST PARTNERS | $4.7M | 128,975 | 0.51% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.