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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | TEMPUS AI INC | $299.0M | 6,611,211 | 12.43% |
| 2 | META PLATFORMS INC | $205.4M | 359,025 | 8.54% |
| 3 | ALPHABET INC | $147.3M | 512,353 | 6.13% |
| 4 | NVIDIA CORPORATION | $133.3M | 764,509 | 5.55% |
| 5 | ALPHABET INC | $106.1M | 369,728 | 4.41% |
| 6 | APPLE INC | $90.2M | 355,283 | 3.75% |
| 7 | MICROSOFT CORP | $65.0M | 175,592 | 2.70% |
| 8 | SALESFORCE INC | $52.6M | 281,677 | 2.19% |
| 9 | AMAZON COM INC | $51.7M | 248,043 | 2.15% |
| 10 | TESLA INC | $41.0M | 110,310 | 1.71% |
| 11 | ISHARES TR | $38.5M | 58,936 | 1.60% |
| 12 | STATE STR SPDR S&P 500 ETF T | $33.4M | 51,382 | 1.39% |
| 13 | PORCH GROUP INC | $29.2M | 4,076,745 | 1.22% |
| 14 | BROADCOM INC | $27.9M | 90,194 | 1.16% |
| 15 | INVESCO QQQ TR | $27.7M | 47,935 | 1.15% |
| 16 | SAMSARA INC | $25.3M | 799,203 | 1.05% |
| 17 | ATLASSIAN CORPORATION | $22.8M | 333,712 | 0.95% |
| 18 | SPDR GOLD TR | $19.8M | 46,130 | 0.83% |
| 19 | BERKSHIRE HATHAWAY INC DEL | $18.8M | 39,279 | 0.78% |
| 20 | ELI LILLY & CO | $18.2M | 19,837 | 0.76% |
| 21 | VISA INC | $17.6M | 58,066 | 0.73% |
| 22 | JPMORGAN CHASE & CO | $15.2M | 51,740 | 0.63% |
| 23 | VANGUARD INDEX FDS | $14.7M | 24,525 | 0.61% |
| 24 | ARISTA NETWORKS INC | $14.1M | 115,193 | 0.59% |
| 25 | TIDAL TRUST III | $12.2M | 406,769 | 0.51% |
| 26 | COSTCO WHOLESALE CORPORATION | $12.0M | 12,063 | 0.50% |
| 27 | TAIWAN SEMICONDUCTOR MANUFAC | $11.9M | 35,269 | 0.50% |
| 28 | TJX COS INC NEW | $11.7M | 73,116 | 0.49% |
| 29 | SERVICENOW INC | $11.6M | 110,695 | 0.48% |
| 30 | VANGUARD INDEX FDS | $11.1M | 34,463 | 0.46% |
| 31 | QUANTA SVCS INC | $11.0M | 20,062 | 0.46% |
| 32 | VANGUARD INDEX FDS | $10.6M | 24,308 | 0.44% |
| 33 | WALMART INC | $10.4M | 83,521 | 0.43% |
| 34 | PARKER-HANNIFIN CORP | $9.5M | 10,638 | 0.40% |
| 35 | VANGUARD SPECIALIZED FUNDS | $9.5M | 43,966 | 0.39% |
| 36 | NETFLIX INC. | $9.2M | 95,628 | 0.38% |
| 37 | UPSTART HLDGS INC | $8.8M | 344,646 | 0.37% |
| 38 | DOORDASH INC | $8.8M | 58,839 | 0.37% |
| 39 | ISHARES TR | $8.7M | 77,313 | 0.36% |
| 40 | BERKSHIRE HATHAWAY INC DEL | $8.6M | 12 | 0.36% |
| 41 | ABBVIE INC | $8.6M | 39,501 | 0.36% |
| 42 | ISHARES TR | $8.5M | 125,283 | 0.35% |
| 43 | ISHARES TR | $8.4M | 23,643 | 0.35% |
| 44 | THERMO FISHER SCIENTIFIC INC | $8.3M | 16,907 | 0.35% |
| 45 | ISHARES TR | $7.9M | 18,614 | 0.33% |
| 46 | MASTERCARD INCORPORATED | $7.8M | 15,626 | 0.32% |
| 47 | 2023 ETF SERIES TRUST | $7.6M | 249,622 | 0.32% |
| 48 | CHUBB LTD SWITZ | $7.4M | 22,852 | 0.31% |
| 49 | LAM RESEARCH CORP | $7.4M | 34,807 | 0.31% |
| 50 | EXXON MOBIL CORP | $7.4M | 43,507 | 0.31% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.