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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | $23.6M | 93133 | 14.06% |
| 2 | NVIDIA CORPORATION | $19.6M | 112109 | 11.63% |
| 3 | ALPHABET INC CAP STK | $17.2M | 59967 | 10.26% |
| 4 | AMAZON COM INC | $14.7M | 70553 | 8.74% |
| 5 | JPMORGAN CHASE & CO. | $7.3M | 24803 | 4.34% |
| 6 | VISA INC | $6.9M | 22921 | 4.12% |
| 7 | MICROSOFT CORP | $6.8M | 18282 | 4.03% |
| 8 | HOME DEPOT INC | $5.5M | 16615 | 3.25% |
| 9 | BANK AMERICA CORP | $4.9M | 100601 | 2.92% |
| 10 | ALPHABET INC | $3.8M | 13391 | 2.28% |
| 11 | AMERICAN TOWER CORP NEW | $3.8M | 21905 | 2.25% |
| 12 | BERKSHIRE HATHAWAY INC DEL | $3.5M | 7231 | 2.06% |
| 13 | VULCAN MATLS CO | $3.0M | 11150 | 1.81% |
| 14 | JOHNSON & JOHNSON | $2.8M | 11455 | 1.67% |
| 15 | UNITED PARCEL SERVICE INC | $2.7M | 27086 | 1.59% |
| 16 | MCDONALDS CORP | $2.4M | 7796 | 1.44% |
| 17 | UNITEDHEALTH GROUP INC | $2.3M | 8565 | 1.38% |
| 18 | DEERE & CO | $2.1M | 3799 | 1.27% |
| 19 | COSTCO WHSL CORP NEW | $2.0M | 2039 | 1.21% |
| 20 | VALERO ENERGY CORP | $1.7M | 6884 | 1.01% |
| 21 | CSX CORP | $1.6M | 38910 | 0.95% |
| 22 | CHEVRON CORP NEW | $1.6M | 7645 | 0.94% |
| 23 | TAIWAN SEMICONDUCTOR MFG LTD | $1.4M | 4290 | 0.86% |
| 24 | TESLA INC | $1.4M | 3706 | 0.82% |
| 25 | PEPSICO INC | $1.3M | 8681 | 0.80% |
| 26 | WASTE MGMT INC DEL | $1.3M | 5738 | 0.78% |
| 27 | ALERIAN MLP | $1.3M | 25038 | 0.78% |
| 28 | EXXON MOBIL CORP | $1.3M | 7440 | 0.75% |
| 29 | ELI LILLY & CO | $1.3M | 1370 | 0.75% |
| 30 | CONSTELLATION BRANDS INC | $1.3M | 8353 | 0.75% |
| 31 | INVESCO QQQ TR | $1.2M | 2053 | 0.70% |
| 32 | THE TRADE DESK INC | $1.2M | 50752 | 0.69% |
| 33 | WATTS WATER TECHNOLOGIES INC | $1.1M | 3864 | 0.67% |
| 34 | AMGEN INC | $1.0M | 2858 | 0.60% |
| 35 | SIMPLIFY EXCHANGE TRADED FUN | $889K | 8884 | 0.53% |
| 36 | DUKE ENERGY CORP NEW | $857K | 6543 | 0.51% |
| 37 | NEXTERA ENERGY INC | $836K | 9006 | 0.50% |
| 38 | SOUTHERN CO | $811K | 8399 | 0.48% |
| 39 | AIRBNB INC | $794K | 6284 | 0.47% |
| 40 | ISHARES TR | $794K | 1216 | 0.47% |
| 41 | ISHARES BITCOIN TRUST ETF | $777K | 20211 | 0.46% |
| 42 | DOMINION ENERGY INC | $753K | 12185 | 0.45% |
| 43 | MID-AMER APT CMNTYS INC | $736K | 6027 | 0.44% |
| 44 | MARRIOTT INTL INC NEW | $647K | 1977 | 0.38% |
| 45 | UBER TECHNOLOGIES INC | $619K | 8608 | 0.37% |
| 46 | LINDE PLC | $592K | 1194 | 0.35% |
| 47 | OLD NATL BANCORP IND | $541K | 24490 | 0.32% |
| 48 | CHUBB LIMITED | $499K | 1531 | 0.30% |
| 49 | GOLDMAN SACHS GROUP INC | $464K | 548 | 0.28% |
| 50 | COCA COLA CO | $420K | 5526 | 0.25% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.