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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $55.7M | 319197 | 8.29% |
| 2 | MICROSOFT CORP | $38.9M | 105219 | 5.80% |
| 3 | APPLE INC | $35.8M | 141057 | 5.33% |
| 4 | ALPHABET INC | $24.7M | 85859 | 3.68% |
| 5 | AMAZON COM INC | $19.7M | 94688 | 2.94% |
| 6 | ELI LILLY & CO | $18.9M | 20538 | 2.81% |
| 7 | BROADCOM INC | $18.0M | 58079 | 2.68% |
| 8 | WELLS FARGO & CO | $15.2M | 191127 | 2.27% |
| 9 | NETFLIX INC. | $15.2M | 157816 | 2.26% |
| 10 | PROLOGIS INC. | $14.5M | 109594 | 2.16% |
| 11 | MARVELL TECHNOLOGY INC | $12.9M | 129785 | 1.92% |
| 12 | TESLA INC | $12.7M | 34244 | 1.90% |
| 13 | DANAHER CORP DEL | $11.8M | 62139 | 1.76% |
| 14 | META PLATFORMS INC | $11.4M | 20000 | 1.70% |
| 15 | BANK AMERICA CORP | $11.4M | 233740 | 1.70% |
| 16 | LINDE PLC | $10.9M | 22000 | 1.62% |
| 17 | THERMO FISHER SCIENTIFIC INC | $10.3M | 21000 | 1.54% |
| 18 | SALESFORCE INC | $9.9M | 53129 | 1.48% |
| 19 | ALPHABET INC | $9.5M | 32969 | 1.41% |
| 20 | EMERSON ELEC CO | $9.2M | 70000 | 1.37% |
| 21 | MCDONALDS CORP | $9.1M | 29159 | 1.35% |
| 22 | NEXTERA ENERGY INC | $8.1M | 87000 | 1.20% |
| 23 | VISA INC | $7.7M | 25619 | 1.15% |
| 24 | MICRON TECHNOLOGY INC | $7.4M | 22000 | 1.11% |
| 25 | CAPITAL ONE FINL CORP | $7.3M | 40000 | 1.09% |
| 26 | JPMORGAN CHASE & CO | $7.2M | 24634 | 1.08% |
| 27 | EQUINIX INC | $7.2M | 7303 | 1.07% |
| 28 | COCA COLA CO | $6.8M | 90000 | 1.02% |
| 29 | APPLIED MATLS INC | $6.8M | 20000 | 1.02% |
| 30 | ALLSTATE CORP | $6.6M | 32000 | 0.99% |
| 31 | ROSS STORES INC | $6.5M | 30085 | 0.97% |
| 32 | PPG INDS INC | $6.4M | 60000 | 0.96% |
| 33 | GE VERNOVA INC | $6.1M | 7000 | 0.91% |
| 34 | MASTERCARD INCORPORATED | $6.1M | 12160 | 0.91% |
| 35 | INTUIT | $5.9M | 13675 | 0.88% |
| 36 | DIGITAL RLTY TR INC | $5.7M | 31726 | 0.85% |
| 37 | TRIMBLE INC | $5.7M | 87449 | 0.85% |
| 38 | ADOBE INC | $5.6M | 23238 | 0.84% |
| 39 | BECTON DICKINSON & CO | $5.5M | 35000 | 0.82% |
| 40 | PARKER-HANNIFIN CORP | $5.4M | 6000 | 0.80% |
| 41 | ROCKWELL AUTOMATION INC | $5.4M | 14956 | 0.80% |
| 42 | ADVANCED MICRO DEVICES INC | $5.2M | 25743 | 0.78% |
| 43 | ULTA BEAUTY INC | $5.2M | 9900 | 0.77% |
| 44 | SYNOPSYS INC | $5.1M | 12800 | 0.76% |
| 45 | COSTCO WHOLESALE CORPORATION | $5.0M | 5000 | 0.74% |
| 46 | ACCENTURE PLC IRELAND | $4.9M | 24931 | 0.74% |
| 47 | ILLUMINA INC | $4.9M | 40000 | 0.73% |
| 48 | ECOLAB INC | $4.9M | 18306 | 0.73% |
| 49 | SERVICENOW INC | $4.1M | 39212 | 0.61% |
| 50 | CHIPOTLE MEXICAN GRILL INC | $4.1M | 127726 | 0.61% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.