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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | $11.4M | 38655 | 8.20% |
| 2 | AMAZON COM INC | $10.9M | 51411 | 7.90% |
| 3 | THERMO FISHER SCIENTIFIC INC | $10.7M | 21367 | 7.75% |
| 4 | MICROSOFT CORP | $9.9M | 26155 | 7.14% |
| 5 | STRYKER CORPORATION | $9.7M | 28922 | 7.01% |
| 6 | VISA INC | $9.7M | 31284 | 6.98% |
| 7 | PALO ALTO NETWORKS INC | $8.9M | 54135 | 6.40% |
| 8 | ECOLAB INC | $7.9M | 29026 | 5.70% |
| 9 | PTC INC | $7.7M | 52729 | 5.54% |
| 10 | EDWARDS LIFESCIENCES CORP | $7.3M | 88910 | 5.25% |
| 11 | ALCON AG | $7.2M | 95231 | 5.21% |
| 12 | DANAHER CORP DEL | $7.1M | 36880 | 5.16% |
| 13 | NVIDIA CORPORATION | $6.3M | 35475 | 4.57% |
| 14 | EMERSON ELEC CO | $6.0M | 44449 | 4.30% |
| 15 | INTUITIVE SURGICAL INC | $4.4M | 9381 | 3.19% |
| 16 | MSCI INC | $4.4M | 7908 | 3.15% |
| 17 | ISHARES GOLD TR | $3.1M | 35220 | 2.24% |
| 18 | FERRARI N V | $1.1M | 3088 | 0.76% |
| 19 | ISHARES TR | $772K | 41356 | 0.56% |
| 20 | XYLEM INC | $650K | 5326 | 0.47% |
| 21 | ELI LILLY & CO | $614K | 654 | 0.44% |
| 22 | MOTOROLA SOLUTIONS INC | $485K | 1095 | 0.35% |
| 23 | ABBOTT LABORATORIES | $398K | 3799 | 0.29% |
| 24 | SELECT SECTOR SPDR TR | $361K | 3853 | 0.26% |
| 25 | ITRON INC | $355K | 3884 | 0.26% |
| 26 | ZOETIS INC | $258K | 2138 | 0.19% |
| 27 | KLA CORP | $234K | 156 | 0.17% |
| 28 | SPDR SERIES TRUST | $162K | 1535 | 0.12% |
| 29 | IDEXX LABS INC | $117K | 205 | 0.08% |
| 30 | ALPHABET INC | $116K | 396 | 0.08% |
| 31 | APPLE INC | $103K | 400 | 0.07% |
| 32 | ISHARES INC | $68K | 1500 | 0.05% |
| 33 | VANECK ETF TRUST | $59K | 700 | 0.04% |
| 34 | VERISK ANALYTICS INC | $54K | 281 | 0.04% |
| 35 | VEEVA SYS INC | $31K | 173 | 0.02% |
| 36 | UNITEDHEALTH GROUP INC | $17K | 65 | 0.01% |
| 37 | ALIGN TECHNOLOGY INC | $10K | 59 | 0.01% |
| 38 | ILLUMINA INC | $10K | 85 | 0.01% |
| 39 | ACCENTURE PLC IRELAND | $7K | 35 | 0.01% |
| 40 | INTEL CORP | $7K | 175 | 0.01% |
| 41 | ORACLE CORP | $4K | 27 | 0.00% |
| 42 | SALESFORCE INC | $4K | 24 | 0.00% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.