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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $62.2M | 356772 | 6.46% |
| 2 | MICROSOFT CORP | $42.8M | 115704 | 4.45% |
| 3 | APPLE INC | $42.8M | 168617 | 4.45% |
| 4 | BROADCOM INC | $30.7M | 99231 | 3.19% |
| 5 | AMAZON COM INC | $28.1M | 134864 | 2.92% |
| 6 | ALPHABET INC | $27.2M | 94744 | 2.83% |
| 7 | META PLATFORMS INC | $22.5M | 39372 | 2.34% |
| 8 | ELI LILLY & CO | $22.3M | 24242 | 2.32% |
| 9 | JPMORGAN CHASE & CO. | $20.1M | 68325 | 2.09% |
| 10 | ALPHABET INC | $16.4M | 57042 | 1.70% |
| 11 | ABBVIE INC | $16.1M | 73881 | 1.67% |
| 12 | PROCTER AND GAMBLE CO | $14.1M | 97620 | 1.46% |
| 13 | TESLA INC | $13.2M | 35439 | 1.37% |
| 14 | CISCO SYS INC | $12.9M | 166428 | 1.34% |
| 15 | PEPSICO INC | $12.3M | 79242 | 1.28% |
| 16 | VISA INC | $12.2M | 40449 | 1.27% |
| 17 | COCA COLA CO | $12.0M | 157481 | 1.24% |
| 18 | MASTERCARD INCORPORATED | $10.3M | 20645 | 1.07% |
| 19 | NETFLIX INC | $10.0M | 104181 | 1.04% |
| 20 | CME GROUP INC | $9.4M | 31710 | 0.97% |
| 21 | LAM RESEARCH CORP | $9.2M | 43031 | 0.96% |
| 22 | TJX COS INC NEW | $9.0M | 56287 | 0.93% |
| 23 | MICRON TECHNOLOGY INC | $8.5M | 25105 | 0.88% |
| 24 | UNION PAC CORP | $8.2M | 33890 | 0.85% |
| 25 | JOHNSON & JOHNSON | $8.2M | 33629 | 0.85% |
| 26 | LINDE PLC | $8.0M | 16081 | 0.83% |
| 27 | WALMART INC | $7.5M | 60129 | 0.78% |
| 28 | HOME DEPOT INC | $7.4M | 22431 | 0.77% |
| 29 | MCDONALDS CORP | $7.1M | 22998 | 0.74% |
| 30 | ABBOTT LABS | $6.9M | 66962 | 0.71% |
| 31 | CHUBB LIMITED | $6.6M | 20389 | 0.69% |
| 32 | WASTE MGMT INC DEL | $6.5M | 28311 | 0.68% |
| 33 | SALESFORCE INC | $6.4M | 34330 | 0.67% |
| 34 | UBER TECHNOLOGIES INC | $6.3M | 87917 | 0.66% |
| 35 | FASTENAL CO | $6.2M | 133958 | 0.65% |
| 36 | GOLDMAN SACHS GROUP INC | $6.2M | 7290 | 0.64% |
| 37 | PROLOGIS INC. | $6.0M | 45018 | 0.62% |
| 38 | PROGRESSIVE CORP | $5.6M | 28439 | 0.59% |
| 39 | COSTCO WHSL CORP NEW | $5.4M | 5460 | 0.57% |
| 40 | EXXON MOBIL CORP | $5.4M | 32059 | 0.57% |
| 41 | ORACLE CORP | $5.4M | 36795 | 0.56% |
| 42 | MERCK & CO INC | $5.3M | 44247 | 0.55% |
| 43 | INTERNATIONAL BUSINESS MACHS | $5.1M | 21136 | 0.53% |
| 44 | INTUITIVE SURGICAL INC | $5.1M | 11050 | 0.53% |
| 45 | AUTOMATIC DATA PROCESSING IN | $5.1M | 24894 | 0.53% |
| 46 | VERIZON COMMUNICATIONS INC | $4.9M | 98012 | 0.51% |
| 47 | BANK AMERICA CORP | $4.9M | 100657 | 0.51% |
| 48 | JOHNSON CTLS INTL PLC | $4.7M | 36145 | 0.49% |
| 49 | CITIGROUP INC | $4.7M | 41684 | 0.49% |
| 50 | APPLIED MATLS INC | $4.7M | 13613 | 0.48% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.