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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $8.4M | 45101 | 8.73% |
| 2 | APPLE INC | $3.4M | 12509 | 3.53% |
| 3 | ALPHABET INC | $3.3M | 10558 | 3.43% |
| 4 | MICROSOFT CORP | $2.5M | 5077 | 2.55% |
| 5 | AMAZON COM INC | $2.4M | 10493 | 2.51% |
| 6 | FEDEX CORP | $2.4M | 8284 | 2.48% |
| 7 | UNITEDHEALTH GROUP INC | $2.3M | 7005 | 2.40% |
| 8 | SCHWAB CHARLES CORP | $2.1M | 21387 | 2.22% |
| 9 | LAM RESEARCH CORP | $1.9M | 11215 | 1.99% |
| 10 | VISA INC | $1.8M | 5089 | 1.85% |
| 11 | RIO TINTO PLC | $1.8M | 22189 | 1.84% |
| 12 | FISERV INC | $1.7M | 25698 | 1.79% |
| 13 | CATERPILLAR INC | $1.7M | 2932 | 1.74% |
| 14 | ADOBE INC | $1.7M | 4751 | 1.73% |
| 15 | META PLATFORMS INC | $1.7M | 2507 | 1.72% |
| 16 | ADVANCED MICRO DEVICES INC | $1.6M | 7413 | 1.65% |
| 17 | TAIWAN SEMICONDUCTOR MFG LTD | $1.6M | 5114 | 1.61% |
| 18 | JPMORGAN CHASE & CO. | $1.5M | 4779 | 1.60% |
| 19 | SALESFORCE INC | $1.5M | 5631 | 1.55% |
| 20 | PEPSICO INC | $1.4M | 10010 | 1.49% |
| 21 | ATLASSIAN CORPORATION | $1.4M | 8800 | 1.48% |
| 22 | INTUIT | $1.4M | 2150 | 1.48% |
| 23 | LULULEMON ATHLETICA INC | $1.4M | 6560 | 1.41% |
| 24 | CARMAX INC | $1.4M | 35213 | 1.41% |
| 25 | BROADCOM INC | $1.4M | 3921 | 1.41% |
| 26 | WALMART INC | $1.4M | 12180 | 1.41% |
| 27 | COMCAST CORP NEW | $1.3M | 45035 | 1.40% |
| 28 | VICTORIAS SECRET AND CO | $1.3M | 24492 | 1.38% |
| 29 | MARVELL TECHNOLOGY INC | $1.3M | 15577 | 1.37% |
| 30 | CROWDSTRIKE HLDGS INC | $1.3M | 2766 | 1.35% |
| 31 | BERKSHIRE HATHAWAY INC DEL | $1.3M | 2576 | 1.34% |
| 32 | ASTRAZENECA PLC | $1.2M | 13255 | 1.26% |
| 33 | RIVIAN AUTOMOTIVE INC | $1.2M | 61842 | 1.26% |
| 34 | MERCK & CO INC | $1.2M | 11292 | 1.23% |
| 35 | EQUITY LIFESTYLE PPTYS INC | $1.2M | 19382 | 1.22% |
| 36 | NEXTERA ENERGY INC | $1.2M | 14551 | 1.21% |
| 37 | ROYALTY PHARMA PLC | $1.1M | 29557 | 1.19% |
| 38 | CVS HEALTH CORP | $1.1M | 14323 | 1.18% |
| 39 | SPDR S&P 500 ETF TR | $1.1M | 1648 | 1.17% |
| 40 | SEAGATE TECHNOLOGY HLDNGS PL | $1.1M | 3925 | 1.12% |
| 41 | KRAFT HEINZ CO | $1.1M | 43762 | 1.10% |
| 42 | GLOBAL PMTS INC | $1.1M | 13577 | 1.09% |
| 43 | MODERNA INC | $1.0M | 35467 | 1.08% |
| 44 | ASML HOLDING N V | $1.0M | 975 | 1.08% |
| 45 | SLB LIMITED | $1.0M | 26994 | 1.08% |
| 46 | THE TRADE DESK INC | $998K | 26299 | 1.04% |
| 47 | COSTCO WHSL CORP NEW | $990K | 1148 | 1.03% |
| 48 | CONSTELLATION BRANDS INC | $954K | 6916 | 0.99% |
| 49 | EMERSON ELEC CO | $944K | 7113 | 0.98% |
| 50 | JD.COM INC | $910K | 31738 | 0.94% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.