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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $663.3M | 3556476 | 7.87% |
| 2 | APPLE INC | $518.7M | 1907938 | 6.16% |
| 3 | MICROSOFT CORP | $464.6M | 960704 | 5.52% |
| 4 | ISHARES TR | $374.1M | 546238 | 4.44% |
| 5 | AMAZON COM INC | $289.4M | 1253998 | 3.44% |
| 6 | ALPHABET INC | $230.0M | 734771 | 2.73% |
| 7 | ALPHABET INC | $226.2M | 720879 | 2.69% |
| 8 | BROADCOM INC | $214.5M | 619667 | 2.55% |
| 9 | META PLATFORMS INC | $181.2M | 274521 | 2.15% |
| 10 | TESLA INC | $159.0M | 353527 | 1.89% |
| 11 | VANGUARD INDEX FDS | $137.6M | 219490 | 1.63% |
| 12 | ELI LILLY & CO | $121.9M | 113426 | 1.45% |
| 13 | JPMORGAN CHASE & CO. | $98.3M | 304960 | 1.17% |
| 14 | VERTIV HOLDINGS CO | $91.3M | 563851 | 1.08% |
| 15 | BERKSHIRE HATHAWAY INC DEL | $82.0M | 163143 | 0.97% |
| 16 | VISA INC | $71.3M | 203377 | 0.85% |
| 17 | MUELLER INDS INC | $69.1M | 601552 | 0.82% |
| 18 | MASTERCARD INCORPORATED | $66.3M | 116128 | 0.79% |
| 19 | WALMART INC | $65.0M | 583741 | 0.77% |
| 20 | JOHNSON & JOHNSON | $60.5M | 292109 | 0.72% |
| 21 | ADVANCED MICRO DEVICES INC | $57.6M | 268821 | 0.68% |
| 22 | COSTCO WHSL CORP NEW | $57.1M | 66160 | 0.68% |
| 23 | EXXON MOBIL CORP | $56.5M | 469114 | 0.67% |
| 24 | SERVICENOW INC | $55.3M | 360685 | 0.66% |
| 25 | PALANTIR TECHNOLOGIES INC | $51.9M | 291888 | 0.62% |
| 26 | PARKER-HANNIFIN CORP | $51.3M | 58362 | 0.61% |
| 27 | NETFLIX INC | $46.6M | 496564 | 0.55% |
| 28 | ABBVIE INC | $44.5M | 194757 | 0.53% |
| 29 | BANK AMERICA CORP | $43.0M | 781789 | 0.51% |
| 30 | ORACLE CORP | $40.5M | 207769 | 0.48% |
| 31 | MASTEC INC | $40.2M | 184920 | 0.48% |
| 32 | CISCO SYS INC | $38.3M | 496953 | 0.45% |
| 33 | HOME DEPOT INC | $37.7M | 109683 | 0.45% |
| 34 | MICRON TECHNOLOGY INC | $36.6M | 128392 | 0.44% |
| 35 | GE AEROSPACE | $35.9M | 116499 | 0.43% |
| 36 | QUANTA SVCS INC | $33.0M | 78173 | 0.39% |
| 37 | UNITEDHEALTH GROUP INC | $33.0M | 99905 | 0.39% |
| 38 | WELLS FARGO CO NEW | $32.9M | 353458 | 0.39% |
| 39 | LAM RESEARCH CORP | $31.9M | 186127 | 0.38% |
| 40 | BOOKING HOLDINGS INC | $31.2M | 5821 | 0.37% |
| 41 | INTERNATIONAL BUSINESS MACHS | $30.5M | 102802 | 0.36% |
| 42 | INVESCO EXCHANGE TRADED FD T | $30.4M | 158782 | 0.36% |
| 43 | SALESFORCE INC | $30.3M | 114199 | 0.36% |
| 44 | GOLDMAN SACHS GROUP INC | $29.9M | 34009 | 0.35% |
| 45 | MORGAN STANLEY | $29.8M | 167825 | 0.35% |
| 46 | MCDONALDS CORP | $29.5M | 96675 | 0.35% |
| 47 | CATERPILLAR INC | $29.5M | 51514 | 0.35% |
| 48 | APPLIED MATLS INC | $29.4M | 114589 | 0.35% |
| 49 | UBER TECHNOLOGIES INC | $29.4M | 359465 | 0.35% |
| 50 | MERCK & CO INC | $29.2M | 277568 | 0.35% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.