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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $139.1M | 797593 | 6.67% |
| 2 | APPLE INC | $104.8M | 413090 | 5.03% |
| 3 | ALPHABET INC | $97.7M | 339909 | 4.69% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | $93.7M | 277115 | 4.49% |
| 5 | MICROSOFT CORP | $86.3M | 233204 | 4.14% |
| 6 | AMAZON COM INC | $74.9M | 359693 | 3.59% |
| 7 | BROADCOM INC | $70.6M | 228038 | 3.38% |
| 8 | META PLATFORMS INC | $46.5M | 81226 | 2.23% |
| 9 | ELI LILLY & CO | $39.2M | 42586 | 1.88% |
| 10 | PALANTIR TECHNOLOGIES INC | $37.7M | 257872 | 1.81% |
| 11 | BERKSHIRE HATHAWAY INC DEL | $30.9M | 64529 | 1.48% |
| 12 | TESLA INC | $28.1M | 75459 | 1.34% |
| 13 | JPMORGAN CHASE & CO. | $27.1M | 92145 | 1.30% |
| 14 | LAM RESEARCH CORP | $24.8M | 116234 | 1.19% |
| 15 | MICRON TECHNOLOGY INC | $23.4M | 69147 | 1.12% |
| 16 | ADVANCED MICRO DEVICES INC | $21.9M | 107601 | 1.05% |
| 17 | VISA INC | $21.3M | 70307 | 1.02% |
| 18 | ARISTA NETWORKS INC | $20.5M | 167352 | 0.99% |
| 19 | EXXON MOBIL CORP | $20.3M | 119746 | 0.97% |
| 20 | DELL TECHNOLOGIES INC | $19.6M | 119448 | 0.94% |
| 21 | ORACLE CORP | $19.3M | 131206 | 0.93% |
| 22 | GE AEROSPACE | $19.0M | 66914 | 0.91% |
| 23 | ABBVIE INC | $17.6M | 81121 | 0.85% |
| 24 | NEXTERA ENERGY INC | $17.0M | 183124 | 0.82% |
| 25 | JOHNSON & JOHNSON | $15.8M | 64451 | 0.76% |
| 26 | INTUITIVE SURGICAL INC | $15.6M | 33763 | 0.75% |
| 27 | CATERPILLAR INC | $15.0M | 21241 | 0.72% |
| 28 | MASTERCARD INCORPORATED | $14.8M | 29528 | 0.71% |
| 29 | CHEVRON CORP NEW | $14.6M | 70712 | 0.70% |
| 30 | HONEYWELL INTL INC | $14.3M | 63211 | 0.69% |
| 31 | APPLIED MATLS INC | $13.8M | 40249 | 0.66% |
| 32 | QUALCOMM INC | $13.4M | 104236 | 0.64% |
| 33 | AMPHENOL CORP NEW | $13.2M | 104207 | 0.63% |
| 34 | FREEPORT-MCMORAN INC | $13.0M | 220847 | 0.62% |
| 35 | INTEL CORP | $12.9M | 293272 | 0.62% |
| 36 | KLA CORP | $11.9M | 8081 | 0.57% |
| 37 | THERMO FISHER SCIENTIFIC INC | $11.9M | 24188 | 0.57% |
| 38 | SERVICENOW INC | $11.9M | 113651 | 0.57% |
| 39 | MERCK & CO INC | $11.8M | 98000 | 0.57% |
| 40 | NETFLIX INC | $11.7M | 121520 | 0.56% |
| 41 | WALMART INC | $11.6M | 93700 | 0.56% |
| 42 | UNITEDHEALTH GROUP INC | $11.6M | 42857 | 0.56% |
| 43 | SALESFORCE INC | $11.1M | 59429 | 0.53% |
| 44 | COSTCO WHSL CORP NEW | $10.7M | 10699 | 0.51% |
| 45 | CROWDSTRIKE HLDGS INC | $10.3M | 26355 | 0.49% |
| 46 | INTERNATIONAL BUSINESS MACHS | $9.8M | 40518 | 0.47% |
| 47 | VALE S A | $9.8M | 613792 | 0.47% |
| 48 | PALO ALTO NETWORKS INC | $9.7M | 60510 | 0.47% |
| 49 | PROGRESSIVE CORP | $9.5M | 48025 | 0.46% |
| 50 | HOME DEPOT INC | $9.3M | 28315 | 0.45% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.