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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $40.9M | 234461 | 6.96% |
| 2 | APPLE INC | $38.7M | 152494 | 6.59% |
| 3 | MICROSOFT CORP | $23.3M | 62809 | 3.96% |
| 4 | AMAZON COM INC | $14.1M | 67748 | 2.40% |
| 5 | BROADCOM INC | $13.9M | 45035 | 2.37% |
| 6 | ALPHABET INC | $13.7M | 47624 | 2.33% |
| 7 | ALPHABET INC | $10.6M | 36888 | 1.80% |
| 8 | TAIWAN SEMICONDUCTOR MANUFAC | $9.0M | 26720 | 1.54% |
| 9 | TESLA INC | $7.2M | 19270 | 1.22% |
| 10 | META PLATFORMS INC | $7.1M | 12442 | 1.21% |
| 11 | JPMORGAN CHASE & CO | $6.6M | 22304 | 1.12% |
| 12 | MICRON TECHNOLOGY INC | $5.7M | 16893 | 0.97% |
| 13 | BERKSHIRE HATHAWAY INC DEL | $5.4M | 11178 | 0.91% |
| 14 | EXXON MOBIL CORP | $5.3M | 31010 | 0.90% |
| 15 | WALMART INC | $5.2M | 42233 | 0.89% |
| 16 | JOHNSON & JOHNSON | $4.9M | 20178 | 0.84% |
| 17 | ELI LILLY & CO | $4.4M | 4788 | 0.75% |
| 18 | LAM RESEARCH CORP | $4.0M | 18824 | 0.68% |
| 19 | APPLIED MATLS INC | $3.7M | 10681 | 0.62% |
| 20 | PALANTIR TECHNOLOGIES INC | $3.5M | 24128 | 0.60% |
| 21 | ADVANCED MICRO DEVICES INC | $3.4M | 16910 | 0.59% |
| 22 | MERCK & CO INC | $3.2M | 26811 | 0.55% |
| 23 | VISA INC | $3.0M | 9974 | 0.51% |
| 24 | COCA COLA CO | $2.9M | 37879 | 0.49% |
| 25 | COSTCO WHOLESALE CORPORATION | $2.9M | 2881 | 0.49% |
| 26 | NETFLIX INC. | $2.8M | 28829 | 0.47% |
| 27 | AMPHENOL CORP | $2.8M | 21931 | 0.47% |
| 28 | CISCO SYS INC | $2.7M | 35013 | 0.46% |
| 29 | CHEVRON CORPORATION | $2.7M | 12962 | 0.46% |
| 30 | MASTERCARD INCORPORATED | $2.7M | 5320 | 0.45% |
| 31 | PROCTER & GAMBLE CO | $2.6M | 18283 | 0.45% |
| 32 | TJX COS INC NEW | $2.5M | 15608 | 0.42% |
| 33 | PEPSICO INC | $2.5M | 16042 | 0.42% |
| 34 | ORACLE CORP | $2.5M | 16674 | 0.42% |
| 35 | ABBVIE INC | $2.4M | 10974 | 0.41% |
| 36 | CHUBB LTD SWITZ | $2.4M | 7229 | 0.40% |
| 37 | BANK AMERICA CORP | $2.3M | 47255 | 0.39% |
| 38 | INTEL CORP | $2.3M | 52017 | 0.39% |
| 39 | CITIGROUP INC | $2.2M | 19532 | 0.38% |
| 40 | GE AEROSPACE | $2.2M | 7675 | 0.37% |
| 41 | ASML HLDG NV | $2.2M | 1631 | 0.37% |
| 42 | BLOCK INC | $2.1M | 34793 | 0.36% |
| 43 | KLA CORP | $2.1M | 1402 | 0.35% |
| 44 | WESTERN DIGITAL CORP | $2.0M | 7475 | 0.34% |
| 45 | ANALOG DEVICES INC | $2.0M | 6355 | 0.34% |
| 46 | GOLDMAN SACHS GROUP INC | $2.0M | 2343 | 0.34% |
| 47 | RTX CORPORATION | $1.9M | 9938 | 0.33% |
| 48 | CATERPILLAR INC | $1.9M | 2680 | 0.32% |
| 49 | PHILIP MORRIS INTL INC | $1.9M | 11360 | 0.32% |
| 50 | TEXAS INSTRS INC | $1.9M | 9529 | 0.32% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.