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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | STATE STREET SPDR S&P | $9.0M | 13816 | 8.59% |
| 2 | NVIDIA CORP | $5.1M | 29178 | 4.86% |
| 3 | ELI LILLY AND CO | $3.8M | 4147 | 3.65% |
| 4 | BROADCOM INC | $3.2M | 10303 | 3.05% |
| 5 | CATERPILLAR INC | $3.0M | 4282 | 2.90% |
| 6 | KLA CORP | $2.7M | 1829 | 2.57% |
| 7 | AMAZON.COM INC | $2.5M | 12120 | 2.41% |
| 8 | TJX COS INC NEW | $2.4M | 15253 | 2.33% |
| 9 | MICROSOFT CORP | $2.4M | 6402 | 2.27% |
| 10 | JPMORGAN HEDGED EQUITY | $2.2M | 35151 | 2.15% |
| 11 | STATE STREET SPDR S&P | $2.2M | 3518 | 2.07% |
| 12 | LAM RESH CORP | $2.1M | 10024 | 2.05% |
| 13 | PALO ALTO NETWORKS INC | $2.0M | 12315 | 1.89% |
| 14 | EXXON MOBIL CORP | $1.9M | 11444 | 1.86% |
| 15 | META PLATFORMS INC | $1.9M | 3288 | 1.80% |
| 16 | JPMORGAN SMALL & MID CAP | $1.7M | 26045 | 1.66% |
| 17 | STATE STREET FINANCIAL | $1.6M | 32627 | 1.54% |
| 18 | VERTIV HLDGS CO | $1.5M | 6151 | 1.47% |
| 19 | BERKSHIRE HATHAWAY | $1.4M | 3005 | 1.38% |
| 20 | JPMORGAN CHASE & CO | $1.4M | 4699 | 1.32% |
| 21 | GE VERNOVA INC | $1.3M | 1540 | 1.28% |
| 22 | INTUITIVE SURGICAL INC | $1.3M | 2779 | 1.22% |
| 23 | ALPHABET INC | $1.2M | 4221 | 1.16% |
| 24 | T-MOBILE US INC | $1.2M | 5721 | 1.15% |
| 25 | TOLL BROS INC | $1.2M | 8788 | 1.15% |
| 26 | AMERICAN EXPRESS CO | $1.2M | 3910 | 1.13% |
| 27 | GOLDMAN SACHS GROUP INC | $1.2M | 1395 | 1.13% |
| 28 | HOWMET AEROSPACE INC | $1.2M | 5112 | 1.13% |
| 29 | BOSTON SCIENTIFIC CORP | $1.2M | 18458 | 1.11% |
| 30 | COHERENT CORP | $1.1M | 4718 | 1.07% |
| 31 | STATE STREET | $1.1M | 10082 | 1.07% |
| 32 | GE AEROSPACE | $1.1M | 3820 | 1.04% |
| 33 | ARISTA NETWORKS INC | $1.1M | 8793 | 1.03% |
| 34 | THE COCA-COLA CO | $1.1M | 14108 | 1.03% |
| 35 | VANGUARD SHORT-TERM BOND | $1.0M | 13323 | 1.00% |
| 36 | MARVELL TECHNOLOGY INC | $1.0M | 10122 | 0.96% |
| 37 | THERMO FISHER SCIENTIFIC | $1.0M | 2041 | 0.96% |
| 38 | VISA INC | $974K | 3224 | 0.93% |
| 39 | LINDE PLC F | $962K | 1940 | 0.92% |
| 40 | JPMORGAN INTERNATIONAL | $958K | 12650 | 0.92% |
| 41 | CHENIERE ENERGY INC | $950K | 3347 | 0.91% |
| 42 | HUBBELL INC | $941K | 1917 | 0.90% |
| 43 | ISHARES INTERMEDIATE | $925K | 8669 | 0.88% |
| 44 | RTX CORP | $907K | 4701 | 0.87% |
| 45 | ULTA BEAUTY INC | $900K | 1722 | 0.86% |
| 46 | NEXTERA ENERGY INC | $896K | 9645 | 0.86% |
| 47 | ABBVIE INC | $861K | 3958 | 0.82% |
| 48 | APPLIED MATLS INC | $824K | 2410 | 0.79% |
| 49 | MASTERCARD INC | $821K | 1643 | 0.78% |
| 50 | MOTOROLA SOLUTIONS INC | $805K | 1855 | 0.77% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.