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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $37.4M | 214523 | 35.36% |
| 2 | BROADCOM INC | $15.0M | 48441 | 14.17% |
| 3 | ADVANCED MICRO DEVICES INC | $7.9M | 38804 | 7.46% |
| 4 | ELI LILLY & CO | $6.7M | 7248 | 6.30% |
| 5 | AMAZON COM INC | $5.2M | 24775 | 4.88% |
| 6 | ALPHABET INC | $4.4M | 15324 | 4.15% |
| 7 | COSTCO WHOLESALE CORPORATION | $3.9M | 3865 | 3.64% |
| 8 | APPLE INC | $3.3M | 12950 | 3.11% |
| 9 | MICROSOFT CORP | $2.4M | 6440 | 2.25% |
| 10 | MARVELL TECHNOLOGY INC | $2.4M | 23825 | 2.23% |
| 11 | EATON CORP PLC | $2.2M | 6013 | 2.03% |
| 12 | APPLIED MATLS INC | $2.1M | 6100 | 1.97% |
| 13 | MICRON TECHNOLOGY INC | $1.7M | 4905 | 1.57% |
| 14 | THERMO FISHER SCIENTIFIC INC | $1.4M | 2930 | 1.36% |
| 15 | GE VERNOVA INC | $1.3M | 1505 | 1.24% |
| 16 | ARISTA NETWORKS INC | $1.3M | 10680 | 1.24% |
| 17 | CROWDSTRIKE HLDGS INC | $1.3M | 3217 | 1.19% |
| 18 | HOME DEPOT INC | $1.2M | 3670 | 1.14% |
| 19 | CATERPILLAR INC | $776K | 1095 | 0.73% |
| 20 | ARCOSA INC | $574K | 5410 | 0.54% |
| 21 | LINDE PLC | $545K | 1100 | 0.52% |
| 22 | TRINITY INDS INC | $522K | 16232 | 0.49% |
| 23 | CORNING INC | $458K | 3365 | 0.43% |
| 24 | JPMORGAN CHASE & CO | $427K | 1450 | 0.40% |
| 25 | PALANTIR TECHNOLOGIES INC | $380K | 2600 | 0.36% |
| 26 | SHOPIFY INC | $338K | 2850 | 0.32% |
| 27 | COREWEAVE INC | $278K | 3593 | 0.26% |
| 28 | OREILLY AUTOMOTIVE INC | $277K | 3000 | 0.26% |
| 29 | VERTEX PHARMACEUTICALS INC | $212K | 475 | 0.20% |
| 30 | NUCOR CORP | $207K | 1225 | 0.20% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.