Holdings

Holding	Latest Close	Shares Held	Weight %	Market Value
NVDANVIDIA	$217.55	16.2M	7.29%	$3.6B
AAPLApple	$308.26	10.0M	6.32%	$3.1B
MSFTMicrosoft	$506.06	5.2M	5.18%	$2.6B
AMZNAmazon.Com	$278.09	6.7M	3.71%	$1.8B
GOOGLAlphabet-A	$357.52	4.0M	2.88%	$1.4B
AVGOBROADCOM	$422.40	3.2M	2.78%	$1.4B
GOOGAlphab-C-NV	$355.84	3.3M	2.34%	$1.2B
METAMeta Platforms-A	$594.92	1.5M	1.82%	$903.1M
MUMicron Technolog	$861.00	782,174	1.38%	$686.4M
BRK.BBerkshire Hath-B	$529.42	1.3M	1.36%	$674.3M
TSLATesla	$330.88	2.0M	1.34%	$666.0M
JPMJPMorgan Chase	$359.79	1.9M	1.33%	$663.3M
LLYEli Lilly & Co	$1,231.94	553,969	1.32%	$656.8M
AMDAdvanced Micro D	$469.56	1.1M	1.10%	$545.6M
XOMEXXONMOBIL HLDG	$159.79	2.9M	0.89%	$441.9M
JNJJohnson&Johnson	$261.81	1.7M	0.87%	$433.4M
VVisa-A	$360.65	1.1M	0.83%	$415.3M
WMTWALMART	$112.66	3.0M	0.68%	$340.7M
CSCOCisco Systems	$122.57	2.7M	0.67%	$332.9M
MAMastercard-A	$563.17	560,509	0.63%	$315.5M
INTCIntel	$97.52	3.0M	0.62%	$309.3M
ABBVAbbVie	$247.97	1.2M	0.61%	$302.3M
AMATApplied Material	$522.12	550,089	0.60%	$296.6M
COSTCostco Whsl	$952.75	307,937	0.59%	$291.9M
BACBank of America	$63.86	4.6M	0.58%	$289.9M
LRCXLAM RESEARCH	$306.40	867,192	0.54%	$270.0M
CATCaterpillar	$837.58	315,194	0.53%	$265.5M
GEGE Aerospace	$366.70	716,766	0.53%	$265.3M
PLTRPALANTIR TCHNL-A	$175.23	1.5M	0.53%	$264.9M
UNHUnitedhealth Gro	$408.74	626,611	0.51%	$255.1M