Holdings

Holding	Latest Close	Shares Held	Weight %	Market Value
NVDANVIDIA	$192.53	16.6M	6.95%	$3.3B
AAPLApple	$283.78	10.2M	6.29%	$3.0B
MSFTMicrosoft	$372.97	5.3M	4.12%	$2.0B
AMZNAmazon.Com	$232.69	6.8M	3.33%	$1.6B
GOOGLAlphabet-A	$337.39	4.1M	2.99%	$1.4B
AVGOBROADCOM	$365.02	3.3M	2.61%	$1.2B
GOOGAlphab-C-NV	$334.69	3.4M	2.44%	$1.2B
METAMeta Platforms-A	$550.25	1.6M	1.82%	$872.0M
MUMicron Technolog	$1,132.33	793,765	1.74%	$834.9M
TSLATesla	$379.71	2.0M	1.60%	$764.9M
BRK.BBerkshire Hath-B	$498.66	1.3M	1.35%	$645.7M
JPMJPMorgan Chase	$335.12	1.9M	1.35%	$644.9M
LLYEli Lilly & Co	$1,208.12	569,144	1.32%	$630.1M
AMDAdvanced Micro D	$521.58	1.1M	1.24%	$594.7M
XOMExxon Mobil	$136.54	3.0M	0.88%	$419.4M
INTCIntel	$128.32	3.1M	0.87%	$414.7M
JNJJohnson&Johnson	$254.66	1.7M	0.85%	$408.7M
VVisa-A	$336.23	1.2M	0.82%	$392.8M
WMTWALMART	$115.69	3.1M	0.77%	$369.1M
CSCOCisco Systems	$118.97	2.8M	0.72%	$342.6M
LRCXLAM RESEARCH	$379.09	891,974	0.69%	$331.2M
AMATApplied Material	$626.84	563,564	0.69%	$330.2M
CATCaterpillar	$997.47	328,945	0.68%	$323.8M
COSTCostco Whsl	$952.54	315,319	0.63%	$302.0M
ABBVAbbVie	$253.35	1.3M	0.62%	$295.5M
MAMastercard-A	$499.02	571,444	0.58%	$278.9M
BACBank of America	$57.88	4.7M	0.56%	$270.1M
UNHUnitedhealth Gro	$427.89	646,460	0.55%	$264.6M
GEGE Aerospace	$369.00	738,945	0.55%	$263.4M
PGProcter&Gamble	$149.02	1.7M	0.53%	$251.7M