Holdings

Holding	Latest Close	Shares Held	Weight %	Market Value
NVDANVIDIA	$200.04	123,749	7.47%	$25.3M
AAPLApple	$294.30	70,688	6.17%	$20.9M
GOOGLAlphabet-A	$346.13	51,917	5.57%	$18.9M
MSFTMicrosoft	$373.94	35,674	3.98%	$13.5M
AMZNAmazon.Com	$234.11	53,879	3.77%	$12.8M
AVGOBROADCOM	$380.15	31,689	3.67%	$12.5M
LRCXLAM RESEARCH	$371.33	27,930	3.08%	$10.5M
JPMJPMorgan Chase	$334.14	29,853	2.93%	$10.0M
VVisa-A	$328.48	28,685	2.79%	$9.5M
GEVGE Vernova	$1,034.98	8,628	2.67%	$9.0M
LLYEli Lilly & Co	$1,107.08	7,142	2.34%	$7.9M
TJXTjx Companies	$164.35	47,842	2.31%	$7.9M
MCKMckesson	$763.91	9,135	2.10%	$7.1M
WDCWestern Digital	$670.75	9,735	2.04%	$6.9M
AXPAmerican Express	$337.78	19,750	1.98%	$6.7M
MPCMarathon Petro	$248.52	25,633	1.85%	$6.3M
RSGRepublic Service	$209.10	27,735	1.70%	$5.8M
METAMeta Platforms-A	$562.20	10,021	1.68%	$5.7M
CASYCasey's Gen Stor	$831.89	6,619	1.66%	$5.6M
TSLATesla	$381.61	13,818	1.61%	$5.5M
MUMicron Technolog	$1,051.77	5,200	1.60%	$5.4M
P PHParker-Hannifin	$947.58	5,525	1.54%	$5.2M
PANWPALO ALTO NET	$290.92	18,481	1.54%	$5.2M
KOCoca-Cola Co	$80.31	61,909	1.46%	$4.9M
NVSNovartis Sp ADR	$153.38	32,760	1.46%	$4.9M
COSTCostco Whsl	$957.68	4,821	1.37%	$4.7M
TMOThermo Fisher Sc	$469.35	9,676	1.32%	$4.5M
UNHUnitedhealth Gro	$409.25	10,898	1.28%	$4.4M
BACBank of America	$57.91	76,927	1.28%	$4.3M
TWLOTWILIO-A	$184.04	22,815	1.27%	$4.3M