Holdings

Holding	Latest Close	Shares Held	Weight %	Market Value
NVDANVIDIA	$203.53	655,203	7.06%	$129.0M
AAPLApple	$317.31	382,554	6.50%	$118.8M
GOOGLAlphabet-A	$352.51	275,217	5.53%	$101.0M
MSFTMicrosoft	$390.99	189,751	4.04%	$73.8M
AMZNAmazon.Com	$247.31	286,111	3.85%	$70.4M
AVGOBROADCOM	$384.05	162,591	3.30%	$60.3M
VVisa-A	$357.75	162,537	3.13%	$57.2M
JPMJPMorgan Chase	$334.53	157,134	2.92%	$53.3M
GEVGE Vernova	$1,042.60	46,589	2.75%	$50.2M
LRCXLAM RESEARCH	$329.92	148,512	2.65%	$48.4M
LLYEli Lilly & Co	$1,181.87	38,404	2.60%	$47.5M
AXPAmerican Express	$354.43	115,431	2.21%	$40.4M
MCKMckesson	$812.28	49,329	2.18%	$39.8M
TJXTjx Companies	$150.53	253,278	2.14%	$39.0M
RSGRepublic Service	$223.38	170,691	2.08%	$38.0M
MPCMarathon Petro	$296.88	135,050	1.97%	$36.0M
WDCWestern Digital	$555.55	63,813	1.86%	$34.0M
PANWPALO ALTO NET	$330.30	98,869	1.82%	$33.3M
METAMeta Platforms-A	$656.73	52,448	1.77%	$32.3M
KOCoca-Cola Co	$84.25	377,285	1.74%	$31.7M
P PHParker-Hannifin	$951.26	30,088	1.58%	$28.8M
TWLOTWILIO-A	$218.24	135,063	1.57%	$28.6M
MUMicron Technolog	$937.00	30,191	1.55%	$28.3M
TSLATesla	$394.76	68,645	1.51%	$27.7M
NVSNovartis Sp ADR	$153.37	173,439	1.49%	$27.2M
TMOThermo Fisher Sc	$528.51	52,103	1.47%	$26.9M
COSTCostco Whsl	$926.43	27,610	1.43%	$26.2M
AMPAmeriprise Fincl	$518.23	50,319	1.40%	$25.6M
UNHUnitedhealth Gro	$429.09	57,791	1.35%	$24.7M
BACBank of America	$59.50	407,411	1.33%	$24.4M