Holdings

Holding	Latest Close	Shares Held	Weight %	Market Value
AAPLApple	$308.91	385,674	7.06%	$128.6M
NVDANVIDIA	$200.75	658,297	7.05%	$128.4M
GOOGLAlphabet-A	$356.13	276,517	5.07%	$92.3M
MSFTMicrosoft	$464.72	190,648	4.72%	$86.0M
AMZNAmazon.Com	$271.58	277,797	3.59%	$65.4M
AVGOBROADCOM	$389.28	163,358	3.48%	$63.4M
VVisa-A	$366.13	163,304	3.28%	$59.8M
JPMJPMorgan Chase	$351.79	157,875	3.04%	$55.4M
COSTCostco Whsl	$951.89	47,564	2.49%	$45.4M
LLYEli Lilly & Co	$1,148.84	38,586	2.45%	$44.6M
MCKMckesson	$856.19	49,563	2.36%	$42.9M
MPCMarathon Petro	$316.47	135,687	2.34%	$42.6M
TJXTjx Companies	$157.34	254,474	2.23%	$40.5M
AXPAmerican Express	$336.25	115,977	2.15%	$39.1M
KOCoca-Cola Co	$87.59	430,712	2.09%	$38.1M
RSGRepublic Service	$210.55	179,861	2.09%	$38.0M
LRCXLAM RESEARCH	$293.02	124,108	2.03%	$36.9M
METAMeta Platforms-A	$556.71	61,417	1.82%	$33.1M
GEVGE Vernova	$990.29	31,805	1.71%	$31.2M
PANWPALO ALTO NET	$331.83	95,325	1.70%	$31.0M
P PHParker-Hannifin	$976.53	32,157	1.70%	$31.0M
XOMEXXONMOBIL HLDG	$155.44	194,994	1.68%	$30.6M
TMOThermo Fisher Sc	$574.30	52,350	1.66%	$30.2M
NVSNovartis Sp ADR	$156.15	174,258	1.52%	$27.6M
AMPAmeriprise Fincl	$544.14	50,553	1.51%	$27.5M
TWLOTWILIO-A	$197.35	135,700	1.42%	$25.9M
CBChubb N	$350.68	72,826	1.40%	$25.5M
BACBank of America	$61.95	409,335	1.39%	$25.3M
UNHUnitedhealth Gro	$414.40	58,064	1.34%	$24.5M
WDCWestern Digital	$544.84	45,543	1.33%	$24.3M