| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION COM | $234.7M | 1.35M | 5.0% | ADDED | +415.6K |
| 2 | APPLE INC COM | $217.5M | 857.2K | 4.7% | ADDED | +278.4K |
| 3 | ALPHABET INC CAP STK CL A | $188.1M | 654.2K | 4.0% | ADDED | +102.8K |
| 4 | APPLE INC COM | $146.7M | 578.1K | 3.2% | REDUCED | -670 |
| 5 | NVIDIA CORPORATION COM | $142.3M | 816.0K | 3.1% | REDUCED | -114,172 |
| 6 | MICROSOFT CORP COM | $125.7M | 339.5K | 2.7% | ADDED | +35.2K |
| 7 | ALPHABET INC CAP STK CL A | $124.2M | 432.0K | 2.7% | REDUCED | -119,381 |
| 8 | AMAZON COM INC COM | $106.5M | 511.2K | 2.3% | ADDED | +28.5K |
| 9 | BROADCOM INC COM | $98.3M | 317.6K | 2.1% | ADDED | +74.5K |
| 10 | JPMORGAN CHASE & CO COM | $89.0M | 302.6K | 1.9% | REDUCED | -80,303 |
| 11 | MICROSOFT CORP COM | $85.5M | 231.0K | 1.8% | REDUCED | -73,355 |
| 12 | RTX CORPORATION COM | $83.3M | 431.7K | 1.8% | ADDED | +304 |
| 13 | AMAZON COM INC COM | $82.3M | 395.2K | 1.8% | REDUCED | -87,524 |
| 14 | BROADCOM INC COM | $78.8M | 254.5K | 1.7% | ADDED | +11.4K |
| 15 | WALMART INC COM | $75.5M | 607.9K | 1.6% | ADDED | +8.1K |
| 16 | SCHWAB CHARLES CORP COM | $73.4M | 781.4K | 1.6% | ADDED | +257.8K |
| 17 | ELI LILLY & CO COM | $70.2M | 76.3K | 1.5% | REDUCED | -406 |
| 18 | GOLDMAN SACHS GROUP INC COM | $66.0M | 78.1K | 1.4% | ADDED | +18.7K |
| 19 | EXXON MOBIL CORP COM | $65.3M | 384.6K | 1.4% | ADDED | +186.0K |
| 20 | JPMORGAN CHASE & CO COM | $64.2M | 218.2K | 1.4% | REDUCED | -164,713 |
| 21 | MCKESSON CORP COM | $61.9M | 71.6K | 1.3% | ADDED | +17.8K |
| 22 | CATERPILLAR INC COM | $57.9M | 81.8K | 1.2% | ADDED | +24.8K |
| 23 | RTX CORPORATION COM | $57.4M | 297.6K | 1.2% | REDUCED | -133,813 |
| 24 | COSTCO WHOLESALE CORPORATION COM | $56.6M | 56.8K | 1.2% | ADDED | +11.8K |
| 25 | META PLATFORMS INC CL A | $53.1M | 92.8K | 1.1% | REDUCED | -33,225 |
Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.
Last filed: May 15, 2026