| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc. Class C COM | $500.9M | 1.32M | 6.4% | REDUCED | -50,958 |
| 2 | Apple Inc COM | $456.5M | 1.65M | 5.8% | REDUCED | -34,583 |
| 3 | Microsoft Corp COM | $407.3M | 984.8K | 5.2% | ADDED | +9.9K |
| 4 | Amazon.Com Inc COM | $253.0M | 929.9K | 3.2% | ADDED | +10.5K |
| 5 | Vanguard S&P 500 ETF EX TRD EQ FD | $237.0M | 359.0K | 3.0% | ADDED | +22.9K |
| 6 | Nvidia Corp COM | $236.2M | 1.19M | 3.0% | ADDED | +61.7K |
| 7 | JPMorgan Chase & Co COM | $227.3M | 738.7K | 2.9% | REDUCED | -8,192 |
| 8 | Berkshire Hathaway Class B COM | $183.0M | 390.7K | 2.3% | ADDED | +390.5K |
| 9 | Mastercard Inc Class A COM | $172.2M | 340.5K | 2.2% | ADDED | +4.6K |
| 10 | iShares Core MSCI EAFE ETF EX TRD EQ FD | $171.1M | 1.82M | 2.2% | ADDED | +248.4K |
| 11 | Alphabet Inc. Class A COM | $154.5M | 403.1K | 2.0% | REDUCED | -17,364 |
| 12 | TJX Companies Inc COM | $152.1M | 983.9K | 1.9% | REDUCED | -25,788 |
| 13 | Procter & Gamble COM | $150.4M | 1.04M | 1.9% | ADDED | +1.04M |
| 14 | Costco Wholesale Co COM | $142.4M | 140.4K | 1.8% | REDUCED | -613 |
| 15 | Analog Devices Inc COM | $126.3M | 318.1K | 1.6% | REDUCED | -10,389 |
| 16 | Linde plc COM | $118.8M | 240.6K | 1.5% | ADDED | +12.1K |
| 17 | Deere & Co COM | $117.6M | 202.8K | 1.5% | REDUCED | -9,597 |
| 18 | Eaton Corp PLC F COM | $112.7M | 266.8K | 1.4% | ADDED | +28.8K |
| 19 | Nextera Energy Inc COM | $111.6M | 1.17M | 1.4% | ADDED | +43.9K |
| 20 | Lowes Cos Inc COM | $111.2M | 494.5K | 1.4% | REDUCED | -18,578 |
| 21 | Meta Platforms Inc Class A COM | $107.4M | 176.0K | 1.4% | ADDED | +12.4K |
| 22 | Amgen Inc. COM | $106.9M | 330.0K | 1.4% | REDUCED | -18,221 |
| 23 | Abbott Laboratories COM | $87.1M | 988.0K | 1.1% | REDUCED | -23,088 |
| 24 | Chevron Corp COM | $87.0M | 452.5K | 1.1% | REDUCED | -26,003 |
| 25 | Asml Holding NV ADR | $85.2M | 61.5K | 1.1% | REDUCED | -106 |
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 6, 2026