| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | STATE STR SPDR S&P 500 ETF T TR UNIT | $318.9M | 489.1K | 5.7% | ADDED | +9.3K |
| 2 | APPLE INC COM | $292.2M | 1.15M | 5.2% | ADDED | +23.2K |
| 3 | ALPHABET INC CAP STK CL A | $259.0M | 900.6K | 4.6% | ADDED | +1.0K |
| 4 | NVIDIA CORPORATION COM | $251.0M | 1.44M | 4.5% | ADDED | +19.6K |
| 5 | ISHARES TR CORE S&P MCP ETF | $247.2M | 3.66M | 4.4% | ADDED | +90.5K |
| 6 | MICROSOFT CORP COM | $176.5M | 476.9K | 3.1% | ADDED | +20.4K |
| 7 | AMPHENOL CORP CL A | $171.7M | 1.36M | 3.0% | REDUCED | -19,098 |
| 8 | VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT | $166.0M | 2.59M | 2.9% | ADDED | +108.7K |
| 9 | VANGUARD INDEX FDS SMALL CP ETF | $159.1M | 607.5K | 2.8% | ADDED | +18.5K |
| 10 | AMAZON COM INC COM | $140.7M | 675.5K | 2.5% | ADDED | +27.1K |
| 11 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $122.7M | 256.0K | 2.2% | REDUCED | -1,737 |
| 12 | PALO ALTO NETWORKS INC COM | $112.2M | 699.8K | 2.0% | ADDED | +7.9K |
| 13 | JPMORGAN CHASE & CO COM | $109.8M | 373.2K | 1.9% | ADDED | +5.1K |
| 14 | COSTCO WHOLESALE CORPORATION COM | $108.8M | 109.2K | 1.9% | ADDED | +1.5K |
| 15 | TJX COS INC NEW COM | $106.5M | 666.7K | 1.9% | REDUCED | -10,842 |
| 16 | VISA INC COM CL A | $90.4M | 299.2K | 1.6% | ADDED | +4.3K |
| 17 | CHUBB LTD SWITZ COM | $80.6M | 246.6K | 1.4% | REDUCED | -1,293 |
| 18 | EXXON MOBIL CORP COM | $76.0M | 448.0K | 1.3% | ADDED | +365 |
| 19 | META PLATFORMS INC CL A | $74.1M | 129.6K | 1.3% | ADDED | +3.7K |
| 20 | LINDE PLC SHS | $73.6M | 148.5K | 1.3% | ADDED | +2.6K |
| 21 | ASML HLDG NV N Y REGISTRY SHS | $67.5M | 51.1K | 1.2% | ADDED | +672 |
| 22 | AMETEK INC COM | $65.8M | 307.1K | 1.2% | REDUCED | -4,204 |
| 23 | EATON CORP PLC SHS | $65.7M | 183.8K | 1.2% | REDUCED | -376 |
| 24 | NEXTERA ENERGY INC COM | $64.7M | 696.8K | 1.1% | ADDED | +3.8K |
| 25 | WASTE CONNECTIONS INC COM | $63.6M | 391.8K | 1.1% | ADDED | +827 |
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 13, 2026