| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION COM | $303.1M | 1.74M | 3.9% | ADDED | +188.2K |
| 2 | APPLE INC COM | $293.1M | 1.15M | 3.7% | ADDED | +106.5K |
| 3 | MICROSOFT CORP COM | $213.9M | 578.0K | 2.7% | ADDED | +45.5K |
| 4 | ALPHABET INC CAP STK CL A | $170.6M | 593.1K | 2.2% | ADDED | +10.2K |
| 5 | AMAZON COM INC COM | $149.0M | 715.6K | 1.9% | ADDED | +32.2K |
| 6 | ALPHABET INC CAP STK CL C | $106.2M | 370.2K | 1.4% | ADDED | +41.0K |
| 7 | META PLATFORMS INC CL A | $104.0M | 181.8K | 1.3% | ADDED | +7.3K |
| 8 | BROADCOM INC COM | $93.5M | 302.0K | 1.2% | ADDED | +37.1K |
| 9 | JOHNSON & JOHNSON COM | $76.8M | 314.0K | 1.0% | REDUCED | -25,075 |
| 10 | EXXON MOBIL CORP COM | $76.2M | 448.9K | 1.0% | REDUCED | -3,805 |
| 11 | WALMART INC COM | $71.8M | 577.7K | 0.9% | REDUCED | -80,963 |
| 12 | JPMORGAN CHASE & CO COM | $69.4M | 235.8K | 0.9% | ADDED | +28.7K |
| 13 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $58.8M | 122.6K | 0.7% | REDUCED | -16,399 |
| 14 | MERCK & CO INC COM | $58.6M | 487.4K | 0.7% | REDUCED | -59,296 |
| 15 | COSTCO WHOLESALE CORPORATION COM | $55.1M | 55.3K | 0.7% | REDUCED | -1,720 |
| 16 | TESLA INC COM | $54.8M | 147.3K | 0.7% | ADDED | +17.7K |
| 17 | ELI LILLY & CO COM | $51.5M | 56.0K | 0.7% | ADDED | +7.0K |
| 18 | CHEVRON CORPORATION COM | $51.3M | 247.8K | 0.7% | ADDED | +1.9K |
| 19 | VISA INC COM CL A | $49.2M | 162.8K | 0.6% | ADDED | +13.4K |
| 20 | VERIZON COMMUNICATIONS INC COM | $46.2M | 920.3K | 0.6% | REDUCED | -57,557 |
| 21 | AT&T INC COM | $45.1M | 1.56M | 0.6% | REDUCED | -110,663 |
| 22 | GILEAD SCIENCES INC COM | $44.5M | 319.5K | 0.6% | REDUCED | -50,370 |
| 23 | PHILIP MORRIS INTL INC COM | $43.9M | 265.6K | 0.6% | REDUCED | -2,429 |
| 24 | ALTRIA GROUP INC COM | $43.7M | 662.9K | 0.6% | REDUCED | -5,318 |
| 25 | BANK NEW YORK MELLON CORP COM | $42.2M | 355.9K | 0.5% | REDUCED | -15,289 |
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 5, 2026