| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION COM | $468.6M | 2.69M | 6.0% | ADDED | +99.9K |
| 2 | APPLE INC COM | $412.3M | 1.62M | 5.3% | REDUCED | -20,415 |
| 3 | MICROSOFT CORP COM | $290.6M | 785.1K | 3.7% | ADDED | +2.0K |
| 4 | AMAZON COM INC COM | $219.6M | 1.05M | 2.8% | ADDED | +40.4K |
| 5 | INVESCO EXCH TRADED FD TR II SR LN ETF | $213.6M | 10.47M | 2.8% | REDUCED | -2,598,746 |
| 6 | ALPHABET INC CAP STK CL A | $196.0M | 681.6K | 2.5% | ADDED | +54.6K |
| 7 | ALPHABET INC CAP STK CL C | $154.3M | 538.0K | 2.0% | REDUCED | -4,973 |
| 8 | BROADCOM INC COM | $143.3M | 463.1K | 1.8% | REDUCED | -6,922 |
| 9 | ISHARES TR CORE S&P500 ETF | $137.6M | 210.7K | 1.8% | REDUCED | -3,585 |
| 10 | META PLATFORMS INC CL A | $137.5M | 240.3K | 1.8% | ADDED | +2.4K |
| 11 | TESLA INC COM | $129.8M | 349.0K | 1.7% | REDUCED | -30,016 |
| 12 | JPMORGAN CHASE & CO COM | $102.3M | 347.7K | 1.3% | REDUCED | -8,833 |
| 13 | ELI LILLY & CO COM | $74.7M | 81.3K | 1.0% | ADDED | +5.4K |
| 14 | NEXTERA ENERGY INC COM | $71.0M | 764.5K | 0.9% | ADDED | +568.1K |
| 15 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $63.8M | 133.1K | 0.8% | ADDED | +9.0K |
| 16 | EXXON MOBIL CORP COM | $63.1M | 371.6K | 0.8% | REDUCED | -11,659 |
| 17 | HEICO CORP NEW CL A | $59.6M | 282.6K | 0.8% | ADDED | +491 |
| 18 | SOUTHERN CO COM | $56.7M | 586.9K | 0.7% | ADDED | +491.9K |
| 19 | VISA INC COM CL A | $54.0M | 178.7K | 0.7% | REDUCED | -2,391 |
| 20 | JOHNSON & JOHNSON COM | $53.5M | 219.0K | 0.7% | REDUCED | -6,924 |
| 21 | WALMART INC COM | $51.6M | 414.9K | 0.7% | ADDED | +8.4K |
| 22 | DUKE ENERGY CORP NEW COM NEW | $51.4M | 392.8K | 0.7% | ADDED | +318.3K |
| 23 | CHEVRON CORPORATION COM | $49.9M | 241.1K | 0.6% | ADDED | +72.3K |
| 24 | ABBVIE INC COM | $48.2M | 221.4K | 0.6% | ADDED | +40.0K |
| 25 | MASTERCARD INCORPORATED CL A | $47.1M | 94.3K | 0.6% | ADDED | +2.9K |
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