| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION COM COM | $97.4M | 558.4K | 5.5% | ADDED | +23.0K |
| 2 | APPLE INC COM COM | $89.1M | 351.1K | 5.0% | ADDED | +14.7K |
| 3 | MICROSOFT CORP COM COM | $69.3M | 187.1K | 3.9% | ADDED | +2.1K |
| 4 | ALPHABET INC CAP STK CL A COM | $39.7M | 137.9K | 2.2% | ADDED | +8.5K |
| 5 | EXXON MOBIL CORP COM COM | $37.8M | 222.9K | 2.1% | ADDED | +19.8K |
| 6 | ALPHABET INC CAP STK CL C COM | $33.9M | 118.0K | 1.9% | ADDED | +16.5K |
| 7 | BROADCOM INC COM COM | $33.5M | 108.1K | 1.9% | ADDED | +4.9K |
| 8 | META PLATFORMS INC CL A COM | $27.1M | 47.4K | 1.5% | ADDED | +3.5K |
| 9 | TESLA INC COM COM | $25.8M | 69.5K | 1.5% | ADDED | +5.0K |
| 10 | JPMORGAN CHASE & CO COM COM | $25.0M | 84.8K | 1.4% | ADDED | +1.3K |
| 11 | GOLDMAN SACHS GROUP INC COM COM | $23.4M | 27.6K | 1.3% | REDUCED | -209 |
| 12 | CISCO SYS INC COM COM | $21.9M | 282.0K | 1.2% | ADDED | +4.0K |
| 13 | CHEVRON CORP NEW COM COM | $21.7M | 105.1K | 1.2% | ADDED | +18.7K |
| 14 | BK OF AMERICA CORP COM COM | $21.3M | 436.5K | 1.2% | ADDED | +6.9K |
| 15 | AT&T INC COM COM | $19.4M | 669.9K | 1.1% | ADDED | +195.9K |
| 16 | WELLTOWER INC COM COM | $18.2M | 91.9K | 1.0% | ADDED | +1.2K |
| 17 | ENTERGY CORP NEW COM COM | $17.8M | 158.6K | 1.0% | ADDED | +4.5K |
| 18 | GENERAL MTRS CO COM COM | $17.1M | 230.1K | 1.0% | REDUCED | -12,829 |
| 19 | CATERPILLAR INC COM COM | $16.2M | 22.8K | 0.9% | ADDED | +699 |
| 20 | BANK NEW YORK MELLON CORP COM COM | $15.9M | 134.0K | 0.9% | ADDED | +10.0K |
| 21 | PROLOGIS INC. COM | $15.9M | 120.0K | 0.9% | ADDED | +3.5K |
| 22 | MORGAN STANLEY COM NEW COM | $15.2M | 92.1K | 0.9% | ADDED | +78.5K |
| 23 | PEPSICO INC COM COM | $15.1M | 97.4K | 0.9% | ADDED | +2.8K |
| 24 | WELLS FARGO CO NEW COM COM | $14.6M | 183.0K | 0.8% | ADDED | +2.0K |
| 25 | TEXAS INSTRS INC COM COM | $14.6M | 75.0K | 0.8% | ADDED | +1.8K |
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 11, 2026