| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION COM | $139.1M | 797.6K | 6.7% | NEW | — |
| 2 | APPLE INC COM | $104.8M | 413.1K | 5.0% | NEW | — |
| 3 | ALPHABET INC CAP STK CL A | $97.7M | 339.9K | 4.7% | NEW | — |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $93.7M | 277.1K | 4.5% | NEW | — |
| 5 | MICROSOFT CORP COM | $86.3M | 233.2K | 4.1% | NEW | — |
| 6 | AMAZON COM INC COM | $74.9M | 359.7K | 3.6% | NEW | — |
| 7 | BROADCOM INC COM | $70.6M | 228.0K | 3.4% | NEW | — |
| 8 | META PLATFORMS INC CL A | $46.5M | 81.2K | 2.2% | NEW | — |
| 9 | ELI LILLY & CO COM | $39.2M | 42.6K | 1.9% | NEW | — |
| 10 | PALANTIR TECHNOLOGIES INC CL A | $37.7M | 257.9K | 1.8% | NEW | — |
| 11 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $30.9M | 64.5K | 1.5% | NEW | — |
| 12 | TESLA INC COM | $28.1M | 75.5K | 1.3% | NEW | — |
| 13 | JPMORGAN CHASE & CO. COM | $27.1M | 92.1K | 1.3% | NEW | — |
| 14 | LAM RESEARCH CORP COM NEW | $24.8M | 116.2K | 1.2% | NEW | — |
| 15 | MICRON TECHNOLOGY INC COM | $23.4M | 69.1K | 1.1% | NEW | — |
| 16 | ADVANCED MICRO DEVICES INC COM | $21.9M | 107.6K | 1.0% | NEW | — |
| 17 | VISA INC COM CL A | $21.2M | 70.3K | 1.0% | NEW | — |
| 18 | ARISTA NETWORKS INC COM SHS | $20.5M | 167.4K | 1.0% | NEW | — |
| 19 | EXXON MOBIL CORP COM | $20.3M | 119.7K | 1.0% | NEW | — |
| 20 | DELL TECHNOLOGIES INC CL C | $19.6M | 119.4K | 0.9% | NEW | — |
| 21 | ORACLE CORP COM | $19.3M | 131.2K | 0.9% | NEW | — |
| 22 | GE AEROSPACE COM NEW | $19.0M | 66.9K | 0.9% | NEW | — |
| 23 | ABBVIE INC COM | $17.6M | 81.1K | 0.8% | NEW | — |
| 24 | NEXTERA ENERGY INC COM | $17.0M | 183.1K | 0.8% | NEW | — |
| 25 | JOHNSON & JOHNSON COM | $15.8M | 64.5K | 0.8% | NEW | — |
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