| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION COM | $667.3M | 3.83M | 6.9% | ADDED | +512.2K |
| 2 | APPLE INC COM | $610.7M | 2.41M | 6.3% | ADDED | +315.8K |
| 3 | MICROSOFT CORP COM | $437.4M | 1.18M | 4.5% | ADDED | +115.8K |
| 4 | AMAZON COM INC COM | $299.3M | 1.44M | 3.1% | ADDED | +107.5K |
| 5 | ALPHABET INC CAP STK CL A | $293.4M | 1.02M | 3.0% | ADDED | +138.5K |
| 6 | BROADCOM INC COM | $243.0M | 785.1K | 2.5% | ADDED | +77.7K |
| 7 | ALPHABET INC CAP STK CL C | $225.2M | 785.1K | 2.3% | ADDED | +105.5K |
| 8 | META PLATFORMS INC CL A | $202.1M | 353.2K | 2.1% | ADDED | +48.3K |
| 9 | TESLA INC COM | $167.6M | 450.7K | 1.7% | ADDED | +58.7K |
| 10 | JPMORGAN CHASE & CO COM | $140.5M | 477.5K | 1.4% | ADDED | +29.6K |
| 11 | ELI LILLY & CO COM | $122.8M | 133.6K | 1.3% | ADDED | +20.1K |
| 12 | EXXON MOBIL CORP COM | $115.9M | 683.4K | 1.2% | ADDED | +82.3K |
| 13 | WALMART INC COM | $103.6M | 834.0K | 1.1% | ADDED | +29.9K |
| 14 | JOHNSON & JOHNSON COM | $101.9M | 417.0K | 1.1% | ADDED | +28.2K |
| 15 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $98.9M | 206.4K | 1.0% | ADDED | +25.4K |
| 16 | VISA INC COM CL A | $84.7M | 280.3K | 0.9% | ADDED | +28.8K |
| 17 | COSTCO WHOLESALE CORPORATION COM | $82.1M | 82.4K | 0.8% | ADDED | +7.8K |
| 18 | NETFLIX INC. COM | $79.6M | 827.4K | 0.8% | ADDED | +70.5K |
| 19 | MICRON TECHNOLOGY INC COM | $69.7M | 206.2K | 0.7% | ADDED | +24.5K |
| 20 | CATERPILLAR INC COM | $68.0M | 95.9K | 0.7% | ADDED | +4.3K |
| 21 | APPLIED MATLS INC COM | $66.8M | 195.4K | 0.7% | ADDED | +19.4K |
| 22 | CHEVRON CORPORATION COM | $64.0M | 309.4K | 0.7% | ADDED | +26.4K |
| 23 | MASTERCARD INCORPORATED CL A | $63.1M | 126.3K | 0.7% | ADDED | +11.2K |
| 24 | ABBVIE INC COM | $60.2M | 276.8K | 0.6% | ADDED | +33.1K |
| 25 | MERCK & CO INC COM | $60.1M | 499.7K | 0.6% | ADDED | +79.8K |
Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.
Last filed: Apr 27, 2026