| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | MICROSOFT CORP COM | $1.5B | 1.02M | 20.5% | REDUCED | -26,742 |
| 2 | NVIDIA CORPORATION COM | $326.4M | 1.98M | 4.5% | ADDED | +7.5K |
| 3 | ALPHABET INC CAP STK CL A | $304.9M | 1.17M | 4.2% | REDUCED | -66,459 |
| 4 | APPLE INC COM | $280.6M | 1.14M | 3.9% | REDUCED | -22,732 |
| 5 | AMAZON COM INC COM | $241.4M | 1.34M | 3.4% | REDUCED | -141,400 |
| 6 | APPLIED MATLS INC COM | $224.7M | 156.8K | 3.1% | REDUCED | -77 |
| 7 | BROADCOM INC COM | $198.2M | 648.5K | 2.8% | REDUCED | -32,447 |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $189.2M | 623.8K | 2.6% | ADDED | +13.0K |
| 9 | VISA INC COM CL A | $155.7M | 511.4K | 2.2% | REDUCED | -27,035 |
| 10 | META PLATFORMS INC CL A | $153.1M | 275.3K | 2.1% | REDUCED | -32,334 |
| 11 | JPMORGAN CHASE & CO. COM | $152.0M | 564.2K | 2.1% | REDUCED | -79,452 |
| 12 | ALPHABET INC CAP STK CL C | $143.2M | 560.7K | 2.0% | REDUCED | -59,756 |
| 13 | CISCO SYS INC COM | $92.5M | 567.1K | 1.3% | REDUCED | -134,044 |
| 14 | ELI LILLY & CO COM | $91.0M | 101.2K | 1.3% | ADDED | +16.9K |
| 15 | GOLDMAN SACHS GROUP INC COM | $78.3M | 101.6K | 1.1% | ADDED | +15.7K |
| 16 | NETFLIX INC COM | $73.7M | 784.0K | 1.0% | REDUCED | -159,533 |
| 17 | ABBVIE INC COM | $73.0M | 376.0K | 1.0% | REDUCED | -67,022 |
| 18 | CHEVRON CORP NEW COM | $69.8M | 346.4K | 1.0% | ADDED | +107.9K |
| 19 | NEXTERA ENERGY INC COM | $63.7M | 710.6K | 0.9% | ADDED | +379.6K |
| 20 | QUANTA SVCS INC COM | $63.1M | 116.8K | 0.9% | ADDED | +12.8K |
| 21 | PARKER-HANNIFIN CORP COM | $61.8M | 66.6K | 0.9% | ADDED | +8.8K |
| 22 | ORACLE CORP COM | $54.7M | 133.7K | 0.8% | REDUCED | -24,956 |
| 23 | WALMART INC COM | $53.5M | 384.0K | 0.7% | ADDED | +275.3K |
| 24 | REPUBLIC SVCS INC COM | $50.9M | 234.4K | 0.7% | ADDED | +6.5K |
| 25 | COCA COLA CO COM | $47.2M | 515.4K | 0.7% | ADDED | +9.9K |
Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.
Last filed: Apr 22, 2026