#	Issuer	Ticker	Shares	Value	% of Portfolio
1	APPLE INC	AAPL	446,303	$121,332	10.80%
2	ALPHABET CLASS A	GOOG	251,220	$78,632	7.00%
3	MICROSOFT CORP	MSFT	148,340	$71,740	6.38%
4	QUANTA SERVICES INC	74762E102	130,631	$55,134	4.91%
5	ALPHABET CLASS C	GOOG	139,433	$43,754	3.89%
6	LAM RESEARCH CORP COM NEW	LRCX	251,931	$43,126	3.84%
7	J P MORGAN CHASE & CO	VYLD	127,929	$41,221	3.67%
8	VISA INC	V	105,557	$37,020	3.29%
9	ORACLE CORP	ORCL-PD	175,415	$34,190	3.04%
10	JOHNSON & JOHNSON	JNJ	163,361	$33,807	3.01%
11	THERMO FISHER SCIENTIFIC INC	TMO	56,261	$32,600	2.90%
12	AMAZON.COM INC	AMZN	121,551	$28,056	2.50%
13	COSTCO WHOLESALE CORP	22160K105	30,732	$26,501	2.36%
14	EXXON MOBIL CORP	XOM	212,236	$25,540	2.27%
15	NVIDIA CORP	NVDA	128,221	$23,913	2.13%
16	BERKSHIRE HATHAWAY CL B NEW	BRK-A	46,217	$23,231	2.07%
17	GENERAL AEROSPACE	369604301	74,028	$22,803	2.03%
18	ABBVIE INC	ABBV	99,234	$22,674	2.02%
19	LILLY ELI & CO	LLY	19,002	$20,421	1.82%
20	AMERICAN EXPRESS CO	AXP	50,997	$18,866	1.68%