#	Issuer	Ticker	Shares	Value	% of Portfolio
1	Alphabet Inc. Class C	GOOG	797,510	$250.3M	6.23%
2	NVIDIA Corporation	NVDA	1,158,250	$216.0M	5.38%
3	Microsoft Corporation	MSFT	442,427	$214.0M	5.32%
4	Amazon.com, Inc.	AMZN	873,554	$201.6M	5.02%
5	Apple Inc.	AAPL	631,495	$171.7M	4.27%
6	TJX Companies Inc	872540109	656,830	$100.9M	2.51%
7	Astrazeneca PLC Sponsored ADR	AZN	1,083,854	$99.6M	2.48%
8	Thermo Fisher Scientific Inc.	TMO	159,968	$92.7M	2.31%
9	O'Reilly Automotive, Inc.	67103H107	960,870	$87.6M	2.18%
10	S&P Global, Inc.	SPGI	165,540	$86.5M	2.15%
11	Eli Lilly and Company	LLY	77,329	$83.1M	2.07%
12	Home Depot, Inc.	HD	239,708	$82.5M	2.05%
13	JPMorgan Chase & Co.	VYLD	248,590	$80.1M	1.99%
14	Meta Platforms Inc Class A	META	119,410	$78.8M	1.96%
15	Waste Connections, Inc.	WCN	449,112	$78.8M	1.96%
16	Costco Wholesale Corporation	22160K105	88,276	$76.1M	1.89%
17	Coca-Cola Company	KO	1,085,610	$75.9M	1.89%
18	Vulcan Materials Company	929160109	262,305	$74.8M	1.86%
19	Sanofi Sponsored ADR	SNYNF	1,500,255	$72.7M	1.81%
20	Salesforce, Inc.	CRM	271,530	$71.9M	1.79%