#	Issuer	Ticker	Shares	Value	% of Portfolio
1	Microsoft	MSFT	761,051	$368.1M	7.47%
2	Alphabet Inc. Class A	GOOG	1,033,841	$323.6M	6.57%
3	J P Morgan Chase	VYLD	978,872	$315.4M	6.40%
4	Apple Inc	AAPL	1,088,075	$295.8M	6.00%
5	Amazon.com	AMZN	899,094	$207.5M	4.21%
6	Agnico Eagle Mines	AEM	1,054,251	$178.7M	3.63%
7	SPDR Gold Shares	GLD	417,691	$165.5M	3.36%
8	Thermo Fisher Scientific	TMO	258,975	$150.1M	3.05%
9	Berkshire Hathaway Cl B	BRK-A	274,732	$138.1M	2.80%
10	Amphenol	032095101	1,007,711	$136.2M	2.76%
11	Danaher	235851102	526,768	$120.6M	2.45%
12	Costco	22160K105	126,838	$109.4M	2.22%
13	Nvidia Corp	NVDA	570,909	$106.5M	2.16%
14	Abbott Labs	ABLZF	834,876	$104.6M	2.12%
15	SPDR S&P 500 ETF Index	SPY	148,840	$101.5M	2.06%
16	Marsh & McLennan	571748102	504,958	$93.7M	1.90%
17	Analog Devices Inc	ADI	344,053	$93.3M	1.89%
18	Exxon Mobil	XOM	754,087	$90.7M	1.84%
19	GE Aerospace	369604301	293,264	$90.3M	1.83%
20	Liberty Media Corp Series C Fo	FWONB	885,771	$87.3M	1.77%