#	Issuer	Ticker	Shares	Value	% of Portfolio
1	NVIDIA Corporation	NVDA	165,920	$30.9M	11.96%
2	Alphabet, Inc.	GOOG	44,400	$13.9M	5.37%
3	Apple, Inc.	AAPL	35,782	$9.7M	3.76%
4	Microsoft Corporation	MSFT	19,299	$9.3M	3.61%
5	JPMorgan Chase & Company	VYLD	22,592	$7.3M	2.81%
6	Williams Companies, Inc. (The)	969457100	118,482	$7.1M	2.75%
7	Amazon.com, Inc.	AMZN	29,750	$6.9M	2.65%
8	Valero Energy Corporation	VLO	41,219	$6.7M	2.59%
9	Welltower, Inc.	WELL	35,175	$6.5M	2.52%
10	Caterpillar, Inc.	CAT	11,090	$6.4M	2.46%
11	Marathon Petroleum Corporation	MARA	39,025	$6.3M	2.45%
12	Kinder Morgan, Inc.	EP-PC	229,244	$6.3M	2.44%
13	Targa Resources Corporation	TRGP	33,408	$6.2M	2.38%
14	Enbridge, Inc.	ENNPF	127,527	$6.1M	2.36%
15	Oracle Corporation	ORCL-PD	30,475	$5.9M	2.30%
16	Phillips 66	PSX	45,136	$5.8M	2.25%
17	Chevron Corporation	CVX	36,778	$5.6M	2.17%
18	Exxon Mobil Corporation	XOM	45,839	$5.5M	2.13%
19	Costco Wholesale Corporation	22160K105	5,706	$4.9M	1.90%
20	Enterprise Products Partners, L.P.	293792107	152,886	$4.9M	1.89%