#	Issuer	Ticker	Shares	Value	% of Portfolio
1	MICROSOFT	MSFT	771,448	$373.1M	11.04%
2	NVIDIA	NVDA	1,818,749	$339.2M	10.04%
3	ALPHABET A	GOOG	913,060	$285.8M	8.45%
4	APPLE	AAPL	895,538	$243.5M	7.20%
5	AMAZON	AMZN	987,130	$227.8M	6.74%
6	BROADCOM	AVGO	457,878	$158.5M	4.69%
7	IBM	INTR	330,846	$98.0M	2.90%
8	JP MORGAN CHASE	VYLD	277,282	$89.3M	2.64%
9	INTUIT	INTU	134,648	$89.2M	2.64%
10	VISA A	V	244,415	$85.7M	2.54%
11	META PLATFORMS	META	114,677	$75.7M	2.24%
12	MASTERCARD	MA	100,949	$57.6M	1.70%
13	THERMO FISCHER SCIEN	TMO	93,069	$53.9M	1.60%
14	BOSTON SCIENT	BSX	564,471	$53.8M	1.59%
15	ALPHABET C	GOOG	155,424	$48.8M	1.44%
16	GILEAD SCIENCES	GILD	396,125	$48.6M	1.44%
17	PROGRESSIVE	743315103	211,064	$48.1M	1.42%
18	SALESFORCE	CRM	175,552	$46.5M	1.38%
19	SERVICENOW	NOW	300,840	$46.1M	1.36%
20	COMFORT SYSTEMS USA	199908104	48,559	$45.3M	1.34%