|
GOOG
|
US |
ALPHABET INC-CL C |
179,461 |
$34M |
6.52% |
1.5%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
139,147 |
$33M |
6.36% |
0.0%
|
- |
|
AXP
|
US |
AMERICAN EXPRESS CO |
103,686 |
$31M |
5.87% |
0.1%
|
- |
|
APH
|
US |
AMPHENOL CORP-CL A |
341,762 |
$24M |
4.53% |
1.0%
|
- |
|
SYK
|
US |
STRYKER CORP |
64,143 |
$23M |
4.41% |
1.0%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
116,184 |
$23M |
4.38% |
0.1%
|
- |
|
RCL
|
US |
ROYAL CARIBBEAN CRUISES LTD |
78,462 |
$18M |
3.45% |
-2.4%
|
- |
|
QCOM
|
US |
QUALCOMM INC |
116,947 |
$18M |
3.43% |
3.5%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
52,736 |
$17M |
3.18% |
0.2%
|
- |
|
LOW
|
US |
LOWE'S COS INC |
65,798 |
$16M |
3.10% |
4.7%
|
- |
|
A
|
US |
AGILENT TECHNOLOGIES INC |
118,689 |
$16M |
3.04% |
2.9%
|
- |
|
IGV
|
US |
ISHARES EXPANDED TECH-SOFTWA |
152,069 |
$15M |
2.91% |
1.5%
|
- |
|
CAT
|
US |
CATERPILLAR INC |
40,692 |
$15M |
2.82% |
-0.1%
|
- |
|
TSLA
|
US |
TESLA INC |
33,515 |
$14M |
2.58% |
-
|
- |
|
ECL
|
US |
ECOLAB INC |
54,803 |
$13M |
2.45% |
4.4%
|
- |
|
LIN
|
US |
LINDE PLC |
30,462 |
$13M |
2.43% |
2.9%
|
- |
|
CMI
|
US |
CUMMINS INC |
35,948 |
$13M |
2.39% |
0.3%
|
- |
|
MRK
|
US |
MERCK & CO. INC. |
114,840 |
$11M |
2.18% |
2.4%
|
- |
|
NEE
|
US |
NEXTERA ENERGY INC |
155,244 |
$11M |
2.12% |
0.6%
|
- |
|
GILD
|
US |
GILEAD SCIENCES INC |
114,839 |
$11M |
2.02% |
-1.1%
|
- |