|
NVDA
|
US |
NVIDIA CORP |
257,797 |
$35M |
4.93% |
-6.4%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
147,576 |
$28M |
3.98% |
-0.1%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
47,062 |
$28M |
3.92% |
-1.4%
|
- |
|
CMG
|
US |
CHIPOTLE MEXICAN GRILL INC |
435,886 |
$26M |
3.74% |
-0.3%
|
- |
|
PGR
|
US |
PROGRESSIVE CORP |
109,124 |
$26M |
3.72% |
-0.8%
|
- |
|
ISTB
|
US |
ISHARES CORE 1-5 YEAR USD BO |
536,611 |
$26M |
3.65% |
3.4%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
104,012 |
$23M |
3.25% |
-0.3%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
47,159 |
$21M |
3.04% |
0.0%
|
- |
|
AAPL
|
US |
APPLE INC |
83,386 |
$21M |
2.97% |
-1.0%
|
- |
|
MA
|
US |
MASTERCARD INC - A |
39,577 |
$21M |
2.97% |
0.0%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
22,448 |
$21M |
2.93% |
0.8%
|
- |
|
INTU
|
US |
INTUIT INC |
32,103 |
$20M |
2.87% |
0.2%
|
- |
|
TSCO
|
US |
TRACTOR SUPPLY COMPANY |
363,233 |
$19M |
2.74% |
401.9%
|
- |
|
UNH
|
US |
UNITEDHEALTH GROUP INC |
38,052 |
$19M |
2.74% |
-0.4%
|
- |
|
CPRT
|
US |
COPART INC |
330,316 |
$19M |
2.70% |
1.2%
|
- |
|
SNPS
|
US |
SYNOPSYS INC |
38,744 |
$19M |
2.68% |
-4.7%
|
- |
|
NVO
|
US |
NOVO-NORDISK A/S-SPONS ADR |
211,823 |
$18M |
2.60% |
-3.9%
|
- |
|
MNST
|
US |
MONSTER BEVERAGE CORP |
306,151 |
$16M |
2.29% |
0.8%
|
- |
|
ISRG
|
US |
INTUITIVE SURGICAL INC |
30,577 |
$16M |
2.27% |
-3.7%
|
- |
|
TIP
|
US |
ISHARES TIPS BOND ETF |
149,556 |
$16M |
2.27% |
2.0%
|
- |