|
AAPL
|
US |
APPLE INC |
369,578 |
$93M |
5.77% |
0.6%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
619,049 |
$83M |
5.18% |
-21.2%
|
- |
|
PLTR
|
US |
PALANTIR TECHNOLOGIES INC-A |
897,720 |
$68M |
4.23% |
0.6%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
306,948 |
$67M |
4.20% |
2.6%
|
- |
|
PG
|
US |
PROCTER & GAMBLE CO/THE |
385,813 |
$65M |
4.03% |
5.1%
|
- |
|
IWM
|
US |
ISHARES RUSSELL 2000 ETF |
282,358 |
$62M |
3.89% |
2.8%
|
- |
|
AVGO
|
US |
BROADCOM INC |
252,424 |
$59M |
3.65% |
2.3%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
99,659 |
$58M |
3.64% |
2.7%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
61,292 |
$56M |
3.50% |
4.2%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
129,762 |
$55M |
3.41% |
3.5%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
168,028 |
$53M |
3.31% |
2.6%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
281,038 |
$53M |
3.31% |
2.7%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
214,725 |
$51M |
3.21% |
2.0%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
109,434 |
$50M |
3.09% |
1.3%
|
- |
|
ISRG
|
US |
INTUITIVE SURGICAL INC |
79,531 |
$42M |
2.59% |
1.9%
|
- |
|
BKNG
|
US |
BOOKING HOLDINGS INC |
8,204 |
$41M |
2.54% |
2.4%
|
- |
|
TMUS
|
US |
T-MOBILE US INC |
176,114 |
$39M |
2.42% |
1.6%
|
- |
|
MCK
|
US |
MCKESSON CORP |
67,804 |
$39M |
2.41% |
2.8%
|
- |
|
ORCL
|
US |
ORACLE CORP |
211,326 |
$35M |
2.19% |
1.0%
|
- |
|
CAT
|
US |
CATERPILLAR INC |
96,486 |
$35M |
2.18% |
2.6%
|
- |