|
AAPL
|
US |
APPLE INC |
272,983 |
$68M |
9.45% |
2.7%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
155,995 |
$30M |
4.08% |
2.8%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
126,220 |
$28M |
3.83% |
1.1%
|
- |
|
AVGO
|
US |
BROADCOM INC |
117,543 |
$27M |
3.77% |
-0.5%
|
- |
|
ABBV
|
US |
ABBVIE INC |
142,916 |
$25M |
3.51% |
-0.1%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
82,665 |
$20M |
2.74% |
-1.0%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
39,230 |
$17M |
2.29% |
3.3%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
20,562 |
$12M |
1.66% |
2.8%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
74,213 |
$10M |
1.38% |
-57.4%
|
- |
|
LOW
|
US |
LOWE'S COS INC |
40,170 |
$10M |
1.37% |
-0.2%
|
- |
|
BRK/A
|
US |
BERKSHIRE HATHAWAY INC-CL A |
14 |
$10M |
1.32% |
-
|
- |
|
BLK
|
US |
BLACKROCK INC |
8,934 |
$9M |
1.27% |
100.0%
|
- |
|
TRV
|
US |
TRAVELERS COS INC/THE |
37,076 |
$9M |
1.23% |
2.0%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
18,573 |
$8M |
1.16% |
0.3%
|
- |
|
CVCO
|
US |
CAVCO INDUSTRIES INC |
18,569 |
$8M |
1.15% |
7.2%
|
- |
|
AMGN
|
US |
AMGEN INC |
32,052 |
$8M |
1.15% |
0.7%
|
- |
|
LIN
|
US |
LINDE PLC |
19,130 |
$8M |
1.11% |
1.3%
|
- |
|
LMT
|
US |
LOCKHEED MARTIN CORP |
16,149 |
$8M |
1.08% |
2.7%
|
- |
|
TMO
|
US |
THERMO FISHER SCIENTIFIC INC |
13,582 |
$7M |
0.98% |
2.0%
|
- |
|
LRCX
|
US |
LAM RESEARCH CORP |
97,569 |
$7M |
0.97% |
100.0%
|
- |