|
AAPL
|
US |
APPLE INC |
70,751 |
$18M |
11.31% |
42.0%
|
- |
|
LLY
|
US |
ELI LILLY & CO |
21,388 |
$17M |
10.54% |
1.5%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
20,305 |
$9M |
5.46% |
-2.5%
|
- |
|
AVGO
|
US |
BROADCOM INC |
23,490 |
$5M |
3.48% |
3.9%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
32,616 |
$4M |
2.80% |
-5.1%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
21,018 |
$4M |
2.65% |
8.2%
|
- |
|
PANW
|
US |
PALO ALTO NETWORKS INC |
14,621 |
$3M |
1.70% |
99.4%
|
- |
|
CAT
|
US |
CATERPILLAR INC |
7,221 |
$3M |
1.67% |
7.9%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
10,331 |
$2M |
1.58% |
4.4%
|
- |
|
IBM
|
US |
INTL BUSINESS MACHINES CORP |
10,496 |
$2M |
1.47% |
5.1%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
11,946 |
$2M |
1.45% |
-4.2%
|
- |
|
TJX
|
US |
TJX COMPANIES INC |
18,562 |
$2M |
1.43% |
-14.4%
|
- |
|
RIO
|
US |
RIO TINTO PLC-SPON ADR |
37,459 |
$2M |
1.41% |
5.9%
|
- |
|
ETN
|
US |
EATON CORP PLC |
6,579 |
$2M |
1.39% |
10.6%
|
- |
|
MSI
|
US |
MOTOROLA SOLUTIONS INC |
4,720 |
$2M |
1.39% |
-7.7%
|
- |
|
OKE
|
US |
ONEOK INC |
21,500 |
$2M |
1.38% |
9.6%
|
- |
|
HD
|
US |
HOME DEPOT INC |
5,388 |
$2M |
1.34% |
-4.3%
|
- |
|
DFS
|
US |
DISCOVER FINANCIAL SERVICES |
11,440 |
$2M |
1.26% |
-1.6%
|
- |
|
CLS
|
US |
CELESTICA INC |
21,467 |
$2M |
1.26% |
-10.5%
|
- |
|
MS
|
US |
MORGAN STANLEY |
15,377 |
$2M |
1.23% |
-6.9%
|
- |