|
GOOGL
|
US |
ALPHABET INC-CL A |
114,941 |
$22M |
10.67% |
-3.2%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
47,740 |
$22M |
10.61% |
3.3%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
36,851 |
$22M |
10.58% |
-5.3%
|
- |
|
NU
|
US |
NU HOLDINGS LTD/CAYMAN ISL-A |
1,223,762 |
$13M |
6.21% |
3.8%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
43,128 |
$10M |
5.07% |
2.9%
|
- |
|
AXP
|
US |
AMERICAN EXPRESS CO |
34,859 |
$10M |
5.07% |
2.5%
|
- |
|
ORLY
|
US |
O'REILLY AUTOMOTIVE INC |
8,597 |
$10M |
5.00% |
2.9%
|
- |
|
ELV
|
US |
ELEVANCE HEALTH INC |
25,557 |
$9M |
4.62% |
6.4%
|
- |
|
UNH
|
US |
UNITEDHEALTH GROUP INC |
18,291 |
$9M |
4.54% |
8.3%
|
- |
|
LOW
|
US |
LOWE'S COS INC |
37,152 |
$9M |
4.49% |
4.3%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
21,563 |
$9M |
4.46% |
2.3%
|
- |
|
BAC
|
US |
BANK OF AMERICA CORP |
170,959 |
$8M |
3.68% |
2.5%
|
- |
|
WFC
|
US |
WELLS FARGO & CO |
105,925 |
$7M |
3.65% |
2.6%
|
- |
|
AAPL
|
US |
APPLE INC |
29,656 |
$7M |
3.64% |
2.4%
|
- |
|
CDW
|
US |
CDW CORP/DE |
38,732 |
$7M |
3.30% |
2.6%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
17,193 |
$5M |
2.66% |
2.6%
|
- |
|
LMT
|
US |
LOCKHEED MARTIN CORP |
10,836 |
$5M |
2.58% |
2.6%
|
- |
|
AMAT
|
US |
APPLIED MATERIALS INC |
31,151 |
$5M |
2.48% |
2.6%
|
- |
|
NOC
|
US |
NORTHROP GRUMMAN CORP |
8,375 |
$4M |
1.93% |
2.6%
|
- |
|
TSLA
|
US |
TESLA INC |
4,924 |
$2M |
0.97% |
2.6%
|
- |