|
AAPL
|
US |
APPLE INC |
311,218 |
$78M |
6.52% |
-1.0%
|
- |
|
PWR
|
US |
QUANTA SERVICES INC |
190,966 |
$60M |
5.05% |
-1.7%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
223,450 |
$49M |
4.10% |
-0.8%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
81,693 |
$48M |
4.00% |
-1.5%
|
- |
|
PANW
|
US |
PALO ALTO NETWORKS INC |
254,749 |
$46M |
3.88% |
94.3%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
144,750 |
$46M |
3.82% |
-2.1%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
231,109 |
$44M |
3.68% |
-2.1%
|
- |
|
BKNG
|
US |
BOOKING HOLDINGS INC |
8,233 |
$41M |
3.42% |
-2.3%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
82,911 |
$38M |
3.14% |
6838.2%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
182,130 |
$34M |
2.88% |
-3.5%
|
- |
|
DE
|
US |
DEERE & CO |
69,512 |
$29M |
2.46% |
-1.3%
|
- |
|
RMD
|
US |
RESMED INC |
128,683 |
$29M |
2.46% |
-1.4%
|
- |
|
IQV
|
US |
IQVIA HOLDINGS INC |
136,409 |
$27M |
2.24% |
-2.8%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
187,763 |
$25M |
2.11% |
0.3%
|
- |
|
J
|
US |
JACOBS SOLUTIONS INC |
168,433 |
$23M |
1.88% |
-1.5%
|
- |
|
BDX
|
US |
BECTON DICKINSON AND CO |
96,635 |
$22M |
1.83% |
0.1%
|
- |
|
REGN
|
US |
REGENERON PHARMACEUTICALS |
29,290 |
$21M |
1.74% |
-0.3%
|
- |
|
APD
|
US |
AIR PRODUCTS & CHEMICALS INC |
68,193 |
$20M |
1.65% |
-1.9%
|
- |
|
PEP
|
US |
PEPSICO INC |
127,919 |
$19M |
1.63% |
-2.1%
|
- |
|
ZBRA
|
US |
ZEBRA TECHNOLOGIES CORP-CL A |
50,045 |
$19M |
1.62% |
-1.7%
|
- |