|
AAPL
|
US |
APPLE INC |
94,974 |
$24M |
8.64% |
-1.3%
|
- |
|
040413205
|
- |
ARISTA NETWORKS INC |
140,650 |
$16M |
5.65% |
100.0%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
20,724 |
$12M |
4.41% |
0.0%
|
- |
|
FICO
|
US |
FAIR ISAAC CORP |
5,296 |
$11M |
3.83% |
-2.4%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
39,664 |
$8M |
2.73% |
1.5%
|
- |
|
AMAT
|
US |
APPLIED MATERIALS INC |
45,400 |
$7M |
2.68% |
0.9%
|
- |
|
PG
|
US |
PROCTER & GAMBLE CO/THE |
43,030 |
$7M |
2.62% |
0.1%
|
- |
|
SNA
|
US |
SNAP-ON INC |
21,036 |
$7M |
2.59% |
2.9%
|
- |
|
DE
|
US |
DEERE & CO |
16,708 |
$7M |
2.57% |
0.8%
|
- |
|
LRCX
|
US |
LAM RESEARCH CORP |
91,800 |
$7M |
2.41% |
100.0%
|
- |
|
EBAY
|
US |
EBAY INC |
101,642 |
$6M |
2.29% |
3.9%
|
- |
|
CSCO
|
US |
CISCO SYSTEMS INC |
104,638 |
$6M |
2.25% |
1.5%
|
- |
|
AWI
|
US |
ARMSTRONG WORLD INDUSTRIES |
43,677 |
$6M |
2.24% |
0.7%
|
- |
|
CNS
|
US |
COHEN & STEERS INC |
60,190 |
$6M |
2.02% |
0.9%
|
- |
|
PAYX
|
US |
PAYCHEX INC |
39,265 |
$6M |
2.00% |
1.5%
|
- |
|
SEIC
|
US |
SEI INVESTMENTS COMPANY |
65,185 |
$5M |
1.95% |
1.7%
|
- |
|
ALSN
|
US |
ALLISON TRANSMISSION HOLDING |
49,591 |
$5M |
1.95% |
3.5%
|
- |
|
ADBE
|
US |
ADOBE INC |
11,824 |
$5M |
1.91% |
1.8%
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
110,102 |
$5M |
1.91% |
0.3%
|
- |
|
MCO
|
US |
MOODY'S CORP |
9,959 |
$5M |
1.71% |
0.7%
|
- |