|
AVGO
|
US |
BROADCOM INC |
665,117 |
$154M |
6.21% |
-6.4%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
242,095 |
$102M |
4.11% |
-0.7%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
213,623 |
$97M |
3.90% |
-0.7%
|
- |
|
AAPL
|
US |
APPLE INC |
383,031 |
$96M |
3.87% |
-1.2%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
401,507 |
$88M |
3.55% |
-0.9%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
459,582 |
$87M |
3.51% |
-1.5%
|
- |
|
PANW
|
US |
PALO ALTO NETWORKS INC |
468,624 |
$85M |
3.44% |
96.8%
|
- |
|
LLY
|
US |
ELI LILLY & CO |
102,797 |
$79M |
3.20% |
0.5%
|
- |
|
DIS
|
US |
WALT DISNEY CO/THE |
628,202 |
$70M |
2.82% |
-0.2%
|
- |
|
PEP
|
US |
PEPSICO INC |
438,790 |
$67M |
2.69% |
-0.3%
|
- |
|
UNP
|
US |
UNION PACIFIC CORP |
274,775 |
$63M |
2.53% |
-0.2%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
416,830 |
$56M |
2.26% |
0.4%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
54,487 |
$50M |
2.01% |
-1.2%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
207,251 |
$50M |
2.00% |
-1.6%
|
- |
|
GS
|
US |
GOLDMAN SACHS GROUP INC |
85,560 |
$49M |
1.97% |
-1.5%
|
- |
|
ISRG
|
US |
INTUITIVE SURGICAL INC |
83,903 |
$44M |
1.77% |
-1.3%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
72,968 |
$43M |
1.72% |
-4.1%
|
- |
|
TMO
|
US |
THERMO FISHER SCIENTIFIC INC |
75,920 |
$39M |
1.59% |
-0.5%
|
- |
|
HON
|
US |
HONEYWELL INTERNATIONAL INC |
171,741 |
$39M |
1.56% |
-0.4%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
203,688 |
$39M |
1.56% |
-1.2%
|
- |