CIK 1977290
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).
Computing…
Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.
| Industry group | Weight | Names |
|---|---|---|
| Semiconductors & Semiconductor Equipment | 19.36% | 8 |
| Software & IT Services | 14.91% | 10 |
| Software | 14.37% | 11 |
| Commercial Services & Supplies | 8.31% | 12 |
| Pharmaceuticals & Biotechnology | 5.86% | 19 |
| Banks | 5.35% | 7 |
| Technology Hardware & Equipment | 4.92% | 9 |
| Diversified Telecommunication Services | 3.47% | 3 |
| Chemicals | 3.41% | 10 |
| Entertainment | 2.65% | 1 |
| Utilities | 2.44% | 2 |
| Oil, Gas & Consumable Fuels | 2.36% | 9 |
| Equity Real Estate Investment Trusts (REITs) | 1.79% | 2 |
| Health Care Equipment & Supplies | 1.68% | 6 |
| Machinery | 1.66% | 6 |
| Unclassified | 1.26% | 15 |
| Automobiles & Components | 1.22% | 2 |
| Insurance | 0.99% | 1 |
| Electrical Equipment & Components | 0.90% | 4 |
| Beverages | 0.69% | 4 |
| Media & Entertainment | 0.50% | 2 |
| Aerospace & Defense | 0.50% | 4 |
| Specialty Retail | 0.36% | 5 |
| Hotels, Restaurants & Leisure | 0.22% | 2 |
| Food Products | 0.17% | 4 |
| Transportation Infrastructure | 0.15% | 4 |
| Capital Markets | 0.13% | 4 |
| Metals & Mining | 0.10% | 6 |
| Diversified Consumer Services | 0.09% | 1 |
| Life Sciences Tools & Services | 0.07% | 3 |
| Road & Rail | 0.03% | 3 |
| Communications Equipment | 0.02% | 1 |
| Tobacco | 0.02% | 3 |
| Marine | 0.01% | 1 |
| Airlines | 0.00% | 2 |
| Construction & Engineering | 0.00% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | Information Technology | 14.88% |
| 2 | MSFT | MICROSOFT CORP | Information Technology | 10.99% |
| 3 | GOOGL | Alphabet Inc. | Communication Services | 10.16% |
| 4 | JPM | JPMORGAN CHASE & CO | Financials | 5.33% |
| 5 | V | VISA INC. | Financials | 4.59% |
| 6 | T | AT&T INC. | Communication Services | 3.46% |
| 7 | PG | PROCTER & GAMBLE Co | Materials | 3.11% |
| 8 | DIS | Walt Disney Co | Communication Services | 2.65% |
| 9 | GOOG | Alphabet Inc. | Communication Services | 2.47% |
| 10 | MRK | Merck & Co., Inc. | Health Care | 2.36% |
172/187 names classified · sector 98.7% of weight · industry 98.7% · mkt cap 96.4%; unclassified names shown, never dropped.
Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 98.7% of the book is sector-classified (unclassified names shown, never dropped).
Classified: 96.4% of book weight (138/187 names) · unclassified 3.6%: TSM, SPY, BABA, GLD, KRE, GSK, VGT, B, ASML, NVO +39 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.
No contribution data for this period.
| # | Security | Shares | Value | Weight | Δ QoQ |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 1,273,032 | $222M | 14.9% | TRIM −4% |
| 2 | MSFTMICROSOFT CORP | 443,038 | $164M | 11.0% | HOLD |
| 3 | GOOGLALPHABET INC | 527,251 | $152M | 10.2% | HOLD |
| 4 | JPMJPMORGAN CHASE & CO | 270,572 | $80M | 5.3% | TRIM −4% |
| 5 | VVISA INC | 226,613 | $68M | 4.6% | TRIM −4% |
| 6 | TAT&T INC | 1,782,262 | $52M | 3.5% | ADD 106% |
| 7 | PGPROCTER AND GAMBLE CO | 321,308 | $46M | 3.1% | TRIM −22% |
| 8 | DISDISNEY WALT CO | 410,812 | $40M | 2.7% | TRIM −24% |
| 9 | GOOGALPHABET INC | 128,657 | $37M | 2.5% | TRIM −22% |
| 10 | MRKMERCK & CO INC | 293,071 | $35M | 2.4% | TRIM −2% |
| 11 | NEENEXTERA ENERGY INC | 373,023 | $35M | 2.3% | ADD 394% |
| 12 | METAMETA PLATFORMS INC | 57,919 | $33M | 2.2% | HOLD |
| 13 | CVXCHEVRON CORP NEW | 148,876 | $31M | 2.1% | TRIM −4% |
| 14 | PANWPALO ALTO NETWORKS INC | 183,587 | $29M | 2.0% | TRIM −8% |
| 15 | LLYELI LILLY & CO | 30,560 | $28M | 1.9% | TRIM −6% |
| 16 | WMWASTE MGMT INC DEL | 120,335 | $28M | 1.9% | TRIM −3% |
| 17 | CSCOCISCO SYS INC | 344,142 | $27M | 1.8% | TRIM −10% |
| 18 | SNPSSYNOPSYS INC | 66,075 | $26M | 1.8% | TRIM −6% |
| 19 | AMTAMERICAN TOWER CORP | 148,038 | $26M | 1.7% | TRIM −7% |
| 20 | AVGOBROADCOM INC | 79,342 | $25M | 1.6% | ADD 1802% |
| 21 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 68,539 | $23M | 1.6% | TRIM −12% |
| 22 | ISRGINTUITIVE SURGICAL INC | 42,261 | $19M | 1.3% | TRIM −8% |
| 23 | NOWSERVICENOW INC | 181,508 | $19M | 1.3% | HOLD |
| 24 | XYLXYLEM INC | 152,246 | $18M | 1.2% | TRIM −10% |
| 25 | TSLATESLA INC | 48,822 | $18M | 1.2% | TRIM −5% |
| 26 | KLACKLA CORP | 10,975 | $16M | 1.1% | TRIM −11% |
| 27 | MAMASTERCARD INCORPORATED | 31,480 | $16M | 1.1% | TRIM −10% |
| 28 | UNHUNITEDHEALTH GROUP INC | 54,854 | $15M | 1.0% | TRIM −36% |
| 29 | PFEPFIZER INC | 497,648 | $14M | 0.9% | HOLD |
| 30 | SPYSTATE STR SPDR S&P 500 ETF T | 19,739 | $13M | 0.9% | TRIM −11% |
| 31 | FSLRFIRST SOLAR INC | 61,514 | $12M | 0.8% | TRIM −10% |
| 32 | OTISOTIS WORLDWIDE CORP | 155,776 | $12M | 0.8% | TRIM −5% |
| 33 | KOCOCA COLA CO | 123,027 | $9M | 0.6% | TRIM −8% |
| 34 | BABAALIBABA GROUP HLDG LTD | 58,938 | $7M | 0.5% | ADD 7% |
| 35 | HONHONEYWELL INTL INC | 31,534 | $7M | 0.5% | TRIM −4% |
| 36 | WBDWARNER BROS DISCOVERY INC | 240,789 | $7M | 0.4% | TRIM −8% |
| 37 | ENPHENPHASE ENERGY INC | 119,705 | $5M | 0.3% | TRIM −11% |
| 38 | JNJJOHNSON & JOHNSON | 15,977 | $4M | 0.3% | TRIM −6% |
| 39 | XOMEXXON MOBIL CORP | 22,183 | $4M | 0.3% | TRIM −30% |
| 40 | BSXBOSTON SCIENTIFIC CORP | 56,025 | $4M | 0.2% | ADD 79% |
| 41 | CATCATERPILLAR INC | 4,656 | $3M | 0.2% | ADD 37% |
| 42 | MCDMCDONALDS CORP | 10,509 | $3M | 0.2% | TRIM −11% |
| 43 | GLDSPDR GOLD TR | 7,569 | $3M | 0.2% | TRIM −25% |
| 44 | DEDEERE & CO | 4,848 | $3M | 0.2% | ADD 7% |
| 45 | BMYBRISTOL-MYERS SQUIBB CO | 43,578 | $3M | 0.2% | TRIM −20% |
| 46 | ELLAUDER ESTEE COS INC | 32,291 | $2M | 0.2% | TRIM −57% |
| 47 | WMTWALMART INC | 17,909 | $2M | 0.1% | TRIM −46% |
| 48 | MUMICRON TECHNOLOGY INC | 6,241 | $2M | 0.1% | TRIM −7% |
| 49 | PYPLPAYPAL HLDGS INC | 42,721 | $2M | 0.1% | HOLD |
| 50 | COSTCOSTCO WHSL CORP NEW | 1,917 | $2M | 0.1% | TRIM −5% |
| 51 | CEGCONSTELLATION ENERGY CORP | 6,534 | $2M | 0.1% | TRIM −67% |
| 52 | ADBEADOBE INC | 6,916 | $2M | 0.1% | TRIM −80% |
| 53 | NKENIKE INC | 30,416 | $2M | 0.1% | TRIM −63% |
| 54 | KHCKRAFT HEINZ CO | 68,046 | $2M | 0.1% | HOLD |
| 55 | SCISERVICE CORP INTL | 17,133 | $1M | 0.1% | TRIM −30% |
| 56 | GEGE AEROSPACE | 4,963 | $1M | 0.1% | HOLD |
| 57 | KRESPDR SERIES TRUST | 18,391 | $1M | 0.1% | HOLD |
| 58 | PLDPROLOGIS INC. | 8,340 | $1M | 0.1% | TRIM −10% |
| 59 | GSGOLDMAN SACHS GROUP INC | 1,290 | $1M | 0.1% | TRIM −16% |
| 60 | PLTRPALANTIR TECHNOLOGIES INC | 6,950 | $1M | 0.1% | HOLD |
| 61 | HDHOME DEPOT INC | 3,009 | $989,630 | 0.1% | TRIM −60% |
| 62 | GSKGSK PLC | 17,700 | $976,863 | 0.1% | HOLD |
| 63 | BKNGBOOKING HOLDINGS INC | 221 | $930,481 | 0.1% | ADD 3% |
| 64 | ZTSZOETIS INC | 7,823 | $924,757 | 0.1% | ADD 19% |
| 65 | SYKSTRYKER CORPORATION | 2,808 | $922,681 | 0.1% | HOLD |
| 66 | XPOXPO INC | 4,700 | $914,385 | 0.1% | HOLD |
| 67 | INTUINTUIT | 2,110 | $912,322 | 0.1% | TRIM −7% |
| 68 | MMM3M CO | 6,000 | $871,380 | 0.1% | HOLD |
| 69 | NFLXNETFLIX INC | 8,584 | $825,352 | 0.1% | ADD 38% |
| 70 | UBERUBER TECHNOLOGIES INC | 10,267 | $738,505 | 0.0% | ADD 36% |
| 71 | MDLZMONDELEZ INTL INC | 12,473 | $718,944 | 0.0% | ADD 17% |
| 72 | CRMSALESFORCE INC | 3,802 | $709,719 | 0.0% | TRIM −33% |
| 73 | VGTVANGUARD WORLD FD | 1,000 | $697,720 | 0.0% | TRIM −50% |
| 74 | PEPPEPSICO INC | 4,473 | $694,612 | 0.0% | TRIM −48% |
| 75 | MSCIMSCI INC | 1,285 | $692,628 | 0.0% | HOLD |
| 76 | ABBVABBVIE INC | 2,945 | $640,508 | 0.0% | HOLD |
| 77 | MELIMERCADOLIBRE INC | 356 | $615,531 | 0.0% | ADD 112% |
| 78 | IBMINTERNATIONAL BUSINESS MACHS | 2,435 | $590,220 | 0.0% | TRIM −26% |
| 79 | AAGILENT TECHNOLOGIES INC | 4,919 | $560,668 | 0.0% | TRIM −47% |
| 80 | BBARRICK MNG CORP | 12,382 | $504,393 | 0.0% | TRIM −3% |
| 81 | ASMLASML HOLDING N V | 359 | $474,178 | 0.0% | ADD 18% |
| 82 | ORCLORACLE CORP | 3,087 | $454,129 | 0.0% | TRIM −14% |
| 83 | NVONOVO-NORDISK A S | 12,165 | $447,064 | 0.0% | HOLD |
| 84 | ILMNILLUMINA INC | 3,405 | $419,700 | 0.0% | HOLD |
| 85 | FCXFREEPORT MCMORAN INC | 6,927 | $407,169 | 0.0% | TRIM −10% |
| 86 | CMECME GROUP INC | 1,349 | $398,427 | 0.0% | ADD 12% |
| 87 | SPGIS&P GLOBAL INC | 857 | $364,516 | 0.0% | TRIM −25% |
| 88 | QCOMQUALCOMM INC | 2,532 | $326,071 | 0.0% | TRIM −13% |
| 89 | CLCOLGATE PALMOLIVE CO | 3,616 | $308,192 | 0.0% | TRIM −3% |
| 90 | APPAPPLOVIN CORP | 758 | $301,684 | 0.0% | TRIM −51% |
| 91 | SLBSCHLUMBERGER LTD | 5,760 | $296,006 | 0.0% | HOLD |
| 92 | EBAYEBAY INC. | 3,250 | $295,815 | 0.0% | TRIM −7% |
| 93 | SHOPSHOPIFY INC | 2,450 | $290,619 | 0.0% | ADD 11% |
| 94 | BLKBLACKROCK INC | 300 | $288,513 | 0.0% | HOLD |
| 95 | UNPUNION PAC CORP | 1,181 | $286,534 | 0.0% | TRIM −2% |
| 96 | STNESTONECO LTD | 19,500 | $275,340 | 0.0% | NEW |
| 97 | RIORIO TINTO PLC | 2,950 | $275,206 | 0.0% | ADD 28% |
| 98 | BTIBRITISH AMERN TOB PLC | 4,500 | $263,115 | 0.0% | NEW |
| 99 | GILDGILEAD SCIENCES INC | 1,768 | $246,406 | 0.0% | TRIM −8% |
| 100 | GXOGXO LOGISTICS INCORPORATED | 4,700 | $243,695 | 0.0% | HOLD |
| 101 | KEYSKEYSIGHT TECHNOLOGIES INC | 833 | $235,214 | 0.0% | TRIM −27% |
| 102 | JDJD.COM INC | 7,813 | $231,030 | 0.0% | TRIM −6% |
| 103 | BUDANHEUSER BUSCH INBEV SA/NV | 3,290 | $228,227 | 0.0% | HOLD |
| 104 | VTWOVANGUARD SCOTTSDALE FDS | 2,260 | $226,384 | 0.0% | HOLD |
| 105 | DXCMDEXCOM | 3,600 | $226,080 | 0.0% | ADD 3% |
| 106 | INTCINTEL CORP | 5,102 | $225,151 | 0.0% | TRIM −52% |
| 107 | GISGENERAL MILLS INC | 5,710 | $212,526 | 0.0% | ADD 10% |
| 108 | NEMNEWMONT CORP | 1,955 | $211,629 | 0.0% | ADD 35% |
| 109 | LMTLOCKHEED MARTIN CORP | 310 | $187,361 | 0.0% | ADD 12% |
| 110 | DHRDANAHER CORP DEL | 925 | $175,380 | 0.0% | HOLD |
| 111 | EEMISHARES TR | 3,075 | $174,629 | 0.0% | HOLD |
| 112 | ECLECOLAB INC | 629 | $167,327 | 0.0% | HOLD |
| 113 | ZSZSCALER INC | 1,120 | $157,125 | 0.0% | HOLD |
| 114 | GDXVANECK ETF TRUST GOLD MINERS ETF | 1,500 | $137,655 | 0.0% | HOLD |
| 115 | RXORXO INC | 4,700 | $127,370 | 0.0% | HOLD |
| 116 | LYGLLOYDS BANKING GROUP PLC | 24,000 | $120,720 | 0.0% | NEW |
| 117 | NIONIO INC | 20,000 | $120,600 | 0.0% | TRIM −13% |
| 118 | TET1 ENERGY INC | 13,500 | $111,780 | 0.0% | HOLD |
| 119 | MCOMOODYS CORP | 250 | $109,063 | 0.0% | TRIM −67% |
| 120 | CCLCARNIVAL CORP | 4,200 | $108,696 | 0.0% | NEW |
| 121 | VLOVALERO ENERGY CORP | 400 | $98,832 | 0.0% | HOLD |
| 122 | ICEINTERCONTINENTAL EXCHANGE IN | 628 | $98,772 | 0.0% | TRIM −14% |
| 123 | SNYSANOFI SA | 2,050 | $98,769 | 0.0% | ADD 11% |
| 124 | MPCMARATHON PETE CORP | 400 | $97,672 | 0.0% | HOLD |
| 125 | OXYOCCIDENTAL PETE CORP | 1,500 | $97,500 | 0.0% | TRIM −35% |
| 126 | WPMWHEATON PRECIOUS METALS CORP | 700 | $91,590 | 0.0% | HOLD |
| 127 | VEEVVEEVA SYS INC | 518 | $90,992 | 0.0% | HOLD |
| 128 | SBUXSTARBUCKS CORP | 965 | $86,454 | 0.0% | HOLD |
| 129 | SNDKSANDISK CORP | 136 | $86,406 | 0.0% | NEW |
| 130 | XMESPDR SERIES TRUST | 750 | $81,008 | 0.0% | HOLD |
| 131 | FLSFLOWSERVE CORP | 1,100 | $80,861 | 0.0% | HOLD |
| 132 | WABWABTEC | 320 | $79,971 | 0.0% | NEW |
| 133 | WDAYWORKDAY INC | 595 | $77,302 | 0.0% | HOLD |
| 134 | REGNREGENERON PHARMACEUTICALS | 100 | $77,264 | 0.0% | NEW |
| 135 | GGALGRUPO FINANCIERO GALICIA S.A | 1,650 | $77,072 | 0.0% | NEW |
| 136 | PATHUIPATH INC | 6,670 | $74,037 | 0.0% | HOLD |
| 137 | COPCONOCOPHILLIPS | 550 | $72,600 | 0.0% | HOLD |
| 138 | UPSUNITED PARCEL SERVICE INC | 685 | $67,390 | 0.0% | TRIM −39% |
| 139 | DDDUPONT DE NEMOURS INC | 1,394 | $63,845 | 0.0% | ADD 12% |
| 140 | HRLHORMEL FOODS CORP | 2,600 | $58,890 | 0.0% | HOLD |
| 141 | BNTXBIONTECH SE | 576 | $50,371 | 0.0% | TRIM −26% |
| 142 | VZVERIZON COMMUNICATIONS INC | 1,000 | $50,200 | 0.0% | HOLD |
| 143 | FTVFORTIVE CORP | 793 | $43,837 | 0.0% | TRIM −40% |
| 144 | IBBISHARES TR | 250 | $42,213 | 0.0% | HOLD |
| 145 | TMUST-MOBILE US INC | 200 | $42,006 | 0.0% | HOLD |
| 146 | ITWILLINOIS TOOL WKS INC | 160 | $41,646 | 0.0% | HOLD |
| 147 | ROBOEXCHANGE TRADED CONCEPTS TRU | 600 | $41,058 | 0.0% | HOLD |
| 148 | PMPHILIP MORRIS INTL INC | 242 | $40,012 | 0.0% | HOLD |
| 149 | IBITISHARES BITCOIN TRUST ETF | 1,000 | $38,420 | 0.0% | HOLD |
| 150 | SHELSHELL PLC | 407 | $37,851 | 0.0% | NEW |
| 151 | BIIBBIOGEN INC | 195 | $35,749 | 0.0% | HOLD |
| 152 | GDGENERAL DYNAMICS CORP | 100 | $34,322 | 0.0% | HOLD |
| 153 | EMREMERSON ELEC CO | 250 | $32,755 | 0.0% | NEW |
| 154 | PAASPAN AMERN SILVER CORP | 591 | $32,227 | 0.0% | HOLD |
| 155 | IFFINTERNATIONAL FLAVORS&FRAGRA | 413 | $29,963 | 0.0% | TRIM −2% |
| 156 | ORLYOREILLY AUTOMOTIVE INC | 300 | $27,693 | 0.0% | HOLD |
| 157 | NVSNOVARTIS AG | 181 | $27,648 | 0.0% | HOLD |
| 158 | CNICANADIAN NATL RY CO | 250 | $25,649 | 0.0% | HOLD |
| 159 | MNSTMONSTER BEVERAGE CORP NEW | 335 | $24,274 | 0.0% | ADD 68% |
| 160 | MSTRSTRATEGY INC | 175 | $21,840 | 0.0% | HOLD |
| 161 | KDKYNDRYL HLDGS INC | 1,500 | $19,680 | 0.0% | HOLD |
| 162 | ROKROCKWELL AUTOMATION INC | 50 | $17,944 | 0.0% | NEW |
| 163 | ROADCONSTRUCTION PARTNERS INC | 160 | $17,779 | 0.0% | HOLD |
| 164 | ULUNILEVER PLC | 288 | $16,407 | 0.0% | HOLD |
| 165 | ENBENBRIDGE INC | 300 | $16,211 | 0.0% | HOLD |
| 166 | IVWISHARES TR | 140 | $15,835 | 0.0% | HOLD |
| 167 | FDXFEDEX CORP | 44 | $15,672 | 0.0% | NEW |
| 168 | DVYISHARES TR | 100 | $15,141 | 0.0% | HOLD |
| 169 | IHSIHS HOLDING LIMITED | 1,600 | $13,168 | 0.0% | HOLD |
| 170 | RSGREPUBLIC SVCS INC | 60 | $13,141 | 0.0% | HOLD |
| 171 | BMNRBITMINE IMMERSION TECNOLOGIE | 575 | $11,374 | 0.0% | HOLD |
| 172 | CCITIGROUP INC | 100 | $11,341 | 0.0% | HOLD |
| 173 | RXRXRECURSION PHARMACEUTICALS IN | 3,620 | $11,113 | 0.0% | HOLD |
| 174 | SDYSPDR SER TR | 63 | $9,194 | 0.0% | HOLD |
| 175 | COINCOINBASE GLOBAL INC | 50 | $8,731 | 0.0% | HOLD |
| 176 | WATWATERS CORP | 27 | $8,041 | 0.0% | NEW |
| 177 | SOLSSOLSTICE ADVANCED MATLS INC | 98 | $7,464 | 0.0% | TRIM −58% |
| 178 | CHDCHURCH & DWIGHT CO INC | 75 | $6,999 | 0.0% | HOLD |
| 179 | MOALTRIA GROUP INC | 100 | $6,599 | 0.0% | HOLD |
| 180 | PINSPINTEREST INC | 358 | $6,566 | 0.0% | TRIM −99% |
| 181 | INSPINSPIRE MED SYS INC | 125 | $6,448 | 0.0% | HOLD |
| 182 | AALAMERICAN AIRLS GROUP INC | 500 | $5,370 | 0.0% | HOLD |
| 183 | ZMZOOM COMMUNICATIONS INC | 50 | $4,020 | 0.0% | HOLD |
| 184 | ATAIATAIBECKLEY INC | 1,000 | $3,540 | 0.0% | NEW |
| 185 | GEVGE VERNOVA INC | 2 | $1,746 | 0.0% | HOLD |
| 186 | TLRYTILRAY BRANDS INC | 50 | $324 | 0.0% | HOLD |
| 187 | CGCCANOPY GROWTH CORPORATION | 20 | $19 | 0.0% | HOLD |
| Security | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA CORPORATION | 1.6M | 1.6M | 1.4M | 1.4M | 1.3M | 1.3M | $222M |
| MSFTMICROSOFT CORP | 486K | 529K | 479K | 461K | 449K | 443K | $164M |
| GOOGLALPHABET INC | 669K | 712K | 692K | 582K | 531K | 527K | $152M |
| JPMJPMORGAN CHASE & CO | 359K | 339K | 327K | 293K | 281K | 271K | $80M |
| VVISA INC | 257K | 256K | 247K | 246K | 237K | 227K | $68M |
| TAT&T INC | 157K | 458K | 931K | 933K | 865K | 1.8M | $52M |
| PGPROCTER AND GAMBLE CO | 437K | 450K | 426K | 412K | 411K | 321K | $46M |
| DISDISNEY WALT CO | 674K | 692K | 598K | 560K | 541K | 411K | $40M |
| GOOGALPHABET INC | 219K | 222K | 201K | 170K | 166K | 129K | $37M |
| MRKMERCK & CO INC | 277K | 291K | 264K | 290K | 299K | 293K | $35M |
| NEENEXTERA ENERGY INC | 33K | 34K | 67K | 86K | 75K | 373K | $35M |
| METAMETA PLATFORMS INC | 9K | 10K | 10K | 46K | 57K | 58K | $33M |
| CVXCHEVRON CORP NEW | 150K | 157K | 133K | 156K | 155K | 149K | $31M |
| PANWPALO ALTO NETWORKS INC | 231K | 224K | 200K | 202K | 200K | 184K | $29M |
| LLYELI LILLY & CO | 37K | 38K | 36K | 36K | 33K | 31K | $28M |
Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Where this firm's principals came from and which firms its alumni went on to found.