Top 10 Holdings (47.3% of portfolio)
| # | Ticker | Name | Sector | Weight |
|---|
| 1 | NVDA | Nvidia Corp. | Information Technology | 8.43% |
| 2 | MSFT | Microsoft Corp | Information Technology | 8.22% |
| 3 | AMZN | Amazon.Com Inc | Consumer Discretionary | 7.26% |
| 4 | V | Visa Inc | Information Technology | 3.87% |
| 5 | INTU | Intuit, Inc. | Information Technology | 3.75% |
| 6 | TSM | Taiwan Semiconductor Manufacturing Co L | Information Technology | 3.53% |
| 7 | MRVL | Marvell Technology Inc | Information Technology | 3.29% |
| 8 | MPWR | Monolithic Power Systems Inc | Information Technology | 3.09% |
| 9 | AJG | Arthur J Gallagher & Co. | Financials | 3.04% |
| 10 | KKR | Kkr & Co Inc | Unknown | 2.82% |
