Top 10 Holdings (47.4% of portfolio)
| # | Ticker | Name | Sector | Weight |
|---|
| 1 | APP | AppLovin Corp. Com Cl A | Information Technology | 6.39% |
| 2 | GOOGL | Alphabet inc., Class A | Communication Services | 6.09% |
| 3 | ORCL | Oracle Corp - Common | Information Technology | 5.27% |
| 4 | MSFT | Microsoft Corp | Information Technology | 4.57% |
| 5 | PANW | Palo Alto Networks Inc. | Information Technology | 4.37% |
| 6 | AMZN | Amazon.Com Inc | Consumer Discretionary | 4.36% |
| 7 | CRWD | Crowdstrike 'A' | Information Technology | 4.26% |
| 8 | ADBE | Adobe Inc | Information Technology | 4.17% |
| 9 | NOW | ServiceNow Inc | Information Technology | 3.99% |
| 10 | INTU | Intuit, Inc. | Information Technology | 3.92% |