Top 10 Holdings (76.4% of portfolio)
| # | Ticker | Name | Sector | Weight |
|---|
| 1 | NVDA | Nvidia Corp. | Information Technology | 18.00% |
| 2 | TSM | Taiwan Semiconductor Manufacturing Co L | Information Technology | 12.09% |
| 3 | ASML:AS | Asml Holding Nv- Adr | Information Technology | 9.41% |
| 4 | AVGO | Avago Technologi | Information Technology | 7.92% |
| 5 | MU | Micron Technology, Inc. | Information Technology | 6.76% |
| 6 | AMD | Advanced Micro Devices Inc. | Information Technology | 5.31% |
| 7 | A1MT34:BV | Applied Materials Inc | Unknown | 4.64% |
| 8 | INTC | Intel Corp. | Information Technology | 4.56% |
| 9 | QCOM | Qualcomm Inc. | Information Technology | 3.98% |
| 10 | LRCX | Cfd Lam Research Corp | Information Technology | 3.68% |
