Top 10 Holdings (59.9% of portfolio)
| # | Ticker | Name | Sector | Weight |
|---|
| 1 | AVGO | Avago Technologi | Information Technology | 10.02% |
| 2 | NVDA | Nvidia Corp. | Information Technology | 9.55% |
| 3 | ORCL | Oracle Corp - Common | Information Technology | 8.70% |
| 4 | AMD | Advanced Micro Devices Inc. | Information Technology | 6.60% |
| 5 | CSCO | Cisco Systems, Inc. | Information Technology | 4.61% |
| 6 | ARM | Arm Holdings Plc Adr USD.001 | Information Technology | 4.52% |
| 7 | INTC | Intel Corp. | Information Technology | 4.37% |
| 8 | ANET | Arista Networks Inc. | Unknown | 4.31% |
| 9 | PANW | Palo Alto Networks Inc. | Information Technology | 3.70% |
| 10 | CRWD | Crowdstrike 'A' | Information Technology | 3.48% |
