Q3 2025 Holdings
Filed 2025-10-23 | 56 holdings | $14.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alphabet Class A COM(GOOGL) | COM | 02079K305 | $851.0K | 3,500 | 6.1% |
| Alphabet Class C COM(GOOG) | COM | 02079K107 | $1.2M | 4,740 | 8.2% |
| Copart Inc COM COM(CPRT) | COM | 217204106 | $1.4M | 30,595 | 9.8% |
| Apple Computer Inc COM(AAPL) | COM | 037833100 | $1.5M | 5,850 | 10.6% |
| Arista Networks Inc COM SHS COM(ANET) | COM | 040413205 | $2.1M | 14,679 | 15.2% |
| Broadcom Inc COM COM(AVGO) | COM | 11135F101 | $5.0M | 15,098 | 35.4% |