Q2 2024 Holdings
Filed 2024-08-05 | 320 holdings | $585.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Stryker Corporation(SYK) | COM | 863667101 | $23.9M | 70,321 | 4.1% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $24.2M | 196,135 | 4.1% |
| Apple Inc(AAPL) | COM | 037833100 | $25.0M | 118,512 | 4.3% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $25.9M | 76,412 | 4.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $27.4M | 61,227 | 4.7% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $31.8M | 19,797 | 5.4% |