Q3 2025 Holdings
Filed 2025-10-27 | 256 holdings | $648.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Stryker Corporation(SYK) | COM | 863667101 | $25.0M | 67,655 | 3.9% |
| Apple Inc(AAPL) | COM | 037833100 | $27.4M | 107,543 | 4.2% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $27.5M | 135,235 | 4.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $29.8M | 57,628 | 4.6% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $33.9M | 181,725 | 5.2% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $47.4M | 143,771 | 7.3% |