Q1 2025 Holdings
Filed 2025-05-06 | 384 holdings | $2.7B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lowes COS Inc(LOW) | COM | 548661107 | $48.1M | 206,093 | 1.8% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $53.4M | 171,141 | 2.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $54.2M | 323,942 | 2.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $66.2M | 427,793 | 2.4% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $92.8M | 174,154 | 3.4% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $99.3M | 903,094 | 3.7% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $99.8M | 105,540 | 3.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $115.1M | 306,532 | 4.3% |
| Apple Inc(AAPL) | COM | 037833100 | $153.0M | 688,970 | 5.7% |