| Nvidia Corporation COM(NVDA) | Stock | 67066G104 | $63.9M | 589,371 | 6.0% |
| Apple Inc COM(AAPL) | Stock | 037833100 | $41.4M | 186,202 | 3.9% |
| Microsoft Corp COM(MSFT) | Stock | 594918104 | $32.5M | 86,668 | 3.0% |
| Amazon COM Inc COM(AMZN) | Stock | 023135106 | $31.6M | 165,905 | 3.0% |
| Meta Platforms Inc CL A(META) | Stock | 30303M102 | $29.0M | 50,261 | 2.7% |
| Palo Alto Networks Inc COM(PANW) | Stock | 697435105 | $27.4M | 160,670 | 2.6% |
| Costco Whsl Corp New COM(COST) | Stock | 22160K105 | $26.0M | 27,482 | 2.4% |
| JPMorgan Chase & Co. COM(JPM) | Stock | 46625H100 | $23.5M | 95,780 | 2.2% |
| Alphabet Inc Cap STK CL A(GOOGL) | Stock | 02079K305 | $22.4M | 144,617 | 2.1% |
| Workday Inc CL A(WDAY) | Stock | 98138H101 | $21.8M | 93,247 | 2.0% |
| Servicenow Inc COM(NOW) | Stock | 81762P102 | $20.5M | 25,748 | 1.9% |
| Intuit COM(INTU) | Stock | 461202103 | $19.3M | 31,435 | 1.8% |
| Salesforce Inc COM(CRM) | Stock | 79466L302 | $17.7M | 66,098 | 1.7% |
| Intuitive Surgical Inc COM New(ISRG) | Stock | 46120E602 | $17.1M | 34,487 | 1.6% |
| Visa Inc COM CL A(V) | Stock | 92826C839 | $17.1M | 48,688 | 1.6% |
| Home Depot Inc COM(HD) | Stock | 437076102 | $16.3M | 44,396 | 1.5% |
| Thermo Fisher Scientific Inc COM(TMO) | Stock | 883556102 | $15.3M | 30,781 | 1.4% |
| Shopify Inc CL A SUB VTG SHS(SHOP) | Stock | 82509L107 | $15.3M | 160,258 | 1.4% |
| Netflix Inc COM(NFLX) | Stock | 64110L106 | $14.7M | 15,753 | 1.4% |
| Vaneck Semiconductor ETF(SMH) | ETF | 92189F676 | $14.5M | 68,495 | 1.4% |
| Alphabet Inc Cap STK CL C(GOOG) | Stock | 02079K107 | $14.2M | 90,955 | 1.3% |
| D R Horton Inc COM(DHI) | Stock | 23331A109 | $14.1M | 110,992 | 1.3% |
| Stryker Corporation COM(SYK) | Stock | 863667101 | $13.8M | 37,141 | 1.3% |
| Asml Holding N V N Y Registry SHS(ASML) | ADR | N07059210 | $12.9M | 19,483 | 1.2% |
| Uber Technologies Inc COM(UBER) | Stock | 90353T100 | $12.8M | 176,365 | 1.2% |
| Amphenol Corp New CL A(APH) | Stock | 032095101 | $12.5M | 190,069 | 1.2% |
| Veeva SYS Inc CL A COM(VEEV) | Stock | 922475108 | $12.4M | 53,645 | 1.2% |
| Spdr Gold Shares(GLD) | ETF | 78463V107 | $12.2M | 42,368 | 1.1% |
| Cadence Design System Inc COM(CDNS) | Stock | 127387108 | $12.2M | 47,982 | 1.1% |
| Morgan Stanley COM New(MS) | Stock | 617446448 | $12.1M | 103,371 | 1.1% |
| Caterpillar Inc COM(CAT) | Stock | 149123101 | $11.8M | 35,918 | 1.1% |
| Zoetis Inc CL A(ZTS) | Stock | 98978V103 | $11.1M | 67,376 | 1.0% |
| Honeywell Intl Inc COM(HON) | Stock | 438516106 | $11.0M | 51,755 | 1.0% |
| Spdr S&P 500 ETF Trust(SPY) | ETF | 78462F103 | $10.8M | 19,217 | 1.0% |
| Taiwan Semiconductor MFG LTD Sponsored ADS(TSM) | ADR | 874039100 | $10.7M | 64,755 | 1.0% |
| Lennar Corp CL A(LEN) | Stock | 526057104 | $9.6M | 83,285 | 0.9% |
| Idexx Labs Inc COM(IDXX) | Stock | 45168D104 | $9.4M | 22,465 | 0.9% |
| Ishares Ibonds DEC 2027 Term Corporate ETF(IBDS) | ETF | 46435UAA9 | $9.4M | 389,449 | 0.9% |
| Advanced Micro Devices Inc COM(AMD) | Stock | 007903107 | $9.3M | 90,737 | 0.9% |
| Mastercard Incorporated CL A(MA) | Stock | 57636Q104 | $9.3M | 16,940 | 0.9% |
| Walmart Inc COM(WMT) | Stock | 931142103 | $9.1M | 104,013 | 0.9% |
| Ishares Ibonds DEC 2028 Term Corporate ETF(IBDT) | ETF | 46435U515 | $9.0M | 354,738 | 0.8% |
| Ishares Ibonds DEC 2025 Term Corporate ETF(IBDQ) | ETF | 46434VBD1 | $8.9M | 353,095 | 0.8% |
| Snowflake Inc CL A(SNOW) | Stock | 833445109 | $8.9M | 60,685 | 0.8% |
| Ishares Ibonds DEC 2026 Term Corporate ETF(IBDR) | ETF | 46435GAA0 | $8.8M | 364,517 | 0.8% |
| Broadridge Finl Solutions Inc COM(BR) | Stock | 11133T103 | $8.7M | 36,001 | 0.8% |
| Digital Rlty TR Inc COM(DLR) | REIT | 253868103 | $8.3M | 57,962 | 0.8% |
| T-Mobile US Inc COM(TMUS) | Stock | 872590104 | $8.1M | 30,443 | 0.8% |
| Ishares Ibonds DEC 2029 Term Corporate ETF(IBDU) | ETF | 46436E205 | $8.0M | 346,703 | 0.7% |
| Abbott Labs COM(ABT) | Stock | 002824100 | $8.0M | 60,128 | 0.7% |