| Microsoft Corporation Com Us$0.00000625(MSFT) | COM | 594918104 | $400.9M | 897,362 | 7.6% |
| Alphabet Inc Us$0.001 'a'(GOOGL) | CAP STK CL A | 02079K305 | $316.3M | 1,736,847 | 6.0% |
| Amazon.com Inc Com Us$0.01(AMZN) | COM | 023135106 | $298.9M | 1,545,781 | 5.6% |
| Qualcomm Inc Com Us$0.0001(QCOM) | COM | 747525103 | $269.6M | 1,354,660 | 5.1% |
| Thermo Fisher Scientific COM Us$1(TMO) | COM | 883556102 | $238.1M | 431,116 | 4.5% |
| Visa Inc Com Stock Us$0.0001(V) | COM CL A | 92826C839 | $230.5M | 878,769 | 4.3% |
| Advanced Micro Devices(AMD) | COM | 007903107 | $225.5M | 1,390,510 | 4.3% |
| Marsh & McLennan Cos Inc Com Us$1.00(MRSH) | COM | 571748102 | $222.2M | 1,054,632 | 4.2% |
| UnitedHealth Group Com Us$0.01(UNH) | COM | 91324P102 | $202.3M | 397,201 | 3.8% |
| TE Connectivity Ltd Com Chf1.37(TEL) | SHS | H84989104 | $196.2M | 1,304,360 | 3.7% |
| American Express Co Com Us$0.20(AXP) | COM | 025816109 | $179.3M | 774,060 | 3.4% |
| GE Aerospace(GE) | COM NEW | 369604301 | $175.1M | 1,101,659 | 3.3% |
| IBM Com Us$0.20(IBM) | COM | 459200101 | $170.9M | 987,684 | 3.2% |
| CME Group Inc Com Us$0.01 'a'(CME) | COM | 12572Q105 | $166.5M | 847,276 | 3.1% |
| Intuit Inc Com Us$0.01(INTU) | COM | 461202103 | $163.5M | 248,775 | 3.1% |
| Synopsys Inc Us$0.01(SNPS) | COM | 871607107 | $163.3M | 274,452 | 3.1% |
| Ferguson Plc Ord 0.01(FERG) | SHS | G3421J106 | $157.3M | 812,904 | 3.0% |
| United Rentals Inc Com Us$0.01(URI) | COM | 911363109 | $134.6M | 208,091 | 2.5% |
| Taiwan Semiconductor Manufacturing ADS Rep 5 Ord Tw$10(TSM) | SPONSORED ADS | 874039100 | $128.9M | 741,328 | 2.4% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $124.9M | 709,017 | 2.4% |
| GE Vernova LLC(GEV) | COM | 36828A101 | $113.5M | 661,249 | 2.1% |
| Schlumberger Com Us$0.01(SLB) | COM STK | 806857108 | $94.2M | 1,996,286 | 1.8% |
| Linde Plc Com Eur0.001(LIN) | SHS | G54950103 | $85.3M | 194,225 | 1.6% |
| Apple Inc Com(AAPL) | COM | 037833100 | $85.0M | 404,022 | 1.6% |
| JP Morgan Chase Com Us$1 (US quote)(JPM) | COM | 46625H100 | $65.5M | 323,458 | 1.2% |
| Zoetis Inc Com Us$0.01 'a'(ZTS) | CL A | 98978V103 | $53.0M | 306,119 | 1.0% |
| Pepsico Inc Cap Stock Us$0.0166(PEP) | COM | 713448108 | $47.6M | 288,413 | 0.9% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $45.4M | 141,414 | 0.9% |
| Valaris Ltd(VAL) | CL A | G9460G101 | $41.5M | 557,376 | 0.8% |
| American International Group Inc Com Us$2.50(AIG) | COM NEW | 026874784 | $40.7M | 548,286 | 0.8% |
| Vulcan Materials Com $1(VMC) | COM | 929160109 | $37.4M | 150,619 | 0.7% |
| American Water Works Company Inc Us$0.01(AWK) | COM | 030420103 | $35.4M | 274,049 | 0.7% |
| Mercadolibre Inc Com Us$0.001(MELI) | COM | 58733R102 | $33.9M | 20,599 | 0.6% |
| O'Reilly Automotive Inc New $0.01(ORLY) | COM | 67103H107 | $33.8M | 31,962 | 0.6% |
| Berkshire Hathaway 'b' Com Us$0.1667(BRK/B) | CL B NEW | 084670702 | $33.3M | 81,827 | 0.6% |
| Prologis, Inc.(PLD) | COM | 74340W103 | $32.4M | 288,431 | 0.6% |
| Yum China Holdings Inc. Us$0.01(YUMC) | COM | 98850P109 | $28.8M | 932,527 | 0.5% |
| D.R. Horton Inc Com Us$0.01(DHI) | COM | 23331A109 | $25.4M | 180,434 | 0.5% |
| Cheniere Energy, Inc(LNG) | COM NEW | 16411R208 | $25.0M | 142,860 | 0.5% |
| Newmont Mining Corp Com Us$1.60(NEM) | COM | 651639106 | $19.5M | 465,966 | 0.4% |
| Abrdn Physical Gold Shares ETF(SGOL) | PHYSCL SWISS GLD | 00326A104 | $14.7M | 661,690 | 0.3% |
| Costco Wholesale Corp Com Stock Us$0.005(COST) | COM | 22160K105 | $13.8M | 16,261 | 0.3% |
| Spdr Gold Trust Shares(GLD) | GOLD SHS | 78463V107 | $13.7M | 63,525 | 0.3% |
| Coca-Cola Com Us$0.25(KO) | COM | 191216100 | $10.1M | 157,959 | 0.2% |
| Quanta Services, Inc(PWR) | COM | 74762E102 | $10.0M | 39,406 | 0.2% |
| RenaissanceRe Holdings Ltd(RNR) | COM | G7496G103 | $9.0M | 40,285 | 0.2% |
| Texas Pacific Land Corporation (TPL) $0.01(TPL) | COM | 88262P102 | $8.8M | 12,006 | 0.2% |
| Chevron Corporation Com Us$0.75(CVX) | COM | 166764100 | $8.7M | 55,567 | 0.2% |
| Alphabet Inc Us$0.001 'c'(GOOG) | CAP STK CL C | 02079K107 | $8.4M | 45,721 | 0.2% |
| Pinterest Inc Com Us$0.00001(PINS) | CL A | 72352L106 | $6.4M | 145,555 | 0.1% |