| Microsoft Corporation Com Us$0.00000625(MSFT) | COM | 594918104 | $410.8M | 954,830 | 6.7% |
| Alphabet Inc Us$0.001 'a'(GOOGL) | CAP STK CL A | 02079K305 | $319.8M | 1,927,652 | 5.3% |
| Thermo Fisher Scientific COM Us$1(TMO) | COM | 883556102 | $296.9M | 480,216 | 4.9% |
| Amazon.com Inc Com Us$0.01(AMZN) | COM | 023135106 | $296.0M | 1,588,715 | 4.9% |
| UnitedHealth Group Com Us$0.01(UNH) | COM | 91324P102 | $263.5M | 450,766 | 4.3% |
| Visa Inc Com Stock Us$0.0001(V) | COM CL A | 92826C839 | $253.2M | 921,540 | 4.2% |
| Marsh & McLennan Cos Inc Com Us$1.00(MRSH) | COM | 571748102 | $246.5M | 1,104,799 | 4.0% |
| Qualcomm Inc Com Us$0.0001(QCOM) | COM | 747525103 | $246.0M | 1,446,533 | 4.0% |
| Advanced Micro Devices(AMD) | COM | 007903107 | $240.4M | 1,465,108 | 3.9% |
| IBM Com Us$0.20(IBM) | COM | 459200101 | $222.7M | 1,007,532 | 3.7% |
| TE Connectivity PLC(TEL) | ORD SHS | G87052109 | $213.1M | 1,411,048 | 3.5% |
| American Express Co Com Us$0.20(AXP) | COM | 025816109 | $209.2M | 771,384 | 3.4% |
| GE Aerospace(GE) | COM NEW | 369604301 | $207.5M | 1,100,721 | 3.4% |
| Yum China Holdings Inc. Us$0.01(YUMC) | COM | 98850P109 | $189.2M | 4,203,087 | 3.1% |
| CME Group Inc Com Us$0.01 'a'(CME) | COM | 12572Q105 | $186.6M | 845,513 | 3.1% |
| GE Vernova LLC(GEV) | COM | 36828A101 | $185.5M | 727,704 | 3.0% |
| Ferguson Enterprises Inc(FERG) | COMMON STOCK NEW | 31488V107 | $174.5M | 878,708 | 2.9% |
| United Rentals Inc Com Us$0.01(URI) | COM | 911363109 | $170.4M | 210,588 | 2.8% |
| Synopsys Inc Us$0.01(SNPS) | COM | 871607107 | $168.1M | 331,825 | 2.8% |
| Intuit Inc Com Us$0.01(INTU) | COM | 461202103 | $159.4M | 256,637 | 2.6% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $149.0M | 722,091 | 2.4% |
| Taiwan Semiconductor Manufacturing ADS Rep 5 Ord Tw$10(TSM) | SPONSORED ADS | 874039100 | $137.1M | 789,549 | 2.3% |
| Apple Inc Com(AAPL) | COM | 037833100 | $97.7M | 419,435 | 1.6% |
| Linde Plc Com Eur0.001(LIN) | SHS | G54950103 | $93.5M | 196,036 | 1.5% |
| Schlumberger Com Us$0.01(SLB) | COM STK | 806857108 | $88.6M | 2,112,864 | 1.5% |
| JP Morgan Chase Com Us$1 (US quote)(JPM) | COM | 46625H100 | $86.2M | 408,819 | 1.4% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $64.8M | 159,382 | 1.1% |
| Zoetis Inc Com Us$0.01 'a'(ZTS) | CL A | 98978V103 | $61.1M | 312,899 | 1.0% |
| Vulcan Materials Com $1(VMC) | COM | 929160109 | $47.3M | 188,948 | 0.8% |
| Pepsico Inc Cap Stock Us$0.0166(PEP) | COM | 713448108 | $43.5M | 256,111 | 0.7% |
| Mercadolibre Inc Com Us$0.001(MELI) | COM | 58733R102 | $43.3M | 21,136 | 0.7% |
| O'Reilly Automotive Inc New $0.01(ORLY) | COM | 67103H107 | $41.8M | 36,298 | 0.7% |
| American Water Works Company Inc Us$0.01(AWK) | COM | 030420103 | $40.9M | 279,463 | 0.7% |
| American International Group Inc Com Us$2.50(AIG) | COM NEW | 026874784 | $40.6M | 553,932 | 0.7% |
| Prologis, Inc.(PLD) | COM | 74340W103 | $39.9M | 315,976 | 0.7% |
| D.R. Horton Inc Com Us$0.01(DHI) | COM | 23331A109 | $38.1M | 199,999 | 0.6% |
| Valaris Ltd(VAL) | CL A | G9460G101 | $37.4M | 670,885 | 0.6% |
| Berkshire Hathaway 'b' Com Us$0.1667(BRK/B) | CL B NEW | 084670702 | $35.4M | 76,924 | 0.6% |
| Newmont Mining Corp Com Us$1.60(NEM) | COM | 651639106 | $28.4M | 531,041 | 0.5% |
| Interactive Brokers Group Inc(IBKR) | COM CL A | 45841N107 | $26.9M | 193,349 | 0.4% |
| Cheniere Energy, Inc(LNG) | COM NEW | 16411R208 | $26.2M | 145,673 | 0.4% |
| Abrdn Physical Gold Shares ETF(SGOL) | PHYSCL SWISS GLD | 00326A104 | $16.1M | 641,550 | 0.3% |
| Spdr Gold Trust Shares(GLD) | GOLD SHS | 78463V107 | $15.6M | 64,135 | 0.3% |
| Costco Wholesale Corp Com Stock Us$0.005(COST) | COM | 22160K105 | $14.0M | 15,779 | 0.2% |
| Texas Pacific Land Corporation (TPL) $0.01(TPL) | COM | 88262P102 | $12.5M | 14,166 | 0.2% |
| Quanta Services, Inc(PWR) | COM | 74762E102 | $12.5M | 41,963 | 0.2% |
| RenaissanceRe Holdings Ltd(RNR) | COM | G7496G103 | $11.0M | 40,285 | 0.2% |
| Coca-Cola Com Us$0.25(KO) | COM | 191216100 | $10.3M | 143,992 | 0.2% |
| Alphabet Inc Us$0.001 'c'(GOOG) | CAP STK CL C | 02079K107 | $6.9M | 41,022 | 0.1% |
| Procter & Gamble Co Com(PG) | COM | 742718109 | $5.8M | 33,377 | 0.1% |