| Microsoft Corporation Com Us$0.00000625(MSFT) | COM | 594918104 | $429.8M | 1,019,768 | 6.8% |
| Alphabet Inc Us$0.001 'a'(GOOGL) | CAP STK CL A | 02079K305 | $376.6M | 1,989,037 | 6.0% |
| Amazon.com Inc Com Us$0.01(AMZN) | COM | 023135106 | $353.8M | 1,612,871 | 5.6% |
| Visa Inc Com Stock Us$0.0001(V) | COM CL A | 92826C839 | $288.4M | 911,901 | 4.6% |
| Thermo Fisher Scientific COM Us$1(TMO) | COM | 883556102 | $282.2M | 542,405 | 4.5% |
| Marsh & McLennan Cos Inc Com Us$1.00(MRSH) | COM | 571748102 | $249.3M | 1,173,650 | 4.0% |
| CME Group Inc Com Us$0.01 'a'(CME) | COM | 12572Q105 | $236.5M | 1,018,266 | 3.8% |
| Qualcomm Inc Com Us$0.0001(QCOM) | COM | 747525103 | $236.4M | 1,538,809 | 3.8% |
| American Express Co Com Us$0.20(AXP) | COM | 025816109 | $233.5M | 786,422 | 3.7% |
| IBM Com Us$0.20(IBM) | COM | 459200101 | $225.0M | 1,022,661 | 3.6% |
| UnitedHealth Group Com Us$0.01(UNH) | COM | 91324P102 | $222.3M | 438,977 | 3.5% |
| TE Connectivity PLC(TEL) | ORD SHS | G87052109 | $211.4M | 1,477,981 | 3.4% |
| GE Vernova LLC(GEV) | COM | 36828A101 | $202.7M | 615,729 | 3.2% |
| Yum China Holdings Inc. Us$0.01(YUMC) | COM | 98850P109 | $195.8M | 4,063,963 | 3.1% |
| Synopsys Inc Us$0.01(SNPS) | COM | 871607107 | $195.5M | 402,968 | 3.1% |
| Advanced Micro Devices(AMD) | COM | 007903107 | $184.4M | 1,526,942 | 2.9% |
| Ferguson Enterprises Inc(FERG) | COMMON STOCK NEW | 31488V107 | $175.5M | 1,011,334 | 2.8% |
| GE Aerospace(GE) | COM NEW | 369604301 | $172.9M | 1,036,530 | 2.8% |
| Taiwan Semiconductor Manufacturing ADS Rep 5 Ord Tw$10(TSM) | SPONSORED ADS | 874039100 | $172.7M | 873,964 | 2.8% |
| Intuit Inc Com Us$0.01(INTU) | COM | 461202103 | $165.6M | 263,413 | 2.6% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $151.2M | 685,079 | 2.4% |
| United Rentals Inc Com Us$0.01(URI) | COM | 911363109 | $151.0M | 214,455 | 2.4% |
| Apple Inc Com(AAPL) | COM | 037833100 | $117.8M | 470,328 | 1.9% |
| JP Morgan Chase Com Us$1 (US quote)(JPM) | COM | 46625H100 | $97.1M | 404,795 | 1.5% |
| Schlumberger Com Us$0.01(SLB) | COM STK | 806857108 | $85.5M | 2,228,411 | 1.4% |
| Linde Plc Com Eur0.001(LIN) | SHS | G54950103 | $81.7M | 195,201 | 1.3% |
| Zoetis Inc Com Us$0.01 'a'(ZTS) | CL A | 98978V103 | $54.7M | 335,536 | 0.9% |
| Prologis, Inc.(PLD) | COM | 74340W103 | $54.0M | 510,899 | 0.9% |
| Vulcan Materials Com $1(VMC) | COM | 929160109 | $50.7M | 197,134 | 0.8% |
| GE Healthcare Holding LLC COM Usd0.01 WI(GEHC) | COMMON STOCK | 36266G107 | $49.0M | 626,507 | 0.8% |
| O'Reilly Automotive Inc New $0.01(ORLY) | COM | 67103H107 | $47.8M | 40,288 | 0.8% |
| Pepsico Inc Cap Stock Us$0.0166(PEP) | COM | 713448108 | $41.8M | 274,611 | 0.7% |
| American International Group Inc Com Us$2.50(AIG) | COM NEW | 026874784 | $40.5M | 555,732 | 0.6% |
| Mercadolibre Inc Com Us$0.001(MELI) | COM | 58733R102 | $36.3M | 21,358 | 0.6% |
| Interactive Brokers Group Inc(IBKR) | COM CL A | 45841N107 | $35.5M | 201,125 | 0.6% |
| American Water Works Company Inc Us$0.01(AWK) | COM | 030420103 | $34.8M | 279,463 | 0.6% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $34.0M | 113,140 | 0.5% |
| Valaris Ltd(VAL) | CL A | G9460G101 | $33.5M | 756,135 | 0.5% |
| Berkshire Hathaway 'b' Com Us$0.1667(BRK/B) | CL B NEW | 084670702 | $31.8M | 70,180 | 0.5% |
| Cheniere Energy, Inc(LNG) | COM NEW | 16411R208 | $31.3M | 145,493 | 0.5% |
| D.R. Horton Inc Com Us$0.01(DHI) | COM | 23331A109 | $28.0M | 199,999 | 0.4% |
| Newmont Mining Corp Com Us$1.60(NEM) | COM | 651639106 | $19.2M | 516,425 | 0.3% |
| Quanta Services, Inc(PWR) | COM | 74762E102 | $16.3M | 51,382 | 0.3% |
| Spdr Gold Trust Shares(GLD) | GOLD SHS | 78463V107 | $16.2M | 67,072 | 0.3% |
| Abrdn Physical Gold Shares ETF(SGOL) | PHYSCL SWISS GLD | 00326A104 | $15.3M | 610,160 | 0.2% |
| Costco Wholesale Corp Com Stock Us$0.005(COST) | COM | 22160K105 | $13.6M | 14,832 | 0.2% |
| RenaissanceRe Holdings Ltd(RNR) | COM | G7496G103 | $10.0M | 40,165 | 0.2% |
| Texas Pacific Land Corporation (TPL) $0.01(TPL) | COM | 88262P102 | $8.1M | 7,322 | 0.1% |
| Coca-Cola Com Us$0.25(KO) | COM | 191216100 | $7.9M | 127,587 | 0.1% |
| Estee Lauder Co Inc 'a' Com Us$0.01(EL) | CL A | 518439104 | $7.5M | 99,700 | 0.1% |