| Microsoft Corporation Com Us$0.00000625(MSFT) | COM | 594918104 | $408.0M | 1,088,472 | 6.3% |
| Amazon.com Inc Com Us$0.01(AMZN) | COM | 023135106 | $342.9M | 1,802,298 | 5.3% |
| Alphabet Inc Us$0.001 'a'(GOOGL) | CAP STK CL A | 02079K305 | $328.8M | 2,127,335 | 5.1% |
| Visa Inc Com Stock Us$0.0001(V) | COM CL A | 92826C839 | $317.7M | 906,738 | 4.9% |
| Thermo Fisher Scientific COM Us$1(TMO) | COM | 883556102 | $296.0M | 594,729 | 4.6% |
| Marsh & McLennan Cos Inc Com Us$1.00(MRSH) | COM | 571748102 | $294.3M | 1,205,958 | 4.6% |
| CME Group Inc Com Us$0.01 'a'(CME) | COM | 12572Q105 | $282.3M | 1,064,499 | 4.4% |
| UnitedHealth Group Com Us$0.01(UNH) | COM | 91324P102 | $251.6M | 480,418 | 3.9% |
| Qualcomm Inc Com Us$0.0001(QCOM) | COM | 747525103 | $246.5M | 1,604,898 | 3.8% |
| IBM Com Us$0.20(IBM) | COM | 459200101 | $239.1M | 961,068 | 3.7% |
| TE Connectivity PLC(TEL) | ORD SHS | G87052109 | $224.4M | 1,587,215 | 3.5% |
| Synopsys Inc Us$0.01(SNPS) | COM | 871607107 | $215.6M | 502,925 | 3.3% |
| GE Aerospace(GE) | COM NEW | 369604301 | $211.8M | 1,057,996 | 3.3% |
| American Express Co Com Us$0.20(AXP) | COM | 025816109 | $208.2M | 773,669 | 3.2% |
| Yum China Holdings Inc. Us$0.01(YUMC) | COM | 98850P109 | $208.2M | 3,995,865 | 3.2% |
| Intuit Inc Com Us$0.01(INTU) | COM | 461202103 | $179.9M | 292,981 | 2.8% |
| Ferguson Enterprises Inc(FERG) | COMMON STOCK NEW | 31488V107 | $175.0M | 1,092,568 | 2.7% |
| Advanced Micro Devices(AMD) | COM | 007903107 | $159.3M | 1,550,502 | 2.5% |
| GE Vernova LLC(GEV) | COM | 36828A101 | $152.3M | 498,952 | 2.4% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $151.6M | 568,484 | 2.3% |
| United Rentals Inc Com Us$0.01(URI) | COM | 911363109 | $141.4M | 225,652 | 2.2% |
| Taiwan Semiconductor Manufacturing ADS Rep 5 Ord Tw$10(TSM) | SPONSORED ADS | 874039100 | $139.4M | 839,779 | 2.2% |
| Linde Plc Com Eur0.001(LIN) | SHS | G54950103 | $112.4M | 241,402 | 1.7% |
| Apple Inc Com(AAPL) | COM | 037833100 | $104.2M | 469,312 | 1.6% |
| JP Morgan Chase Com Us$1 (US quote)(JPM) | COM | 46625H100 | $103.3M | 421,031 | 1.6% |
| Schlumberger Com Us$0.01(SLB) | COM STK | 806857108 | $98.0M | 2,344,999 | 1.5% |
| GE Healthcare Holding LLC COM Usd0.01 WI(GEHC) | COMMON STOCK | 36266G107 | $56.4M | 699,730 | 0.9% |
| Zoetis Inc Com Us$0.01 'a'(ZTS) | CL A | 98978V103 | $55.4M | 336,361 | 0.9% |
| Vulcan Materials Com $1(VMC) | COM | 929160109 | $49.4M | 211,881 | 0.8% |
| American International Group Inc Com Us$2.50(AIG) | COM NEW | 026874784 | $48.4M | 556,585 | 0.7% |
| Prologis, Inc.(PLD) | COM | 74340W103 | $48.0M | 429,412 | 0.7% |
| O'Reilly Automotive Inc New $0.01(ORLY) | COM | 67103H107 | $45.1M | 31,505 | 0.7% |
| Valaris Ltd(VAL) | CL A | G9460G101 | $44.5M | 1,131,601 | 0.7% |
| Pepsico Inc Cap Stock Us$0.0166(PEP) | COM | 713448108 | $42.7M | 284,644 | 0.7% |
| American Water Works Company Inc Us$0.01(AWK) | COM | 030420103 | $41.2M | 279,463 | 0.6% |
| Mercadolibre Inc Com Us$0.001(MELI) | COM | 58733R102 | $41.0M | 21,021 | 0.6% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $39.2M | 113,140 | 0.6% |
| Berkshire Hathaway 'b' Com Us$0.1667(BRK/B) | CL B NEW | 084670702 | $37.4M | 70,167 | 0.6% |
| Cheniere Energy, Inc(LNG) | COM NEW | 16411R208 | $33.7M | 145,493 | 0.5% |
| Interactive Brokers Group Inc(IBKR) | COM CL A | 45841N107 | $32.7M | 197,541 | 0.5% |
| D.R. Horton Inc Com Us$0.01(DHI) | COM | 23331A109 | $32.7M | 257,309 | 0.5% |
| Newmont Mining Corp Com Us$1.60(NEM) | COM | 651639106 | $32.2M | 667,362 | 0.5% |
| Spdr Gold Trust Shares(GLD) | GOLD SHS | 78463V107 | $20.5M | 71,187 | 0.3% |
| Air Lease Corp(AL) | CL A | 00912X302 | $18.3M | 378,852 | 0.3% |
| Abrdn Physical Gold Shares ETF(SGOL) | PHYSCL SWISS GLD | 00326A104 | $18.3M | 612,260 | 0.3% |
| Quanta Services, Inc(PWR) | COM | 74762E102 | $15.4M | 60,674 | 0.2% |
| Costco Wholesale Corp Com Stock Us$0.005(COST) | COM | 22160K105 | $12.9M | 13,658 | 0.2% |
| RenaissanceRe Holdings Ltd(RNR) | COM | G7496G103 | $10.3M | 42,926 | 0.2% |
| Texas Pacific Land Corporation (TPL) $0.01(TPL) | COM | 88262P102 | $9.7M | 7,322 | 0.2% |
| Coca-Cola Com Us$0.25(KO) | COM | 191216100 | $8.0M | 111,087 | 0.1% |