Q1 2025 Holdings
Filed 2025-05-20 | 527 holdings | $1.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chevron Corp(CVX) | COM | 166764100 | $7.5M | 44,436 | 0.6% |
| PepsiCo Inc(PEP) | COM | 713448108 | $7.6M | 50,247 | 0.6% |
| Automatic Data Processing Inc(ADP) | COM | 053015103 | $7.7M | 24,817 | 0.6% |
| Home Depot Inc(HD) | COM | 437076102 | $7.9M | 21,396 | 0.7% |
| Berkshire Hathaway Inc(BRK/B) | COM | 084670702 | $7.9M | 14,765 | 0.7% |
| Walmart Inc(WMT) | COM | 931142103 | $8.6M | 97,178 | 0.7% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $8.9M | 74,367 | 0.8% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $10.2M | 60,688 | 0.9% |
| Netflix Inc(NFLX) | COM | 64110L106 | $10.4M | 11,004 | 0.9% |
| Mastercard Inc(MA) | COM | 57636Q104 | $10.5M | 18,986 | 0.9% |
| Procter & Gamble Co(PG) | COM | 742718109 | $10.7M | 62,328 | 0.9% |
| AbbVie Inc(ABBV) | COM | 00287Y109 | $11.0M | 51,744 | 0.9% |
| Coca-Cola Co(KO) | COM | 191216100 | $11.1M | 153,875 | 0.9% |
| UnitedHealth Group Inc(UNH) | COM | 91324P102 | $11.4M | 21,548 | 1.0% |
| Costco Wholesale Corp(COST) | COM | 22160K105 | $11.6M | 12,161 | 1.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $13.7M | 80,836 | 1.2% |
| Eli Lilly & Co(LLY) | COM | 532457108 | $13.7M | 16,455 | 1.2% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $14.2M | 57,163 | 1.2% |
| Visa Inc(V) | COM | 92826C839 | $14.9M | 41,954 | 1.3% |
| Tesla Inc(TSLA) | COM | 88160R101 | $15.9M | 60,586 | 1.3% |
| Alphabet Inc(GOOG) | COM | 02079K107 | $18.7M | 118,630 | 1.6% |
| Alphabet Inc(GOOGL) | COM | 02079K305 | $20.1M | 128,307 | 1.7% |
| Meta Platforms Inc(META) | COM | 30303M102 | $28.8M | 49,492 | 2.4% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $40.4M | 209,961 | 3.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $59.7M | 157,386 | 5.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $62.4M | 569,760 | 5.3% |
| Apple Inc(AAPL) | COM | 037833100 | $76.8M | 341,838 | 6.5% |