Q1 2025 Holdings
Filed 2025-05-08 | 306 holdings | $127.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Computer Inc(AAPL) | AAPL | 037833100 | $7.1M | 32,170 | 5.6% |
| Eli Lilly & Co(LLY) | LLY | 532457108 | $11.6M | 14,030 | 9.1% |
| Transdigm Group Inc(TDG) | TDG | 893641100 | $12.2M | 8,789 | 9.5% |
| Amazon.Com Inc.(AMZN) | AMZN | 023135106 | $12.3M | 64,536 | 9.6% |