| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Apple(AAPL) | 24,410 | $8.1M | 10.97% |
| 2 | Amazon(AMZN) | 24,723 | $6.2M | 8.31% |
| 3 | Broadcom Inc(AVGO) | 15,906 | $5.6M | 7.54% |
| 4 | Alphabet Class A(GOOGL) | 12,969 | $4.5M | 6.02% |
| 5 | Meta Platforms Inc.(META) | 5,827 | $4.2M | 5.70% |
| 6 | Alphabet Class C(GOOG) | 10,520 | $3.6M | 4.84% |
| 7 | LAM Research(LRCX) | 7,386 | $2.4M | 3.27% |
| 8 | Advanced Micro Devices(AMD) | 3,555 | $2.2M | 2.94% |
| 9 | Kla-Tencor(KLAC) | 10,101 | $2.0M | 2.66% |
| 10 | JPMorgan(JPM) | 5,575 | $1.8M | 2.49% |
Latest filing, equity positions only