Disclosed positions
| ALPHABET INC CAP STOCK CL A | GOOGL | COM | $137,649,275 | 385,173 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $126,852,858 | 633,979 | SH | None |
| BROADCOM INC | AVGO | COM | $116,431,994 | 308,225 | SH | None |
| LILLY ELI & CO | LLY | COM | $97,354,135 | 81,167 | SH | None |
| APPLE INC | AAPL | COM | $81,651,894 | 282,181 | SH | None |
| MICROSOFT CORP | MSFT | COM | $69,488,007 | 186,285 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $64,131,476 | 195,923 | SH | None |
| AMAZON.COM INC | AMZN | COM | $59,930,593 | 251,450 | SH | None |
| GE VERNOVA INC | GEV | COM | $58,719,503 | 49,980 | SH | None |
| SPDR GOLD SHARES | GLD | ETF | $55,172,641 | 149,771 | SH | None |
| MORGAN STANLEY | MS | COM | $53,595,557 | 256,389 | SH | None |
| BERKSHIRE HATHAWAY INC CL B NE | BRK.B | COM | $48,778,518 | 97,481 | SH | None |
| ABBVIE INC | ABBV | COM | $42,518,101 | 168,964 | SH | None |
| WASTE MANAGEMENT INC DEL | WM | COM | $40,029,248 | 179,600 | SH | None |
| MASTERCARD INCORPORATED CL A | MA | COM | $38,617,584 | 75,190 | SH | None |
| LINDE PLC | LIN | COM | $36,375,099 | 70,095 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $34,198,838 | 134,657 | SH | None |
| VERTEX PHARMACEUTICALS INC | VRTX | COM | $28,126,840 | 56,624 | SH | None |
| BLACKSTONE INC | BX | COM | $27,340,036 | 232,345 | SH | None |
| EATON CORP PLC | ETN | COM | $26,786,329 | 62,861 | SH | None |
| STRYKER CORPORATION | SYK | COM | $24,498,330 | 77,812 | SH | None |
| ABBOTT LABORATORIES | ABT | COM | $22,523,211 | 248,217 | SH | None |
| HOME DEPOT INC | HD | COM | $22,406,113 | 63,531 | SH | None |
| THERMO FISHER SCIENTIFIC INC | TMO | COM | $20,515,651 | 40,920 | SH | None |
| CHEVRON CORP | CVX | COM | $19,932,640 | 120,250 | SH | None |
| COCA-COLA CO | KO | COM | $19,740,727 | 242,903 | SH | None |
| NETFLIX INC | NFLX | COM | $19,255,009 | 269,678 | SH | None |
| ALPHABET INC CAP STOCK CL C | GOOG | COM | $17,470,402 | 49,445 | SH | None |
| HITACHI LTD ADR 2 | Unresolved | COM | $17,394,228 | 629,086 | SH | None |
| FERGUSON ENTERPRISES INC COMMO | FERG | COM | $16,844,971 | 70,977 | SH | None |
| UNION PACIFIC CORP | UNP | COM | $16,372,224 | 60,192 | SH | None |
| SOUTHERN CO | SO | COM | $15,291,300 | 159,767 | SH | None |
| STATE STREET SPDR S&P 500 ETF | SPY | ETF | $15,254,271 | 20,427 | SH | None |
| MERCK & CO INC | MRK | COM | $14,205,289 | 110,547 | SH | None |
| PALO ALTO NETWORKS INC | PANW | COM | $14,111,749 | 41,381 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $13,947,901 | 102,018 | SH | None |
| GILEAD SCIENCES INC | GILD | COM | $13,333,166 | 105,534 | SH | None |
| VISA INC CL A | V | COM | $12,967,430 | 37,796 | SH | None |
| GENERAL ELECTRIC CO NEW | GE | COM | $12,783,435 | 34,205 | SH | None |
| AMERICAN ELECTRIC POWER CO INC | AEP | COM | $11,718,324 | 85,654 | SH | None |
| MCDONALDS CORP | MCD | COM | $10,217,448 | 37,799 | SH | None |
| TEXAS INSTRUMENTS INC | TXN | COM | $9,675,352 | 32,460 | SH | None |
| NORTHROP GRUMMAN CORP | NOC | COM | $8,478,993 | 16,648 | SH | None |
| CISCO SYSTEMS INC | CSCO | COM | $8,059,283 | 68,613 | SH | None |
| MONDELEZ INTL INC CL A | MDLZ | COM | $7,999,619 | 138,306 | SH | None |
| GOLDMAN SACHS GROUP INC | GS | COM | $7,977,687 | 7,888 | SH | None |
| PEPSICO INC | PEP | COM | $6,819,963 | 50,369 | SH | None |
| VANGUARD TOTAL STOCK MARKET IN | VTI | ETF | $6,670,237 | 18,026 | SH | None |
| RTX CORPORATION COM | RTX | COM | $6,571,868 | 34,638 | SH | None |
| PROCTER AND GAMBLE CO | PG | COM | $6,260,888 | 42,696 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 27 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.