Disclosed positions
| Advanced Micro Devices | AMD | Stock | $68,202,035 | 117,406 | SH | None |
| Alphabet C | GOOG | Stock | $59,861,169 | 169,420 | SH | None |
| Cisco Systems | CSCO | Stock | $58,375,641 | 496,983 | SH | None |
| Apple | AAPL | Stock | $56,911,245 | 196,680 | SH | None |
| Alphabet A | GOOGL | Stock | $45,773,426 | 128,084 | SH | None |
| Intel | INTC | Stock | $42,190,182 | 302,157 | SH | None |
| American Express | AXP | Stock | $39,320,467 | 116,247 | SH | None |
| Waters | WAT | Stock | $39,201,056 | 104,525 | SH | None |
| Berkshire Hathaway Class B | BRK.B | Stock | $35,468,644 | 70,882 | SH | None |
| Stryker | SYK | Stock | $35,243,571 | 111,941 | SH | None |
| Linde | LIN | Stock | $30,162,350 | 58,123 | SH | None |
| Analog Devices | ADI | Stock | $30,084,996 | 75,748 | SH | None |
| Wells Fargo | WFC | Stock | $28,715,003 | 347,471 | SH | None |
| Union Pacific | UNP | Stock | $27,457,872 | 100,948 | SH | None |
| Ametek | AME | Stock | $26,055,244 | 107,693 | SH | None |
| Idexx Laboratories | IDXX | Stock | $25,904,007 | 49,206 | SH | None |
| Aflac | AFL | Stock | $22,951,101 | 195,745 | SH | None |
| Visa | V | Stock | $22,874,587 | 66,672 | SH | None |
| Johnson & Johnson | JNJ | Stock | $22,814,381 | 89,831 | SH | None |
| Home Depot | HD | Stock | $21,737,436 | 61,635 | SH | None |
| Sysco | SYY | Stock | $21,567,150 | 258,042 | SH | None |
| Paychex | PAYX | Stock | $21,271,434 | 216,327 | SH | None |
| Oracle | ORCL | Stock | $20,830,031 | 142,136 | SH | None |
| Automatic Data Processing | ADP | Stock | $19,889,000 | 88,810 | SH | None |
| Chevron | CVX | Stock | $19,322,450 | 116,569 | SH | None |
| Microsoft | MSFT | Stock | $18,332,141 | 49,145 | SH | None |
| U.S. Bancorp | USB | Stock | $16,994,577 | 281,367 | SH | None |
| Uber Technologies | UBER | Stock | $16,663,043 | 230,918 | SH | None |
| Amazon.com | AMZN | Stock | $16,252,166 | 68,189 | SH | None |
| Starbucks | SBUX | Stock | $15,963,107 | 156,210 | SH | None |
| Intuitive Surgical | ISRG | Stock | $15,561,218 | 39,130 | SH | None |
| Palantir Technologies | PLTR | Stock | $15,488,176 | 132,752 | SH | None |
| T. Rowe Price Group | TROW | Stock | $14,956,033 | 131,551 | SH | None |
| Abbott Laboratories | ABT | Stock | $14,597,764 | 160,875 | SH | None |
| Adobe | ADBE | Stock | $14,525,462 | 70,849 | SH | None |
| Veeva Systems | VEEV | Stock | $14,275,332 | 80,438 | SH | None |
| GE Aerospace | GE | Stock | $13,458,031 | 36,010 | SH | None |
| Axon Enterprise | AXON | Stock | $13,276,366 | 23,682 | SH | None |
| Arm Holdings | ARM | ADR | $13,210,569 | 37,258 | SH | None |
| Ecolab | ECL | Stock | $13,203,885 | 47,392 | SH | None |
| SS&C Technologies | SSNC | Stock | $13,197,299 | 212,688 | SH | None |
| NVIDIA | NVDA | Stock | $13,122,903 | 65,585 | SH | None |
| Enbridge | ENB | Stock | $12,967,683 | 239,212 | SH | None |
| Truist Financial | TFC | Stock | $12,889,082 | 258,713 | SH | None |
| Regeneron Pharmaceuticals | REGN | Stock | $12,425,905 | 19,928 | SH | None |
| SLB | SLB | Stock | $12,244,779 | 263,385 | SH | None |
| Intuit | INTU | Stock | $12,192,354 | 46,714 | SH | None |
| Evergy | EVRG | Stock | $12,050,071 | 139,420 | SH | None |
| Kimberly-Clark | KMB | Stock | $11,603,802 | 105,710 | SH | None |
| IPG Photonics | IPGP | Stock | $11,251,457 | 95,904 | 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. 0 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.