Disclosed positions
| Apple Inc | AAPL | COM | $478,006,611 | 1,651,943 | SH | None |
| Alphabet Inc. Class C | GOOG | COM | $459,843,003 | 1,301,453 | SH | None |
| Microsoft Corp | MSFT | COM | $369,071,598 | 989,415 | SH | None |
| Vanguard S&P 500 ETF | VOO | EX TRD EQ FD | $248,482,518 | 361,789 | SH | None |
| JPMorgan Chase & Co | JPM | COM | $242,029,473 | 739,408 | SH | None |
| Nvidia Corp | NVDA | COM | $241,729,874 | 1,208,102 | SH | None |
| Amazon.Com Inc | AMZN | COM | $223,115,667 | 936,125 | SH | None |
| Berkshire Hathaway Class B | BRK.B | COM | $195,593,444 | 390,881 | SH | None |
| iShares Core MSCI EAFE ETF | IEFA | EX TRD EQ FD | $182,175,838 | 1,886,270 | SH | None |
| Mastercard Inc Class A | MA | COM | $174,902,086 | 340,541 | SH | None |
| Procter & Gamble | PG | COM | $152,309,282 | 1,038,662 | SH | None |
| TJX Companies Inc | TJX | COM | $148,587,005 | 980,772 | SH | None |
| Alphabet Inc. Class A | GOOGL | COM | $143,287,240 | 400,948 | SH | None |
| Costco Wholesale Co | COST | COM | $132,162,306 | 141,278 | SH | None |
| Palo Alto Networks Inc | PANW | COM | $128,568,973 | 377,013 | SH | None |
| Deere & Co | DE | COM | $128,361,690 | 201,866 | SH | None |
| Analog Devices Inc | ADI | COM | $125,472,259 | 315,915 | SH | None |
| Linde plc | LIN | COM | $124,807,182 | 240,504 | SH | None |
| Asml Holding NV | ASML | ADR | $122,390,679 | 61,520 | SH | None |
| Amgen Inc. | AMGN | COM | $118,372,653 | 326,887 | SH | None |
| Eaton Corp PLC F | ETN | COM | $115,485,562 | 271,017 | SH | None |
| Lowes Cos Inc | LOW | COM | $105,618,769 | 479,020 | SH | None |
| Nextera Energy Inc | NEE | COM | $102,280,255 | 1,165,321 | SH | None |
| Meta Platforms Inc Class A | META | COM | $101,575,602 | 180,324 | SH | None |
| iShares Core S&P Mid Cap ETF | IJH | EX TRD EQ FD | $92,948,461 | 1,205,401 | SH | None |
| iShares Core S&P Small Cap ETF | IJR | EX TRD EQ FD | $91,981,399 | 620,196 | SH | None |
| Abbott Laboratories | ABT | COM | $85,657,371 | 943,987 | SH | None |
| Thermo Fisher Scientific Inc. | TMO | COM | $83,811,151 | 167,029 | SH | None |
| Chubb LTD F | CB | COM | $77,107,278 | 225,744 | SH | None |
| Broadcom Inc | AVGO | COM | $75,254,396 | 199,217 | SH | None |
| Chevron Corp | CVX | COM | $73,619,609 | 444,133 | SH | None |
| Duke Energy Corp | DUK | COM | $73,484,216 | 580,535 | SH | None |
| Pepsico Inc | PEP | COM | $70,970,898 | 524,156 | SH | None |
| Waste Management Inc | WM | COM | $69,626,418 | 312,393 | SH | None |
| Unitedhealth GRP Inc | UNH | COM | $68,104,744 | 163,859 | SH | None |
| iShares Core MSCI Emerging ETF | IEMG | EX TRD EQ FD | $61,782,286 | 745,800 | SH | None |
| Johnson & Johnson | JNJ | COM | $59,031,010 | 232,434 | SH | None |
| Vanguard Total Stock Market ETF | VTI | EX TRD EQ FD | $58,863,122 | 159,072 | SH | None |
| Labcorp Holdings Inc | LH | COM | $57,282,012 | 204,579 | SH | None |
| Vanguard Short Term Corp Bond ETF | VCSH | ETF FI | $55,561,596 | 703,045 | SH | None |
| Vanguard Intermediate Term Cor ETF | VCIT | ETF FI | $53,808,506 | 651,041 | SH | None |
| Berkshire Hathaway Class A | BRK.A | COM | $52,419,500 | 70 | SH | None |
| Illinois Tool Works | ITW | COM | $51,974,548 | 191,148 | SH | None |
| SPDR S&P Midcap 400 ETF | MDY | EX TRD EQ FD | $44,540,426 | 63,175 | SH | None |
| Qualcomm Inc | QCOM | COM | $44,213,046 | 239,262 | SH | None |
| iShares Core 1 5 Year Usd Bond ETF | ISTB | ETF FI | $41,130,696 | 852,449 | SH | None |
| WalMart Inc | WMT | COM | $40,429,961 | 356,966 | SH | None |
| Amphenol Corp Class A | APH | COM | $40,417,371 | 228,939 | SH | None |
| S&P Global Inc Com | SPGI | COM | $40,245,008 | 98,818 | SH | None |
| Uber Technologies Inc | UBER | COM | $37,808,881 | 523,959 | 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. 12 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.