+24
New
24
Positions
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | ALPHABET INC-CL A | 02079K305 | Mar 2026 | 43,407 | $12.5M | 9.46% | EC |
| 2 | APPLIED MATERIALS INC | 038222105 | Mar 2026 | 34,060 | $11.6M | 8.82% | EC |
| 3 | MICROSOFT CORP | 594918104 | Mar 2026 | 27,289 | $10.1M | 7.65% | EC |
| 4 | NVIDIA CORP | 67066G104 | Mar 2026 | 54,255 | $9.5M | 7.17% | EC |
| 5 | AMAZON.COM INC | 023135106 | Mar 2026 | 45,103 | $9.4M | 7.12% | EC |
| 6 | DANAHER CORP | 235851102 | Mar 2026 | 40,350 | $7.7M | 5.80% | EC |
| 7 | WASTE MANAGEMENT INC | 94106L109 | Mar 2026 | 25,198 | $5.8M | 4.39% | EC |
| 8 | DEERE AND CO | 244199105 | Mar 2026 | 10,269 | $5.8M | 4.38% | EC |
| 9 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | Mar 2026 | 30,680 | $4.8M | 3.66% | EC |
| 10 | LINDE PLC | G54950103 | Mar 2026 | 9,335 | $4.6M | 3.51% | EC |
| 11 | APPLE INC | 037833100 | Mar 2026 | 18,142 | $4.6M | 3.49% | EC |
| 12 | MASTERCARD INC - A | 57636Q104 | Mar 2026 | 8,853 | $4.4M | 3.35% | EC |
| 13 | BANK OF AMERICA CORP | 060505104 | Mar 2026 | 87,391 | $4.3M | 3.23% | EC |
| 14 | HOME DEPOT INC | 437076102 | Mar 2026 | 12,900 | $4.2M | 3.21% | EC |
| 15 | AUTOZONE INC | 053332102 | Mar 2026 | 1,239 | $4.2M | 3.17% | EC |
| 16 | REALTY INCOME CORP | 756109104 | Mar 2026 | 64,887 | $4.0M | 3.01% | RE |
| 17 | SALESFORCE INC | 79466L302 | Mar 2026 | 19,020 | $3.6M | 2.69% | EC |
| 18 | FERGUSON ENTERPRISES INC | 31488V107 | Mar 2026 | 14,410 | $3.4M | 2.55% | EC |
| 19 | S&P GLOBAL INC | 78409V104 | Mar 2026 | 7,614 | $3.2M | 2.45% | EC |
| 20 | SYNOPSYS INC | 871607107 | Mar 2026 | 7,868 | $3.1M | 2.36% | EC |
| 21 | ELI LILLY & CO | 532457108 | Mar 2026 | 2,941 | $2.7M | 2.05% | EC |
| 22 | STRYKER CORP | 863667101 | Mar 2026 | 8,212 | $2.7M | 2.04% | EC |
| 23 | BOSTON SCIENTIFIC CORP | 101137107 | Mar 2026 | 40,303 | $2.5M | 1.92% | EC |
| 24 | BROWN & BROWN INC | 115236101 | Mar 2026 | 38,605 | $2.5M | 1.91% | EC |