| Top holdings | Sector allocation | (%) |
|---|---|---|
| NVIDIA Corp | Computer Electronics | 6.14% |
| Alphabet Inc Cl A | Information Technology | 5.51% |
| Microsoft Corp | Information Technology | 4.84% |
| Amazon.com Inc | Retail | 4.30% |
| KLA Corp | Computer Electronics | 3.89% |
| Constellation Software Inc | Information Technology | 3.62% |
| Salesforce Inc | Information Technology | 3.53% |
| iShares 20 Plus Year Treasury Bond ETF (TLT) | Fixed Income | 3.51% |
| Eli Lilly and Co | Drugs | 3.40% |
| Taiwan Semiconductor Manufactrg Co Ltd - ADR | Computer Electronics | 3.15% |
| Shopify Inc Cl A | Information Technology | 3.01% |
| Humana Inc | Healthcare Services | 3.01% |
| S&P Global Inc | Professional Services | 2.97% |
| NextEra Energy Inc | Electric Utilities | 2.73% |
| Broadcom Inc | Computer Electronics | 2.60% |