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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| NDAQ | Nasdaq, Inc. | 0.59% | 24,080 | $2,338,890 | No Change | $97.13 | 13F | |
| IWM | iShares Russell 2000 Index | 0.52% | 8,390 | $2,065,282 | No Change | $246.16 | 13F | |
| DIS | Walt Disney Company/The | 0.46% | 15,970 | $1,816,907 | No Change | $113.77 | 13F | |
| MNST | Monster Beverage Corp. | 0.34% | 17,616 | $1,350,619 | No Change | $76.67 | 13F | |
| CRM | Salesforce, Inc. | 0.31% | 4,575 | $1,211,963 | No Change | $264.91 | 13F | |
| BLKB | Blackbaud, Inc. | 0.11% | 7,000 | $443,240 | No Change | $63.32 | 13F |