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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| V | Visa Inc | 6.92% | 228,010 | $68,913,742 | 228,010 | New | $302.24 | 13F |
| GLW | Corning Inc | 4.87% | 356,933 | $48,532,180 | 356,933 | New | $135.97 | 13F |
| DOCN | DigitalOcean Holdings Inc | 4.28% | 496,702 | $42,607,098 | 496,702 | New | $85.78 | 13F |
| LHX | L3HARRIS Technologies Inv | 1.38% | 39,755 | $13,721,438 | 39,755 | New | $345.15 | 13F |
| LIN | Linde PLC | 0.43% | 8,600 | $4,263,536 | 8,600 | New | $495.76 | 13F |
| LITE | Lumentum Holdings Inc | 0.00706% | 100 | $70,276 | 100 | New | $702.76 | 13F |
| MDLZ | Mondelez International Inc | 0.00579% | 1,000 | $57,640 | 1,000 | New | $57.64 | 13F |