| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | 2.7% | 191,932 | $59,877,073 | 191,932 | New | $311.97 | 13F |
| TEM | TEMPUS AI INC | 1.11% | 388,627 | $24,693,360 | 388,627 | New | $63.54 | 13F |
| NE | NOBLE CORP PLC | 0.86% | 718,290 | $19,070,600 | 718,290 | New | $26.55 | 13F |
| ANGI | ANGI INC | 0.56% | 808,005 | $12,330,156 | 808,005 | New | $15.26 | 13F |