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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | 7.82% | 57,160 | $19,611,024 | -9,690 | -14.5% | $343.09 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 7.13% | 37,450 | $17,884,997 | -7,425 | -16.55% | $477.57 | 13F |
| AON | AON PLC | 6.7% | 50,650 | $16,800,099 | -6,675 | -11.64% | $331.69 | 13F |
| BN | BROOKFIELD CORP | 6.69% | 394,150 | $16,786,849 | -57,350 | -12.7% | $42.59 | 13F |
| APH | AMPHENOL CORP NEW | 6.31% | 89,750 | $15,824,720 | -15,400 | -14.65% | $176.32 | 13F |
| AMZN | AMAZON COM INC | 5.65% | 59,500 | $14,181,230 | -13,500 | -18.49% | $238.34 | 13F |
| MSFT | MICROSOFT CORP | 4.57% | 30,725 | $11,461,040 | -3,300 | -9.7% | $373.02 | 13F |
| SITM | SITIME CORP | 2.87% | 9,650 | $7,194,654 | -9,600 | -49.87% | $745.56 | 13F |
| LPLA | LPL FINL HLDGS INC | 2.75% | 24,500 | $6,901,160 | -10,100 | -29.19% | $281.68 | 13F |