Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORPORATION	77,222	$28.99M	9.3%	$318.43	+27.2%	COM	594918104
GOOGL	ALPHABET INC (CLASS A)	119,740	$18.52M	6.0%	$111.70	+61.8%	CAP STK CL A	02079K305
AAPL	APPLE INC	78,680	$17.48M	5.6%	$166.30	+38.8%	COM	037833100
GOOG	ALPHABET INC (CLASS C)	87,390	$13.65M	4.4%	$110.33	+65.4%	CAP STK CL C	02079K107
VNQ	VANGUARD REAL ESTATE ETF	149,600	$13.54M	4.4%	$90.54	—	ETF	922908553
AMZN	AMAZON COM INC	70,209	$13.36M	4.3%	$127.32	+70.4%	COM	023135106
ADBE	ADOBE INC	34,475	$13.22M	4.3%	$544.07	-21.2%	COM	00724F101
V	VISA INC	34,176	$11.98M	3.9%	$224.94	+49.5%	COM CL A	92826C839
UNH	UNITEDHEALTH GROUP INCORPORATED	22,410	$11.74M	3.8%	$486.26	+2.7%	COM	91324P102
CRM	SALESFORCE INC	43,532	$11.68M	3.8%	$277.61	+11.3%	COM	79466L302
WMT	WALMART INC	127,620	$11.2M	3.6%	$52.38	+77.4%	COM	931142103
PLD	PROLOGIS INC	98,400	$11M	3.5%	$131.96	-15.2%	COM	74340W103
DIS	THE WALT DISNEY COMPANY	106,748	$10.54M	3.4%	$142.18	-25.2%	COM	254687106
PG	THE PROCTER & GAMBLE COMPANY	52,430	$8.935M	2.9%	$148.77	+10.2%	COM	742718109
ACN	ACCENTURE PLC	25,738	$8.031M	2.6%	$339.64	+2.9%	SHS CLASS A	G1151C101
TMO	THERMO FISHER SCIENTIFIC INC	15,049	$7.488M	2.4%	$579.67	-6.9%	COM	883556102
NVDA	NVIDIA CORPORATION	66,300	$7.186M	2.3%	$93.41	+35.7%	COM	67066G104
INTU	INTUIT INC	11,353	$6.971M	2.2%	$585.16	+2.1%	COM	461202103
ADSK	AUTODESK INC	24,290	$6.359M	2.0%	$262.21	+8.5%	COM	052769106
KO	THE COCA COLA COMPANY	86,390	$6.187M	2.0%	$49.64	+30.9%	COM	191216100
TXN	TEXAS INSTRUMENTS INCORPORATED	32,170	$5.781M	1.9%	$169.46	+7.5%	COM	882508104
ROK	ROCKWELL AUTOMATION INC	21,350	$5.516M	1.8%	$272.48	+0.7%	COM	773903109
SHW	THE SHERWIN WILLIAMS COMPANY	15,160	$5.294M	1.7%	$306.37	+13.6%	COM	824348106
DE	DEERE & COMPANY	10,080	$4.731M	1.5%	$384.48	+20.0%	COM	244199105
KEYS	KEYSIGHT TECHNOLOGIES INC	30,855	$4.621M	1.5%	$167.78	-1.6%	COM	49338L103
XLV	HEALTH CARE SELECT SECTOR	27,411	$4.002M	1.3%	$146.00	—	ETF	81369Y209
XLC	COMM SERV SELECT SECTOR SPDR	40,772	$3.932M	1.3%	$96.44	—	ETF	81369Y852
NOW	SERVICENOW INC	4,924	$3.92M	1.3%	$121.66	+58.4%	COM	81762P102
APTV	APTIV PLC	63,730	$3.792M	1.2%	$61.80	+2.6%	COM	G3265R107
ECL	ECOLAB INC	13,950	$3.537M	1.1%	$201.56	+23.8%	COM	278865100
NEE	NEXTERA ENERGY INC	44,450	$3.151M	1.0%	$63.36	+8.4%	COM	65339F101
NKE	NIKE INC	48,870	$3.102M	1.0%	$97.17	-25.9%	CL B	654106103
FTNT	FORTINET INC	25,050	$2.411M	0.8%	$59.84	+69.4%	COM	34959E109
LLY	ELI LILLY AND COMPANY	2,366	$1.954M	0.6%	$814.46	+1.5%	COM	532457108
ISRG	INTUITIVE SURGICAL INC	3,720	$1.842M	0.6%	$344.06	+60.7%	COM NEW	46120E602
PTC	PTC INC	7,435	$1.152M	0.4%	$126.29	+36.2%	COM	69370C100
XLE	ENERGY SELECT SECTOR SPDR	11,142	$1.041M	0.3%	$93.43	—	ETF	81369Y506
XLP	CONSUMER STAPLES SPDR	12,493	$1.02M	0.3%	$81.65	—	ETF	81369Y308
XLF	FINANCIAL SELECT SECTOR SPDR	20,387	$1.015M	0.3%	$49.79	—	ETF	81369Y605
XLU	UTILITIES SELECT SECTOR SPDR	12,732	$1.004M	0.3%	$78.86	—	ETF	81369Y886
XLY	CONSUMER DISCRETIONARY SELT	5,073	$1.002M	0.3%	$197.52	—	ETF	81369Y407
DIA	SPDR DJIA TRUST	2,384	$1.001M	0.3%	$419.88	—	ETF	78467X109
XLI	INDUSTRIAL SELECT SECT SPDR	7,622	$999K	0.3%	$131.07	—	ETF	81369Y704
XLRE	REAL ESTATE SELECT SECTOR SPDR	23,696	$992K	0.3%	$41.86	—	ETF	81369Y860
XLB	MATERIALS SELECT SECTOR SPDR	11,474	$987K	0.3%	$86.02	—	ETF	81369Y100
SPY	SPDR S&P500 ETF TRUST	1,762	$986K	0.3%	$559.59	—	ETF	78462F103
QQQ	INVESCO QQQ TRUST SERIES 1	2,070	$971K	0.3%	$469.08	—	ETF	46090E103
XLK	TECHNOLOGY SELECT SECT SPDR	4,639	$958K	0.3%	$206.51	—	ETF	81369Y803
ARM	ARM HOLDINGS	6,915	$738K	0.2%	$106.72	—	ADR	042068205
TSLA	TESLA INC	2,720	$705K	0.2%	$197.70	+68.6%	COM	88160R101
INTC	INTEL CORPORATION	14,470	$329K	0.1%	$22.54	-2.9%	COM	458140100