MSFTMicrosoft
3.99%-164.45K-0.00%6.97B0.21%Computer420.690Jun 30, 2024Aggregated 13FAAPLApple
2.54%-43.53K-0.00%4.44B0.13%Computer226.210Jun 30, 2024Aggregated 13FNVDANVIDIA
2.47%-1.49M-0.01%4.30B0.14%Electronics117.000Jun 30, 2024Aggregated 13FGOOGLAlphabet-A
2.30%-281.01K-0.00%4.01B0.18%Internet & Media166.990Jun 30, 2024Aggregated 13FAMZNAmazon
2.19%-207.07K-0.00%3.83B0.19%Commerce185.130Jun 30, 2024Aggregated 13FBNBrookfield Corp
1.44%-1.22M-0.08%2.52B3.95%Non-Bank Financials71.620Jun 30, 2024Aggregated 13FTDGTransDigm
1.44%-206.42K-0.37%2.51B3.57%Defense1435.960Jun 30, 2024Aggregated 13FHEIHeico
1.35%-160.63K-0.12%2.36B7.73%Defense262.280Jun 30, 2024Aggregated 13FKKRKKR & Co
1.30%-873.07K-0.10%2.27B2.46%Non-Bank Financials129.870Jun 30, 2024Aggregated 13FCPRTCopart
1.16%-1.30M-0.13%2.03B3.95%Other52.480Jun 30, 2024Aggregated 13FHLTHilton Worldwide
1.15%+191.05K+0.08%2.00B3.79%Leisure Services229.830Jun 30, 2024Aggregated 13FORLYO'Reilly Automotive
1.08%+57.41K+0.10%1.88B3.19%Commerce1161.990Jun 30, 2024Aggregated 13FAMTAmerican Tower Corp
0.98%-16.97K-0.00%1.71B1.88%Real Estate232.070Jun 30, 2024Aggregated 13FMETAMeta Platforms
0.93%-37.69K-0.00%1.62B0.13%Internet & Media576.470Jun 30, 2024Aggregated 13FROPRoper Technologies
0.87%+102.56K+0.10%1.51B2.51%Computer548.270Jun 30, 2024Aggregated 13FCSGPCoStar
0.82%-219.80K-0.05%1.43B4.73%Real Estate74.650Jun 30, 2024Aggregated 13FEQIXEquinix Inc
0.82%+238.93K+0.25%1.43B1.99%Real Estate883.000Jun 30, 2024Aggregated 13FVVisa
0.81%+60.50K+0.00%1.41B0.28%Non-Bank Financials277.600Jun 30, 2024Aggregated 13FPLDPrologis
0.78%+170.03K+0.02%1.37B1.33%Real Estate124.610Jun 30, 2024Aggregated 13FPGRProgressive
0.74%-871.31K-0.15%1.29B1.05%Non-Bank Financials254.270Jun 30, 2024Aggregated 13FWELLWelltower Inc
0.74%-19.66K-0.00%1.29B2.04%Real Estate127.580Jun 30, 2024Aggregated 13FMAMasterCard
0.73%+107.49K+0.01%1.28B0.32%Non-Bank Financials496.380Jun 30, 2024Aggregated 13FJPMJPMorgan
0.67%-240.95K-0.01%1.17B0.20%Banks207.040Jun 30, 2024Aggregated 13FBROBrown & Brown
0.65%+86.42K+0.03%1.14B4.49%Non-Bank Financials105.010Jun 30, 2024Aggregated 13FCOSTCostco
0.65%-18.02K-0.00%1.13B0.30%Commerce877.380Jun 30, 2024Aggregated 13FADBEAdobe
0.64%+14.59K+0.00%1.11B0.45%Computer502.800Jun 30, 2024Aggregated 13FVMCVulcan Materials
0.62%-58.71K-0.04%1.08B3.36%Building Materials247.490Jun 30, 2024Aggregated 13FLLYEli Lilly and Co
0.61%-66.68K-0.01%1.06B0.13%Medical Biology884.480Jun 30, 2024Aggregated 13FAVGOBroadcom
0.61%-720.56K-0.02%1.06B0.14%Electronics167.470Jun 30, 2024Aggregated 13FEXRExtra Space Storage Inc
0.59%-226.33K-0.11%1.03B3.24%Real Estate178.280Jun 30, 2024Aggregated 13FNFLXNetflix
0.58%+24.11K+0.01%1.01B0.35%Internet & Media706.130Jun 30, 2024Aggregated 13FVTRVentas Inc
0.56%-388.24K-0.09%973.88M4.65%Real Estate63.890Jun 30, 2024Aggregated 13FAVBAvalonBay Communities Inc
0.55%-14.92K-0.01%962.15M3.27%222.190Jun 30, 2024Aggregated 13FINTUIntuit
0.53%+57.28K+0.02%919.00M0.50%Computer606.280Jun 30, 2024Aggregated 13FBRK.ABerkshire Hathaway-A
0.51%-37.00-0.00%887.61M0.10%Non-Bank Financials685000.000Jun 30, 2024Aggregated 13FMKLMarkel Group
0.50%-5.78K-0.04%876.59M4.30%Non-Bank Financials1572.720Jun 30, 2024Aggregated 13FMCHPMicrochip Technology
0.48%+37.92K+0.01%844.68M1.73%Electronics77.490Jun 30, 2024Aggregated 13FITGartner
0.48%+342.12K+0.44%838.18M2.46%Computer501.230Jun 30, 2024Aggregated 13FDPZDomino's Pizza
0.47%-30.78K-0.09%827.46M4.70%Leisure Services430.660Jun 30, 2024Aggregated 13FUNHUnitedHealth
0.46%+3.13K+0.00%798.47M0.18%Medical Biology583.300Jun 30, 2024Aggregated 13FSBACSBA Communications Corp
0.46%-96.20K-0.09%794.63M3.91%Real Estate242.640Jun 30, 2024Aggregated 13FDHRDanaher
0.44%+1.10K+0.00%764.27M0.43%Medical Biology274.560Jun 30, 2024Aggregated 13FMRKMerck & Co
0.43%-186.69K-0.01%748.24M0.23%Medical Biology114.740Jun 30, 2024Aggregated 13FTSLATesla
0.42%-43.38K-0.00%734.06M0.11%Auto258.020Jun 30, 2024Aggregated 13FINVHInvitation Homes Inc
0.42%-94.54K-0.02%726.86M3.34%34.690Jun 30, 2024Aggregated 13FACGLArch Capital
0.41%+302.30K+0.08%716.07M1.90%Non-Bank Financials113.510Jun 30, 2024Aggregated 13FXOMExxon Mobil
0.41%+478.51K+0.01%714.37M0.14%Mining119.930Jun 30, 2024Aggregated 13FMSCIMSCI Inc
0.40%+624.61K+0.79%696.82M1.85%Non-Bank Financials575.750Jun 30, 2024Aggregated 13FLYVLive Nation Entertainment
0.39%-20.26K-0.01%674.24M3.09%Internet & Media110.610Jun 30, 2024Aggregated 13FPGProcter & Gamble
0.38%-19.72K-0.00%671.81M0.18%Manufacturing173.040Jun 30, 2024Aggregated 13F