MSFTMicrosoft
3.48%-37.84K-0.00%6.63B0.21%Computer396.990Dec 31, 2024Aggregated 13FAAPLApple
2.89%-142.77K-0.00%5.49B0.15%Computer241.840Dec 31, 2024Aggregated 13FNVDANVIDIA
2.51%-358.41K-0.00%4.78B0.15%Electronics124.920Dec 31, 2024Aggregated 13FAMZNAmazon
2.32%-299.77K-0.00%4.42B0.19%Commerce212.280Dec 31, 2024Aggregated 13FGOOGLAlphabet-A
2.21%-384.52K-0.00%4.20B0.18%Internet & Media170.280Dec 31, 2024Aggregated 13FBNBrookfield Corp
1.58%-6.81M-0.45%3.00B3.47%Non-Bank Financials83.720Dec 31, 2024Aggregated 13FKKRKKR & Co
1.47%-1.76M-0.20%2.80B2.13%Non-Bank Financials135.590Dec 31, 2024Aggregated 13FTDGTransDigm
1.42%+185.72K+0.33%2.70B3.80%Defense1367.200Dec 31, 2024Aggregated 13FHLTHilton Worldwide
1.35%-363.88K-0.15%2.57B4.33%Leisure Services264.960Dec 31, 2024Aggregated 13FHEIHeico
1.32%-104.04K-0.07%2.51B7.60%Defense264.680Dec 31, 2024Aggregated 13FCPRTCopart
1.15%-716.42K-0.07%2.19B3.97%Other54.800Dec 31, 2024Aggregated 13FORLYO'Reilly Automotive
1.12%-31.78K-0.06%2.13B3.12%Commerce1373.640Dec 31, 2024Aggregated 13FMETAMeta Platforms
1.05%-15.63K-0.00%1.99B0.13%Internet & Media668.200Dec 31, 2024Aggregated 13FAVGOBroadcom
0.99%+900.79K+0.02%1.89B0.17%Electronics199.430Dec 31, 2024Aggregated 13FEQIXEquinix Inc
0.96%+44.44K+0.05%1.82B1.99%Real Estate904.620Dec 31, 2024Aggregated 13FVVisa
0.92%-254.92K-0.01%1.75B0.28%Non-Bank Financials362.710Dec 31, 2024Aggregated 13FVMCVulcan Materials
0.82%+742.85K+0.56%1.56B4.59%Building Materials247.310Dec 31, 2024Aggregated 13FTSLATesla
0.81%+121.22K+0.00%1.54B0.12%Auto292.980Dec 31, 2024Aggregated 13FWELLWelltower Inc
0.79%-265.83K-0.04%1.49B1.86%Real Estate153.510Dec 31, 2024Aggregated 13FMAMasterCard
0.78%-227.46K-0.02%1.49B0.31%Non-Bank Financials576.310Dec 31, 2024Aggregated 13FNFLXNetflix
0.75%-101.26K-0.02%1.42B0.37%Internet & Media980.560Dec 31, 2024Aggregated 13FCSGPCoStar
0.72%-201.64K-0.05%1.38B4.68%Real Estate76.250Dec 31, 2024Aggregated 13FJPMJPMorgan
0.71%-241.56K-0.01%1.35B0.20%Banks264.650Dec 31, 2024Aggregated 13FROPRoper Technologies
0.71%-96.50K-0.09%1.35B2.42%Computer584.500Dec 31, 2024Aggregated 13FBROBrown & Brown
0.69%+94.18K+0.03%1.32B4.52%Non-Bank Financials118.540Dec 31, 2024Aggregated 13FTSMTaiwan Semiconductor
0.67%+1.25M+0.02%1.27B0.12%Electronics180.530Dec 31, 2024MultiplePLDPrologis
0.66%-174.33K-0.02%1.26B1.28%Real Estate123.920Dec 31, 2024Aggregated 13FPGRProgressive
0.63%-302.82K-0.05%1.19B0.87%Non-Bank Financials282.000Dec 31, 2024Aggregated 13FCOSTCostco
0.61%-43.18K-0.01%1.16B0.29%Commerce1048.610Dec 31, 2024Aggregated 13FBRK.ABerkshire Hathaway-A
0.60%-6.00-0.00%1.15B0.12%Non-Bank Financials774999.990Dec 31, 2024Aggregated 13FVTRVentas Inc
0.58%-233.07K-0.05%1.10B4.27%Real Estate69.180Dec 31, 2024Aggregated 13FAMTAmerican Tower Corp
0.57%-229.75K-0.05%1.09B1.27%Real Estate205.620Dec 31, 2024Aggregated 13FAVBAvalonBay Communities Inc
0.53%+27.70K+0.02%1.01B3.23%226.180Dec 31, 2024Aggregated 13FLLYEli Lilly and Co
0.53%+85.58K+0.01%1.01B0.15%Medical Biology920.630Dec 31, 2024Aggregated 13FEXRExtra Space Storage Inc
0.53%-15.88K-0.01%1.00B3.16%Real Estate152.560Dec 31, 2024Aggregated 13FUNHUnitedHealth
0.53%+176.01K+0.02%1.00B0.21%Medical Biology474.960Dec 31, 2024Aggregated 13FCBRECBRE Group
0.53%+180.06K+0.06%999.79M2.58%Real Estate141.940Dec 31, 2024Aggregated 13FITGartner
0.51%+10.49K+0.01%976.17M2.62%Computer498.320Dec 31, 2024Aggregated 13FMSCIMSCI Inc
0.51%+119.60K+0.15%965.95M2.08%Non-Bank Financials590.510Dec 31, 2024Aggregated 13FFWONKLiberty Formula One-C
0.51%+885.82K+0.36%961.74M4.17%Internet & Media96.430Dec 31, 2024Aggregated 13FMKLMarkel Group
0.50%+57.00+0.00%947.44M4.30%Non-Bank Financials1933.440Dec 31, 2024Aggregated 13FLYVLive Nation Entertainment
0.50%+106.25K+0.05%946.37M3.16%Internet & Media143.360Dec 31, 2024Aggregated 13FMLMMartin Marietta Materials
0.49%+191.12K+0.31%941.00M2.99%Building Materials483.140Dec 31, 2024Aggregated 13FINTUIntuit
0.44%-78.82K-0.03%835.88M0.48%Computer613.840Dec 31, 2024Aggregated 13FPGProcter & Gamble
0.42%+16.61K+0.00%796.48M0.20%Manufacturing173.840Dec 31, 2024Aggregated 13F00700TENCENT
0.40%+970.000.00%766.37M0.16%Internet & Media478.600Jan 31, 2025MultipleACGLArch Capital
0.40%+779.54K+0.21%760.36M2.20%Non-Bank Financials92.910Dec 31, 2024Aggregated 13FTYLTyler Technologies
0.39%-14.40K-0.03%737.27M2.97%Computer608.430Dec 31, 2024Aggregated 13FFICOFair Isaac
0.38%-7.56K-0.03%727.44M1.50%Computer1886.350Dec 31, 2024Aggregated 13FXOMExxon Mobil
0.38%-51.06K-0.00%719.06M0.16%Mining111.330Dec 31, 2024Aggregated 13F