MSFTMicrosoft
3.30%-37.84K-0.00%5.94B0.21%Computer374.390Dec 31, 2024Aggregated 13FAAPLApple
2.50%-142.77K-0.00%4.50B0.15%Computer204.600Dec 31, 2024Aggregated 13FNVDANVIDIA
2.05%-358.41K-0.00%3.69B0.15%Electronics102.710Dec 31, 2024Aggregated 13FAMZNAmazon
2.04%-299.77K-0.00%3.67B0.19%Commerce180.600Dec 31, 2024Aggregated 13FGOOGLAlphabet-A
1.91%-384.52K-0.00%3.44B0.18%Internet & Media155.350Dec 31, 2024Aggregated 13FTDGTransDigm
1.60%+185.72K+0.33%2.88B3.80%Defense1352.000Dec 31, 2024Aggregated 13FBNBrookfield Corp
1.50%-6.81M-0.41%2.69B3.18%Non-Bank Financials70.810Dec 31, 2024Aggregated 13FHEIHeico
1.42%-104.04K-0.07%2.56B7.59%Defense242.700Dec 31, 2024Aggregated 13FORLYO'Reilly Automotive
1.38%-31.78K-0.06%2.48B3.14%Auto1380.500Dec 31, 2024Aggregated 13FCPRTCopart
1.29%-716.42K-0.07%2.33B3.95%Other61.045Dec 31, 2024Aggregated 13FHLTHilton Worldwide
1.25%-363.88K-0.15%2.24B4.34%Leisure Services215.360Dec 31, 2024Aggregated 13FKKRKKR & Co
1.13%-1.76M-0.20%2.04B2.13%Non-Bank Financials106.810Dec 31, 2024Aggregated 13FVVisa
1.04%-254.92K-0.01%1.86B0.28%Non-Bank Financials334.370Dec 31, 2024Aggregated 13FMETAMeta Platforms
0.98%-15.63K-0.00%1.77B0.13%Internet & Media520.270Dec 31, 2024Aggregated 13FWELLWelltower
0.98%-265.83K-0.04%1.75B1.84%Real Estate147.650Dec 31, 2024Aggregated 13FNFLXNetflix
0.93%-101.26K-0.02%1.67B0.38%Internet & Media1049.590Dec 31, 2024Aggregated 13FCSGPCoStar
0.88%-201.64K-0.05%1.58B4.68%Real Estate81.830Dec 31, 2024Aggregated 13FEQIXEquinix Inc
0.87%+44.44K+0.05%1.57B1.98%Real Estate809.460Dec 31, 2024Aggregated 13FBROBrown & Brown
0.85%+94.18K+0.03%1.52B4.50%Non-Bank Financials118.200Dec 31, 2024Aggregated 13FMAMasterCard
0.84%-227.46K-0.02%1.51B0.31%Non-Bank Financials530.010Dec 31, 2024Aggregated 13FVMCVulcan Materials
0.83%+742.85K+0.56%1.49B4.59%Building Materials244.540Dec 31, 2024Aggregated 13FAVGOBroadcom
0.81%+900.79K+0.02%1.46B0.17%Electronics176.910Dec 31, 2024Aggregated 13FROPRoper Technologies
0.80%-96.50K-0.09%1.44B2.42%Computer551.080Dec 31, 2024Aggregated 13FJPMJPMorgan
0.76%-241.56K-0.01%1.37B0.20%Banks240.880Dec 31, 2024Aggregated 13FPGRProgressive
0.75%-302.82K-0.05%1.35B0.87%Non-Bank Financials265.030Dec 31, 2024Aggregated 13FBRK.ABerkshire Hathaway-A
0.74%-6.00-0.00%1.33B0.12%Non-Bank Financials788799.000Dec 31, 2024Aggregated 13FVTRVentas Inc
0.71%-233.07K-0.05%1.28B4.26%Real Estate68.640Dec 31, 2024Aggregated 13FAMTAmerican Tower Corp
0.70%-229.75K-0.05%1.26B1.27%Real Estate212.600Dec 31, 2024Aggregated 13FCOSTCostco
0.69%-43.18K-0.01%1.24B0.29%Commerce975.840Dec 31, 2024Aggregated 13FPLDPrologis
0.67%-174.33K-0.02%1.21B1.28%Real Estate101.480Dec 31, 2024Aggregated 13FLLYEli Lilly and Co
0.60%+85.58K+0.01%1.08B0.15%Medical Biology829.420Dec 31, 2024Aggregated 13FMKLMarkel Group
0.55%+57.00+0.00%986.23M4.32%Non-Bank Financials1796.680Dec 31, 2024Aggregated 13FLYVLive Nation Entertainment
0.54%+106.25K+0.05%969.58M3.16%Internet & Media131.280Dec 31, 2024Aggregated 13FTSLATesla
0.54%+121.22K+0.00%969.20M0.12%Auto250.740Dec 31, 2024Aggregated 13FAVBAvalonBay Communities Inc
0.53%+27.70K+0.02%953.09M3.23%206.420Dec 31, 2024Aggregated 13FEXRExtra Space Storage Inc
0.53%-15.88K-0.01%948.19M3.16%Real Estate141.300Dec 31, 2024Aggregated 13FCBRECBRE Group
0.52%+180.06K+0.06%937.42M2.58%Real Estate122.050Dec 31, 2024Aggregated 13FMLMMartin Marietta Materials
0.51%+191.12K+0.32%916.55M3.01%Building Materials498.340Dec 31, 2024Aggregated 13FFWONKLiberty Formula One-C
0.50%+885.82K+0.36%895.11M4.16%Internet & Media86.590Dec 31, 2024Aggregated 13FMSCIMSCI Inc
0.48%+119.60K+0.15%869.23M2.08%Non-Bank Financials533.410Dec 31, 2024Aggregated 13FUNHUnitedHealth
0.48%+176.01K+0.02%859.44M0.22%Medical Biology427.960Dec 31, 2024Aggregated 13FITGartner
0.46%+10.49K+0.01%821.61M2.61%Computer406.490Dec 31, 2024Aggregated 13FDPZDomino's Pizza
0.45%+21.74K+0.06%818.14M4.92%Leisure Services485.880Dec 31, 2024Aggregated 13FINTUIntuit
0.44%-78.82K-0.03%795.52M0.48%Computer596.050Dec 31, 2024Aggregated 13FVICIVICI Properties
0.44%+138.57K+0.01%787.14M2.29%32.720Dec 31, 2024Aggregated 13FPGProcter & Gamble
0.44%+16.61K+0.00%782.94M0.20%Manufacturing165.730Dec 31, 2024Aggregated 13FBIPBrookfield Infrastructure Partners LP
0.43%+2.87M+0.62%777.12M5.78%Utilities28.810Dec 31, 2024Aggregated 13FACGLArch Capital
0.42%+779.54K+0.21%760.69M2.20%Non-Bank Financials92.510Dec 31, 2024Aggregated 13FTSMTaiwan Semiconductor
0.41%-1.27M-0.02%736.26M0.09%Electronics157.810Feb 28, 2025MultipleTYLTyler Technologies
0.41%-14.40K-0.03%730.19M2.97%Computer569.270Dec 31, 2024Aggregated 13F