| AAlphabet Inc Class CGOOG |
| 29.29% | 29.52% | $38.1M | 107,827 | $36.4M | 126,897 | -19,070-15.03% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 24.57% | 25.21% | $32.0M | 62,227 | $31.1M | 62,227 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 15.07% | 15.77% | $19.6M | 52,566 | $19.5M | 52,550 | +16+0.03% | Add |
 FIRST SOLAR INC COMFSLR |
| 9.48% | 8.36% | $12.3M | 52,285 | $10.3M | 52,285 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 4.22% | 4.52% | $5.5M | 9,753 | $5.6M | 9,753 | 00.00% | Unchanged |
| IISHARES TR |
| 3.87% | 2.15% | $5.0M | 74,000 | $2.7M | 74,000 | 00.00% | Unchanged |
| CCOVISTA INCCVSA |
| 3.57% | 3.48% | $4.6M | 37,256 | $4.3M | 37,256 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 2.52% | 3.06% | $3.3M | 9,181 | $3.8M | 13,134 | -3,953-30.10% | Reduce |
 WORKDAY INCWDAY |
| 2.11% | 0.99% | $2.7M | 22,400 | $1.2M | 9,400 | +13,000+138.30% | Add |
 WORKDAY INCWDAY |
| 1.42% | 1.59% | $1.8M | 15,100 | $2.0M | 15,100 | 00.00% | Unchanged |
| IISHARES TRMCHI |
| 1.34% | 1.56% | $1.7M | 34,220 | $1.9M | 34,220 | 00.00% | Unchanged |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.11% | 1.12% | $1.4M | 2,894 | $1.4M | 2,894 | 00.00% | Unchanged |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 0.58% | 0.58% | $748,850 | 1 | $718,140 | 1 | 00.00% | Unchanged |
| SSONY GROUP CORP SPONSORED ADRSONY |
| 0.5% | 0.54% | $648,941 | 32,350 | $669,645 | 32,350 | 00.00% | Unchanged |
 OCCIDENTAL PETE CORPOXY |
| 0.35% | 0.37% | $454,220 | 6,988 | $454,220 | 6,988 | 00.00% | Unchanged |
