MSFTMicrosoft
3.38%-37.84K-0.00%6.17B0.21%Computer391.850Dec 31, 2024Aggregated 13FAAPLApple
2.52%-142.77K-0.00%4.59B0.15%Computer209.280Dec 31, 2024Aggregated 13FNVDANVIDIA
2.16%-358.41K-0.00%3.95B0.15%Electronics111.010Dec 31, 2024Aggregated 13FAMZNAmazon
2.08%-299.77K-0.00%3.80B0.19%Commerce188.990Dec 31, 2024Aggregated 13FGOOGLAlphabet-A
1.97%-384.52K-0.00%3.59B0.18%Internet & Media161.960Dec 31, 2024Aggregated 13FTDGTransDigm
1.61%+185.72K+0.33%2.94B3.80%Defense1378.130Dec 31, 2024Aggregated 13FBNBrookfield Corp
1.53%-6.81M-0.41%2.79B3.18%Non-Bank Financials73.820Dec 31, 2024Aggregated 13FHEIHeico
1.42%-104.04K-0.07%2.60B7.59%Defense246.010Dec 31, 2024Aggregated 13FORLYO'Reilly Automotive
1.33%-31.78K-0.06%2.42B3.14%Auto1347.000Dec 31, 2024Aggregated 13FCPRTCopart
1.28%-716.42K-0.07%2.33B3.95%Other60.900Dec 31, 2024Aggregated 13FHLTHilton Worldwide
1.25%-363.88K-0.15%2.29B4.34%Leisure Services219.620Dec 31, 2024Aggregated 13FKKRKKR & Co
1.18%-1.76M-0.20%2.15B2.13%Non-Bank Financials113.630Dec 31, 2024Aggregated 13FMETAMeta Platforms
1.02%-15.63K-0.00%1.86B0.13%Internet & Media547.270Dec 31, 2024Aggregated 13FVVisa
1.02%-254.92K-0.01%1.86B0.28%Non-Bank Financials335.170Dec 31, 2024Aggregated 13FNFLXNetflix
0.96%-101.26K-0.02%1.76B0.38%Internet & Media1101.530Dec 31, 2024Aggregated 13FWELLWelltower
0.96%-265.83K-0.04%1.75B1.84%Real Estate146.960Dec 31, 2024Aggregated 13FEQIXEquinix Inc
0.89%+44.44K+0.05%1.63B1.98%Real Estate838.100Dec 31, 2024Aggregated 13FCSGPCoStar
0.87%-201.64K-0.05%1.59B4.68%Real Estate82.820Dec 31, 2024Aggregated 13FAVGOBroadcom
0.86%+900.79K+0.02%1.57B0.17%Electronics192.310Dec 31, 2024Aggregated 13FMAMasterCard
0.83%-227.46K-0.02%1.51B0.31%Non-Bank Financials533.480Dec 31, 2024Aggregated 13FVMCVulcan Materials
0.82%+742.85K+0.56%1.50B4.59%Building Materials247.040Dec 31, 2024Aggregated 13FBROBrown & Brown
0.81%+94.18K+0.03%1.48B4.50%Non-Bank Financials114.440Dec 31, 2024Aggregated 13FROPRoper Technologies
0.79%-96.50K-0.09%1.45B2.42%Computer557.700Dec 31, 2024Aggregated 13FJPMJPMorgan
0.75%-241.56K-0.01%1.38B0.20%Banks243.550Dec 31, 2024Aggregated 13FPGRProgressive
0.74%-302.82K-0.05%1.35B0.87%Non-Bank Financials265.010Dec 31, 2024Aggregated 13FBRK.ABerkshire Hathaway-A
0.73%-6.00-0.00%1.34B0.12%Non-Bank Financials795760.000Dec 31, 2024Aggregated 13FVTRVentas Inc
0.70%-233.07K-0.05%1.27B4.26%Real Estate68.160Dec 31, 2024Aggregated 13FAMTAmerican Tower Corp
0.68%-229.75K-0.05%1.25B1.27%Real Estate210.820Dec 31, 2024Aggregated 13FCOSTCostco
0.68%-43.18K-0.01%1.24B0.29%Commerce977.160Dec 31, 2024Aggregated 13FPLDPrologis
0.67%-174.33K-0.02%1.22B1.28%Real Estate102.240Dec 31, 2024Aggregated 13FLLYEli Lilly and Co
0.63%+85.58K+0.01%1.16B0.15%Medical Biology884.540Dec 31, 2024Aggregated 13FTSLATesla
0.60%+121.22K+0.00%1.09B0.12%Auto284.950Dec 31, 2024Aggregated 13FMKLMarkel Group
0.54%+57.00+0.00%989.66M4.32%Non-Bank Financials1803.150Dec 31, 2024Aggregated 13FLYVLive Nation Entertainment
0.53%+106.25K+0.05%970.20M3.16%Internet & Media132.760Dec 31, 2024Aggregated 13FEXRExtra Space Storage Inc
0.52%-15.88K-0.01%945.44M3.16%Real Estate141.050Dec 31, 2024Aggregated 13FAVBAvalonBay Communities Inc
0.52%+27.70K+0.02%944.74M3.23%205.760Dec 31, 2024Aggregated 13FCBRECBRE Group
0.50%+180.06K+0.06%919.37M2.59%Real Estate120.730Dec 31, 2024Aggregated 13FMLMMartin Marietta Materials
0.50%+191.12K+0.32%919.03M3.01%Building Materials504.440Dec 31, 2024Aggregated 13FFWONKLiberty Formula One-C
0.50%+885.82K+0.36%909.54M4.16%Internet & Media87.630Dec 31, 2024Aggregated 13FMSCIMSCI Inc
0.47%+119.60K+0.15%864.60M2.09%Non-Bank Financials535.360Dec 31, 2024Aggregated 13FITGartner
0.46%+10.49K+0.01%838.39M2.61%Computer416.090Dec 31, 2024Aggregated 13FINTUIntuit
0.46%-78.82K-0.03%831.45M0.48%Computer624.120Dec 31, 2024Aggregated 13FUNHUnitedHealth
0.45%+176.01K+0.02%828.22M0.22%Medical Biology418.640Dec 31, 2024Aggregated 13FDPZDomino's Pizza
0.45%+21.74K+0.06%823.49M4.92%Leisure Services487.580Dec 31, 2024Aggregated 13FVICIVICI Properties
0.43%+138.57K+0.01%780.84M2.29%32.220Dec 31, 2024Aggregated 13FTSMTaiwan Semiconductor
0.42%-1.27M-0.02%772.92M0.09%Electronics165.100Feb 28, 2025MultipleBIPBrookfield Infrastructure Partners LP
0.42%+2.87M+0.62%770.98M5.78%Utilities28.900Dec 31, 2024Aggregated 13FPGProcter & Gamble
0.42%+16.61K+0.00%769.65M0.20%Manufacturing161.020Dec 31, 2024Aggregated 13FACGLArch Capital
0.41%+779.54K+0.21%746.61M2.20%Non-Bank Financials90.680Dec 31, 2024Aggregated 13FXOMExxon Mobil
0.40%-51.06K-0.00%732.24M0.16%Mining108.570Dec 31, 2024Aggregated 13F