MSFTMicrosoft
3.37%-37.84K-0.00%6.18B0.21%Computer394.040Dec 31, 2024Aggregated 13FAAPLApple
2.52%-142.77K-0.00%4.63B0.15%Computer211.210Dec 31, 2024Aggregated 13FNVDANVIDIA
2.11%-358.41K-0.00%3.87B0.15%Electronics109.020Dec 31, 2024Aggregated 13FAMZNAmazon
2.05%-299.77K-0.00%3.77B0.19%Commerce187.390Dec 31, 2024Aggregated 13FGOOGLAlphabet-A
1.93%-384.52K-0.00%3.55B0.18%Internet & Media160.160Dec 31, 2024Aggregated 13FTDGTransDigm
1.63%+185.72K+0.33%2.98B3.80%Defense1407.890Dec 31, 2024Aggregated 13FBNBrookfield Corp
1.52%-6.81M-0.41%2.79B3.18%Non-Bank Financials74.210Dec 31, 2024Aggregated 13FHEIHeico
1.44%-104.04K-0.07%2.63B7.59%Defense249.870Dec 31, 2024Aggregated 13FORLYO'Reilly Automotive
1.35%-31.78K-0.06%2.48B3.14%Auto1399.230Dec 31, 2024Aggregated 13FHLTHilton Worldwide
1.28%-363.88K-0.15%2.34B4.34%Leisure Services226.410Dec 31, 2024Aggregated 13FCPRTCopart
1.24%-716.42K-0.07%2.28B3.95%Other60.510Dec 31, 2024Aggregated 13FKKRKKR & Co
1.19%-1.76M-0.20%2.17B2.13%Non-Bank Financials114.350Dec 31, 2024Aggregated 13FVVisa
1.03%-254.92K-0.01%1.88B0.28%Non-Bank Financials341.520Dec 31, 2024Aggregated 13FMETAMeta Platforms
1.02%-15.63K-0.00%1.88B0.13%Internet & Media554.440Dec 31, 2024Aggregated 13FWELLWelltower
0.98%-265.83K-0.04%1.81B1.84%Real Estate151.480Dec 31, 2024Aggregated 13FNFLXNetflix
0.97%-101.26K-0.02%1.78B0.38%Internet & Media1125.640Dec 31, 2024Aggregated 13FEQIXEquinix Inc
0.90%+44.44K+0.05%1.65B1.98%Real Estate851.650Dec 31, 2024Aggregated 13FCSGPCoStar
0.86%-201.64K-0.05%1.57B4.68%Real Estate82.700Dec 31, 2024Aggregated 13FAVGOBroadcom
0.85%+900.79K+0.02%1.56B0.17%Electronics191.170Dec 31, 2024Aggregated 13FMAMasterCard
0.83%-227.46K-0.02%1.53B0.31%Non-Bank Financials539.680Dec 31, 2024Aggregated 13FVMCVulcan Materials
0.81%+742.85K+0.56%1.49B4.59%Building Materials245.350Dec 31, 2024Aggregated 13FROPRoper Technologies
0.78%-96.50K-0.09%1.44B2.42%Computer556.170Dec 31, 2024Aggregated 13FPGRProgressive
0.76%-302.82K-0.05%1.40B0.87%Non-Bank Financials276.310Dec 31, 2024Aggregated 13FBROBrown & Brown
0.76%+94.18K+0.03%1.39B4.50%Non-Bank Financials107.990Dec 31, 2024Aggregated 13FJPMJPMorgan
0.75%-241.56K-0.01%1.38B0.20%Banks244.620Dec 31, 2024Aggregated 13FBRK.ABerkshire Hathaway-A
0.73%-6.00-0.00%1.35B0.12%Non-Bank Financials801340.000Dec 31, 2024Aggregated 13FAMTAmerican Tower Corp
0.71%-229.75K-0.05%1.31B1.27%Real Estate221.330Dec 31, 2024Aggregated 13FVTRVentas Inc
0.70%-233.07K-0.05%1.29B4.26%Real Estate69.140Dec 31, 2024Aggregated 13FCOSTCostco
0.68%-43.18K-0.01%1.25B0.29%Commerce991.700Dec 31, 2024Aggregated 13FPLDPrologis
0.67%-174.33K-0.02%1.22B1.28%Real Estate103.100Dec 31, 2024Aggregated 13FLLYEli Lilly and Co
0.63%+85.58K+0.01%1.16B0.15%Medical Biology885.200Dec 31, 2024Aggregated 13FTSLATesla
0.59%+121.22K+0.00%1.08B0.12%Auto292.030Dec 31, 2024Aggregated 13FMKLMarkel Group
0.54%+57.00+0.00%993.17M4.32%Non-Bank Financials1819.930Dec 31, 2024Aggregated 13FLYVLive Nation Entertainment
0.53%+106.25K+0.05%969.83M3.16%Internet & Media132.300Dec 31, 2024Aggregated 13FAVBAvalonBay Communities Inc
0.52%+27.70K+0.02%948.27M3.23%207.180Dec 31, 2024Aggregated 13FEXRExtra Space Storage Inc
0.52%-15.88K-0.01%944.87M3.16%Real Estate141.430Dec 31, 2024Aggregated 13FCBRECBRE Group
0.50%+180.06K+0.06%921.62M2.59%Real Estate121.750Dec 31, 2024Aggregated 13FMLMMartin Marietta Materials
0.50%+191.12K+0.32%918.83M3.01%Building Materials504.860Dec 31, 2024Aggregated 13FFWONKLiberty Formula One-C
0.50%+885.82K+0.36%917.63M4.16%Internet & Media89.280Dec 31, 2024Aggregated 13FMSCIMSCI Inc
0.47%+119.60K+0.15%869.17M2.09%Non-Bank Financials540.460Dec 31, 2024Aggregated 13FITGartner
0.46%+10.49K+0.01%847.23M2.61%Computer420.590Dec 31, 2024Aggregated 13FDPZDomino's Pizza
0.46%+21.74K+0.06%836.51M4.92%Leisure Services493.430Dec 31, 2024Aggregated 13FINTUIntuit
0.45%-78.82K-0.03%826.73M0.48%Computer623.150Dec 31, 2024Aggregated 13FUNHUnitedHealth
0.44%+176.01K+0.02%816.01M0.22%Medical Biology409.230Dec 31, 2024Aggregated 13FVICIVICI Properties
0.43%+138.57K+0.01%783.63M2.29%32.260Dec 31, 2024Aggregated 13FBIPBrookfield Infrastructure Partners LP
0.42%+2.87M+0.62%776.05M5.78%Utilities29.450Dec 31, 2024Aggregated 13FTSMTaiwan Semiconductor
0.42%-1.27M-0.02%771.98M0.09%Electronics164.480Feb 28, 2025MultiplePGProcter & Gamble
0.42%+16.61K+0.00%770.94M0.20%Manufacturing162.260Dec 31, 2024Aggregated 13FACGLArch Capital
0.41%+779.54K+0.21%755.75M2.20%Non-Bank Financials92.390Dec 31, 2024Aggregated 13FXOMExxon Mobil
0.40%-51.06K-0.00%732.58M0.16%Mining108.360Dec 31, 2024Aggregated 13F