MSFTMicrosoft
3.61%-183.72K-0.00%6.78B0.21%Computer435.280Mar 31, 2025Aggregated 13FAAPLApple
2.35%-379.34K-0.00%4.41B0.14%Computer205.350Mar 31, 2025Aggregated 13FNVDANVIDIA
2.15%-214.76K-0.00%4.05B0.14%Electronics114.500Mar 31, 2025Aggregated 13FAMZNAmazon
2.02%-185.84K-0.00%3.80B0.19%Commerce189.980Mar 31, 2025Aggregated 13FGOOGLAlphabet-A
1.90%-423.64K-0.00%3.56B0.18%Internet & Media164.030Mar 31, 2025Aggregated 13FTDGTransDigm
1.62%-25.20K-0.04%3.05B3.75%Defense1450.280Mar 31, 2025Aggregated 13FBNBrookfield Corp
1.49%-1.73M-0.12%2.80B3.38%Non-Bank Financials76.610Mar 31, 2025Aggregated 13FHEIHeico
1.49%+110.80K+0.08%2.79B7.67%Defense262.360Mar 31, 2025Aggregated 13FORLYO'Reilly Automotive
1.33%-21.89K-0.04%2.51B3.11%Auto1406.360Mar 31, 2025Aggregated 13FHLTHilton Worldwide
1.32%-19.74K-0.01%2.48B4.37%Leisure Services240.900Mar 31, 2025Aggregated 13FCPRTCopart
1.29%+1.25M+0.13%2.43B4.08%Other61.220Mar 31, 2025Aggregated 13FKKRKKR & Co
1.15%-549.10K-0.06%2.16B2.07%Non-Bank Financials116.930Mar 31, 2025Aggregated 13FMETAMeta Platforms
1.06%-72.80K-0.00%2.00B0.13%Internet & Media597.020Mar 31, 2025Aggregated 13FAVGOBroadcom
0.99%+962.54K+0.02%1.86B0.19%Electronics203.640Mar 31, 2025Aggregated 13FVVisa
0.98%-225.62K-0.01%1.85B0.28%Non-Bank Financials347.600Mar 31, 2025Aggregated 13FVMCVulcan Materials
0.93%+445.69K+0.34%1.74B4.93%Building Materials267.050Mar 31, 2025Aggregated 13FWELLWelltower
0.92%-446.22K-0.07%1.73B1.75%Real Estate150.720Mar 31, 2025Aggregated 13FNFLXNetflix
0.91%-107.80K-0.03%1.72B0.35%Internet & Media1156.490Mar 31, 2025Aggregated 13FEQIXEquinix Inc
0.88%-36.36K-0.04%1.66B1.95%Real Estate875.850Mar 31, 2025Aggregated 13FMAMasterCard
0.80%-159.86K-0.02%1.50B0.29%Non-Bank Financials559.390Mar 31, 2025Aggregated 13FCSGPCoStar
0.78%-178.40K-0.04%1.47B4.64%Real Estate77.960Mar 31, 2025Aggregated 13FROPRoper Technologies
0.77%-61.94K-0.06%1.44B2.36%Computer566.040Mar 31, 2025Aggregated 13FBROBrown & Brown
0.76%+38.08K+0.01%1.43B4.52%Non-Bank Financials110.570Mar 31, 2025Aggregated 13FPGRProgressive
0.74%-126.38K-0.02%1.40B0.85%Non-Bank Financials282.810Mar 31, 2025Aggregated 13FJPMJPMorgan
0.74%-160.09K-0.01%1.39B0.20%Banks252.510Mar 31, 2025Aggregated 13FAMTAmerican Tower Corp
0.73%+220.57K+0.05%1.37B1.31%Real Estate223.600Mar 31, 2025Aggregated 13FBRK.ABerkshire Hathaway-A
0.73%+8.00+0.00%1.37B0.12%Non-Bank Financials809350.000Mar 31, 2025Aggregated 13FPLDPrologis
0.66%-94.09K-0.01%1.25B1.27%Real Estate105.410Mar 31, 2025Aggregated 13FCOSTCostco
0.64%-83.24K-0.02%1.20B0.27%Commerce1008.300Mar 31, 2025Aggregated 13FFWONKLiberty Formula One-C
0.61%+2.15M+0.86%1.14B5.03%Internet & Media91.400Mar 31, 2025Aggregated 13FVTRVentas Inc
0.58%-2.18M-0.50%1.09B3.76%Real Estate66.560Mar 31, 2025Aggregated 13FTSLATesla
0.57%-165.10K-0.01%1.07B0.11%Auto287.210Mar 31, 2025Aggregated 13FLLYEli Lilly and Co
0.57%-7.16K-0.00%1.07B0.15%Medical Biology823.620Mar 31, 2025Aggregated 13FMLMMartin Marietta Materials
0.55%+120.68K+0.20%1.04B3.21%Building Materials535.800Mar 31, 2025Aggregated 13FMKLMarkel Group
0.54%-4.28K-0.03%1.02B4.28%Non-Bank Financials1876.980Mar 31, 2025Aggregated 13FLYVLive Nation Entertainment
0.54%+294.31K+0.13%1.02B3.28%Internet & Media133.770Mar 31, 2025Aggregated 13FCBRECBRE Group
0.54%+368.21K+0.13%1.02B2.72%Real Estate126.570Mar 31, 2025Aggregated 13FEXRExtra Space Storage Inc
0.51%-218.39K-0.10%967.58M3.06%Real Estate149.560Mar 31, 2025Aggregated 13FAVBAvalonBay Communities Inc
0.50%-188.47K-0.13%934.53M3.10%212.200Mar 31, 2025Aggregated 13FMSCIMSCI Inc
0.48%+13.92K+0.02%901.87M2.11%Non-Bank Financials555.820Mar 31, 2025Aggregated 13FTSMTaiwan Semiconductor
0.46%-1.13M-0.02%861.67M0.09%Electronics179.280Mar 31, 2025MultipleITGartner
0.46%-14.60K-0.02%857.14M2.60%Computer427.490Mar 31, 2025Aggregated 13FBIPBrookfield Infrastructure Partners LP
0.45%+945.46K+0.20%846.10M5.98%Utilities30.970Mar 31, 2025Aggregated 13FDPZDomino's Pizza
0.45%+53.12K+0.16%842.20M5.09%Leisure Services484.610Mar 31, 2025Aggregated 13FPGProcter & Gamble
0.44%+383.78K+0.02%828.29M0.22%Manufacturing160.520Mar 31, 2025Aggregated 13FFICOFair Isaac
0.43%+26.81K+0.11%805.37M1.61%Computer2048.170Mar 31, 2025Aggregated 13FUNHUnitedHealth
0.40%-76.14K-0.01%759.69M0.21%Medical Biology399.920Mar 31, 2025Aggregated 13FVICIVICI Properties
0.40%-519.02K-0.05%747.95M2.24%31.690Mar 31, 2025Aggregated 13FAZNAstraZeneca
0.40%+1.93M+0.06%746.46M0.33%Medical Biology72.440Apr 1, 2025MultipleVEEVVeeva Systems
0.40%+188.33K+0.12%745.30M1.94%Medical Biology236.490Mar 31, 2025Aggregated 13F