| 1 | MU | Micron Technology, Inc. | 5.29% |
| 2 | WMT | Walmart Inc. | 3.84% |
| 3 | COST | Costco Wholesale Corporation | 3.45% |
| 4 | META | Meta Platforms, Inc. | 3.41% |
| 5 | GE | GE Aerospace | 3.28% |
| 6 | GOOGL | Alphabet Inc. | 3.27% |
| 7 | AMZN | Amazon.com, Inc. | 3.22% |
| 8 | MA | Mastercard Incorporated | 3.22% |
| 9 | V | Visa Inc. | 3.13% |
| 10 | AAPL | Apple Inc. | 3.13% |
| 11 | NVDA | NVIDIA Corporation | 2.98% |
| 12 | AMD | Advanced Micro Devices, Inc. | 2.91% |
| 13 | MSFT | Microsoft Corporation | 2.73% |
| 14 | PLTR | Palantir Technologies Inc. | 2.69% |
| 15 | AVGO | Broadcom Inc. | 2.55% |
| 16 | WDC | Western Digital Corporation | 2.39% |
| 17 | STX | Seagate Technology Holdings plc | 2.21% |
| 18 | SCCO | Southern Copper Corporation | 2.07% |
| 19 | LRCX | Lam Research Corporation | 1.87% |
| 20 | INTC | Intel Corporation | 1.82% |
| 21 | GLW | Corning Incorporated | 1.78% |
| 22 | MPWR | Monolithic Power Systems, Inc. | 1.71% |
| 23 | FAST | Fastenal Company | 1.63% |
| 24 | KLAC | KLA Corporation | 1.54% |
| 25 | SCHW | The Charles Schwab Corporation | 1.54% |
| View PWB holdings |