Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
JPM JPMORGAN CHASE & CO.	2.2M	$714.4M	7.2%	—	$291.59	+10.42%	3 qtrs	Increased 70
MSFT Microsoft Corp	1.5M	$701.3M	7.1%	—	$367.39	+32.69%	11 qtrs	Decreased 0
KO Coca-Cola Co/The	8.1M	$565M	5.7%	—	$68.79	+1.87%	6 qtrs	Increased 70
NVDA NVIDIA Corp	3M	$558.6M	5.7%	—	$115.66	+62.15%	11 qtrs	Decreased 0
CRH CRH PLC	4.3M	$541.3M	5.5%	—	$89.00	+41.36%	4 qtrs	Increased 64
MS Morgan Stanley	2.7M	$485.5M	4.9%	—	$99.93	+78.22%	6 qtrs	Decreased 0
CBRE CBRE Group Inc	3M	$484.9M	4.9%	—	$130.12	+25.51%	5 qtrs	Increased 59
PH Parker-Hannifin Corp	545,796	$479.7M	4.9%	—	$491.65	+80.45%	10 qtrs	Decreased 0
AAPL Apple Inc	1.5M	$406.5M	4.1%	—	$263.64	+3.48%	2 qtrs	Increased 93
TSM TAIWAN SEMICONDUCTOR MFG LTD	1.3M	$392.4M	4.0%	—	$184.09	+62.74%	5 qtrs	Decreased 0
META Meta Platforms Inc	544,615	$359.5M	3.6%	—	$740.58	-10.08%	2 qtrs	Increased 60
APH Amphenol Corp	2.6M	$347.3M	3.5%	—	$97.35	+39.91%	3 qtrs	Decreased 0
NOW ServiceNow Inc	2.2M	$344.2M	3.5%	—	$164.34	-6.15%	5 qtrs	Increased 93
AXP American Express Co	916,149	$338.9M	3.4%	—	$249.63	+49.25%	8 qtrs	Increased 67
BKNG Booking Holdings Inc	62,443	$334.4M	3.4%	—	$5,671.20	-4.30%	3 qtrs	Increased 58
ISRG Intuitive Surgical Inc	588,889	$333.5M	3.4%	—	$345.80	+65.59%	13 qtrs	Decreased 0
LIN Linde PLC	776,503	$331.1M	3.4%	—	$404.47	+5.91%	11 qtrs	Decreased 0
ORLY O'Reilly Automotive Inc	3.6M	$324.9M	3.3%	—	$107.55	-14.95%	2 qtrs	Decreased 0
MSI Motorola Solutions Inc	840,131	$322M	3.3%	—	$353.78	+8.53%	9 qtrs	Decreased 0
AVGO Broadcom Inc	773,456	$267.7M	2.7%	—	$329.01	+6.33%	2 qtrs	Increased 58
VEEV Veeva Systems Inc	1.2M	$266.4M	2.7%	—	$293.00	-23.33%	2 qtrs	Decreased 0
BSX Boston Scientific Corp	2.7M	$252.9M	2.6%	—	$96.01	0.00%	1 qtr	New 81
COST Costco Wholesale Corp	292,767	$252.5M	2.6%	—	$714.72	+20.95%	9 qtrs	Decreased 0
CAT Caterpillar Inc	440,246	$252.2M	2.6%	—	$576.04	0.00%	1 qtr	New 81
AMZN Amazon.com Inc	665,527	$153.6M	1.6%	—	$199.36	+16.64%	8 qtrs	Increased 53
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Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

AMZNAmazon.com Inc

Q3 2025 → Q4 2025+186,617 shares+$48.5M

JPMJPMORGAN CHASE & CO.

Q3 2025 → Q4 2025+562,496 shares+$234.7M

MAMastercard Inc

Q3 2025 → Q4 2025+18,670 shares+$10.7M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer