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Investment Performance
Investment Performance - 12/31/2000 to 11/30/2025
to
*(using prices from market close for 11/28/2025)
Name Shares Market
Value		 Percent of
Portfolio		 Return Since Annualized Internal
Rate of Return
Broadcom Inc. (AVGO) 1.7893 721.03  1.2% 12/02/2024  207.4% detail
Palantir Technologies Inc (PLTR) 3.1980 538.70  0.9% 01/02/2025  133.2% detail
GE Vernova Inc (GEV) 0.3457 207.36  0.3% 03/03/2025  116.4% detail
Nvidia Corp (NVDA) 41.7451 7,388.88  12.1% 09/01/2017  57.5% detail
Taiwan Semiconductor Manufacturing CoLtd (TSM) 2.3958 698.41  1.1% 03/01/2024  57.1% detail
Crowdstrike Holdings Inc (CRWD) 0.8724 444.19  0.7% 05/01/2024  43.0% detail
Tesla Inc (TSLA) 2.8859 1,241.45  2.0% 02/01/2016  42.4% detail
Palo Alto Networks Inc (PANW) 1.5462 293.98  0.5% 08/01/2025  37.1% detail
Apple Inc (AAPL) 38.6785 10,785.50  17.7% 01/03/2006  25.6% detail
Alphabet Inc (GOOG) 11.3638 3,637.76  6.0% 05/01/2014  24.8% detail
Netflix Inc (NFLX) 7.3279 788.33  1.3% 10/01/2015  24.7% detail
Advanced Micro Devices (AMD) 3.0214 657.25  1.1% 05/03/2021  21.3% detail
Amazon.com Inc (AMZN) 25.5817 5,966.15  9.8% 03/01/2013  20.9% detail
RTX Corp (RTX) 1.7238 301.51  0.5% 05/01/2020  20.3% detail
Eli Lilly & Company (LLY) 0.6429 691.43  1.1% 06/03/2024  20.3% detail
Mastercard Incorp Common Stock (MA) 0.7097 390.69  0.6% 03/02/2020  19.5% detail
VISA Inc (V) 7.6793 2,568.28  4.2% 03/01/2011  19.4% detail
Meta Platforms Inc (META) 1.7554 1,137.44  1.9% 01/02/2013  19.3% detail
J.P. Morgan Chase & Company (JPM) 1.5179 475.23  0.8% 12/03/2018  17.7% detail
TJX Companies Inc (TJX) 2.1159 321.44  0.5% 01/02/2019  17.4% detail
Costco Wholesale (COST) 3.0704 2,805.05  4.6% 02/01/2005  16.4% detail
Alphabet Inc A (GOOGL) 11.3732 3,641.48  6.0% 11/01/2007  16.1% detail
AbbVie Inc (ABBV) 3.1798 724.04  1.2% 02/01/2013  15.6% detail
Abbott Laboratories (ABT) 1.7375 223.96  0.4% 11/09/2010  13.8% detail
Waste Management (WM) 1.3745 299.46  0.5% 05/01/2020  12.9% detail
Berkshire Hathaway Inc Cl B (BRKB) 3.0381 1,561.00  2.6% 05/01/2008  11.0% detail
Microsoft Corp (MSFT) 8.9371 4,397.15  7.2% 01/02/2001  11.0% detail
Starbucks Corp (SBUX) 3.4605 301.44  0.5% 01/02/2001  9.0% detail
Fastenal Co (FAST) 7.9103 319.58  0.5% 02/01/2007  8.6% detail
Caterpillar Inc (CAT) 0.9812 564.96  0.9% 10/02/2006  8.4% detail
Stryker Corp (SYK) 1.7547 651.31  1.1% 02/01/2005  7.7% detail
Nextera Energy (NEE) 2.3954 206.70  0.3% 08/02/2021  7.4% detail
Lowe's Companies Inc (LOW) 1.4217 344.74  0.6% 01/02/2001  7.3% detail
Walmart Inc (WMT) 7.4499 823.29  1.4% 01/02/2001  6.4% detail
Mcdonalds Corp (MCD) 1.1333 353.39  0.6% 01/02/2001  6.0% detail
Boeing Company (BA) 0.8182 154.63  0.2% 08/01/2014  5.8% detail
Exxon Mobil Corp (XOM) 1.8969 219.89  0.4% 12/03/2001  5.0% detail
Johnson & Johnson (JNJ) 2.3804 492.56  0.8% 01/02/2001  4.9% detail
Procter & Gamble Company (PG) 1.4745 218.47  0.4% 01/02/2001  4.8% detail
Pepsico Inc (PEP) 2.5817 384.00  0.6% 01/02/2001  4.2% detail
Home Depot Inc (HD) 2.5483 909.55  1.5% 01/02/2001  3.9% detail
Walt Disney Company (DIS) 2.8090 293.45  0.5% 01/02/2001  2.2% detail
Coca-Cola Company (KO) 2.3295 170.33  0.3% 01/02/2001  1.2% detail
UnitedHealth Group Inc (UNH) 0.8993 296.56  0.5% 12/01/2005  1.0% detail
GE Aerospace (GE) 0.7134 212.92  0.3% 01/02/2001  -1.7% detail
Salesforce Inc (CRM) 0.7978 183.93  0.3% 09/03/2019  -2.1% detail
Chevron (CVX) 1.3728 207.47  0.3% 09/01/2011  -3.2% detail
PayPal Holdings Inc (PYPL) 2.1786 136.58  0.2% 07/03/2017  -3.8% detail
Intuitive Surgical Inc (ISRG) 0.7632 437.67  0.7% 06/02/2025  -13.5% detail
Uber Technologies Inc (UBER) 1.8641 163.18  0.3% 10/01/2025  -46.3% detail
    60,953.75  100.0%      
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 AIRR on Investments (excludes cash) =  7.5%
 *Calculated return on all investments (excluding cash accounts) during the time span, including those no longer owned on the end date
Investment Performance - 12/31/2000 to 11/30/2025
*(using prices from market close for 11/28/2025)
Investment Performance - 12/31/2000 to 11/30/2025
*(using prices from market close for 11/28/2025)
* Chart not shown due to negative values
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