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Investment Performance
Investment Performance - 12/31/2000 to 10/16/2026
to
*(using prices from market close for 10/15/2026)
Name Shares Market
Value		 Percent of
Portfolio		 Return Since Annualized Internal
Rate of Return
Micron Technology (MU) 0.9690 902.37  1.3% 02/02/2026  241.9% detail
Space Exploration Technologies Corp (SPCX) 1.3291 197.53  0.3% 08/03/2026  214.4% detail
Palo Alto Networks Inc (PANW) 1.6450 609.09  0.9% 08/01/2025  96.2% detail
GE Vernova Inc (GEV) 0.4467 413.81  0.6% 03/03/2025  74.8% detail
Palantir Technologies Inc (PLTR) 3.1608 633.74  0.9% 01/02/2025  65.5% detail
Crowdstrike Holdings Inc (CRWD) 3.2044 783.71  1.1% 05/01/2024  64.2% detail
Nvidia Corp (NVDA) 40.2159 8,736.09  12.6% 09/01/2017  54.8% detail
Taiwan Semiconductor Manufacturing CoLtd (TSM) 2.5841 1,091.14  1.6% 03/01/2024  54.2% detail
Broadcom Inc. (AVGO) 2.1609 744.05  1.1% 12/02/2024  50.5% detail
Advanced Micro Devices (AMD) 1.7266 970.72  1.4% 05/03/2021  38.8% detail
Tesla Inc (TSLA) 2.8838 1,045.21  1.5% 02/01/2016  38.6% detail
Apple Inc (AAPL) 35.1775 12,030.70  17.3% 01/03/2006  25.6% detail
Alphabet Inc (GOOG) 10.3153 3,557.85  5.1% 05/01/2014  23.6% detail
Eli Lilly & Company (LLY) 0.8730 1,092.70  1.6% 06/03/2024  21.0% detail
Amazon.com Inc (AMZN) 26.2510 6,687.70  9.6% 03/01/2013  19.8% detail
VISA Inc (V) 7.5591 3,021.77  4.3% 03/01/2011  19.6% detail
Meta Platforms Inc (META) 1.9234 1,416.99  2.0% 01/02/2013  19.0% detail
Mastercard Incorp Common Stock (MA) 0.6734 415.05  0.6% 03/02/2020  18.5% detail
Netflix Inc (NFLX) 9.9652 723.57  1.0% 10/01/2015  18.0% detail
RTX Corp (RTX) 2.0971 392.06  0.6% 05/01/2020  16.8% detail
AbbVie Inc (ABBV) 3.3136 939.07  1.4% 02/01/2013  16.6% detail
J.P. Morgan Chase & Company (JPM) 1.6023 537.61  0.8% 12/03/2018  16.1% detail
Costco Wholesale (COST) 2.9873 2,921.57  4.2% 02/01/2005  15.9% detail
Alphabet Inc A (GOOGL) 11.1244 3,884.85  5.6% 11/01/2007  15.8% detail
Microsoft Corp (MSFT) 9.4538 5,099.77  7.3% 01/02/2001  11.0% detail
Berkshire Hathaway Inc Cl B (BRKB) 3.2815 1,725.04  2.5% 05/01/2008  10.5% detail
Waste Management (WM) 1.2339 276.62  0.4% 05/01/2020  10.1% detail
TJX Companies Inc (TJX) 2.1175 306.15  0.4% 01/02/2019  9.7% detail
Caterpillar Inc (CAT) 0.9758 717.86  1.0% 10/02/2006  9.5% detail
Starbucks Corp (SBUX) 3.0846 298.84  0.4% 01/02/2001  9.1% detail
Stryker Corp (SYK) 1.9984 585.99  0.8% 02/01/2005  6.7% detail
Walmart Inc (WMT) 7.4854 882.30  1.3% 01/02/2001  6.4% detail
ExxonMobil Holdings Corp (XOM) 1.7660 308.49  0.4% 12/03/2001  6.2% detail
Johnson & Johnson (JNJ) 2.4628 623.79  0.9% 01/02/2001  5.3% detail
Boeing Company (BA) 0.8989 169.64  0.2% 08/01/2014  5.3% detail
Mcdonalds Corp (MCD) 0.9381 227.49  0.3% 01/02/2001  5.3% detail
Procter & Gamble Company (PG) 1.5022 235.97  0.3% 01/02/2001  4.8% detail
Chevron (CVX) 1.2958 284.19  0.4% 09/01/2011  3.6% detail
Pepsico Inc (PEP) 2.4741 317.62  0.5% 01/02/2001  3.5% detail
Nextera Energy (NEE) 2.6305 207.71  0.3% 08/02/2021  3.4% detail
Home Depot Inc (HD) 2.3196 714.98  1.0% 01/02/2001  3.4% detail
UnitedHealth Group Inc (UNH) 0.8770 356.63  0.5% 12/01/2005  2.4% detail
Coca-Cola Company (KO) 2.5450 234.14  0.3% 01/02/2001  2.4% detail
Walt Disney Company (DIS) 2.6646 294.92  0.4% 01/02/2001  2.4% detail
Charles Schwab Corp (SCHW) 3.8766 365.02  0.5% 01/02/2026  1.9% detail
GE Aerospace (GE) 0.7431 231.85  0.3% 01/02/2001  -1.5% detail
Intuitive Surgical Inc (ISRG) 0.7622 326.10  0.5% 06/02/2025  -19.9% detail
Vertiv Holdings Co (VRT) 1.3405 287.87  0.4% 06/01/2026  -65.2% detail
Corning Inc (GLW) 2.0045 277.49  0.4% 06/01/2001  -78.7% detail
Asml Holding Drc (ASML) 0.2985 494.78  0.7% 10/01/2026 NA detail
    69,600.20  100.0%      
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 AIRR on Investments (excludes cash) =  7.8%
 *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 10/16/2026
*(using prices from market close for 10/15/2026)
Investment Performance - 12/31/2000 to 10/16/2026
*(using prices from market close for 10/15/2026)
* Chart not shown due to negative values
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