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Investment Performance
Investment Performance - 12/31/2000 to 07/17/2026
to
*(using prices from market close for 07/16/2026)
Name Shares Market
Value		 Percent of
Portfolio		 Return Since Annualized Internal
Rate of Return
Micron Technology (MU) 0.8530 727.79  1.1% 02/02/2026  418.8% detail
GE Vernova Inc (GEV) 0.4121 426.98  0.6% 03/03/2025  124.1% detail
Palo Alto Networks Inc (PANW) 1.6281 576.34  0.9% 08/01/2025  122.0% detail
Broadcom Inc. (AVGO) 2.0872 781.57  1.2% 12/02/2024  76.8% detail
Taiwan Semiconductor Manufacturing CoLtd (TSM) 2.4079 986.61  1.5% 03/01/2024  60.7% detail
Crowdstrike Holdings Inc (CRWD) 3.3443 681.43  1.0% 05/01/2024  60.4% detail
Nvidia Corp (NVDA) 44.5954 9,249.09  13.8% 09/01/2017  55.7% detail
Tesla Inc (TSLA) 2.7877 1,090.15  1.6% 02/01/2016  39.7% detail
Advanced Micro Devices (AMD) 1.8256 914.49  1.4% 05/03/2021  38.0% detail
Palantir Technologies Inc (PLTR) 3.0882 415.17  0.6% 01/02/2025  36.7% detail
Charles Schwab Corp (SCHW) 3.5299 362.87  0.5% 01/02/2026  27.0% detail
Apple Inc (AAPL) 36.8017 12,264.54  18.3% 01/03/2006  25.7% detail
Alphabet Inc (GOOG) 10.4445 3,695.38  5.5% 05/01/2014  24.4% detail
RTX Corp (RTX) 1.9454 378.10  0.6% 05/01/2020  20.3% detail
Amazon.com Inc (AMZN) 26.1325 6,530.25  9.8% 03/01/2013  20.2% detail
VISA Inc (V) 7.3282 2,675.81  4.0% 03/01/2011  19.1% detail
Eli Lilly & Company (LLY) 0.7724 903.04  1.4% 06/03/2024  19.1% detail
Netflix Inc (NFLX) 9.9876 742.58  1.1% 10/01/2015  19.0% detail
Meta Platforms Inc (META) 2.0034 1,331.37  2.0% 01/02/2013  18.5% detail
J.P. Morgan Chase & Company (JPM) 1.5610 535.66  0.8% 12/03/2018  17.6% detail
Mastercard Incorp Common Stock (MA) 0.6208 342.40  0.5% 03/02/2020  16.8% detail
Alphabet Inc A (GOOGL) 10.8811 3,856.90  5.8% 11/01/2007  16.2% detail
Costco Wholesale (COST) 2.9387 2,778.77  4.2% 02/01/2005  16.0% detail
AbbVie Inc (ABBV) 3.2213 819.48  1.2% 02/01/2013  15.9% detail
Waste Management (WM) 1.2324 298.56  0.5% 05/01/2020  14.1% detail
TJX Companies Inc (TJX) 2.0267 313.71  0.5% 01/02/2019  13.8% detail
Caterpillar Inc (CAT) 0.9286 814.52  1.2% 10/02/2006  10.7% detail
Berkshire Hathaway Inc Cl B (BRKB) 3.0821 1,519.85  2.3% 05/01/2008  10.3% detail
Microsoft Corp (MSFT) 9.4196 3,778.22  5.7% 01/02/2001  9.5% detail
Starbucks Corp (SBUX) 2.9630 321.11  0.5% 01/02/2001  9.4% detail
Nextera Energy (NEE) 2.4826 221.82  0.3% 08/02/2021  7.2% detail
Stryker Corp (SYK) 1.8660 618.02  0.9% 02/01/2005  7.1% detail
Lowe's Companies Inc (LOW) 1.4255 308.14  0.5% 01/02/2001  7.0% detail
Walmart Inc (WMT) 7.4797 859.80  1.3% 01/02/2001  6.4% detail
Boeing Company (BA) 0.7764 166.40  0.2% 08/01/2014  6.4% detail
Exxon Mobil Corp (XOM) 1.8607 271.56  0.4% 12/03/2001  5.6% detail
Mcdonalds Corp (MCD) 0.9356 255.85  0.4% 01/02/2001  5.6% detail
Johnson & Johnson (JNJ) 2.3493 587.24  0.9% 01/02/2001  5.3% detail
Procter & Gamble Company (PG) 1.5846 240.06  0.4% 01/02/2001  4.8% detail
Pepsico Inc (PEP) 2.3726 330.81  0.5% 01/02/2001  3.8% detail
Home Depot Inc (HD) 2.2896 796.84  1.2% 01/02/2001  3.8% detail
UnitedHealth Group Inc (UNH) 0.7859 332.75  0.5% 12/01/2005  2.8% detail
Coca-Cola Company (KO) 2.4437 207.52  0.3% 01/02/2001  2.0% detail
Walt Disney Company (DIS) 2.5062 249.90  0.4% 01/02/2001  2.0% detail
Chevron (CVX) 1.2992 238.88  0.4% 09/01/2011  1.0% detail
GE Aerospace (GE) 0.7113 245.91  0.4% 01/02/2001  -1.2% detail
Salesforce Inc (CRM) 0.7465 128.91  0.2% 09/03/2019  -6.9% detail
Uber Technologies Inc (UBER) 1.5609 115.57  0.2% 10/01/2025  -29.5% detail
Vertiv Holdings Co (VRT) 1.1086 326.05  0.5% 06/01/2026  -52.2% detail
Corning Inc (GLW) 1.7919 283.82  0.4% 06/01/2001  -99.9% detail
    66,898.59  100.0%      
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 AIRR on Investments (excludes cash) =  7.7%
 *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 07/17/2026
*(using prices from market close for 07/16/2026)
Investment Performance - 12/31/2000 to 07/17/2026
*(using prices from market close for 07/16/2026)
* Chart not shown due to negative values
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