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Investment Performance
Investment Performance - 12/31/2000 to 03/28/2026
to
*(using prices from market close for 03/27/2026)
Name Shares Market
Value		 Percent of
Portfolio		 Return Since Annualized Internal
Rate of Return
GE Vernova Inc (GEV) 0.3871 330.27  0.6% 03/03/2025  140.8% detail
Broadcom Inc. (AVGO) 1.8893 568.07  1.0% 12/02/2024  75.1% detail
Palantir Technologies Inc (PLTR) 3.2707 467.91  0.8% 01/02/2025  57.3% detail
Nvidia Corp (NVDA) 44.7981 7,504.57  13.7% 09/01/2017  54.2% detail
Taiwan Semiconductor Manufacturing CoLtd (TSM) 2.5124 820.89  1.5% 03/01/2024  53.7% detail
Tesla Inc (TSLA) 2.7371 990.38  1.8% 02/01/2016  39.9% detail
Apple Inc (AAPL) 38.0849 9,475.51  17.3% 01/03/2006  24.8% detail
Netflix Inc (NFLX) 8.5143 795.49  1.4% 10/01/2015  22.5% detail
Alphabet Inc (GOOG) 10.9701 3,003.16  5.5% 05/01/2014  22.2% detail
RTX Corp (RTX) 1.6486 312.76  0.6% 05/01/2020  21.2% detail
Advanced Micro Devices (AMD) 2.0507 414.22  0.8% 05/03/2021  18.7% detail
Amazon.com Inc (AMZN) 25.8530 5,153.54  9.4% 03/01/2013  17.6% detail
VISA Inc (V) 7.6150 2,250.38  4.1% 03/01/2011  17.5% detail
Meta Platforms Inc (META) 1.9212 1,010.00  1.8% 01/02/2013  16.9% detail
Crowdstrike Holdings Inc (CRWD) 0.9921 366.67  0.7% 05/01/2024  16.6% detail
Costco Wholesale (COST) 2.9525 2,904.81  5.3% 02/01/2005  16.6% detail
TJX Companies Inc (TJX) 2.0709 321.24  0.6% 01/02/2019  15.8% detail
Alphabet Inc A (GOOGL) 10.8586 2,978.94  5.4% 11/01/2007  14.7% detail
Mastercard Incorp Common Stock (MA) 0.6455 312.59  0.6% 03/02/2020  14.4% detail
AbbVie Inc (ABBV) 3.1521 660.05  1.2% 02/01/2013  14.4% detail
J.P. Morgan Chase & Company (JPM) 1.4935 422.43  0.8% 12/03/2018  13.9% detail
Waste Management (WM) 1.2620 284.02  0.5% 05/01/2020  12.7% detail
Abbott Laboratories (ABT) 1.7397 180.91  0.3% 11/09/2010  12.1% detail
Berkshire Hathaway Inc Cl B (BRKB) 3.0228 1,416.16  2.6% 05/01/2008  10.1% detail
Caterpillar Inc (CAT) 0.9876 686.76  1.2% 10/02/2006  9.4% detail
Microsoft Corp (MSFT) 9.0654 3,234.26  5.9% 01/02/2001  9.1% detail
Starbucks Corp (SBUX) 3.0844 267.76  0.5% 01/02/2001  9.0% detail
Nextera Energy (NEE) 2.4527 224.18  0.4% 08/02/2021  8.4% detail
Lowe's Companies Inc (LOW) 1.4101 324.75  0.6% 01/02/2001  7.2% detail
Stryker Corp (SYK) 1.7827 583.72  1.1% 02/01/2005  7.1% detail
Walmart Inc (WMT) 7.0770 869.69  1.6% 01/02/2001  6.8% detail
Exxon Mobil Corp (XOM) 1.7880 305.73  0.6% 12/03/2001  6.2% detail
Mcdonalds Corp (MCD) 1.0756 329.03  0.6% 01/02/2001  5.9% detail
Boeing Company (BA) 0.6222 118.54  0.2% 08/01/2014  5.9% detail
Johnson & Johnson (JNJ) 2.2610 543.65  1.0% 01/02/2001  5.3% detail
Procter & Gamble Company (PG) 1.3737 196.03  0.4% 01/02/2001  4.6% detail
Pepsico Inc (PEP) 2.5653 392.59  0.7% 01/02/2001  4.2% detail
Chevron (CVX) 1.4938 315.41  0.6% 09/01/2011  3.7% detail
Home Depot Inc (HD) 2.4038 773.20  1.4% 01/02/2001  3.5% detail
Eli Lilly & Company (LLY) 0.6832 599.99  1.1% 06/03/2024  2.8% detail
Charles Schwab Corp (SCHW) 3.3482 309.24  0.6% 01/02/2026  2.5% detail
Walt Disney Company (DIS) 2.4283 224.43  0.4% 01/02/2001  1.7% detail
Coca-Cola Company (KO) 2.2584 170.98  0.3% 01/02/2001  1.4% detail
UnitedHealth Group Inc (UNH) 0.9344 242.02  0.4% 12/01/2005  -1.1% detail
GE Aerospace (GE) 0.7396 209.17  0.4% 01/02/2001  -1.8% detail
Salesforce Inc (CRM) 0.8330 149.36  0.3% 09/03/2019  -6.2% detail
Palo Alto Networks Inc (PANW) 1.6680 245.22  0.5% 08/01/2025  -20.8% detail
Uber Technologies Inc (UBER) 1.7666 122.21  0.2% 10/01/2025  -50.1% detail
Novo Nordisk A/S (NVO) 1.9069 68.72  0.1% 04/01/2024  -60.1% detail
Micron Technology (MU) 1.0881 388.70  0.7% 02/02/2026  -75.0% detail
    54,840.31  100.0%      
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 AIRR on Investments (excludes cash) =  7.0%
 *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 03/28/2026
*(using prices from market close for 03/27/2026)
Investment Performance - 12/31/2000 to 03/28/2026
*(using prices from market close for 03/27/2026)
* Chart not shown due to negative values
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