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Investment Performance
Investment Performance - 12/31/2000 to 06/02/2026
to
*(using prices from market close for 06/01/2026)
Name Shares Market
Value		 Percent of
Portfolio		 Return Since Annualized Internal
Rate of Return
Micron Technology (MU) 0.8542 884.55  1.3% 02/02/2026  1229.9% detail
GE Vernova Inc (GEV) 0.3832 364.29  0.5% 03/03/2025  129.1% detail
Broadcom Inc. (AVGO) 2.0450 940.62  1.4% 12/02/2024  123.9% detail
Palo Alto Networks Inc (PANW) 1.6946 509.20  0.8% 08/01/2025  104.9% detail
Taiwan Semiconductor Manufacturing CoLtd (TSM) 2.4441 1,064.70  1.6% 03/01/2024  71.2% detail
Palantir Technologies Inc (PLTR) 3.1533 506.57  0.8% 01/02/2025  61.6% detail
Crowdstrike Holdings Inc (CRWD) 0.7573 592.30  0.9% 05/01/2024  61.2% detail
Nvidia Corp (NVDA) 41.0217 9,203.62  13.7% 09/01/2017  57.6% detail
Tesla Inc (TSLA) 2.9351 1,220.67  1.8% 02/01/2016  40.6% detail
Advanced Micro Devices (AMD) 1.8950 966.71  1.4% 05/03/2021  39.4% detail
Apple Inc (AAPL) 37.0320 11,343.27  16.8% 01/03/2006  25.5% detail
Alphabet Inc (GOOG) 10.3637 3,861.30  5.7% 05/01/2014  25.2% detail
Amazon.com Inc (AMZN) 26.4083 6,899.44  10.2% 03/01/2013  21.2% detail
Netflix Inc (NFLX) 9.8056 841.81  1.2% 10/01/2015  21.1% detail
VISA Inc (V) 7.5785 2,446.12  3.6% 03/01/2011  18.1% detail
Meta Platforms Inc (META) 2.0179 1,211.70  1.8% 01/02/2013  17.8% detail
RTX Corp (RTX) 1.9222 335.24  0.5% 05/01/2020  16.7% detail
Alphabet Inc A (GOOGL) 11.0154 4,145.85  6.2% 11/01/2007  16.7% detail
Costco Wholesale (COST) 3.0271 2,863.92  4.2% 02/01/2005  16.1% detail
Eli Lilly & Company (LLY) 0.7880 852.73  1.3% 06/03/2024  15.1% detail
J.P. Morgan Chase & Company (JPM) 1.6069 476.58  0.7% 12/03/2018  14.5% detail
Mastercard Incorp Common Stock (MA) 0.7175 355.33  0.5% 03/02/2020  14.4% detail
AbbVie Inc (ABBV) 3.3166 706.21  1.1% 02/01/2013  14.3% detail
TJX Companies Inc (TJX) 1.7777 271.55  0.4% 01/02/2019  13.9% detail
Caterpillar Inc (CAT) 0.9931 859.41  1.3% 10/02/2006  10.6% detail
Microsoft Corp (MSFT) 9.7582 4,493.84  6.7% 01/02/2001  10.4% detail
Berkshire Hathaway Inc Cl B (BRKB) 3.1032 1,459.39  2.2% 05/01/2008  10.0% detail
Waste Management (WM) 1.2832 272.70  0.4% 05/01/2020  9.9% detail
Starbucks Corp (SBUX) 3.0470 294.06  0.4% 01/02/2001  9.2% detail
Lowe's Companies Inc (LOW) 1.4839 308.22  0.5% 01/02/2001  6.9% detail
Stryker Corp (SYK) 1.8879 565.34  0.8% 02/01/2005  6.8% detail
Boeing Company (BA) 0.7984 179.08  0.3% 08/01/2014  6.7% detail
Walmart Inc (WMT) 7.5098 860.62  1.3% 01/02/2001  6.4% detail
Exxon Mobil Corp (XOM) 1.9316 288.54  0.4% 12/03/2001  5.7% detail
Mcdonalds Corp (MCD) 0.9854 272.09  0.4% 01/02/2001  5.6% detail
Nextera Energy (NEE) 2.6795 224.17  0.3% 08/02/2021  5.5% detail
Johnson & Johnson (JNJ) 2.4329 543.78  0.8% 01/02/2001  5.1% detail
Procter & Gamble Company (PG) 1.5846 222.28  0.3% 01/02/2001  4.6% detail
Pepsico Inc (PEP) 2.5451 360.18  0.5% 01/02/2001  3.9% detail
Home Depot Inc (HD) 2.4010 745.97  1.1% 01/02/2001  3.4% detail
Walt Disney Company (DIS) 2.6278 270.27  0.4% 01/02/2001  2.1% detail
UnitedHealth Group Inc (UNH) 0.8400 319.07  0.5% 12/01/2005  1.9% detail
Coca-Cola Company (KO) 2.5566 201.05  0.3% 01/02/2001  1.6% detail
Chevron (CVX) 1.4326 266.23  0.4% 09/01/2011  1.4% detail
GE Aerospace (GE) 0.7315 237.45  0.3% 01/02/2001  -1.4% detail
Oracle Corp (ORCL) 1.0737 266.43  0.4% 01/02/2001  -2.9% detail
Salesforce Inc (CRM) 0.9222 193.30  0.3% 09/03/2019  -3.4% detail
Charles Schwab Corp (SCHW) 3.5750 317.25  0.5% 01/02/2026  -10.6% detail
Uber Technologies Inc (UBER) 1.6921 124.82  0.2% 10/01/2025  -33.8% detail
Vertiv Holdings Co (VRT) 1.2040 389.36  0.6% 06/01/2026 NA detail
    67,399.18  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 06/02/2026
*(using prices from market close for 06/01/2026)
Investment Performance - 12/31/2000 to 06/02/2026
*(using prices from market close for 06/01/2026)
* Chart not shown due to negative values
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