Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
MSFT Microsoft Corp	1.7M	$841.5M	8.7%	—	$278.45	+75.07%	28 qtrs	Decreased 0
NVDA NVIDIA Corp	4.5M	$832.7M	8.6%	—	$127.49	+47.11%	11 qtrs	Decreased 0
GOOGL Alphabet Inc	2M	$620.8M	6.4%	—	$125.67	+149.74%	28 qtrs	Decreased 0
AMZN Amazon.com Inc	2.3M	$524.3M	5.4%	—	$130.46	+78.24%	28 qtrs	Decreased 0
MA Mastercard Inc	718,452	$410.1M	4.3%	—	$317.72	+81.47%	28 qtrs	Decreased 0
AAPL Apple Inc	1.3M	$364.9M	3.8%	—	$181.48	+50.33%	28 qtrs	Decreased 0
CL Colgate-Palmolive Co	4.3M	$343.6M	3.6%	—	$72.58	+8.89%	28 qtrs	Increased 59
JPM JPMORGAN CHASE & CO.	1M	$327.8M	3.4%	—	$169.65	+89.79%	28 qtrs	Decreased 0
EMR Emerson Electric Co	2.2M	$298.6M	3.1%	—	$115.23	+16.96%	6 qtrs	Increased 58
CME CME Group Inc	1.1M	$298.5M	3.1%	—	$161.92	+70.35%	28 qtrs	Decreased 0
AVGO Broadcom Inc	832,057	$288M	3.0%	—	$202.88	+72.45%	26 qtrs	Increased 61
BLK Blackrock Inc	251,856	$269.6M	2.8%	—	$1,017.00	+6.52%	5 qtrs	Increased 58
META Meta Platforms Inc	366,774	$242.1M	2.5%	—	$342.23	+94.59%	28 qtrs	Decreased 0
HD Home Depot Inc/The	692,440	$238.3M	2.5%	—	$310.68	+11.48%	28 qtrs	Decreased 0
NFLX Netflix Inc	2.4M	$221.4M	2.3%	—	$94.87	-1.15%	4 qtrs	Increased 85
OTIS Otis Worldwide Corp	2.5M	$221.4M	2.3%	—	$72.42	+20.98%	23 qtrs	Decreased 0
FTNT Fortinet Inc	2.8M	$220.6M	2.3%	—	$77.09	+4.18%	8 qtrs	Decreased 0
AMGN Amgen Inc	655,511	$214.6M	2.2%	—	$201.03	+62.38%	28 qtrs	Decreased 0
MCO Moody's Corp	412,752	$210.9M	2.2%	—	$340.10	+51.65%	28 qtrs	Decreased 0
NOW ServiceNow Inc	1.2M	$188.9M	2.0%	—	$160.48	-3.89%	4 qtrs	Increased 78
MRSH Marsh & McLennan Cos Inc	934,732	$173.4M	1.8%	—	$207.60	-10.20%	3 qtrs	Increased 48
COST Costco Wholesale Corp	197,416	$170.2M	1.8%	—	$403.78	+114.10%	28 qtrs	Decreased 0
UBER Uber Technologies Inc	2M	$164.4M	1.7%	—	$94.73	-13.31%	2 qtrs	Increased 63
AMT AMERICAN TOWER CORP	900,401	$158.1M	1.6%	—	$192.36	-8.13%	28 qtrs	Increased 50
TMO Thermo Fisher Scientific Inc	264,529	$153.3M	1.6%	—	$497.19	+17.35%	4 qtrs	Decreased 0
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Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

CLColgate-Palmolive Co

Q4 2024 → Q4 2025+1.4M shares+$35.6M

NOWServiceNow Inc

Q2 2025 → Q4 2025+1.2M shares+$129.4M

VTVANGUARD INTL EQUITY INDEX F

Q2 2025 → Q4 2025+48,501 shares+$7.4M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer