MSFTMicrosoft
3.88%-174.65K-0.00%6.55B0.21%Computer430.520Mar 31, 2024Aggregated 13FAMZNAmazon
2.11%-175.28K-0.00%3.55B0.19%Commerce183.130Mar 31, 2024Aggregated 13FAAPLApple
2.07%-251.87K-0.00%3.49B0.13%Computer190.900Mar 31, 2024Aggregated 13FGOOGLAlphabet-A
2.05%-425.09K-0.00%3.45B0.18%Internet & Media176.380Mar 31, 2024Aggregated 13FNVDANVIDIA
1.94%-21.50K-0.00%3.26B0.15%Electronics949.500Mar 31, 2024Aggregated 13FTDGTransDigm
1.59%-168.16K-0.30%2.68B3.95%Defense1326.190Mar 31, 2024Aggregated 13FBNBrookfield
1.52%-1.22M-0.08%2.56B4.01%Non-Bank Financials44.350Mar 31, 2024Aggregated 13FCPRTCopart
1.35%+1.02M+0.11%2.28B4.09%Other53.950Mar 31, 2024Aggregated 13FKKRKKR & Co
1.34%-1.34M-0.15%2.26B2.56%Non-Bank Financials105.770Mar 31, 2024Aggregated 13FHEIHeico
1.22%+652.77K+0.47%2.05B7.86%Defense215.730Mar 31, 2024Aggregated 13FORLYO'Reilly Automotive
1.20%+76.79K+0.13%2.03B3.05%Commerce991.440Mar 31, 2024Aggregated 13FHLTHilton Worldwide
1.15%-204.28K-0.08%1.94B3.66%Leisure Services204.430Mar 31, 2024Aggregated 13FCSGPCoStar
1.10%-212.33K-0.05%1.85B4.80%Real Estate87.190Mar 31, 2024Aggregated 13FAMTAmerican Tower Corp
1.00%+2.34M+0.50%1.69B1.89%Real Estate191.340Mar 31, 2024Aggregated 13FMETAMeta Platforms
0.95%-61.20K-0.00%1.60B0.13%Internet & Media467.780Mar 31, 2024Aggregated 13FPLDPrologis
0.92%-226.12K-0.02%1.55B1.31%Real Estate109.220Mar 31, 2024Aggregated 13FVVisa
0.88%-119.11K-0.01%1.48B0.27%Non-Bank Financials275.580Mar 31, 2024Aggregated 13FPGRProgressive
0.88%-278.40K-0.05%1.48B1.20%Non-Bank Financials206.340Mar 31, 2024Aggregated 13FROPRoper Technologies
0.85%+62.03K+0.06%1.43B2.42%Computer547.450Mar 31, 2024Aggregated 13FMAMasterCard
0.80%-51.34K-0.01%1.34B0.30%Non-Bank Financials456.520Mar 31, 2024Aggregated 13FEQIXEquinix Inc
0.78%+213.76K+0.23%1.31B1.74%Real Estate781.460Mar 31, 2024Aggregated 13FVMCVulcan Materials
0.72%+83.68K+0.06%1.21B3.40%Building Materials260.870Mar 31, 2024Aggregated 13FJPMJPMorgan
0.70%-205.97K-0.01%1.18B0.21%Banks198.310Mar 31, 2024Aggregated 13FWELLWelltower Inc
0.68%-553.75K-0.09%1.14B2.08%Real Estate101.870Mar 31, 2024Aggregated 13FBROBrown & Brown
0.65%+392.61K+0.14%1.10B4.46%Non-Bank Financials91.160Mar 31, 2024Aggregated 13FEXRExtra Space Storage Inc
0.62%+9.40K+0.00%1.04B3.35%Real Estate146.370Mar 31, 2024Aggregated 13FADBEAdobe
0.59%-61.15K-0.01%992.28M0.44%Computer483.930Mar 31, 2024Aggregated 13FCOSTCostco
0.58%-23.53K-0.01%979.61M0.31%Commerce801.860Mar 31, 2024Aggregated 13FAVGOBroadcom
0.58%+5.26K+0.00%969.87M0.16%Electronics1392.240Mar 31, 2024Aggregated 13FBRK.ABerkshire Hathaway-A
0.56%+9.00+0.00%945.34M0.10%Non-Bank Financials625100.000Mar 31, 2024Aggregated 13FLLYEli Lilly and Co
0.55%-3.75K-0.00%933.18M0.14%Medical Biology802.910Mar 31, 2024Aggregated 13FSBACSBA Communications Corp
0.54%+1.52M+1.42%915.75M4.00%Real Estate193.770Mar 31, 2024Aggregated 13FNFLXNetflix
0.54%+9.94K+0.00%907.38M0.34%Internet & Media640.470Mar 31, 2024Aggregated 13FINTUIntuit
0.51%-25.22K-0.01%866.96M0.48%Computer670.270Mar 31, 2024Aggregated 13FAVBAvalonBay Communities Inc
0.51%+109.55K+0.08%863.04M3.35%197.600Mar 31, 2024Aggregated 13FMKLMarkel Group
0.50%-3.11K-0.02%848.28M4.32%Non-Bank Financials1648.060Mar 31, 2024Aggregated 13FVTRVentas Inc
0.50%-152.41K-0.04%842.81M4.87%Real Estate48.470Mar 31, 2024Aggregated 13FKMXCarMax
0.49%-98.99K-0.06%832.23M6.16%Auto69.760Mar 31, 2024Aggregated 13FDPZDomino's Pizza
0.49%-32.32K-0.09%826.97M4.80%Leisure Services511.920Mar 31, 2024Aggregated 13FMCHPMicrochip Technology
0.49%-54.63K-0.01%824.90M1.71%Electronics99.490Mar 31, 2024Aggregated 13FMRKMerck & Co
0.47%+124.61K+0.00%795.90M0.24%Medical Biology131.100Mar 31, 2024Aggregated 13FUNHUnitedHealth
0.47%-26.81K-0.00%791.76M0.18%Medical Biology521.350Mar 31, 2024Aggregated 13FDHRDanaher
0.46%-14.05K-0.00%775.01M0.42%Medical Biology267.190Mar 31, 2024Aggregated 13FLYVLive Nation Entertainment
0.44%+4.31K+0.00%743.58M3.11%Internet & Media101.400Mar 31, 2024Aggregated 13FITGartner
0.44%+10.88K+0.01%743.45M2.01%Computer451.930Mar 31, 2024Aggregated 13FVICIVICI Properties
0.43%-1.38M-0.13%725.73M2.35%29.530Mar 31, 2024Aggregated 13FINVHInvitation Homes Inc
0.43%-358.69K-0.06%721.41M3.36%34.980Mar 31, 2024Aggregated 13FAREAlexandria Real Estate Equities Inc
0.41%-854.93K-0.49%685.20M3.12%Real Estate122.780Mar 31, 2024Aggregated 13FXOMExxon Mobil
0.40%+252.50K+0.01%671.40M0.15%Mining115.480Mar 31, 2024Aggregated 13FREXRRexford Industrial Realty Inc
0.40%-115.82K-0.05%666.51M6.28%Real Estate45.460Mar 31, 2024Aggregated 13F