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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| NVDA | NVIDIA | 19,045 | +19,045 | Open | $125.27 | 9.82% | 0.00% | 7,586,527 | 2025-03-31 | ||||||
| AMZN | AMAZON | 25,631 | +151 | +0.59% | $204.69 | 6.95% | 0.00% | 5,371,548 | 2025-03-31 | ||||||
| CSGP | COSTAR GROUP | 52,776 | +306 | +0.58% | $74.91 | 6.39% | 0.01% | 4,937,494 | 2025-03-31 | ||||||
| NFLX | NETFLIX | 2,067 | +2,067 | Open | $947.97 | 5.65% | 0.00% | 4,368,590 | 2025-03-31 | ||||||
| APD | AIR PRODUCTS & CHEMICALS | 11,403 | +43 | +0.38% | $315.23 | 4.87% | 0.01% | 3,762,869 | 2025-03-31 | ||||||
| VEEV | VEEVA SYSTEMS | 14,934 | +98 | +0.66% | $223.65 | 4.69% | 0.01% | 3,628,008 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 4,025 | -66 | -1.61% | $426.00 | 4.60% | 0.00% | 3,553,443 | 2025-03-31 | ||||||
| AAPL | APPLE | 13,254 | +1,357 | +11.41% | $235.17 | 4.57% | 0.00% | 3,533,922 | 2025-03-31 | ||||||
| ADI | ANALOG DEVICES | 17,315 | -91 | -0.52% | $220.39 | 4.47% | 0.00% | 3,453,683 | 2025-03-31 | ||||||
| INTU | INTUIT | 4,836 | -7 | -0.14% | $641.79 | 4.44% | 0.00% | 3,429,998 | 2025-03-31 | ||||||
| DE | DEERE & | 6,346 | +56 | +0.89% | $423.73 | 4.30% | 0.00% | 3,325,384 | 2025-03-31 | ||||||
| APH | AMPHENOL | 49,977 | +6,935 | +16.11% | $69.59 | 4.28% | 0.00% | 3,311,702 | 2025-03-31 | ||||||
| COST | COSTCO WHOLESALE | 2,421 | +1,050 | +76.59% | $948.48 | 4.23% | 0.00% | 3,271,229 | 2025-03-31 | ||||||
| EME | EMCOR GROUP | 8,306 | +18 | +0.22% | $478.12 | 4.04% | 0.02% | 3,118,903 | 2025-03-31 | ||||||
| SHOP | SHOPIFY | 31,684 | +80 | +0.25% | $100.87 | 4.00% | 0.00% | 3,093,626 | 2025-03-31 | ||||||
| CDNS | CADENCE DESIGN SYSTEMS | 9,693 | +1,077 | +12.50% | $285.80 | 3.90% | 0.00% | 3,015,209 | 2025-03-31 | ||||||
| URI | UNITED RENTALS | 3,202 | +18 | +0.57% | $814.48 | 3.58% | 0.00% | 2,765,512 | 2025-03-31 | ||||||
| TSM | TAIWAN SEMICONDUCTOR | 1,260 | +399 | +46.34% | $194.30 | 3.30% | 0.00% | 2,546,741 | 2025-03-31 | ||||||
| HD | HOME DEPOT | 5,751 | +71 | +1.25% | $407.44 | 2.75% | 0.00% | 2,123,538 | 2025-03-31 | ||||||
| TMO | THERMO FISHER SCIENTIFIC | 3,613 | +2,077 | +135.22% | $543.35 | 2.73% | 0.00% | 2,109,871 | 2025-03-31 | ||||||
| ZTS | ZOETIS | 12,952 | +12,952 | Open | $165.29 | 2.71% | 0.00% | 2,097,058 | 2025-03-31 | ||||||
| EPD | ENTERPRISE PRODUCTS PARTNERS LP | 43,866 | +20,165 | +85.08% | $31.87 | 1.94% | 0.00% | 1,501,095 | 2025-03-31 | ||||||
| QQQ | INVESCO QQQ | 513 | -3,679 | -87.76% | $505.32 | 0.94% | 0.00% | 726,178 | 2025-03-31 | ||||||
| TTD | TRADE DESK | 951 | +102 | +12.01% | $119.66 | 0.73% | 0.00% | 564,994 | 2025-03-31 | ||||||
| SNAP | SNAP | 10,000 | 0 | 0.00% | $11.44 | 0.12% | 0.00% | 89,300 | 2025-03-31 | ||||||
| ITOT | ISHARES CORE S&P TOTAL US STOCK MARKET ETF | 0 | -19,211 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| UNH | UNITEDHEALTH GROUP | 0 | -4,065 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||