BERKSHIRE HATHAWAY INC DEL BRK.B
22.37% 23.79% $22.1M 44,264 $21.7M 45,314 -1,050 -2.32% Reduce ASML HLDG NV ASML
16.12% 12.01% $16.0M 8,020 $11.0M 8,300 -280 -3.37% Reduce ENTERPRISE PRODS PARTNERS L EPD
9.55% 10.66% $9.5M 257,210 $9.7M 257,210 0 0.00% Unchanged N NEXTERA ENERGY INC NEE
8.5% 8.75% $8.4M 95,835 $8.0M 85,935 +9,900 +11.52% Add BLACKSTONE INC BX
8.29% 8.48% $8.2M 69,721 $7.7M 67,281 +2,440 +3.63% Add O OREILLY AUTOMOTIVE INC COM ORLY
5.18% 5.83% $5.1M 55,675 $5.3M 57,675 -2,000 -3.47% Reduce FORTINET INC FTNT
4.54% 2.97% $4.5M 29,268 $2.7M 33,218 -3,950 -11.89% Reduce JPMORGAN CHASE & CO JPM
4.47% 4.36% $4.4M 13,513 $4.0M 13,513 0 0.00% Unchanged SYNOPSYS INC SNPS
4.09% 3.94% $4.0M 9,070 $3.6M 9,070 0 0.00% Unchanged N NUTANIX INC NTNX
2.69% 1.87% $2.7M 52,325 $1.7M 44,975 +7,350 +16.34% Add AMAZON COM INC AMZN
2.66% 2.52% $2.6M 11,055 $2.3M 11,055 0 0.00% Unchanged S SPDR GOLD TR GLD
2.24% 2.84% $2.2M 6,025 $2.6M 6,025 0 0.00% Unchanged INTUITIVE SURGICAL INC ISRG
1.96% 2.46% $1.9M 4,875 $2.2M 4,875 0 0.00% Unchanged MICROSOFT CORP MSFT
1.73% 1.86% $1.7M 4,595 $1.7M 4,595 0 0.00% Unchanged AMERICAN TOWER CORP COM AMT
1.46% 1.67% $1.4M 8,845 $1.5M 8,845 0 0.00% Unchanged ANALOG DEVICES INC COM ADI
1.38% 1.2% $1.4M 3,429 $1.1M 3,429 0 0.00% Unchanged A Alphabet Inc Class C GOOG
0.61% 0.53% $600,661 1,700 $487,662 1,700 0 0.00% Unchanged BOEING CO BA
0.6% 0.6% $595,293 2,750 $547,333 2,750 0 0.00% Unchanged AGNICO EAGLE MINES LTD AEM
0.48% 0.68% $470,820 3,035 $616,044 3,035 0 0.00% Unchanged INTUIT INTU
0.43% 0.83% $429,345 1,645 $754,503 1,745 -100 -5.73% Reduce ALPHABET INC GOOGL
0.36% 0.32% $357,370 1,000 $287,560 1,000 0 0.00% Unchanged P PJT Partners, Inc. CL A PJT
0.3% 0.3% $292,371 1,937 $270,638 1,937 0 0.00% Unchanged 
