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Holdings

Alphabet Inc. Class A
 

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Portfolio Share: 13.41%

AXON Enterprise Inc

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Portfolio Share: 7.65%

Nvidia
 

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Portfolio Share: 5.67%

RTX Corp
 

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Portfolio Share: 13.26%

ONEOK Inc 
 

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Portfolio Share: 6.92%

Starwood Property Trust Inc​
 

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Portfolio Share: 5.37%

Merck & Company Inc

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Portfolio Share: 8.95%

Lockheed Martin Inc

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Portfolio Share: 5.71%

NXP Semiconductors N V
 

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Portfolio Share: 4.52%

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