Instuitional Investor - J. Stern & Co. Llp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	858,753	$115,321,940	10.86%
2.	Amazon Com Inc	AMZN	356,971	$78,315,868	7.37%
3.	Alphabet Inc.	GOOGL	362,751	$69,080,073	6.5%
4.	Eaton Corp Plc	ETN	204,513	$67,899,458	6.39%
5.	Meta Platforms Inc.	META	112,369	$65,793,173	6.19%